PFS Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2002654
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13F Reported Value
ⓘ$247.0M
Holdings
599
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PFS Partners, LLC disclosed 599 positions worth $247.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 24 new positions and exited 15 — including a new stake in $HONA and a full exit from $ILMN. The portfolio is most concentrated in Other (70.8% of disclosed assets). All figures are sourced directly from PFS Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2002654.
AI Fund Analysis
DiversifyingJANUS DETROIT STR TR - HEN
9.6% weight
Held 7 quarters
INNOVATOR ETFS TRUST - US
9.1% weight
Held 7 quarters
ISHARES TR - CORE DIV GRWT
7.1% weight
Held 7 quarters
FIRST TR EXCH TRADED FD II
5.5% weight
Held 7 quarters
FIRST TR EXCHNG TRADED FD
4.9% weight
Held 7 quarters
ISHARES TR - MRGSTR MD CP
7 quarters accumulating
$DSM7 quarters accumulating
$SHEL7 quarters accumulating
$MAA7 quarters accumulating
$VLO7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsEnergyHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
JANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$23.8M470,572 shINNOVATOR ETFS TRUST - US SML CP PWR B
—Quality
$22.5M493,805 shISHARES TR - CORE DIV GRWTH
—Quality
$17.6M231,763 shFIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN
—Quality
$13.5M674,660 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$12.2M285,666 shFIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT
—Quality
$11.8M236,514 shISHARES TR - MRGSTR MD CP GRW
—Quality
$10.2M103,991 shINNOVATOR ETFS TRUST - INTRNL DEV APRL
—Quality
$9.3M281,188 sh- —
Quality
$8.9M134,082 sh ISHARES TR - CORE S&P500 ETF
—Quality
$8.2M10,949 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $23.8M | 470,572 |
| INNOVATOR ETFS TRUST - US SML CP PWR B | — | $22.5M | 493,805 |
| ISHARES TR - CORE DIV GRWTH | — | $17.6M | 231,763 |
| FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $13.5M | 674,660 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $12.2M | 285,666 |
| FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $11.8M | 236,514 |
| ISHARES TR - MRGSTR MD CP GRW | — | $10.2M | 103,991 |
| INNOVATOR ETFS TRUST - INTRNL DEV APRL | — | $9.3M | 281,188 |
 Invesco Ltd.$IVZ | — | $8.9M | 134,082 |
| ISHARES TR - CORE S&P500 ETF | — | $8.2M | 10,949 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PFS Partners, LLC's 599 positions.
Showing top 10 of 599 holdings.
Sector Allocation
Other
$174.9M
Technology
$22.8M
Financials
$21.8M
Industrials
$10.1M
Energy
$5.5M
Healthcare
$4.3M
Consumer Discretionary
$2.9M
Communication Services
$1.7M
Top Holdings — PFS Partners, LLC (Q2 2026)
Top 150 of 599 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 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $23.8M | 9.6% | +3% | — |
| 2 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $22.5M | 9.1% | -2% | — |
| 3 | — | ISHARES TR - CORE DIV GRWTH | $17.6M | 7.1% | +1% | — |
