Wall Street Access Asset Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1507971
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$704.8M
Holdings
864
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wall Street Access Asset Management, LLC disclosed 864 positions worth $704.8M in its Form 13F-HR for Q2 2026, followed by $GOOGL and $AAPL. During the quarter the fund opened 277 new positions and exited 118. The portfolio is most concentrated in Other (49.7% of disclosed assets). All figures are sourced directly from Wall Street Access Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1507971.
AI Fund Analysis
DiversifyingISHARES TR CORE S&P 500 ET
6.5% weight
Held 10 quarters
$GOOG4.7% weight
Held 10 quarters
$AAPL4.6% weight
Held 10 quarters
$BRK-A4.3% weight
Held 10 quarters
$IVZ4.0% weight
Held 9 quarters
$GBDC6 quarters accumulating
$PG5 quarters accumulating
$HCXY5 quarters accumulating
$HIO5 quarters accumulating
Janus Henderson AAA CLO ET
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR CORE S&P 500 ETF - Common Stock
—Quality
$46.0M61,433 sh- 78.2#57
Quality
$32.8M92,845 sh - 76.4#84
Quality
$32.3M111,733 sh - 73.8
Quality
$30.0M40 sh - —
Quality
$28.0M131,784 sh - 79.8
Quality
$21.6M57,918 sh - 68.7
Quality
$14.3M60,179 sh - 73.8
Quality
$14.1M28,121 sh - 78.2
Quality
$14.0M39,268 sh AMERICAN BALANCED FUND CLASS F2 - Mutual Fund
—Quality
$12.3M299,647 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF - Common Stock | — | $46.0M | 61,433 |
 Alphabet Inc.$GOOGL | 78.2#57 | $32.8M | 92,845 |
| Apple Inc.$AAPL | 76.4#84 | $32.3M | 111,733 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $30.0M | 40 |
| Invesco Ltd.$IVZ | — | $28.0M | 131,784 |
 MICROSOFT CORP$MSFT | 79.8 | $21.6M | 57,918 |
 AMAZON COM INC$AMZN | 68.7 | $14.3M | 60,179 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $14.1M | 28,121 |
| Alphabet Inc.$GOOG | 78.2 | $14.0M | 39,268 |
| AMERICAN BALANCED FUND CLASS F2 - Mutual Fund | — | $12.3M | 299,647 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wall Street Access Asset Management, LLC's 864 positions.
Showing top 10 of 864 holdings.
Sector Allocation
Other
$350.6M
Technology
$145.0M
Financials
$106.6M
Healthcare
$25.9M
Consumer Discretionary
$25.4M
Industrials
$21.8M
Materials
$8.2M
Communication Services
$6.5M
Top Holdings — Wall Street Access Asset Management, LLC (Q2 2026)
Top 150 of 864 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR CORE S&P 500 ETF - Common Stock | $46.0M | 6.5% | -18% | — |
| 2 | $GOOGL | Alphabet Inc. | $32.8M | 4.7% | +64% | 78.2 |
| 3 | $AAPL | Apple Inc. | $32.3M | 4.6% | +64% | 76.4 |
| 4 | $BRK.A | BERKSHIRE HATHAWAY INC | $30.0M | 4.3% | -17% | 73.8 |
| 5 | $IVZ | Invesco Ltd. | $28.0M | 4.0% | +509% | — |
| 6 | $MSFT | MICROSOFT CORP | $21.6M | 3.1% | +50% | 79.8 |
| 7 | $AMZN | AMAZON COM INC | $14.3M | 2.0% | +9% | 68.7 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $14.1M | 2.0% | +37% | 73.8 |
| 9 | $GOOG | Alphabet Inc. | $14.0M | 2.0% | +110% | 78.2 |
| 10 | — | AMERICAN BALANCED FUND CLASS F2 - Mutual Fund | $12.3M | 1.7% | +62% | — |
| 11 | — | VANGUARD INDEX FDS VANGUARD VALUE ETF - Common Stock | $11.4M | 1.6% | +93% | — |
