MondegarAI
← Tracker

Institutional

Asset One Wealth Management LLC

CIK 0002110759
$903.8M
Reported AUM
336
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Asset One Wealth Management LLC · Q1 2026

AI · grounded in 13F

Asset One Wealth Management LLC significantly increased its position in IWM by 2,319.09%. The fund established new positions in TCAF with a $8.57M investment and VXUS with $8.45M. Other notable activity includes increasing shares of AAPL by 75.4% and reducing its holding in ADBE by 89.09%.

Portfolio · Q1 2026

MSFTOUNZAAPLBILSQQQBILVOOQQQMNVDASGDMOther$616.5MAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$39.7M4.39%+26,537+39.6%
2OUNZVANECK MERK GOLD ETF$41.51-3.64%30.04%135.18%$34.3M3.80%+13,574+1.8%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$27.1M3.00%+43,835+75.4%
4BILSSPDR SERIES TRUST$99.180.01%4.25%17.65%$23.6M2.61%+77,025+48.0%
5QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$22.9M2.54%7,470−17.3%
6BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$22.9M2.53%+78,265+45.6%
7VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$22.5M2.49%+4,906+16.4%
8QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%33.80%99.76%$22.2M2.46%+14,065+20.2%
9NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$20.4M2.26%+7,984+8.5%
10SGDMSPROTT ETF TRUST$65.89-8.23%49.42%140.13%$18.0M2.00%+1,446+0.6%
11SCHDSCHWAB STRATEGIC TR$32.30-0.89%26.40%50.98%$17.2M1.90%72,354−11.6%
12PSLVSPROTT ASSET MANAGEMENT LP$21.53-8.15%78.97%141.91%$16.4M1.81%+22,057+3.4%
13AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$14.7M1.63%+9,661+19.6%
14PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%28.72%126.60%$13.2M1.46%+9,179+2.5%
15SILGLOBAL X FDS$79.28-10.44%65.98%99.10%$13.2M1.46%+2,107+1.5%
16REMXVANECK ETF TRUST$88.59-8.67%132.67%-8.96%$10.5M1.17%+10,124+10.7%
17AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$9.7M1.07%+9,545+65.5%
18IWMISHARES TR$281.65-3.55%34.35%35.27%$9.3M1.03%+32,560+2319.1%
19METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$8.7M0.96%+2,071+18.9%
20TCAFT ROWE PRICE ETF INC$40.03-2.17%17.63%54.26%$8.6M0.95%+220,716NEW
21GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$8.5M0.95%+9,937+63.0%
22VXUSVANGUARD STAR FDS$83.03-3.73%25.97%48.87%$8.5M0.94%+103,252NEW
23VOXVANGUARD WORLD FD$188.53-1.87%16.18%36.94%$8.3M0.92%580−1.3%
24GOOGALPHABET INC$365.76-0.95%109.82%172.71%$8.3M0.91%+3,345+15.5%
25GDXVANECK ETF TRUST$78.84-8.75%53.84%141.98%$7.4M0.82%+624+0.8%
26ASMLASML HLDG NV$1641.74-6.59%119.73%124.14%$7.4M0.82%+584+13.0%
27IVWISHARES TR$134.60-3.81%28.06%84.10%$7.3M0.81%+4,255+7.9%
28AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$7.3M0.81%+1,733+10.4%
29LNGCHENIERE ENERGY INC$238.82-0.93%-0.79%194.92%$6.9M0.76%+127+0.5%
30CMICUMMINS INC$651.22-3.96%102.61%215.44%$6.7M0.75%+2,469+30.6%
31CATCATERPILLAR INC$904.28-3.85%$6.7M0.74%HELD
32TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$6.4M0.71%+3,207+22.6%
33AMDADVANCED MICRO DEVICES INC$466.38-10.86%$6.4M0.71%+2,240+11.1%
34SHVISHARES TR$110.120.03%$6.2M0.68%+1,553+2.9%
35JQUAJ P MORGAN EXCHANGE TRADED F$69.89-2.82%$6.0M0.66%+91,678NEW
36ANETARISTA NETWORKS INC$154.27-7.07%$6.0M0.66%+1,393+4.2%
37JPMJPMORGAN CHASE & CO$312.370.48%$5.8M0.64%+4,566+33.0%
38VGTVANGUARD WORLD FD$115.28-6.14%$5.6M0.61%+38,637+235.9%
39COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$5.5M0.61%+530+10.7%
40LLYELI LILLY & CO$1131.420.55%$5.2M0.58%+1,831+46.6%
41WMTWALMART INC$118.880.97%$5.2M0.57%+6,211+18.5%
42MCDMCDONALDS CORP$279.842.61%$5.2M0.57%+1,565+10.1%
43VVISA INC$323.571.06%$5.1M0.57%+4,033+32.3%
44XLKSELECT SECTOR SPDR TR$180.30-6.66%$5.1M0.57%+1,132+3.5%
45WMWASTE MGMT INC DEL$220.400.63%$5.1M0.56%+3,613+18.9%
46DCORDIMENSIONAL ETF TRUST$80.47-2.40%$5.0M0.55%+64,502NEW
47URAGLOBAL X FDS$45.31-9.88%$5.0M0.55%815−0.9%
48TDVGT ROWE PRICE ETF INC$47.90-1.14%$5.0M0.55%+106,364NEW
49SLVPISHARES INC$31.45-10.42%$4.7M0.52%+1,839+1.5%
50FEGERBB FUND TRUST$49.14-2.23%$4.7M0.52%+95,125NEW
51TEQIT ROWE PRICE ETF INC$49.52-0.93%$4.6M0.51%+97,974NEW
52BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$4.4M0.49%+1,954+2.7%
53AVDVAMERICAN CENTY ETF TR$105.99-3.19%$4.4M0.48%+41,621NEW
54DUKDUKE ENERGY CORP NEW$124.221.97%$4.4M0.48%+2,500+7.8%
55GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$4.3M0.47%+517+12.7%
56SPYDSPDR SERIES TRUST$47.900.21%$4.2M0.47%+28,980+46.6%
57HDHOME DEPOT INC$310.780.27%$4.2M0.46%+2,536+26.4%
58EWBCEAST WEST BANCORP INC$125.940.58%$4.1M0.45%+4,157+14.1%
59ABBVABBVIE INC$227.231.02%$4.1M0.45%+765+4.0%
60NFLXNETFLIX INC.$82.180.76%$4.0M0.44%+2,844+7.1%
61ACGLARCH CAP GROUP LTD$91.193.23%$3.9M0.43%+6,372+19.3%
62SNPSSYNOPSYS INC$464.85-5.99%$3.9M0.43%+1,979+31.4%
63SIVRABRDN SILVER ETF TRUST$64.68-8.10%$3.9M0.43%+737+1.4%
64FDLFIRST TR EXCHANGE-TRADED FD$50.330.18%$3.8M0.42%+27,350+54.9%
65IVVISHARES TR$740.91-2.62%$3.8M0.42%266−4.7%
66LVHILEGG MASON ETF INVT$40.10-0.94%$3.8M0.42%+3,628+4.0%
67FLKRFRANKLIN TEMPLETON ETF TR$56.22-14.42%$3.8M0.42%+79,273NEW
68PAASPAN AMERN SILVER CORP$47.58-10.31%$3.8M0.42%+568+0.8%
69MPLXMPLX LP$56.480.28%$3.7M0.41%+4,701+7.5%
70NXPINXP SEMICONDUCTORS N V$295.96-8.15%$3.7M0.41%+1,613+11.0%