| 4 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | $13.5M | 5.5% | -2% | — |
| 5 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $12.2M | 4.9% | -3% | — |
| 6 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $11.8M | 4.8% | +5% | — |
| 7 | — | ISHARES TR - MRGSTR MD CP GRW | $10.2M | 4.1% | +2% | — |
| 8 | — | INNOVATOR ETFS TRUST - INTRNL DEV APRL | $9.3M | 3.8% | -1% | — |
| 9 | $IVZ | Invesco Ltd. | $8.9M | 3.6% | +2% | — |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $8.2M | 3.3% | +0% | — |
| 11 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $7.5M | 3.1% | +4% | — |
| 12 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $7.4M | 3.0% | -1% | — |
| 13 |  $MU | MICRON TECHNOLOGY INC | $5.7M | 2.3% | -42% | 86.2 |
| 14 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $5.4M | 2.2% | +0% | 54.9 |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $5.0M | 2.0% | +2% | — |
| 16 | — | ISHARES TR - TRS FLT RT BD | $4.6M | 1.9% | +6% | — |
| 17 |  $HEI | HEICO CORP | $3.5M | 1.4% | +0% | 75.6 |
| 18 |  $SNDK | Sandisk Corp | $3.4M | 1.4% | +0% | 87.7 |
| 19 |  $AAPL | Apple Inc. | $3.0M | 1.2% | +26% | 76.4 |
| 20 |  $WDC | WESTERN DIGITAL CORP | $2.9M | 1.2% | +0% | 80.7 |
| 21 |  $XOM.R34088 | EXXON MOBIL CORP | $2.7M | 1.1% | +3% | 57.9 |
| 22 |  $CB | Chubb Ltd | $2.2M | 0.9% | +89% | — |
| 23 |  $HEI.A | HEICO CORP | $2.1M | 0.8% | +0% | 75.6 |
| 24 |  $TRVI | Trevi Therapeutics, Inc. | $1.5M | 0.6% | +0% | — |
| 25 | — | INNOVATOR ETFS TRUST - US SM CA PW JUNE | $1.4M | 0.6% | +29% | — |
| 26 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.2M | 0.5% | -2% | — |
| 27 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.2M | 0.5% | +0% | 61.7 |
| 28 |  $GSHD | Goosehead Insurance, Inc. | $1.2M | 0.5% | +0% | 58.4 |
| 29 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.5% | -3% | — |
| 30 |  $MSFT | MICROSOFT CORP | $1.0M | 0.4% | +34% | 79.8 |
| 31 |  $HON | HONEYWELL INTERNATIONAL INC | $903,661 | 0.4% | -50% | 65 |
| 32 |  $HONA | Honeywell Aerospace Inc. | $892,279 | 0.4% | NEW | — |
| 33 | — | INNOVATOR ETFS TRUST - US SML CP PWR ET | $889,093 | 0.4% | -1% | — |
| 34 |  $NVDA | NVIDIA CORP | $875,320 | 0.3% | +1% | 85.9 |
| 35 |  $GE | GENERAL ELECTRIC CO | $830,816 | 0.3% | +0% | 73.8 |
| 36 |  $CVX | CHEVRON CORP | $782,788 | 0.3% | +20% | 62.8 |
| 37 |  $GOOG | Alphabet Inc. | $686,890 | 0.3% | +65% | 78.2 |
| 38 |  $JPM | JPMORGAN CHASE & CO | $673,293 | 0.3% | +104% | 70.7 |
| 39 |  $INTC | INTEL CORP | $663,484 | 0.3% | +23% | 45.6 |
| 40 | — | INNOVATOR ETFS TRUST - INNOVATOR INTL D | $646,439 | 0.3% | +227% | — |
| 41 | — | INNOVATOR ETFS TRUST - INNOVATOR INTER | $608,061 | 0.3% | -2% | — |
| 42 |  $GEV | GE Vernova Inc. | $602,476 | 0.2% | -2% | 81.1 |
| 43 | $DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | $572,952 | 0.2% | +1% | — |
| 44 |  $VZ | VERIZON COMMUNICATIONS INC | $554,881 | 0.2% | +14% | 65.8 |
| 45 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $536,866 | 0.2% | +2% | — |
