MondegarAI
Authentikos Wealth Advisory, LLC

Q1 2025 · 13F-HR

Authentikos Wealth Advisory, LLCholdings as filed

Filed 2025-04-17 · accession 0001967054-25-000002

$118.7M
Reported value
52
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
53656F763LISTED FD TR$8.5M7.13%254,325CommonNONE
45783Y699XUSPINNOVATOR ETFS TRUST$7.9M6.68%212,324CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$6.8M5.76%217,892CommonNONE
00888H877SIXOAIM ETF PRODUCTS TRUST$6.8M5.75%216,013CommonNONE
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$6.8M5.74%310,163CommonNONE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$6.8M5.70%218,804CommonNONE
00888H687SEPWAIM ETF PRODUCTS TRUST$6.6M5.60%232,863CommonNONE
72201R577BILZPIMCO ETF TR$6.6M5.53%64,867CommonNONE
037833100AAPLAPPLE INC$5.3M4.50%30,283CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$3.8M3.18%127,574CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$3.1M2.59%124,645CommonNONE
210322509QBERELEVATION SERIES TRUST$3.1M2.58%123,567CommonNONE
67066G104NVDANVIDIA CORPORATION$3.0M2.57%28,104CommonNONE
45783Y103XDSQINNOVATOR ETFS TRUST$3.0M2.54%86,645CommonNONE
594918104MSFTMICROSOFT CORP$3.0M2.50%7,896CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$2.9M2.47%108,390CommonNONE
46438G588SMAXISHARES TR$2.6M2.21%104,779CommonNONE
53656F474LISTED FD TR$2.4M1.98%69,298CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$2.1M1.80%117,191CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$2.0M1.66%59,444CommonNONE
00888H869SIXJAIM ETF PRODUCTS TRUST$1.9M1.62%64,276CommonNONE
53656F698LISTED FD TR$1.9M1.62%50,633CommonNONE
82889N426YGLDSIMPLIFY EXCHANGE TRADED FUN$1.8M1.48%60,432CommonNONE
72201R783HYSPIMCO ETF TR$1.6M1.37%17,354CommonNONE
82889N798TYASIMPLIFY EXCHANGE TRADED FUN$1.6M1.31%117,932CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$1.4M1.15%62,411CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$1.3M1.09%61,184CommonNONE
210322400QBULELEVATION SERIES TRUST$1.1M0.92%43,848CommonNONE
82889N558CRDTSIMPLIFY EXCHANGE TRADED FUN$1.0M0.88%40,949CommonNONE
72201R593CMDTPIMCO ETF TR$1.0M0.88%39,023CommonNONE
02079K107GOOGALPHABET INC$1.0M0.86%12,293CommonNONE
72201R833MINTPIMCO ETF TR$938,3830.79%9,326CommonNONE
72201R569PMBSPIMCO ETF TR$820,6170.69%16,720CommonNONE
00888H794DECWAIM ETF PRODUCTS TRUST$717,6920.60%23,963CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$677,3780.57%13,379CommonNONE
82889N376RFIXSIMPLIFY EXCHANGE TRADED FUN$610,1350.51%11,404CommonNONE
88636J659YMAXTIDAL TR II$582,4470.49%43,596CommonNONE
33739Q408FTSMFIRST TR EXCHANGE TRADED FD$548,3740.46%9,164CommonNONE
97717Y527USFRWISDOMTREE TR$536,3170.45%10,656CommonNONE
464288679SHVISHARES TR$476,3040.40%4,312CommonNONE
02072L458STXTEA SERIES TRUST$475,4970.40%23,639CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$458,5730.39%11,281CommonNONE
72201R585PYLDPIMCO ETF TR$397,1470.33%15,072CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$359,0700.30%3,842CommonNONE
53656F821LISTED FD TR$334,8050.28%9,735CommonNONE
922908751VBVANGUARD INDEX FDS$330,9770.28%1,492CommonNONE
02072L441BUXXEA SERIES TRUST$315,8810.27%15,553CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$313,8070.26%13,252CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$272,4620.23%8,229CommonNONE
88634T535FIAXTIDAL TR II$269,9590.23%14,624CommonNONE
00888H638FLJJAIM ETF PRODUCTS TRUST$239,0730.20%8,500CommonNONE
45783Y723PSTPINNOVATOR ETFS TRUST$203,0040.17%6,464CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.