71PLDPROLOGIS INC.$144.540.52%$3.6M0.39%+4,665+22.9%
72ORLYOREILLY AUTOMOTIVE INC$90.332.18%$3.5M0.38%+3,347+9.9%
73PGPROCTER & GAMBLE CO$146.544.09%$3.5M0.38%+4,076+20.2%
74EOGEOG RES INC$137.78-2.20%$3.4M0.38%+3,516+15.8%
75CMCSACOMCAST CORP NEW$23.822.10%$3.4M0.38%+4,590+4.1%
76TMUST-MOBILE US INC$178.100.61%$3.4M0.37%+1,956+12.8%
77BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M0.37%+345+5.1%
78VBVANGUARD INDEX FDS$288.20-2.44%$3.3M0.37%+9,181+374.0%
79VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%$3.3M0.36%2,896−4.9%
80QCOMQUALCOMM INC$215.94-10.98%$3.3M0.36%+3,312+15.8%
81TSLATESLA INC$391.00-6.56%$3.3M0.36%+1,111+15.0%
82SHOPSHOPIFY INC$109.54-5.60%$3.3M0.36%557−2.2%
83CEFSPROTT ASSET MANAGEMENT LP$44.13-5.81%$3.2M0.36%HELD
84PPAINVESCO EXCHANGE TRADED FD T$170.50-1.75%$3.2M0.36%+1,036+5.8%
85FLOTISHARES TR$50.930.06%$3.1M0.35%+17,019+38.1%
86ISRGINTUITIVE SURGICAL INC$422.060.77%$3.1M0.35%+570+9.0%
87FLTRVANECK ETF TRUST$25.520.04%$3.1M0.34%+34,072+39.4%
88FANGDIAMONDBACK ENERGY INC$192.62-5.09%$3.0M0.34%+325+2.1%
89FLRNSPDR SERIES TRUST$30.760.00%$3.0M0.34%+28,607+40.6%
90CCJCAMECO CORP$103.44-9.28%$3.0M0.34%+1,045+4.2%
91PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$3.0M0.33%+16,225+368.0%
92DGRWWISDOMTREE TR$95.95-1.94%$2.9M0.32%875−2.7%
93VYMIVANGUARD WHITEHALL FDS$98.05-1.98%$2.8M0.31%+29,021NEW
94VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$2.8M0.31%+510+4.2%
95BRK/ABERKSHIRE HATHAWAY INC DEL$2.8M0.31%+4NEW
96MOATVANECK ETF TRUST$102.05-1.39%$2.8M0.31%195−0.7%
97NEMNEWMONT CORP$99.71-7.96%$2.8M0.31%+1,519+6.4%
98AVUVAMERICAN CENTY ETF TR$119.70-1.44%$2.8M0.31%+23,496NEW
99ACNACCENTURE PLC IRELAND$178.25-0.34%$2.7M0.30%+993+7.6%
100SPGIS&P GLOBAL INC$424.441.03%$2.7M0.30%+234+4.0%
101VIGIVANGUARD WHITEHALL FDS$2.7M0.29%+29,107NEW
102ITOTISHARES TR$2.6M0.29%13−0.1%
103SMHVANECK ETF TRUST$2.4M0.27%+328+6.7%
104HMYHARMONY GOLD MNG LTD$2.4M0.26%116,393−45.8%
105SILJAMPLIFY ETF TR$2.3M0.25%9,910−11.6%
106MPCMARATHON PETE CORP$2.3M0.25%6,866−39.7%
107IGLDFIRST TR EXCHANGE-TRADED FD$2.3M0.25%+270+0.3%
108SGOVISHARES TR$2.3M0.25%10,707−32.0%
109AMLPALPS ETF TR$2.2M0.24%+769+1.8%
110AIRRFIRST TR EXCHANGE TRADED FD$2.1M0.23%443−2.5%
111SCHVSCHWAB STRATEGIC TR$2.1M0.23%+3,575+5.8%
112URNMSPROTT FDS TR$2.0M0.23%+3,572+13.3%
113SCHGSCHWAB STRATEGIC TR$2.0M0.23%+5,851+10.2%
114ILCVISHARES TR$2.0M0.22%HELD
115MAMASTERCARD INCORPORATED$1.8M0.20%+1,061+42.0%
116IAGIAMGOLD CORP$1.8M0.20%+1,295+1.2%
117SPYGSPDR SERIES TRUST$1.7M0.19%71,821−81.9%
118VTVVANGUARD INDEX FDS$1.7M0.19%+1,354+18.8%
119IPKWINVESCO EXCH TRADED FD TR II$1.7M0.19%+29,130NEW