| 46 | — | FIRST BK WILLIAMSTOWN NEW JE - COM | $531,971 | 0.2% | +0% | — |
| 47 | — | INNOVATOR ETFS TRUST - INTRNL DEV JAN | $531,748 | 0.2% | +0% | — |
| 48 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $531,080 | 0.2% | -5% | — |
| 49 |  $T | AT&T INC. | $530,856 | 0.2% | -2% | 65.7 |
| 50 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $530,262 | 0.2% | +8% | 70 |
| 51 |  $HD | HOME DEPOT, INC. | $520,053 | 0.2% | -2% | 60.3 |
| 52 |  $MRK | Merck & Co., Inc. | $518,208 | 0.2% | -1% | 59.9 |
| 53 |  $ABBV | AbbVie Inc. | $470,623 | 0.2% | +66% | 72.6 |
| 54 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $465,965 | 0.2% | +0% | — |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $452,353 | 0.2% | +37% | 73.8 |
| 56 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY E | $444,437 | 0.2% | +204% | — |
| 57 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $439,280 | 0.2% | +15% | — |
| 58 |  $AMZN | AMAZON COM INC | $420,671 | 0.2% | -2% | 68.7 |
| 59 | — | INNOVATOR ETFS TRUST - INTRNL DEV JULY | $417,324 | 0.2% | -0% | — |
| 60 | $SHEL | Shell plc | $414,368 | 0.2% | +1% | — |
| 61 |  $GLW | CORNING INC /NY | $407,641 | 0.2% | +46% | 73.7 |
| 62 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $402,592 | 0.2% | +0% | — |
| 63 |  $LLY | ELI LILLY & Co | $384,430 | 0.2% | +0% | 87.5 |
| 64 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $378,365 | 0.1% | -3% | — |
| 65 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $370,984 | 0.1% | +1% | 61.2 |
| 66 |  $GLD | SPDR GOLD TRUST | $363,960 | 0.1% | -2% | — |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $361,456 | 0.1% | -10% | 70.3 |
| 68 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $360,404 | 0.1% | +0% | — |
| 69 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT E | $345,838 | 0.1% | -7% | — |
| 70 |  $JNJ | JOHNSON & JOHNSON | $335,075 | 0.1% | +159% | 69 |
| 71 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $326,333 | 0.1% | +0% | — |
| 72 |  $TXN | TEXAS INSTRUMENTS INC | $326,044 | 0.1% | +1064% | 73.4 |
| 73 | $VLO | VALERO ENERGY CORP/TX | $322,266 | 0.1% | +0% | 57.8 |
| 74 | — | INNOVATOR ETFS TRUST - INTL DE PW JUNE | $320,473 | 0.1% | +0% | — |
| 75 |  $STX | Seagate Technology Holdings plc | $320,448 | 0.1% | -18% | — |
| 76 |  $V | VISA INC. | $319,335 | 0.1% | +27% | 82.9 |
| 77 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $315,785 | 0.1% | +0% | — |
| 78 |  $SPY | SPDR S&P 500 ETF TRUST | $307,680 | 0.1% | +0% | — |
| 79 |  $COP | CONOCOPHILLIPS | $305,846 | 0.1% | +47% | 70.2 |
| 80 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $303,862 | 0.1% | -2% | — |
| 81 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED P | $299,222 | 0.1% | +104% | — |
| 82 |  $KO | COCA COLA CO | $297,087 | 0.1% | +0% | 69.5 |
| 83 | — | INNOVATOR ETFS TRUST - INTL DE PWR DECE | $286,008 | 0.1% | +0% | — |
| 84 |  $COST | COSTCO WHOLESALE CORP /NEW | $277,426 | 0.1% | +0% | 66.2 |
