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Breachway Investments LLC

Q1 2026 · 13F-HR

Breachway Investments LLCholdings as filed

Filed 2026-04-13 · accession 0002106661-26-000002

$104.2M
Reported value
96
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A508SPYVSPDR SERIES TRUST$11.7M11.2%205,819CommonSOLE
78464A409SPYGSPDR SERIES TRUST$10.3M9.91%104,052CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$5.6M5.35%120,120CommonSOLE
46435UAA9IBDSISHARES TR$3.6M3.41%147,070CommonSOLE
78464A847SPMDSPDR SERIES TRUST$3.5M3.38%58,996CommonSOLE
46435U515IBDTISHARES TR$3.2M3.10%127,868CommonSOLE
46435GAA0IBDRISHARES TR$3.2M3.09%133,607CommonSOLE
69374H881COWZPACER FDS TR$2.9M2.75%46,014CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.6M2.52%89,355CommonSOLE
46436E205IBDUISHARES TR$2.4M2.34%105,268CommonSOLE
037833100AAPLAPPLE INC$2.3M2.19%8,909CommonSOLE
464288760ITAISHARES TR$2.2M2.10%9,799CommonSOLE
464287465EFAISHARES TR$2.1M1.99%20,978CommonSOLE
464287598IWDISHARES TR$1.8M1.75%8,476CommonSOLE
46436E726IBDVISHARES TR$1.7M1.67%79,635CommonSOLE
464287614IWFISHARES TR$1.6M1.58%3,821CommonSOLE
78463V107GLDSPDR GOLD TR$1.4M1.37%3,268CommonSOLE
46090E103QQQINVESCO QQQ TR$1.4M1.33%2,366CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.3M1.29%25,969CommonSOLE
023135106AMZNAMAZON COM INC$1.3M1.29%6,370CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.3M1.28%25,714CommonSOLE
464287408IVEISHARES TR$1.3M1.26%6,976CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.3M1.26%2,171CommonSOLE
46436E486IBDWISHARES TR$1.1M1.06%53,165CommonSOLE
464287309IVWISHARES TR$1.1M1.03%9,314CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M1.02%2,864CommonSOLE
97717Y543WTAIWISDOMTREE TR$988,9990.95%34,151CommonSOLE
78464A854SPYMSPDR SERIES TRUST$980,4100.94%16,339CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$975,9010.94%1,489CommonSOLE
19248C105LDPCOHEN & STEERS LTD DURATION$973,4000.93%47,880CommonSOLE
67066G104NVDANVIDIA CORPORATION$805,6960.77%4,584CommonSOLE
46429B663HDVISHARES TR$769,7360.74%5,746CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$756,5630.73%16,073CommonSOLE
78464A292PSKSPDR SERIES TRUST$730,1090.70%23,741CommonSOLE
464288687PFFISHARES TR$697,0390.67%22,944CommonSOLE
922908736VUGVANGUARD INDEX FDS$667,2090.64%1,511CommonSOLE
464287200IVVISHARES TR$627,1310.60%953CommonSOLE
46436E312IBDXISHARES TR$583,1490.56%23,150CommonSOLE
532457108LLYELI LILLY & CO$580,1490.56%608CommonSOLE
922908769VTIVANGUARD INDEX FDS$579,5690.56%1,793CommonSOLE
464287234EEMISHARES TR$568,0650.55%9,926CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$562,3970.54%2,338CommonSOLE
464287655IWMISHARES TR$540,2970.52%2,165CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$530,3700.51%8,142CommonSOLE
97717W109DTDWISDOMTREE TR$528,6680.51%6,122CommonSOLE
02079K107GOOGALPHABET INC$507,3590.49%1,720CommonSOLE
02079K305GOOGLALPHABET INC$496,0200.48%1,668CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$495,7820.48%3,351CommonSOLE
30231G102XOMEXXON MOBIL CORP$479,4560.46%2,982CommonSOLE
464287499IWRISHARES TR$479,2690.46%4,895CommonSOLE
437076102HDHOME DEPOT INC$475,6450.46%1,443CommonSOLE
464288810IHIISHARES TR$465,6780.45%8,716CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$461,8570.44%743CommonSOLE
464287507IJHISHARES TR$458,9260.44%6,739CommonSOLE
464287879IJSISHARES TR$452,3700.43%3,812CommonSOLE
75513E101RTXRTX CORPORATION$439,9550.42%2,259CommonSOLE
97717X669DGRWWISDOMTREE TR$425,7300.41%4,833CommonSOLE
478160104JNJJOHNSON & JOHNSON$423,7420.41%1,736CommonSOLE
464287721IYWISHARES TR$406,8430.39%2,206CommonSOLE
907818108UNPUNION PAC CORP$404,9680.39%1,666CommonSOLE
922908744VTVVANGUARD INDEX FDS$396,2030.38%2,015CommonSOLE
46438G596MADEISHARES TR$392,5150.38%11,562CommonSOLE
922908751VBVANGUARD INDEX FDS$385,6320.37%1,464CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$384,2360.37%803CommonSOLE
369604301GEGE AEROSPACE$373,6790.36%1,277CommonSOLE
30303M102METAMETA PLATFORMS INC$360,8600.35%623CommonSOLE
02209S103MOALTRIA GROUP INC$360,1400.35%5,500CommonSOLE
464287606IJKISHARES TR$359,9560.35%3,538CommonSOLE
922908629VOVANGUARD INDEX FDS$351,7130.34%1,217CommonSOLE
038222105AMATAPPLIED MATLS INC$343,8940.33%972CommonSOLE
931142103WMTWALMART INC$342,0010.33%2,742CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$336,3900.32%338CommonSOLE
46434V647REETISHARES TR$321,2610.31%12,648CommonSOLE
36828A101GEVGE VERNOVA INC$293,3400.28%328CommonSOLE
09260D107BXBLACKSTONE INC$289,8730.28%2,535CommonSOLE
464287705IJJISHARES TR$286,2730.27%2,150CommonSOLE
78464A821MDYGSPDR SERIES TRUST$277,2150.27%2,857CommonSOLE
97717Y626HYINWISDOMTREE TR$276,7830.27%19,315CommonSOLE
78464A839MDYVSPDR SERIES TRUST$275,3640.26%3,218CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$270,9490.26%2,882CommonSOLE
00206R102TAT&T INC$270,5090.26%9,555CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$269,2070.26%4,966CommonSOLE
46432F842IEFAISHARES TR$268,0100.26%2,916CommonSOLE
68389X105ORCLORACLE CORP$266,0610.26%1,832CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$261,9220.25%1,214CommonSOLE
464287648IWOISHARES TR$252,6120.24%799CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$235,2260.23%2,476CommonSOLE
464287804IJRISHARES TR$230,4770.22%1,845CommonSOLE
149123101CATCATERPILLAR INC$227,8600.22%312CommonSOLE
97717W315DEMWISDOMTREE TR$219,1800.21%4,430CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$213,0520.20%2,800CommonSOLE
464287242LQDISHARES TR$208,7360.20%1,921CommonSOLE
92826C839VVISA INC$206,0030.20%690CommonSOLE
464287887IJTISHARES TR$205,9730.20%1,410CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$204,1290.20%1,516CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$201,6580.19%683CommonSOLE

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.