Delos Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1878326
Institutional-grade research for retail investors
13F Reported Value
ⓘ$174.7M
incl. option notional
Equity Holdings
ⓘ$174.7M
Option Notional
ⓘ$65,113
$0 puts / $65,113 calls
Holdings
260
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Delos Wealth Advisors, LLC disclosed 260 positions worth $174.7M in its Form 13F-HR for Q1 2026 — $174.7M in common stock plus $65,113 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $GLD. During the quarter the fund opened 48 new positions and exited 54 and a full exit from $BX. The portfolio is most concentrated in Other (58.7% of disclosed assets). All figures are sourced directly from Delos Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1878326.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST
7.2% weight
Held 9 quarters
$GLD4.7% weight
Held 9 quarters
FIRST TR EXCHANGE-TRADED F
4.6% weight
Held 9 quarters
$AEM4.6% weight
Held 9 quarters
$AAPL4.1% weight
Held 9 quarters
ISHARES TR
4 quarters accumulating
PIMCO ETF TR
4 quarters accumulating
FIRST TR EXCHANGE-TRADED F
3 quarters accumulating
$AAPL3 quarters accumulating
BONDBLOXX ETF TRUST
3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryMaterialsUtilities
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$NFLXCALL$48K notional
$SOFICALL$8K notional
$LACCALL$3K notional
$SOUNCALL$3K notional
$QBTSCALL$3K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$12.6M126,275 sh- —
Quality
$8.3M19,239 sh FIRST TR EXCHANGE-TRADED FD
—Quality
$8.1M163,441 sh- —
Quality
$8.0M39,452 sh - 76.1
Quality
$7.1M28,151 sh - 63.2
Quality
$6.8M54,727 sh BONDBLOXX ETF TRUST
—Quality
$6.7M133,399 sh- 83.7
Quality
$5.4M14,636 sh SELECT SECTOR SPDR TR
—Quality
$5.4M36,669 sh- 56.7
Quality
$5.2M72,634 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $12.6M | 126,275 |
| SPDR GOLD TRUST$GLD | — | $8.3M | 19,239 |
| FIRST TR EXCHANGE-TRADED FD | — | $8.1M | 163,441 |
| AGNICO EAGLE MINES LTD$AEM | — | $8.0M | 39,452 |
| Apple Inc.$AAPL | 76.1 | $7.1M | 28,151 |
 Walmart Inc.$WMT | 63.2 | $6.8M | 54,727 |
| BONDBLOXX ETF TRUST | — | $6.7M | 133,399 |
 MICROSOFT CORP$MSFT | 83.7 | $5.4M | 14,636 |
| SELECT SECTOR SPDR TR | — | $5.4M | 36,669 |
 ALLIANT ENERGY CORP$LNT | 56.7 | $5.2M | 72,634 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Delos Wealth Advisors, LLC's 260 positions.
Showing top 10 of 260 holdings.