| 85 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST EQ ENHAN | $275,789 | 0.1% | -4% | — |
| 86 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $269,009 | 0.1% | +0% | — |
| 87 |  $UPS | UNITED PARCEL SERVICE INC | $263,135 | 0.1% | +14% | 58.6 |
| 88 |  $IBP | Installed Building Products, Inc. | $262,295 | 0.1% | +9% | 56.3 |
| 89 | — | ISHARES TR - CORE 1 5 YR USD | $262,094 | 0.1% | +0% | — |
| 90 | — | INNOVATOR ETFS TRUST - US SM CAP BUFFER | $251,477 | 0.1% | +2% | — |
| 91 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $245,880 | 0.1% | +0% | 66.2 |
| 92 |  $AXP | AMERICAN EXPRESS CO | $240,689 | 0.1% | +237% | 69.4 |
| 93 |  $MO | ALTRIA GROUP, INC. | $238,689 | 0.1% | +0% | 67.4 |
| 94 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $227,391 | 0.1% | +26% | — |
| 95 |  $MPC | Marathon Petroleum Corp | $223,712 | 0.1% | +0% | 61 |
| 96 |  $IRDM | Iridium Communications Inc. | $219,400 | 0.1% | +0% | 61.1 |
| 97 | — | ISHARES TR - S&P MC 400VL ETF | $219,102 | 0.1% | -3% | — |
| 98 |  $TSLA | Tesla, Inc. | $212,403 | 0.1% | -15% | 53.9 |
| 99 | — | INNOVATOR ETFS TRUST - INTERNATIONAL DV | $207,218 | 0.1% | +0% | — |
| 100 |  $HWM | Howmet Aerospace Inc. | $192,773 | 0.1% | +0% | 73.9 |
| 101 |  $C | CITIGROUP INC | $187,743 | 0.1% | +2% | 65 |
| 102 |  $F | FORD MOTOR CO | $187,718 | 0.1% | -5% | 54.9 |
| 103 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED | $185,914 | 0.1% | +0% | — |
| 104 |  $SOLS | Solstice Advanced Materials Inc. | $178,778 | 0.1% | +0% | 61.6 |
| 105 |  $EIM | Eaton Vance Municipal Bond Fund | $159,085 | 0.1% | +2% | — |
| 106 |  $AVGO | Broadcom Inc. | $158,819 | 0.1% | +0% | 84.5 |
| 107 | — | ISHARES TR - S&P MC 400GR ETF | $156,510 | 0.1% | +0% | — |
| 108 |  $ADI | ANALOG DEVICES INC | $149,520 | 0.1% | +0% | 79.2 |
| 109 |  $BNY | Bank of New York Mellon Corp | $147,810 | 0.1% | +0% | 74.1 |
| 110 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $146,848 | 0.1% | +0% | — |
| 111 |  $URI | UNITED RENTALS, INC. | $142,344 | 0.1% | +1% | 63.9 |
| 112 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $142,136 | 0.1% | +0% | — |
| 113 |  $DINO | HF Sinclair Corp | $141,419 | 0.1% | -17% | 58.7 |
| 114 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $139,877 | 0.1% | +0% | — |
| 115 |  $PG | PROCTER & GAMBLE Co | $138,517 | 0.1% | +43% | 64.6 |
| 116 |  $AMD | ADVANCED MICRO DEVICES INC | $136,875 | 0.1% | +64% | 79.8 |
| 117 |  $ABT | ABBOTT LABORATORIES | $136,615 | 0.1% | +272% | 65.5 |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $136,451 | 0.1% | +0% | — |
| 119 |  $SHOP | SHOPIFY INC. | $136,331 | 0.1% | +0% | 64.9 |
| 120 |  $HUBB | HUBBELL INC | $135,634 | 0.1% | +138% | 64.1 |
| 121 |  $GOOGL | Alphabet Inc. | $134,341 | 0.1% | -40% | 78.2 |
| 122 |  $PSX | Phillips 66 | $133,941 | 0.1% | +0% | 57.8 |
| 123 |  $FDX | FEDEX CORP | $133,081 | 0.1% | +0% | 60.3 |
| 124 | — | INNOVATOR ETFS TRUST - INTL DEV PWR BUF | $131,881 | 0.1% | +0% | — |