120PKWINVESCO EXCHANGE TRADED FD T$1.7M0.18%+11,948NEW
121RINGISHARES INC$1.6M0.18%+116+0.6%
122CVXCHEVRON CORPORATION$1.6M0.18%+2,387+36.9%
123GDXJVANECK ETF TRUST$1.6M0.17%4,258−25.1%
124ITAISHARES TR$1.6M0.17%+292+4.4%
125BONDPIMCO ETF TR$1.5M0.17%472−2.8%
126CORPPIMCO ETF TR$1.5M0.17%+130+0.8%
127CPCANADIAN PACIFIC KANSAS CITY$1.5M0.17%+18,497NEW
128DEMWISDOMTREE TR$1.5M0.16%HELD
129AEMAGNICO EAGLE MINES LTD$1.4M0.16%+1,547+27.9%
130CRMSALESFORCE INC$1.4M0.16%6,842−47.3%
131JBNDJ P MORGAN EXCHANGE TRADED F$1.4M0.15%2,239−8.0%
132SPMDSPDR SERIES TRUST$1.4M0.15%389−1.8%
133XOMEXXON MOBIL CORP$1.4M0.15%+1,504+19.3%
134SBUXSTARBUCKS CORP$1.3M0.15%97−0.7%
135NLRVANECK ETF TRUST$1.3M0.15%+102+1.1%
136EVTRMORGAN STANLEY ETF TRUST$1.3M0.15%2,425−8.6%
137IJRISHARES TR$1.3M0.14%+7,157+330.6%
138VFHVANGUARD WORLD FD$1.2M0.14%+913+10.5%
139XLFSELECT SECTOR SPDR TR$1.2M0.13%+446+2.0%
140VONGVANGUARD SCOTTSDALE FDS$1.2M0.13%196−2.0%
141AGGISHARES TR$1.1M0.13%549−4.5%
142KGCKINROSS GOLD CORP$1.1M0.13%+920+2.7%
143VISVANGUARD WORLD FD$1.1M0.12%+309+10.2%
144VOEVANGUARD INDEX FDS$1.1M0.12%+60+1.0%
145DLNWISDOMTREE TR$1.1M0.12%240−2.0%
146IGIBISHARES TR$1.1M0.12%+560+2.8%
147FLJPFRANKLIN TEMPLETON ETF TR$1.0M0.12%+28,163NEW
148ZIONZIONS BANCORPORATION NATL AS$1.0M0.11%1,614−8.9%
149SPYMSPDR SERIES TRUST$1.0M0.11%+319+2.7%
150NRGNRG ENERGY INC$1.0M0.11%+98+1.5%
151IYCISHARES TR$1.0M0.11%+149+1.6%
152IEMGISHARES INC$995K0.11%+2,581+24.7%
153AZOAUTOZONE INC$977K0.11%+271NEW
154MELIMERCADOLIBRE INC$977K0.11%+138+35.5%
155UPSUNITED PARCEL SVCS INC$968K0.11%+9,102NEW
156IYHISHARES TR$960K0.11%+40+0.3%
157XLVSELECT SECTOR SPDR TR$958K0.11%1−0.0%
158VTIVANGUARD INDEX FDS$941K0.10%+1,603+145.3%
159IBMINTERNATIONAL BUSINESS MACHS$939K0.10%+2,864+354.0%
160XLISELECT SECTOR SPDR TR$937K0.10%+247+4.7%
161CSCOCISCO SYS INC$934K0.10%+6,331+155.0%
162EWJISHARES INC$918K0.10%+10,533NEW
163MLPXGLOBAL X FDS$905K0.10%+230+1.8%
164VCRVANGUARD WORLD FD$901K0.10%+200+9.6%
165JNJJOHNSON & JOHNSON$898K0.10%+2,183+122.2%
166RRCRANGE RES CORP$888K0.10%16,000−42.9%
167SPYSTATE STR SPDR S&P 500 ETF T$882K0.10%131−9.5%
168IYKISHARES TR$879K0.10%+625+5.2%
169SHYISHARES TR$874K0.10%+327+3.2%
170SCHOSCHWAB STRATEGIC TR$864K0.10%3,314−8.5%
171AMGNAMGEN INC$859K0.09%+1,100+79.1%
172AUANGLOGOLD ASHANTI PLC$857K0.09%+178+2.1%
173XLCSELECT SECTOR SPDR TR$821K0.09%14−0.2%
174APHAMPHENOL CORP$802K0.09%+648+14.0%
175FXRFIRST TR EXCHANGE-TRADED FD$780K0.09%HELD
176SPLVINVESCO EXCH TRADED FD TR II$775K0.09%356−3.3%
177MRKMERCK & CO INC$768K0.09%+533+8.5%
178XLESELECT SECTOR SPDR TR$762K0.08%1,020−7.0%