Sector Allocation
Other
$102.6M
Financials
$22.8M
Technology
$18.5M
Consumer Discretionary
$9.8M
Materials
$8.4M
Utilities
$5.7M
Energy
$2.9M
Industrials
$1.9M
Full Holdings — Delos Wealth Advisors, LLC (Q1 2026)
All 260 disclosed positions 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 | — | SPDR SERIES TRUST | $12.6M | 7.2% | +5% | — |
| 2 | $GLD | SPDR GOLD TRUST | $8.3M | 4.7% | +1% | — |
| 3 | — | FIRST TR EXCHANGE-TRADED FD | $8.1M | 4.6% | +5% | — |
| 4 | $AEM | AGNICO EAGLE MINES LTD | $8.0M | 4.6% | +1% | — |
| 5 | $AAPL | Apple Inc. | $7.1M | 4.1% | +7% | 76.1 |
| 6 | $WMT | Walmart Inc. | $6.8M | 3.9% | +6% | 63.2 |
| 7 | — | BONDBLOXX ETF TRUST | $6.7M | 3.9% | +11% | — |
| 8 | $MSFT | MICROSOFT CORP | $5.4M | 3.1% | +8% | 83.7 |
| 9 | — | SELECT SECTOR SPDR TR | $5.4M | 3.1% | +12% | — |
| 10 | $LNT | ALLIANT ENERGY CORP | $5.2M | 3.0% | +7% | 56.7 |
| 11 | — | ISHARES TR | $5.0M | 2.9% | +9% | — |
| 12 | — | FLEXSHARES TR | $4.8M | 2.8% | +16% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $4.8M | 2.8% | +8% | — |
| 14 |  $IVZ | Invesco Ltd. | $4.1M | 2.3% | +10% | — |
| 15 | — | SELECT SECTOR SPDR TR | $3.7M | 2.1% | +9% | — |
| 16 | — | INVESCO EXCH TRD SLF IDX FD | $3.7M | 2.1% | +12% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD | $3.6M | 2.1% | +12% | — |
| 18 | — | ISHARES TR | $3.6M | 2.0% | +12% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.9% | +8% | — |
| 20 | $IVZ | Invesco Ltd. | $3.1M | 1.8% | +7% | — |
| 21 |  $GOOG | Alphabet Inc. | $3.1M | 1.8% | +4% | 80.2 |
| 22 | — | ISHARES TR | $3.1M | 1.8% | +11% | — |
| 23 | $IVZ | Invesco Ltd. | $2.9M | 1.7% | +4% | — |
| 24 | — | VANECK ETF TRUST | $2.9M | 1.6% | +2% | — |
| 25 | — | ISHARES TR | $2.8M | 1.6% | +21% | — |
| 26 | — | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.6% | +4% | — |
| 27 | — | ISHARES TR | $2.6M | 1.5% | +23% | — |
| 28 | $IVZ | Invesco Ltd. | $2.6M | 1.5% | +4% | — |
| 29 |  $AMZN | AMAZON COM INC | $2.5M | 1.4% | +6% | 74.6 |
| 30 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.4% | +2% | — |
| 31 | — | VANECK ETF TRUST | $2.0M | 1.2% | +9% | — |
| 32 | — | ISHARES TR | $1.6M | 0.9% | +95% | — |
| 33 | — | PIMCO ETF TR | $1.5M | 0.9% | +99% | — |
| 34 | — | ISHARES TR | $1.4M | 0.8% | +22% | — |
| 35 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.0M | 0.6% | -2% | 66.7 |
| 36 | — | ISHARES TR | $991,760 | 0.6% | +352% | — |
| 37 |  $XOM | EXXON MOBIL CORP | $956,322 | 0.6% | +47% | 61.8 |
| 38 | — | ISHARES TR | $945,536 | 0.5% | +0% | — |