| 125 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | $130,481 | 0.1% | +0% | — |
| 126 |  $SPG | SIMON PROPERTY GROUP INC. | $127,734 | 0.1% | +0% | 76.7 |
| 127 |  $ICE | Intercontinental Exchange, Inc. | $125,276 | 0.1% | +155% | 73.7 |
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $123,290 | 0.1% | -2% | — |
| 129 |  $ARLP | ALLIANCE RESOURCE PARTNERS LP | $120,810 | 0.1% | +2% | 50.8 |
| 130 |  $CDW | CDW Corp | $118,279 | 0.1% | +0% | 55.5 |
| 131 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQU ENHA | $113,832 | 0.1% | NEW | — |
| 132 |  $EMR | EMERSON ELECTRIC CO | $111,129 | 0.0% | +182% | 65.3 |
| 133 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $109,501 | 0.0% | +0% | — |
| 134 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $106,174 | 0.0% | +96% | — |
| 135 |  $WBD | Warner Bros. Discovery, Inc. | $105,574 | 0.0% | -1% | 41.4 |
| 136 |  $WTW | WILLIS TOWERS WATSON PLC | $104,891 | 0.0% | +0% | — |
| 137 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $104,552 | 0.0% | +0% | — |
| 138 |  $TEL | TE Connectivity plc | $103,938 | 0.0% | -9% | — |
| 139 |  $PANW | Palo Alto Networks Inc | $102,306 | 0.0% | +0% | 65.5 |
| 140 |  $TT | Trane Technologies plc | $102,072 | 0.0% | +0% | — |
| 141 |  $GS | GOLDMAN SACHS GROUP INC | $99,334 | 0.0% | -1% | 73.5 |
| 142 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $98,872 | 0.0% | +0% | — |
| 143 |  $BA | BOEING CO | $98,061 | 0.0% | -1% | 61.6 |
| 144 |  $QCOM | QUALCOMM INC/DE | $96,931 | 0.0% | +172% | 70.5 |
| 145 | — | ISHARES TR - JPMORGAN USD EMG | $94,608 | 0.0% | +0% | — |
| 146 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $94,437 | 0.0% | +0% | — |
| 147 | — | INNOVATOR ETFS TRUST - US SM CA PWR MAY | $93,449 | 0.0% | NEW | — |
| 148 | — | EATON VANCE TAX-MANAGED GLOB - COM | $92,032 | 0.0% | +2% | — |
| 149 |  $MA | Mastercard Inc | $91,853 | 0.0% | +0% | 85.1 |
| 150 | — | INNOVATOR ETFS TRUST - US SMALL CAP POW | $89,165 | 0.0% | +0% | — |
New Positions (24)
$HONA Honeywell Aerospace Inc.$892,279 FIRST TR EXCHNG TRADED FD VI - VEST US EQU ENHA$113,832
INNOVATOR ETFS TRUST - US SM CA PWR MAY$93,449
$CVBF CVB FINANCIAL CORP$70,698
$AEP AMERICAN ELECTRIC POWER CO INC$68,405
$VRT Vertiv Holdings Co$66,964
$NSC NORFOLK SOUTHERN CORP$66,064
$NVR NVR INC$61,321
$SO SOUTHERN CO$57,426 VANGUARD SPECIALIZED FUNDS - DIV APP ETF$40,396
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$40,153 TRULIEVE CANNABIS CORP - SUB VTG SHS$39,320
$IMO IMPERIAL OIL LTD$33,606
$RHP Ryman Hospitality Properties, Inc.$33,423
$FDXF FedEx Freight Holding Company, Inc.$32,012Exited Positions (15)
$ILMN ILLUMINA, INC.
$HTBK HERITAGE COMMERCE CORP
$AL AIR LEASE CORP
$FLEX FLEX LTD.
$VRE Veris Residential, Inc. FIRST TR EXCHANGE TRAD FD VI
$LUV SOUTHWEST AIRLINES CO
$CLX CLOROX CO /DE/
$HOLX HOLOGIC INC
$MSTR Strategy Inc
$DPZ DOMINOS PIZZA INC ISHARES TR
$MRNA Moderna, Inc. BNY MELLON ETF TRUST
$EVGO EVgo Inc.Browse Top Institutional Investors
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