179TRGPTARGA RES CORP$759K0.08%+2,072+174.1%
180UCONFIRST TR EXCHNG TRADED FD VI$750K0.08%6,483−17.7%
181SCHMSCHWAB STRATEGIC TR$747K0.08%+1,405+6.8%
182IYFISHARES TR$745K0.08%723−10.8%
183XLBSELECT SECTOR SPDR TR$744K0.08%+233+1.6%
184GLDSPDR GOLD TR$738K0.08%+70+4.3%
185CGMSCAPITAL GRP FIXED INCM ETF T$730K0.08%6,801−20.5%
186BNDVANGUARD BD INDEX FDS$722K0.08%+176+1.8%
187SCHFSCHWAB STRATEGIC TR$722K0.08%+2,312+9.2%
188SCHASCHWAB STRATEGIC TR$709K0.08%+2,256+11.4%
189JEPQJ P MORGAN EXCHANGE TRADED F$699K0.08%+11,928NEW
190EMLPFIRST TR EXCHANGE-TRADED FD$698K0.08%+94+0.6%
191VPUVANGUARD WORLD FD$695K0.08%+246+7.4%
192VWOVANGUARD INTL EQUITY INDEX F$685K0.08%+5,943+102.1%
193BLKBLACKROCK INC$676K0.07%+259+66.6%
194GBILGOLDMAN SACHS ETF TR$673K0.07%+970+16.9%
195GFIGOLD FIELDS LTD$649K0.07%1,834−11.4%
196KLACKLA CORP$636K0.07%12−3.3%
197FXUFIRST TR EXCHANGE-TRADED FD$630K0.07%542−4.0%
198CQPCHENIERE ENERGY PARTNERS L P$629K0.07%HELD
199TSPAT ROWE PRICE ETF INC$620K0.07%+13,933NEW
200FBNDFIDELITY MERRIMACK STR TR$610K0.07%767−5.5%
201METMETLIFE INC$596K0.07%+7,690NEW
202AGFIRST MAJESTIC SILVER CORP$588K0.07%HELD
203CRWDCROWDSTRIKE HLDGS INC$587K0.06%209−13.8%
204LOWLOWES COS INC$586K0.06%+926+65.9%
205IEIISHARES TR$583K0.06%+4,917NEW
206EAELECTRONIC ARTS INC$566K0.06%+575+26.1%
207TBUXT ROWE PRICE ETF INC$564K0.06%+11,295NEW
208DJTTRUMP MEDIA & TECHNOLOGY GRO$550K0.06%97,829−63.6%
209SOXXISHARES TR$549K0.06%347−21.0%
210FTECFIDELITY COVINGTON TRUST$539K0.06%+184+9.0%
211TTETOTALENERGIES SE$536K0.06%HELD
212LMTLOCKHEED MARTIN CORP$530K0.06%+606+188.8%
213AEPAMERICAN ELEC PWR CO INC$517K0.06%+3,921NEW
214CDECOEUR MNG INC$516K0.06%265−0.9%
215VYMVANGUARD WHITEHALL FDS$505K0.06%+370+12.8%
216IWFISHARES TR$505K0.06%+19+1.8%
217IQLTISHARES TR$504K0.06%+10,350NEW
218JGROJ P MORGAN EXCHANGE TRADED F$504K0.06%+5,471NEW
219IYEISHARES TR$499K0.06%+754+9.8%
220MDTMEDTRONIC PLC$499K0.06%+3,856+173.3%
221BABOEING CO$497K0.06%6−0.3%
222AVGVAMERICAN CENTY ETF TR$492K0.05%+6,020NEW
223VEAVANGUARD TAX-MANAGED FDS$483K0.05%+3,604+102.6%
224UNHUNITEDHEALTH GROUP INC$477K0.05%+1,378NEW
225TOTLSSGA ACTIVE ETF TR$469K0.05%673−5.4%
226XARSPDR SERIES TRUST$468K0.05%+631+56.4%
227RTXRTX CORPORATION$467K0.05%+774+44.9%
228URNJSPROTT FDS TR$464K0.05%+665+4.8%
229IWSISHARES TR$461K0.05%HELD
230BSXBOSTON SCIENTIFIC CORP$454K0.05%+7,630NEW
231JPEMJ P MORGAN EXCHANGE TRADED F$454K0.05%50−0.7%
232UUUUENERGY FUELS INC$447K0.05%5,315−19.6%
233CWBSPDR SERIES TRUST$446K0.05%+795+21.7%
234FIXDFIRST TR EXCHNG TRADED FD VI$439K0.05%9−0.1%