| 12 | — | DIMENSIONAL ETF TR U S SM CAP ETF - Common Stock | $11.1M | 1.6% | +176% | — |
| 13 | — | T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I - Mutual Fund | $11.0M | 1.6% | +89% | — |
| 14 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $10.8M | 1.5% | NEW | — |
| 15 | — | AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 - Mutual Fund | $10.4M | 1.5% | +90% | — |
| 16 | — | AMERICAN GROWTH FUND OF AMERICA CLASS F2 - Mutual Fund | $9.9M | 1.4% | +65% | — |
| 17 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF - Common Stock | $8.9M | 1.3% | +1134% | — |
| 18 | — | AMERICAN INCOME FUND OF AMERICA CLASS F2 - Mutual Fund | $8.7M | 1.2% | +93% | — |
| 19 |  $NVDA | NVIDIA CORP | $8.6M | 1.2% | +123% | 85.9 |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $8.1M | 1.1% | +151% | — |
| 21 | — | 2023 ETF SERIES TRUST - BRANDES INTL ETF | $8.0M | 1.1% | NEW | — |
| 22 | — | AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F2 - Mutual Fund | $7.7M | 1.1% | +79% | — |
| 23 | — | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS - Common Stock | $7.5M | 1.1% | +111% | — |
| 24 | — | ISHARES TR 1-3 YR TREAS BD ETF - Common Stock | $7.4M | 1.1% | +342% | — |
| 25 | — | AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F3 - Mutual Fund | $7.2M | 1.0% | +52% | — |
| 26 | — | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF - Common Stock | $6.2M | 0.9% | +87% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $6.1M | 0.9% | +105% | 70.7 |
| 28 | — | FIDELITY CONTRA FUND - Mutual Fund | $6.1M | 0.9% | +86% | — |
| 29 | — | DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS - Mutual Fund | $6.0M | 0.8% | +91% | — |
| 30 | — | AMERICAN GROWTH FUND OF AMERICA CLASS F3 - Mutual Fund | $5.8M | 0.8% | +59% | — |
| 31 |  $META | Meta Platforms, Inc. | $5.7M | 0.8% | -5% | 79.6 |
| 32 | — | AMERICAN INCOME FUND OF AMERICA CLASS F3 - Mutual Fund | $5.4M | 0.8% | +101% | — |
| 33 | — | VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES - Mutual Fund | $5.3M | 0.8% | +59% | — |
| 34 | — | DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS - Mutual Fund | $5.3M | 0.8% | +90% | — |
| 35 | — | AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 - Mutual Fund | $5.2M | 0.7% | +93% | — |
| 36 | — | ISHARES TR - EAFE GRWTH ETF | $4.9M | 0.7% | NEW | — |
| 37 | — | BNY DREYFUS MONEY MARKET INCOME FUND WEALTH CLASS - Mutual Fund | $4.8M | 0.7% | +23% | — |
| 38 |  $ABBV | AbbVie Inc. | $4.4M | 0.6% | +50% | 72.6 |
| 39 |  $TSLA | Tesla, Inc. | $4.4M | 0.6% | +123% | 53.9 |
| 40 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.3M | 0.6% | +85% | 67.6 |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $3.8M | 0.5% | +63% | 70.3 |
| 42 | — | AMERICAN BALANCED FUND CLASS F3 - Mutual Fund | $3.7M | 0.5% | +69% | — |
| 43 |  $GS | GOLDMAN SACHS GROUP INC | $3.6M | 0.5% | +101% | 73.5 |
| 44 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $3.5M | 0.5% | NEW | — |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.5M | 0.5% | -14% | — |
| 46 | — | ISHARES TR 0-1 YR TREAS BD ETF - Common Stock | $3.4M | 0.5% | +5% | — |
| 47 | — | ISHARES TR - 0-3 MTH TREASURY | $3.4M | 0.5% | +5373% | — |
| 48 | — | STATE STR SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 - Common Stock | $3.3M | 0.5% | -22% | — |
