Global Financial Private Client, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2023568
Institutional-grade research for retail investors
13F Reported Value
ⓘ$305.6M
Holdings
236
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Global Financial Private Client, LLC disclosed 236 positions worth $305.6M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 4.8% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $CMI and a full exit from $ADP. The portfolio is most concentrated in Other (47.0% of disclosed assets). All figures are sourced directly from Global Financial Private Client, LLC’s Form 13F-HR filing with the SEC under CIK 2023568.
AI Fund Analysis
Diversifying
$SPY4.8% weight
Held 6 quarters
$AAPL4.5% weight
Held 6 quarters
VANGUARD INDEX FDS
3.4% weight
Held 6 quarters
$MSFT2.2% weight
Held 6 quarters
SCHWAB STRATEGIC TR
1.9% weight
Held 6 quarters
$CVX6 quarters accumulating
$NVDA6 quarters accumulating
$MRK6 quarters accumulating
SSGA ACTIVE TR
6 quarters accumulating
$AMZN6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$14.6M22,488 sh - 76.1#112
Quality
$13.7M53,809 sh VANGUARD INDEX FDS
—Quality
$10.3M17,176 sh- 83.7
Quality
$6.7M17,993 sh SCHWAB STRATEGIC TR
—Quality
$5.7M184,898 sh- 54.7
Quality
$5.4M26,195 sh - 90.2
Quality
$5.1M29,333 sh VANGUARD SPECIALIZED FUNDS
—Quality
$5.0M23,309 sh- 70.9
Quality
$4.4M36,655 sh - 70.1
Quality
$4.4M5,033 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $14.6M | 22,488 |
| Apple Inc.$AAPL | 76.1#112 | $13.7M | 53,809 |
| VANGUARD INDEX FDS | — | $10.3M | 17,176 |
| MICROSOFT CORP$MSFT | 83.7 | $6.7M | 17,993 |
| SCHWAB STRATEGIC TR | — | $5.7M | 184,898 |
| CHEVRON CORP$CVX | 54.7 | $5.4M | 26,195 |
| NVIDIA CORP$NVDA | 90.2 | $5.1M | 29,333 |
| VANGUARD SPECIALIZED FUNDS | — | $5.0M | 23,309 |
| Merck & Co., Inc.$MRK | 70.9 | $4.4M | 36,655 |
 GE Vernova Inc.$GEV | 70.1 | $4.4M | 5,033 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Global Financial Private Client, LLC's 236 positions.
Showing top 10 of 236 holdings.
Sector Allocation
Other
$143.7M
Technology
$58.8M
Financials
$33.3M
Industrials
$19.7M
Healthcare
$12.4M
Consumer Discretionary
$11.0M
Energy
$10.2M
Utilities
$5.9M
Full Holdings — Global Financial Private Client, LLC (Q1 2026)
All 236 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 | $SPY | SPDR S&P 500 ETF TRUST | $14.6M | 4.8% | +1% | — |
| 2 | $AAPL | Apple Inc. | $13.7M | 4.5% | +6% | 76.1 |
| 3 | — | VANGUARD INDEX FDS | $10.3M | 3.4% | +13% | — |
| 4 | $MSFT | MICROSOFT CORP | $6.7M | 2.2% | +11% | 83.7 |
| 5 | — | SCHWAB STRATEGIC TR | $5.7M | 1.9% | -0% | — |
| 6 | $CVX | CHEVRON CORP | $5.4M | 1.8% | +7% | 54.7 |
| 7 | $NVDA | NVIDIA CORP | $5.1M | 1.7% | +14% | 90.2 |
| 8 | — | VANGUARD SPECIALIZED FUNDS | $5.0M | 1.6% | +3% | — |