| 39 |  $ET | Energy Transfer LP | $826,832 | 0.5% | -31% | 64.5 |
| 40 | — | ISHARES TR | $808,229 | 0.5% | NEW | — |
| 41 | — | VANGUARD WELLINGTON FD | $794,152 | 0.5% | NEW | — |
| 42 |  $AVGO | Broadcom Inc. | $699,493 | 0.4% | NEW | 86.4 |
| 43 | — | FIRST TR EXCH TRADED FD III | $660,100 | 0.4% | +0% | — |
| 44 | — | VANGUARD INDEX FDS | $605,916 | 0.3% | +2641% | — |
| 45 |  $JNJ | JOHNSON & JOHNSON | $565,390 | 0.3% | +0% | 72.8 |
| 46 | — | DIMENSIONAL ETF TRUST | $497,136 | 0.3% | NEW | — |
| 47 | — | ISHARES TR | $496,300 | 0.3% | NEW | — |
| 48 |  $GOOGL | Alphabet Inc. | $495,981 | 0.3% | +0% | 80.2 |
| 49 | — | ISHARES TR | $472,271 | 0.3% | +67% | — |
| 50 |  $PEP | PEPSICO INC | $460,591 | 0.3% | -5% | 62.7 |
| 51 | — | DIMENSIONAL ETF TRUST | $412,395 | 0.2% | NEW | — |
| 52 | — | SPEND LIFE WISELY FUNDS INVT | $401,532 | 0.2% | NEW | — |
| 53 |  $INTC | INTEL CORP | $398,715 | 0.2% | -18% | 41.5 |
| 54 | — | VANGUARD MUN BD FDS | $384,353 | 0.2% | +1896% | — |
| 55 |  $ORCL | ORACLE CORP | $376,602 | 0.2% | +1% | 67.2 |
| 56 | — | DIMENSIONAL ETF TRUST | $368,262 | 0.2% | NEW | — |
| 57 | — | KRANESHARES TRUST | $363,665 | 0.2% | -19% | — |
| 58 |  $ETN | Eaton Corp plc | $354,094 | 0.2% | NEW | — |
| 59 | — | SCHWAB STRATEGIC TR | $344,141 | 0.2% | NEW | — |
| 60 |  $KO | COCA COLA CO | $342,225 | 0.2% | +0% | 74 |
| 61 |  $CVX | CHEVRON CORP | $324,275 | 0.2% | +0% | 54.7 |
| 62 |  $MPC | Marathon Petroleum Corp | $312,307 | 0.2% | +758% | 50.7 |
| 63 | — | FIRST TR EXCHANGE-TRADED FD | $298,900 | 0.2% | -59% | — |
| 64 |  $BRK.B | BERKSHIRE HATHAWAY INC | $297,584 | 0.2% | +0% | 64.5 |
| 65 | — | DIMENSIONAL ETF TRUST | $296,996 | 0.2% | NEW | — |
| 66 | — | PIMCO ETF TR | $295,475 | 0.2% | -76% | — |
| 67 | — | VANGUARD TAX-MANAGED FDS | $292,910 | 0.2% | NEW | — |
| 68 |  $JPM | JPMORGAN CHASE & CO | $284,159 | 0.2% | +5938% | 35.6 |
| 69 |  $MCD | MCDONALDS CORP | $282,198 | 0.2% | -7% | 73.9 |
| 70 |  $MSI | Motorola Solutions, Inc. | $281,213 | 0.2% | NEW | 73.8 |
| 71 | — | VANECK ETF TRUST | $268,887 | 0.1% | +1% | — |
| 72 | — | ISHARES TR | $256,091 | 0.1% | NEW | — |
| 73 |  $VLO | VALERO ENERGY CORP/TX | $247,080 | 0.1% | +0% | 51.4 |
| 74 | — | DIMENSIONAL ETF TRUST | $236,508 | 0.1% | NEW | — |
| 75 |  $CB | Chubb Ltd | $234,670 | 0.1% | NEW | — |
| 76 | — | ISHARES TR | $228,742 | 0.1% | +0% | — |
| 77 | — | ISHARES TR | $225,316 | 0.1% | +0% | — |
| 78 | $IVZ | Invesco Ltd. | $223,050 | 0.1% | +0% | — |
| 79 | — | SCHWAB STRATEGIC TR | $215,103 | 0.1% | NEW | — |