| 49 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 0.5% | +22% | 69 |
| 50 | — | AMERICAN EUPAC FUND CLASS F3 - Mutual Fund | $3.0M | 0.4% | +85% | — |
| 51 |  $LLY | ELI LILLY & Co | $3.0M | 0.4% | +187% | 87.5 |
| 52 |  $BLDR | Builders FirstSource, Inc. | $2.9M | 0.4% | +42% | 45.9 |
| 53 |  $GLD | SPDR GOLD TRUST | $2.8M | 0.4% | +101% | — |
| 54 |  $NBIS | Nebius Group N.V. | $2.8M | 0.4% | +35% | — |
| 55 | — | VANGUARD INDEX FDS MORNINGSTAR MID CAP ETF - Common Stock | $2.7M | 0.4% | +634% | — |
| 56 | — | UNITED STATES TREAS BILLS 0.000 03/18/27 B/E DTD 03/19/26 - US Treasury | $2.7M | 0.4% | +249% | — |
| 57 |  $APO | Apollo Global Management, Inc. | $2.5M | 0.4% | +100% | 52.1 |
| 58 | — | BNY DREYFUS GOV CASH MANAGEMENT FUND INVESTOR SHARES - Mutual Fund | $2.5M | 0.4% | +52% | — |
| 59 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $2.3M | 0.3% | NEW | — |
| 60 |  $GLW | CORNING INC /NY | $2.3M | 0.3% | +100% | 73.7 |
| 61 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.3% | +136% | 62.7 |
| 62 | — | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - Common Stock | $2.3M | 0.3% | +105% | — |
| 63 |  $GILD | GILEAD SCIENCES, INC. | $2.2M | 0.3% | +100% | 57.4 |
| 64 |  $CAT | CATERPILLAR INC | $2.2M | 0.3% | +114% | 66.5 |
| 65 |  $C | CITIGROUP INC | $2.1M | 0.3% | +107% | 65 |
| 66 | — | COLUMBIA DIVIDEND INCOME FUND INST3 CLASS - Mutual Fund | $2.0M | 0.3% | +101% | — |
| 67 | — | ISHARES TR CORE MSCI EAFE ETF - Common Stock | $2.0M | 0.3% | +100% | — |
| 68 |  $BA | BOEING CO | $1.9M | 0.3% | +143% | 61.6 |
| 69 |  $UBER | Uber Technologies, Inc | $1.9M | 0.3% | +91% | 73.5 |
| 70 |  $AMGN | AMGEN INC | $1.9M | 0.3% | +96% | 79.2 |
| 71 | — | AMERICAN NEW WORLD FUND CLASS F2 - Mutual Fund | $1.9M | 0.3% | +80% | — |
| 72 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.3% | +132% | 70 |
| 73 | — | VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES - Mutual Fund | $1.9M | 0.3% | +103% | — |
| 74 |  $CCJ | CAMECO CORP | $1.8M | 0.3% | +0% | — |
| 75 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 0.3% | +19% | 57.9 |
| 76 |  $INTC | INTEL CORP | $1.8M | 0.3% | +37% | 45.6 |
| 77 | — | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF - Common Stock | $1.7M | 0.3% | +126% | — |
| 78 | — | UNITED STATES TREAS BILLS 0.000 08/06/26 B/E DTD 08/07/25 - US Treasury | $1.7M | 0.2% | +36% | — |
| 79 | — | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD - Common Stock | $1.7M | 0.2% | +127% | — |
| 80 | — | DODGE & COX STOCK FUND CLASS I - Mutual Fund | $1.7M | 0.2% | +101% | — |
| 81 |  $GE | GENERAL ELECTRIC CO | $1.7M | 0.2% | +83% | 73.8 |
| 82 |  $MRK | Merck & Co., Inc. | $1.6M | 0.2% | +23% | 59.9 |
| 83 | — | UNITED STATES TREAS BILLS 0.000 04/15/27 B/E DTD 04/16/26 - US Treasury | $1.6M | 0.2% | NEW | — |
| 84 |  $MCD | MCDONALDS CORP | $1.6M | 0.2% | +74% | 69 |
| 85 |  $VZ | VERIZON COMMUNICATIONS INC | $1.6M | 0.2% | +44% | 65.8 |
| 86 | — | ISHARES TR TIPS BD ETF - Common Stock | $1.6M | 0.2% | +100% | — |
| 87 | $PG | PROCTER & GAMBLE Co | $1.6M | 0.2% | +52% | 64.6 |
| 88 | — | UNITED STATES TREAS BILLS 0.000 05/13/27 B/E DTD 05/14/26 - US Treasury | $1.5M | 0.2% | NEW | — |