235GTOINVESCO ACTIVELY MANAGED EXC$438K0.05%740−7.4%
236VNQVANGUARD INDEX FDS$438K0.05%+491+12.0%
237PANWPALO ALTO NETWORKS INC$427K0.05%+735+43.1%
238PMPHILIP MORRIS INTL INC$407K0.04%+997+60.2%
239ABTABBOTT LABORATORIES$399K0.04%535−11.1%
240LRCXLAM RESEARCH CORP$397K0.04%+1,537NEW
241GLWCORNING INC$397K0.04%309−11.4%
242PAVEGLOBAL X FDS$395K0.04%1,937−21.3%
243KOCOCA COLA CO$394K0.04%+1,390+35.8%
244DEDEERE & CO$379K0.04%+197+43.9%
245CITHE CIGNA GROUP$377K0.04%+1,361NEW
246HONHONEYWELL INTL INC$374K0.04%+505+42.9%
247PEPPEPSICO INC$368K0.04%+870+57.7%
248FLSFLOWSERVE CORP$366K0.04%+4,466NEW
249FUTYFIDELITY COVINGTON TRUST$365K0.04%HELD
250VLOVALERO ENERGY CORP$365K0.04%39−2.4%
251HALHALLIBURTON CO$364K0.04%+9,554NEW
252DISDISNEY WALT CO$364K0.04%+1,219+53.6%
253LINLINDE PLC$364K0.04%+38+5.5%
254FCOMFIDELITY COVINGTON TRUST$364K0.04%750−13.2%
255IUSBISHARES TR$362K0.04%724−8.5%
256KMIKINDER MORGAN INC DEL$361K0.04%+1,425+14.2%
257PYLDPIMCO ETF TR$358K0.04%+13,507NEW
258BACBANK AMERICA CORP$358K0.04%+694+11.6%
259SPABSPDR SERIES TRUST$342K0.04%1,050−7.3%
260EMREMERSON ELEC CO$342K0.04%+148+6.7%
261CINFCINCINNATI FINL CORP$342K0.04%+2,053NEW
262BKNGBOOKING HOLDINGS INC$339K0.04%+1,722+3249.1%
263TJXTJX COS INC NEW$328K0.04%+2,061NEW
264RSPFINVESCO EXCHANGE TRADED FD T$326K0.04%HELD
265NEENEXTERA ENERGY INC$323K0.04%+3,564NEW
266VIOOVANGUARD ADMIRAL FDS INC$322K0.04%HELD
267SLYGSPDR SERIES TRUST$321K0.04%+1,006+49.8%
268SCHZSCHWAB STRATEGIC TR$317K0.04%+43+0.3%
269XLUSELECT SECTOR SPDR TR$314K0.03%+6,983NEW
270SYKSTRYKER CORPORATION$314K0.03%+24+2.6%
271SPMOINVESCO EXCH TRADED FD TR II$313K0.03%+1+0.0%
272NUNU HLDGS LTD$306K0.03%+20,301NEW
273VRTXVERTEX PHARMACEUTICALS INC$301K0.03%+689NEW
274TXNTEXAS INSTRS INC$301K0.03%21−1.6%
275CBCHUBB LTD SWITZ$299K0.03%+907NEW
276TIPISHARES TR$298K0.03%+2,676NEW
277IJHISHARES TR$295K0.03%HELD
278TTTRANE TECHNOLOGIES PLC$292K0.03%+610NEW
279KBESPDR SERIES TRUST$292K0.03%1,255−21.6%
280GEVGE VERNOVA INC$289K0.03%+292NEW
281WMBWILLIAMS COS INC$289K0.03%837−16.9%
282ELVELEVANCE HEALTH INC FORMERLY$288K0.03%+878NEW
283URIUNITED RENTALS INC$281K0.03%+349NEW
284PFFISHARES TR$280K0.03%30−0.3%
285DELLDELL TECHNOLOGIES INC$277K0.03%+1,303NEW
286COHRCOHERENT CORP$275K0.03%+800NEW
287OKEONEOK INC NEW$274K0.03%+99+3.2%
288CBOECBOE GLOBAL MKTS INC$272K0.03%+910NEW
289COOCOOPER COS INC$265K0.03%+3,945NEW
290EPDENTERPRISE PRODS PARTNERS L$265K0.03%+653+10.1%
291TELTE CONNECTIVITY PLC$265K0.03%+13+1.2%
292MMM3M CO$262K0.03%+119+7.2%
293ADBEADOBE INC$261K0.03%8,612−89.1%
294SCCOSOUTHERN COPPER CORP$258K0.03%+11+0.8%
295FDXFEDEX CORP$257K0.03%19−2.8%