| 80 | — | DIMENSIONAL ETF TRUST | $212,685 | 0.1% | NEW | — |
| 81 | — | FIRST TR EXCHANGE-TRADED FD | $199,223 | 0.1% | +0% | — |
| 82 | — | ISHARES TR | $198,870 | 0.1% | +0% | — |
| 83 | — | AMERICAN CENTY ETF TR | $185,576 | 0.1% | NEW | — |
| 84 |  $CAT | CATERPILLAR INC | $182,075 | 0.1% | -10% | 67.8 |
| 85 | — | FIRST TR EXCHANGE-TRADED FD | $180,901 | 0.1% | +0% | — |
| 86 |  $CSCO | CISCO SYSTEMS, INC. | $177,604 | 0.1% | NEW | 72.3 |
| 87 |  $STLD | STEEL DYNAMICS INC | $175,860 | 0.1% | +3% | 56 |
| 88 |  $PG | PROCTER & GAMBLE Co | $168,995 | 0.1% | +0% | 72.9 |
| 89 |  $CME | CME GROUP INC. | $168,350 | 0.1% | NEW | 74.5 |
| 90 |  $UNP | UNION PACIFIC CORP | $167,408 | 0.1% | NEW | 74 |
| 91 |  $COP | CONOCOPHILLIPS | $164,947 | 0.1% | -1% | 74.8 |
| 92 | — | VANGUARD INTL EQUITY INDEX F | $161,664 | 0.1% | +549% | — |
| 93 | — | SELECT SECTOR SPDR TR | $160,437 | 0.1% | +0% | — |
| 94 | — | ISHARES TR | $160,284 | 0.1% | +32% | — |
| 95 |  $APD | Air Products & Chemicals, Inc. | $148,441 | 0.1% | +4545% | 41.2 |
| 96 | — | VANGUARD INDEX FDS | $143,795 | 0.1% | +1384% | — |
| 97 | — | ISHARES TR | $135,060 | 0.1% | +0% | — |
| 98 | — | ISHARES TR | $133,943 | 0.1% | +7750% | — |
| 99 |  $VST | Vistra Corp. | $128,382 | 0.1% | +0% | 62.9 |
| 100 | — | AMERICAN CENTY ETF TR | $126,407 | 0.1% | NEW | — |
| 101 |  $NVDA | NVIDIA CORP | $126,092 | 0.1% | +67% | 90.2 |
| 102 |  $DIS | Walt Disney Co | $124,813 | 0.1% | -1% | 68.9 |
| 103 |  $DRI | DARDEN RESTAURANTS INC | $121,545 | 0.1% | NEW | 68.6 |
| 104 |  $WM | WASTE MANAGEMENT INC | $118,342 | 0.1% | +0% | 70.7 |
| 105 | — | DIMENSIONAL ETF TRUST | $116,009 | 0.1% | NEW | — |
| 106 |  $ISRG | INTUITIVE SURGICAL INC | $95,886 | 0.1% | -1% | 81.4 |
| 107 |  $XEL | XCEL ENERGY INC | $95,328 | 0.1% | +0% | — |
| 108 |  $UUP | Invesco DB US Dollar Index Bullish Fund | $93,786 | 0.1% | +0% | — |
| 109 |  $MS | MORGAN STANLEY | $85,083 | 0.1% | -3% | — |
| 110 | — | SELECT SECTOR SPDR TR | $80,986 | 0.1% | +0% | — |
| 111 |  $FXY | Invesco CurrencyShares Japanese Yen Trust | $79,701 | 0.1% | +5% | — |
| 112 |  $NEE | NEXTERA ENERGY INC | $68,174 | 0.0% | -32% | 71.7 |
| 113 |  $LRCX | LAM RESEARCH CORP | $65,167 | 0.0% | +0% | 82.4 |
| 114 |  $HCA | HCA Healthcare, Inc. | $64,361 | 0.0% | +0% | 70.5 |
| 115 | — | SCHWAB STRATEGIC TR | $64,093 | 0.0% | NEW | — |
| 116 |  $PM | Philip Morris International Inc. | $58,035 | 0.0% | -3% | 80.5 |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $57,718 | 0.0% | +0% | — |