| 89 |  $V | VISA INC. | $1.5M | 0.2% | +68% | 82.9 |
| 90 |  $AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.2% | +212% | 79.8 |
| 91 |  $AVGO | Broadcom Inc. | $1.5M | 0.2% | +50% | 84.5 |
| 92 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.2% | +163% | 66.2 |
| 93 | — | SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF - Common Stock | $1.4M | 0.2% | +38% | — |
| 94 |  $NFLX | NETFLIX INC | $1.4M | 0.2% | +292% | 78.8 |
| 95 | — | UNITED STATES TREAS BILLS 0.000 02/18/27 B/E DTD 02/19/26 - US Treasury | $1.4M | 0.2% | +100% | — |
| 96 |  $MA | Mastercard Inc | $1.4M | 0.2% | +653% | 85.1 |
| 97 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.2% | +77% | 73.4 |
| 98 | — | United States Treasury Notes 3.875 05/31/27 05/31/2027 3.875 - Fixed Income | $1.3M | 0.2% | +106% | — |
| 99 |  $KLAC | KLA CORP | $1.3M | 0.2% | NEW | 78.6 |
| 100 | — | AMERICAN MUTUAL FUND CLASS F2 - Mutual Fund | $1.3M | 0.2% | +100% | — |
| 101 | — | JOHN HANCOCK INTERNATIONAL GROWTH FUND CLASS I - Mutual Fund | $1.3M | 0.2% | +100% | — |
| 102 |  $SYK | STRYKER CORP | $1.2M | 0.2% | +209% | 72.1 |
| 103 | — | DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS - Mutual Fund | $1.2M | 0.2% | +95% | — |
| 104 | — | AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS F2 - Mutual Fund | $1.2M | 0.2% | +48% | — |
| 105 |  $PFE | PFIZER INC | $1.2M | 0.2% | +35% | 62 |
| 106 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $1.2M | 0.2% | +121% | 66.5 |
| 107 |  $BRO | BROWN & BROWN, INC. | $1.2M | 0.2% | -56% | 73.8 |
| 108 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.2% | +100% | 79.4 |
| 109 |  $APH | AMPHENOL CORP /DE/ | $1.2M | 0.2% | +402% | 79.3 |
| 110 | — | T. ROWE PRICE CAPITAL APPRECIATION FUND ADVISOR CLASS - Mutual Fund | $1.2M | 0.2% | +98% | — |
| 111 |  $ETN | Eaton Corp plc | $1.1M | 0.2% | +120% | — |
| 112 |  $SPHR | Sphere Entertainment Co. | $1.1M | 0.2% | +100% | 53.7 |
| 113 |  $PPG | PPG INDUSTRIES INC | $1.1M | 0.2% | +98% | 59.1 |
| 114 | — | VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF - Common Stock | $1.1M | 0.1% | +47% | — |
| 115 |  $GEV | GE Vernova Inc. | $1.0M | 0.1% | +421% | 81.1 |
| 116 |  $BABA | Alibaba Group Holding Ltd | $1.0M | 0.1% | +76% | — |
| 117 |  $T | AT&T INC. | $1.0M | 0.1% | +83% | 65.7 |
| 118 | — | CCA LONGEVITY III US II LLC - Limited Partnership | $996,958 | 0.1% | +83% | — |
| 119 |  $PANW | Palo Alto Networks Inc | $932,016 | 0.1% | +10% | 65.5 |
| 120 |  $VST | Vistra Corp. | $878,810 | 0.1% | +49% | 71.9 |
| 121 |  $RTX | RTX Corp | $872,948 | 0.1% | +60% | 73.2 |
| 122 | — | Avantis US Small Cap Value ETF - Equities | $850,980 | 0.1% | +79% | — |
| 123 |  $ET | Energy Transfer LP | $835,468 | 0.1% | -50% | 64.4 |
| 124 |  $AMP | AMERIPRISE FINANCIAL INC | $810,256 | 0.1% | +477% | 68.7 |
| 125 |  $PEP | PEPSICO INC | $803,500 | 0.1% | +9% | 63.4 |
| 126 |  $FLR | FLUOR CORP | $801,567 | 0.1% | +100% | 47.6 |
| 127 | — | Janus Henderson AAA CLO ETF - Fixed Income | $798,886 | 0.1% | +1% | — |
| 128 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $796,550 | 0.1% | +180% | 66.2 |
| 129 |  $NKE | NIKE, Inc. | $778,227 | 0.1% | -0% | 49.3 |