296HYSPIMCO ETF TR$256K0.03%+25+0.9%
297SDYSPDR SERIES TRUST$251K0.03%+1,696NEW
298CBRECBRE GROUP INC$251K0.03%+1,674NEW
299WELLWELLTOWER INC$248K0.03%58−4.6%
300ICEINTERCONTINENTAL EXCHANGE IN$248K0.03%+1,563NEW
301NOWSERVICENOW INC$248K0.03%+2,475NEW
302CDNSCADENCE DESIGN SYSTEM INC$247K0.03%+759NEW
303SOSOUTHERN CO$246K0.03%+2,677NEW
304COPCONOCOPHILLIPS$243K0.03%70−3.3%
305IWDISHARES TR$242K0.03%+1,072NEW
306ELFE L F BEAUTY INC$242K0.03%+3,614NEW
307CMECME GROUP INC$241K0.03%109−11.4%
308SHWSHERWIN WILLIAMS CO$241K0.03%+719NEW
309VZVERIZON COMMUNICATIONS INC$239K0.03%+5,175NEW
310WECWEC ENERGY GROUP INC$236K0.03%138−6.2%
311MOALTRIA GROUP INC$232K0.03%+3,591NEW
312BDXBECTON DICKINSON & CO$231K0.03%+1,475NEW
313VUGVANGUARD INDEX FDS$231K0.03%+2,360+500.0%
314ADIANALOG DEVICES INC$230K0.03%+614NEW
315NDAQNASDAQ INC$230K0.03%+2,626NEW
316CCKCROWN HLDGS INC$226K0.03%+2,185NEW
317WYWEYERHAEUSER CO$224K0.02%+9,015NEW
318EFVISHARES TR$224K0.02%167−5.4%
319SHYGISHARES TR$222K0.02%448−7.9%
320SCHPSCHWAB STRATEGIC TR$221K0.02%+8,270NEW
321OHIOMEGA HEALTHCARE INVS INC$221K0.02%1,599−24.9%
322QUREQUANTA SVCS INC$221K0.02%+364NEW
323MSMORGAN STANLEY$220K0.02%+1,160NEW
324IGVISHARES TR$219K0.02%550−17.9%
325IVEISHARES TR$214K0.02%77−7.3%
326SRESEMPRA$213K0.02%+2,291NEW
327SPOTSPOTIFY TECHNOLOGY S A$213K0.02%+407NEW
328OEFISHARES TR$211K0.02%+611NEW
329MCKMCKESSON CORP$206K0.02%+245NEW
330TAT&T INC$205K0.02%+7,904NEW
331UFOPROCURE ETF TRUST II$201K0.02%+3,757NEW
332AALAMERICAN AIRLINES GROUP INC$193K0.02%+16,420NEW
333GPKGRAPHIC PACKAGING HLDG CO$153K0.02%+15,698NEW
334ABRARBOR REALTY TRUST INC$126K0.01%10,000−39.3%
335JPCNUVEEN PFD & INCOME OPPORTUN$103K0.01%16,839−56.4%
336URGUR-ENERGY INC$20K0.00%+12,000NEW
337PPLTABRDN PLATINUM ETF TRUST2,761EXITED
338CASYCASEYS GEN STORES INC653EXITED
339LEUCENTRUS ENERGY CORP1,152EXITED
340TTDTHE TRADE DESK INC10,013EXITED
341SNOWSNOWFLAKE INC1,348EXITED
342AXONAXON ENTERPRISE INC556EXITED
343PSLINVESCO EXCHANGE TRADED FD T2,160EXITED
344VRIGINVESCO ACTIVELY MANAGED EXC9,443EXITED
345AJGGALLAGHER ARTHUR J & CO965EXITED
346DFPFLAHERTY & CRUMRINE DYNAMIC10,716EXITED
347RTHVANECK ETF TRUST838EXITED
348SBSWSIBANYE STILLWATER LTD13,165EXITED
349HASIHA SUSTAINABLE INFRA CAP INC6,394EXITED
350RSPINVESCO EXCHANGE TRADED FD T1,066EXITED
351NKENIKE INC3,413EXITED
352NSANATIONAL STORAGE AFFILIATES6,330EXITED
353LADRLADDER CAP CORP16,619EXITED
354DSLDOUBLELINE INCOME SOLUTIONS14,617EXITED
355USALIBERTY ALL STAR EQUITY FD13,418EXITED

Source: SEC EDGAR · accession 0002110759-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.