| 118 |  $UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND | $56,520 | 0.0% | +2% | — |
| 119 | — | VANGUARD CHARLOTTE FDS | $56,075 | 0.0% | +0% | — |
| 120 | — | ISHARES TR | $52,841 | 0.0% | +483% | — |
| 121 |  $SPY | SPDR S&P 500 ETF TRUST | $52,028 | 0.0% | -30% | — |
| 122 |  $GLDM | World Gold Trust | $50,609 | 0.0% | NEW | — |
| 123 | — | SPDR SERIES TRUST | $50,058 | 0.0% | +42% | — |
| 124 |  $CEG | Constellation Energy Corp | $49,986 | 0.0% | +0% | 62.5 |
| 125 |  $NFLXCALL | NETFLIX INC | $48,075 | — | NEW | 86.7 |
| 126 | — | ISHARES TR | $47,061 | 0.0% | +9783% | — |
| 127 |  $NXPI | NXP Semiconductors N.V. | $46,656 | 0.0% | +50% | — |
| 128 |  $VG | Venture Global, Inc. | $45,704 | 0.0% | +0% | 69 |
| 129 | — | J P MORGAN EXCHANGE TRADED F | $45,691 | 0.0% | -25% | — |
| 130 | $IVZ | Invesco Ltd. | $44,989 | 0.0% | +0% | — |
| 131 |  $ABBV | AbbVie Inc. | $43,498 | 0.0% | -5% | 59.3 |
| 132 |  $MCK | MCKESSON CORP | $41,538 | 0.0% | +0% | 63.7 |
| 133 | — | SELECT SECTOR SPDR TR | $40,376 | 0.0% | +0% | — |
| 134 |  $TXN | TEXAS INSTRUMENTS INC | $38,246 | 0.0% | -29% | 70.4 |
| 135 | — | VANGUARD INTL EQUITY INDEX F | $38,001 | 0.0% | +0% | — |
| 136 |  $PSX | Phillips 66 | $36,436 | 0.0% | +0% | 47.6 |
| 137 |  $NU | Nu Holdings Ltd. | $35,925 | 0.0% | NEW | — |
| 138 | — | ISHARES TR | $35,037 | 0.0% | +30% | — |
| 139 |  $BFST | Business First Bancshares, Inc. | $34,017 | 0.0% | +0% | 60.9 |
| 140 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $31,789 | 0.0% | +0% | — |
| 141 |  $AMD | ADVANCED MICRO DEVICES INC | $31,329 | 0.0% | NEW | 78.8 |
| 142 |  $NUE | NUCOR CORP | $31,284 | 0.0% | +0% | 58.9 |
| 143 |  $MDT | Medtronic plc | $26,862 | 0.0% | +0% | — |
| 144 |  $TRV | TRAVELERS COMPANIES, INC. | $26,535 | 0.0% | -9% | 71.5 |
| 145 |  $HD | HOME DEPOT, INC. | $24,996 | 0.0% | -28% | 69.2 |
| 146 |  $CENX | CENTURY ALUMINUM CO | $24,944 | 0.0% | NEW | 67 |
| 147 |  $HON | HONEYWELL INTERNATIONAL INC | $24,864 | 0.0% | -46% | 65.7 |
| 148 | — | SPDR SERIES TRUST | $24,810 | 0.0% | +0% | — |
| 149 |  $ABT | ABBOTT LABORATORIES | $24,128 | 0.0% | +0% | 67 |
| 150 |  $META | Meta Platforms, Inc. | $22,886 | 0.0% | -44% | 80.9 |
| 151 | — | ISHARES TR | $22,695 | 0.0% | +45% | — |
| 152 | — | VANGUARD BD INDEX FDS | $22,092 | 0.0% | +0% | — |
| 153 |  $MA | Mastercard Inc | $21,986 | 0.0% | -60% | 81.7 |
| 154 |  $ACN | Accenture plc | $21,812 | 0.0% | -27% | — |
| 155 |  $AXON | AXON ENTERPRISE, INC. | $21,235 | 0.0% | +25% | 55.6 |
| 156 |  $ICE | Intercontinental Exchange, Inc. | $20,761 | 0.0% | -53% | 73.8 |