| 9 | $MRK | Merck & Co., Inc. | $4.4M | 1.4% | +7% | 70.9 |
| 10 | $GEV | GE Vernova Inc. | $4.4M | 1.4% | +11% | 70.1 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $4.1M | 1.4% | +7% | 35.6 |
| 12 | — | VANGUARD INDEX FDS | $3.9M | 1.3% | +1% | — |
| 13 | — | SSGA ACTIVE TR | $3.8M | 1.3% | +4% | — |
| 14 |  $CSCO | CISCO SYSTEMS, INC. | $3.7M | 1.2% | +10% | 72.3 |
| 15 |  $IVZ | Invesco Ltd. | $3.7M | 1.2% | +9% | — |
| 16 | — | SPDR INDEX SHS FDS | $3.5M | 1.1% | -2% | — |
| 17 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.4M | 1.1% | +4% | — |
| 18 |  $XOM | EXXON MOBIL CORP | $3.4M | 1.1% | +1% | 61.8 |
| 19 | — | ISHARES TR | $3.4M | 1.1% | +5% | — |
| 20 |  $__PARK_1390777 | Bank of New York Mellon Corp | $3.3M | 1.1% | +4% | 36.7 |
| 21 | — | VANGUARD SCOTTSDALE FDS | $3.3M | 1.1% | +3% | — |
| 22 | $AMZN | AMAZON COM INC | $3.2M | 1.1% | +14% | 74.6 |
| 23 |  $META | Meta Platforms, Inc. | $3.2M | 1.1% | +22% | 80.9 |
| 24 | — | SPDR SERIES TRUST | $3.0M | 1.0% | -1% | — |
| 25 |  $WMT | Walmart Inc. | $2.8M | 0.9% | +2% | 63.2 |
| 26 | — | DIMENSIONAL ETF TRUST | $2.6M | 0.8% | +331% | — |
| 27 | — | SPDR INDEX SHS FDS | $2.6M | 0.8% | +4% | — |
| 28 | — | SCHWAB STRATEGIC TR | $2.6M | 0.8% | -1% | — |
| 29 |  $LRCX | LAM RESEARCH CORP | $2.6M | 0.8% | +10% | 82.4 |
| 30 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.8% | +4% | 66.7 |
| 31 |  $GOOG | Alphabet Inc. | $2.5M | 0.8% | +9% | 80.2 |
| 32 |  $ETR | ENTERGY CORP /DE/ | $2.4M | 0.8% | +3% | 65.1 |
| 33 |  $STT | STATE STREET CORP | $2.3M | 0.8% | +3% | 61.5 |
| 34 | — | ISHARES TR | $2.3M | 0.7% | +3% | — |
| 35 | — | VANGUARD TAX-MANAGED FDS | $2.2M | 0.7% | +6% | — |
| 36 |  $CAT | CATERPILLAR INC | $2.1M | 0.7% | +13% | 67.8 |
| 37 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.7% | +4% | 72.9 |
| 38 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $2.0M | 0.7% | +4% | 48 |
| 39 |  $RTX | RTX Corp | $2.0M | 0.7% | +13% | 70 |
| 40 | — | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.6% | +4% | — |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.9M | 0.6% | +0% | 68.4 |
| 42 | — | DIMENSIONAL ETF TRUST | $1.9M | 0.6% | +26% | — |
| 43 | $IVZ | Invesco Ltd. | $1.9M | 0.6% | +4% | — |
| 44 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.6% | -1% | — |
| 45 | — | ISHARES TR | $1.9M | 0.6% | +0% | — |
| 46 |  $MCD | MCDONALDS CORP | $1.8M | 0.6% | +2% | 73.9 |
| 47 | — | ISHARES TR | $1.8M | 0.6% | +5% | — |
| 48 |  $GOOGL | Alphabet Inc. | $1.8M | 0.6% | +2% | 80.2 |
| 49 | — | ISHARES TR | $1.7M | 0.6% | -8% | — |
| 50 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.7M | 0.6% | +5% | 57.8 |
| 51 | — | VANGUARD SCOTTSDALE FDS | $1.7M | 0.6% | -2% | — |
| 52 | — | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.5% | +2% | — |