| 130 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $768,541 | 0.1% | NEW | — |
| 131 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $762,080 | 0.1% | NEW | — |
| 132 |  $TFC | TRUIST FINANCIAL CORP | $746,781 | 0.1% | -76% | 76.4 |
| 133 |  $GBTC | Grayscale Bitcoin Trust ETF | $744,800 | 0.1% | +565% | — |
| 134 | — | Investor AB - Equities | $740,724 | 0.1% | +0% | — |
| 135 |  $DIS | Walt Disney Co | $732,968 | 0.1% | +101% | 60.1 |
| 136 | $GBDC | GOLUB CAPITAL BDC, Inc. | $726,471 | 0.1% | +94% | — |
| 137 |  $KO | COCA COLA CO | $724,617 | 0.1% | +7% | 69.5 |
| 138 |  $HUN | Huntsman CORP | $684,795 | 0.1% | +114% | 37.9 |
| 139 | $HCXY | Hercules Capital, Inc. | $675,345 | 0.1% | +110% | — |
| 140 | — | AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 - Mutual Fund | $664,981 | 0.1% | +109% | — |
| 141 | — | United States Treasury Bills 0.0 06/10/27 06/10/2027 - Fixed Income | $649,471 | 0.1% | NEW | — |
| 142 | — | FRANKLIN UTILITIES FUND CLASS R6 - Mutual Fund | $645,828 | 0.1% | +101% | — |
| 143 | — | UNITED STATES TREAS NTS 3.500 09/30/27 B/E DTD 09/30/25 - US Treasury | $645,002 | 0.1% | +100% | — |
| 144 |  $MSI | Motorola Solutions, Inc. | $644,115 | 0.1% | NEW | 71.8 |
| 145 | — | AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 - Mutual Fund | $640,933 | 0.1% | +70% | — |
| 146 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $635,042 | 0.1% | NEW | 72.6 |
| 147 | — | UNITED STATES TREAS NTS 4.125 02/28/27 B/E DTD 02/28/25 - US Treasury | $630,416 | 0.1% | +100% | — |
| 148 |  $GD | GENERAL DYNAMICS CORP | $615,669 | 0.1% | +14% | 68.7 |
| 149 | — | United States Treasury Notes 3.625 08/31/27 08/31/2027 3.625 - Fixed Income | $611,488 | 0.1% | +132% | — |
| 150 | — | AMERICAN NEW WORLD FUND CLASS F3 - Mutual Fund | $600,188 | 0.1% | +100% | — |
New Positions (277)
PUTNAM ETF TRUST - FOCUSED LAR CAP$10.8M
2023 ETF SERIES TRUST - BRANDES INTL ETF$8.0M
ISHARES TR - EAFE GRWTH ETF$4.9M
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT$3.5M
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$2.3M
UNITED STATES TREAS BILLS 0.000 04/15/27 B/E DTD 04/16/26 - US Treasury$1.6M
UNITED STATES TREAS BILLS 0.000 05/13/27 B/E DTD 05/14/26 - US Treasury$1.5M
$KLAC KLA CORP$1.3M VANGUARD INDEX FDS - S&P 500 ETF SHS$768,541
SELECT SECTOR SPDR TR - ST STR TECHN ETF$762,080
United States Treasury Bills 0.0 06/10/27 06/10/2027 - Fixed Income$649,471
$MSI Motorola Solutions, Inc.$644,115$CDNS CADENCE DESIGN SYSTEMS INC$635,042 BARON ETF TR BARON FIRST PRINCIPLES ETF - Common Stock$555,344
$WM WASTE MANAGEMENT INC$495,908Exited Positions (118)
SEQUOIA FUND
SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF
UNITED STATES TREAS BILLS 0.000 05/14/26 B/E DTD 05/15/25
SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS
ABB Ltd
FLAGSTAR FINANCIAL INC
$BRW Saba Capital Income & Opportunities Fund Morgan Pvt Bnk 5.050 12/21/26 12/21/2026 5.050
AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F3
UNITED STATES TREAS BILLS 0.000 04/16/26 B/E DTD 04/17/25
SCHWAB STRATEGIC TR US MID-CAP ETF
$DSU BLACKROCK DEBT STRATEGIES FUND, INC. FS KKR Cap 7.875 01/15/29 28 01/15/2029 7.875 Call 12/15/2028 100.00
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