| 157 |  $SHW | SHERWIN WILLIAMS CO | $20,516 | 0.0% | -26% | 65.3 |
| 158 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $19,947 | 0.0% | -22% | 71.5 |
| 159 | — | SELECT SECTOR SPDR TR | $19,935 | 0.0% | +0% | — |
| 160 |  $MLTX | MoonLake Immunotherapeutics | $18,640 | 0.0% | -83% | — |
| 161 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $17,236 | 0.0% | NEW | — |
| 162 | — | SELECT SECTOR SPDR TR | $16,291 | 0.0% | -57% | — |
| 163 |  $FE | FIRSTENERGY CORP | $15,756 | 0.0% | +0% | 61.6 |
| 164 | — | VANGUARD SCOTTSDALE FDS | $14,895 | 0.0% | +0% | — |
| 165 | — | GRANITESHARES ETF TR | $14,652 | 0.0% | +500% | — |
| 166 | — | ISHARES TR | $14,103 | 0.0% | +0% | — |
| 167 | — | J P MORGAN EXCHANGE TRADED F | $13,263 | 0.0% | -29% | — |
| 168 |  $VZ | VERIZON COMMUNICATIONS INC | $13,203 | 0.0% | +0% | 71.6 |
| 169 | — | SCHWAB STRATEGIC TR | $13,180 | 0.0% | NEW | — |
| 170 | — | ISHARES INC | $12,835 | 0.0% | -25% | — |
| 171 |  $SYRE | Spyre Therapeutics, Inc. | $12,610 | 0.0% | NEW | — |
| 172 |  $T | AT&T INC. | $12,466 | 0.0% | -43% | 71.9 |
| 173 |  $AUR | Aurora Innovation, Inc. | $12,360 | 0.0% | +0% | 9.8 |
| 174 |  $ROKU | ROKU, INC | $12,301 | 0.0% | NEW | 60.5 |
| 175 |  $FLY | Firefly Aerospace Inc. | $11,388 | 0.0% | NEW | 46 |
| 176 | — | ISHARES TR | $11,376 | 0.0% | -3% | — |
| 177 | — | J P MORGAN EXCHANGE TRADED F | $11,356 | 0.0% | +0% | — |
| 178 |  $ARM | ARM HOLDINGS PLC /UK | $11,346 | 0.0% | NEW | — |
| 179 | — | VANGUARD INDEX FDS | $11,184 | 0.0% | +0% | — |
| 180 | — | TORTOISE CAPITAL SERIES TRUS | $10,590 | 0.0% | NEW | — |
| 181 |  $MKC | MCCORMICK & CO INC | $10,580 | 0.0% | +0% | 73.7 |
| 182 | — | ISHARES TR | $10,380 | 0.0% | +0% | — |
| 183 |  $LUV | SOUTHWEST AIRLINES CO | $10,220 | 0.0% | +0% | 51.1 |
| 184 | — | J P MORGAN EXCHANGE TRADED F | $9,772 | 0.0% | -40% | — |
| 185 |  $VFS | VinFast Auto Ltd. | $9,625 | 0.0% | NEW | — |
| 186 | $NFLX | NETFLIX INC | $9,231 | 0.0% | -3% | 86.7 |
| 187 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $8,879 | 0.0% | -60% | 60.7 |
| 188 |  $MARA | MARA Holdings, Inc. | $8,160 | 0.0% | +0% | 12.2 |
| 189 | — | ISHARES TR | $8,160 | 0.0% | +0% | — |
| 190 |  $LOW | LOWES COMPANIES INC | $8,034 | 0.0% | -13% | 63.5 |
| 191 |  $SOFICALL | SoFi Technologies, Inc. | $7,788 | — | +0% | 53.8 |
| 192 | — | ISHARES INC | $7,781 | 0.0% | +0% | — |
| 193 |  $ADI | ANALOG DEVICES INC | $7,318 | 0.0% | +0% | 76.2 |
| 194 |  $SYK | STRYKER CORP | $7,229 | 0.0% | -82% | 69.8 |
| 195 |  $GEV | GE Vernova Inc. | $6,984 | 0.0% | +0% | 70.1 |