| 53 | — | VANGUARD CHARLOTTE FDS | $1.6M | 0.5% | +0% | — |
| 54 | — | SELECT SECTOR SPDR TR | $1.6M | 0.5% | +7% | — |
| 55 |  $LLY | ELI LILLY & Co | $1.5M | 0.5% | +1% | 89.3 |
| 56 | — | SELECT SECTOR SPDR TR | $1.5M | 0.5% | +2% | — |
| 57 | — | VANECK ETF TRUST | $1.5M | 0.5% | -0% | — |
| 58 |  $KR | KROGER CO | $1.4M | 0.5% | +4% | 51.1 |
| 59 |  $HD | HOME DEPOT, INC. | $1.4M | 0.5% | +2% | 69.2 |
| 60 |  $GILD | GILEAD SCIENCES, INC. | $1.4M | 0.5% | +20% | 77.8 |
| 61 | — | PACER FDS TR | $1.4M | 0.5% | -1% | — |
| 62 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.5% | +8% | 65 |
| 63 | — | ISHARES TR | $1.4M | 0.4% | +24% | — |
| 64 | — | SELECT SECTOR SPDR TR | $1.3M | 0.4% | +4% | — |
| 65 | — | VANGUARD WORLD FD | $1.3M | 0.4% | +2% | — |
| 66 | — | VANGUARD INDEX FDS | $1.3M | 0.4% | +0% | — |
| 67 |  $LDOS | Leidos Holdings, Inc. | $1.3M | 0.4% | +17% | 73.4 |
| 68 | — | VANGUARD INDEX FDS | $1.3M | 0.4% | +3% | — |
| 69 | — | FIDELITY COVINGTON TRUST | $1.3M | 0.4% | +3% | — |
| 70 |  $NDAQ | NASDAQ, INC. | $1.3M | 0.4% | +22% | 78.5 |
| 71 |  $ABBV | AbbVie Inc. | $1.3M | 0.4% | +12% | 59.3 |
| 72 |  $PANW | Palo Alto Networks Inc | $1.3M | 0.4% | +39% | 66.5 |
| 73 | — | SPDR SERIES TRUST | $1.2M | 0.4% | -11% | — |
| 74 |  $FTNT | Fortinet, Inc. | $1.2M | 0.4% | +19% | 78.1 |
| 75 |  $AMGN | AMGEN INC | $1.2M | 0.4% | +6% | 79.5 |
| 76 | — | SPDR SERIES TRUST | $1.2M | 0.4% | +38% | — |
| 77 | — | FIDELITY COVINGTON TRUST | $1.2M | 0.4% | +5% | — |
| 78 | $META | Meta Platforms, Inc. | $1.2M | 0.4% | -0% | 80.9 |
| 79 | — | SCHWAB STRATEGIC TR | $1.2M | 0.4% | -1% | — |
| 80 |  $ORCL | ORACLE CORP | $1.2M | 0.4% | +1% | 67.2 |
| 81 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.4% | +418% | — |
| 82 |  $EOG | EOG RESOURCES INC | $1.1M | 0.4% | +31% | 71.1 |
| 83 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.4% | +457% | — |
| 84 | — | ISHARES TR | $1.1M | 0.4% | +0% | — |
| 85 |  $ANET | Arista Networks, Inc. | $1.1M | 0.4% | +20% | 86 |
| 86 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.3% | -5% | — |
| 87 |  $HCI | HCI Group, Inc. | $1.1M | 0.3% | +0% | 76.8 |
| 88 | — | SPDR SERIES TRUST | $1.0M | 0.3% | +5% | — |
| 89 | — | ISHARES TR | $1.0M | 0.3% | +21% | — |
| 90 | — | SPDR SERIES TRUST | $1.0M | 0.3% | -1% | — |
| 91 |  $EXC | EXELON CORP | $1.0M | 0.3% | +6% | 63.9 |
| 92 |  $QCOM | QUALCOMM INC/DE | $1.0M | 0.3% | +4% | 81.9 |
| 93 | — | ISHARES TR | $1.0M | 0.3% | +2% | — |
| 94 |  $IAU | ISHARES GOLD TRUST | $991,095 | 0.3% | -5% | — |
| 95 |  $AU | AngloGold Ashanti PLC | $988,654 | 0.3% | +126% | — |
| 96 |  $AFL | AFLAC INC | $986,364 | 0.3% | +3% | 60.3 |
| 97 | — | DIMENSIONAL ETF TRUST | $984,323 | 0.3% | +414% | — |
| 98 | — | SPDR SERIES TRUST | $935,498 | 0.3% | +8% | — |