| 196 | — | VANGUARD SCOTTSDALE FDS | $6,975 | 0.0% | +0% | — |
| 197 | — | ISHARES TR | $6,267 | 0.0% | +0% | — |
| 198 |  $PH | Parker-Hannifin Corp | $6,267 | 0.0% | +0% | 73.8 |
| 199 |  $CRM | Salesforce, Inc. | $5,974 | 0.0% | +0% | 75.2 |
| 200 | — | ISHARES INC | $5,952 | 0.0% | +0% | — |
| 201 |  $AXTI | AXT INC | $5,698 | 0.0% | NEW | 30.9 |
| 202 | — | J P MORGAN EXCHANGE TRADED F | $5,513 | 0.0% | -61% | — |
| 203 |  $KD | Kyndryl Holdings, Inc. | $5,511 | 0.0% | +0% | 46 |
| 204 |  $APLD | Applied Digital Corp. | $5,508 | 0.0% | +0% | 35.4 |
| 205 |  $GD | GENERAL DYNAMICS CORP | $5,492 | 0.0% | +0% | 73 |
| 206 |  $HYMC | HYCROFT MINING HOLDING CORP | $5,280 | 0.0% | NEW | — |
| 207 |  $ASTS | AST SpaceMobile, Inc. | $4,890 | 0.0% | NEW | 29.6 |
| 208 |  $DECK | DECKERS OUTDOOR CORP | $4,705 | 0.0% | NEW | 83.2 |
| 209 |  $HBM | Hudbay Minerals Inc. | $4,619 | 0.0% | NEW | — |
| 210 |  $ITW | ILLINOIS TOOL WORKS INC | $4,425 | 0.0% | +0% | 71.2 |
| 211 |  $AAL | American Airlines Group Inc. | $4,415 | 0.0% | +0% | 50.6 |
| 212 |  $RDW | Redwire Corp | $4,344 | 0.0% | +0% | 25.3 |
| 213 |  $EAT | BRINKER INTERNATIONAL, INC | $4,284 | 0.0% | NEW | 74.7 |
| 214 | — | GLOBAL X FDS | $4,276 | 0.0% | +0% | — |
| 215 | — | ARK ETF TR | $4,274 | 0.0% | NEW | — |
| 216 |  $SPGI | S&P Global Inc. | $4,254 | 0.0% | +0% | 79.4 |
| 217 |  $PLTR | Palantir Technologies Inc. | $4,243 | 0.0% | -71% | 85.8 |
| 218 |  $NNE | Nano Nuclear Energy Inc. | $4,096 | 0.0% | +0% | — |
| 219 | — | SCHWAB STRATEGIC TR | $4,084 | 0.0% | NEW | — |
| 220 |  $ONDS | Ondas Inc. | $3,960 | 0.0% | NEW | 31.8 |
| 221 |  $SNPS | SYNOPSYS INC | $3,745 | 0.0% | -57% | 63.1 |
| 222 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3,658 | 0.0% | +0% | 77.9 |
| 223 |  $QBTS | D-Wave Quantum Inc. | $3,608 | 0.0% | -72% | 24.7 |
| 224 | — | VANGUARD INDEX FDS | $3,529 | 0.0% | -70% | — |
| 225 |  $IREN | IREN Ltd | $3,428 | 0.0% | +0% | — |
| 226 |  $LACCALL | LITHIUM AMERICAS CORP. | $3,380 | — | +0% | — |
| 227 |  $HOOD | Robinhood Markets, Inc. | $3,327 | 0.0% | -93% | 75.8 |
| 228 |  $WCC | WESCO INTERNATIONAL INC | $3,284 | 0.0% | +0% | 55.4 |
| 229 |  $TIGR | UP Fintech Holding Ltd | $3,075 | 0.0% | +0% | — |
| 230 |  $SOUNCALL | SOUNDHOUND AI, INC. | $2,984 | — | NEW | 32.3 |
| 231 | — | ISHARES TR | $2,902 | 0.0% | +508% | — |
| 232 | $QBTSCALL | D-Wave Quantum Inc. | $2,886 | — | NEW | 24.7 |
| 233 |  $PAYX | PAYCHEX INC | $2,856 | 0.0% | +0% | 75.1 |
| 234 |  $NOW | ServiceNow, Inc. | $2,614 | 0.0% | +0% | 76 |
| 235 |  $ZENA | ZenaTech, Inc. | $2,405 | 0.0% | NEW | — |
| 236 |  $SES | SES AI Corp | $2,405 | 0.0% | NEW | 8.1 |
| 237 | — | FIRST TR EXCHANGE-TRADED FD | $2,341 | 0.0% | -100% | — |
| 238 |  $OPEN | Opendoor Technologies Inc. | $2,340 | 0.0% | -80% | 37.1 |
| 239 |  $IONQ | IonQ, Inc. | $2,192 | 0.0% | +0% | 32.8 |
| 240 | — | VANGUARD INDEX FDS | $2,184 | 0.0% | +0% | — |
| 241 | — | ISHARES TR | $2,129 | 0.0% | +0% | — |
| 242 | — | BITFARMS LTD | $1,950 | 0.0% | +0% | — |
| 243 |  $DPRO | Draganfly Inc. | $1,842 | 0.0% | +0% | 26.2 |
| 244 |  $CLX | CLOROX CO /DE/ | $1,762 | 0.0% | +0% | 63.5 |
| 245 | — | GLOBAL X FDS | $1,761 | 0.0% | -5% | — |
| 246 | $IVZ | Invesco Ltd. | $1,666 | 0.0% | NEW | — |
| 247 | — | ISHARES TR | $1,062 | 0.0% | +0% | — |
| 248 | — | VANGUARD INDEX FDS | $981 | 0.0% | +0% | — |
| 249 | — | ISHARES TR | $906 | 0.0% | +0% | — |
| 250 | — | ISHARES TR | $766 | 0.0% | +0% | — |
| 251 |  $LOCL | Local Bounti Corporation/DE | $256 | 0.0% | +0% | 26.2 |
| 252 |  $COIN | Coinbase Global, Inc. | $175 | 0.0% | +0% | 68 |
| 253 | — | ISHARES TR | $168 | 0.0% | +0% | — |
| 254 |  $UWMC | UWM Holdings Corp | $37 | 0.0% | +0% | 49.4 |
| 255 | $OPEN | Opendoor Technologies Inc. | $10 | 0.0% | -80% | 37.1 |
| 256 |  $SBEV | SPLASH BEVERAGE GROUP, INC. | $6 | 0.0% | +0% | — |
| 257 | $OPEN | Opendoor Technologies Inc. | $4 | 0.0% | -80% | 37.1 |
| 258 | $OPEN | Opendoor Technologies Inc. | $4 | 0.0% | -80% | 37.1 |
| 259 |  $ASSTCALL | Strive, Inc. | $0 | — | +0% | 22.4 |
| 260 |  $IBRXCALL | ImmunityBio, Inc. | $0 | — | NEW | 30 |
New Positions (48)
VANGUARD WELLINGTON FD$794,152
DIMENSIONAL ETF TRUST$497,136
DIMENSIONAL ETF TRUST$412,395
SPEND LIFE WISELY FUNDS INVT$401,532
DIMENSIONAL ETF TRUST$368,262
SCHWAB STRATEGIC TR$344,141
DIMENSIONAL ETF TRUST$296,996
VANGUARD TAX-MANAGED FDS$292,910
$MSI Motorola Solutions, Inc.$281,213 DIMENSIONAL ETF TRUST$236,508
$CB Chubb Ltd$234,670 SCHWAB STRATEGIC TR$215,103
DIMENSIONAL ETF TRUST$212,685
AMERICAN CENTY ETF TR$185,576
$CSCO CISCO SYSTEMS, INC.$177,604Exited Positions (54)
$BX Blackstone Inc.
$JANXCALL Janux Therapeutics, Inc.
$CG Carlyle Group Inc.
$RACECALL Ferrari N.V.
$TSLA Tesla, Inc.
$VSAT VIASAT INC
$INTU INTUIT INC.
$BE Bloom Energy Corp
$DKNG DraftKings Inc.
$APO Apollo Global Management, Inc.$TSMCALL TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$REAL TheRealReal, Inc.
$RF REGIONS FINANCIAL CORP$INTCCALL INTEL CORP VANGUARD MALVERN FDS
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