| 99 |  $DAL | DELTA AIR LINES, INC. | $923,141 | 0.3% | +15% | 64.4 |
| 100 | — | SSGA ACTIVE TR | $919,093 | 0.3% | +51% | — |
| 101 |  $GD | GENERAL DYNAMICS CORP | $918,457 | 0.3% | +24% | 73 |
| 102 | — | SPDR SERIES TRUST | $917,701 | 0.3% | +6% | — |
| 103 |  $MEDP | Medpace Holdings, Inc. | $908,520 | 0.3% | +20% | 77.4 |
| 104 |  $GE | GENERAL ELECTRIC CO | $904,092 | 0.3% | +19% | 74.8 |
| 105 |  $BA | BOEING CO | $890,460 | 0.3% | +11% | 51.8 |
| 106 | — | ISHARES TR | $886,079 | 0.3% | +6% | — |
| 107 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $855,814 | 0.3% | +0% | — |
| 108 |  $NUE | NUCOR CORP | $854,513 | 0.3% | +6% | 58.9 |
| 109 | — | STATE STR SPDR DOW JONES IND | $843,469 | 0.3% | +0% | — |
| 110 | — | VANGUARD SCOTTSDALE FDS | $842,612 | 0.3% | +0% | — |
| 111 |  $BRK.B | BERKSHIRE HATHAWAY INC | $829,612 | 0.3% | +6% | 64.5 |
| 112 |  $CMI | CUMMINS INC | $826,948 | 0.3% | NEW | 58.9 |
| 113 | — | SSGA ACTIVE TR | $809,114 | 0.3% | -2% | — |
| 114 |  $T | AT&T INC. | $799,770 | 0.3% | +6% | 71.9 |
| 115 | — | SPDR SERIES TRUST | $796,204 | 0.3% | +29% | — |
| 116 | — | PROSHARES TR | $784,704 | 0.3% | +0% | — |
| 117 | — | SPDR INDEX SHS FDS | $784,507 | 0.3% | +6% | — |
| 118 |  $PLTR | Palantir Technologies Inc. | $783,184 | 0.3% | +26% | 85.8 |
| 119 |  $UGI | UGI CORP /PA/ | $780,884 | 0.3% | +4% | 70.3 |
| 120 |  $MS | MORGAN STANLEY | $769,241 | 0.3% | +8% | — |
| 121 | — | SSGA ACTIVE TR | $753,982 | 0.3% | +35% | — |
| 122 | — | FIRST TR EXCHANGE-TRADED FD | $750,342 | 0.3% | +7% | — |
| 123 |  $CL | COLGATE PALMOLIVE CO | $743,802 | 0.2% | +1% | 72.4 |
| 124 |  $GS | GOLDMAN SACHS GROUP INC | $737,161 | 0.2% | +2% | — |
| 125 |  $NRG | NRG ENERGY, INC. | $730,609 | 0.2% | +5% | 59.5 |
| 126 | — | SELECT SECTOR SPDR TR | $719,168 | 0.2% | +5% | — |
| 127 | — | SSGA ACTIVE TR | $710,936 | 0.2% | -2% | — |
| 128 |  $GLW | CORNING INC /NY | $699,294 | 0.2% | +21% | 72.7 |
| 129 | — | SSGA ACTIVE TR | $684,732 | 0.2% | +65% | — |
| 130 | — | VANGUARD WORLD FD | $677,830 | 0.2% | +7% | — |
| 131 | — | FIDELITY COVINGTON TRUST | $660,403 | 0.2% | +2% | — |
| 132 |  $CVS | CVS HEALTH Corp | $654,644 | 0.2% | +4% | 51.3 |
| 133 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $644,746 | 0.2% | +2% | — |
| 134 | — | VANGUARD BD INDEX FDS | $636,658 | 0.2% | -0% | — |
| 135 |  $KO | COCA COLA CO | $618,765 | 0.2% | +2% | 74 |
| 136 |  $CRWD | CrowdStrike Holdings, Inc. | $590,690 | 0.2% | +44% | 55 |
| 137 | — | VANGUARD BD INDEX FDS | $559,457 | 0.2% | +1% | — |
| 138 | $IVZ | Invesco Ltd. | $556,683 | 0.2% | -2% | — |
| 139 | — | SELECT SECTOR SPDR TR | $556,054 | 0.2% | +0% | — |
| 140 |  $RJF | RAYMOND JAMES FINANCIAL INC | $553,243 | 0.2% | +1% | 63.8 |
| 141 |  $TXN | TEXAS INSTRUMENTS INC | $543,592 | 0.2% | +0% | 70.4 |
| 142 | — | VANGUARD WORLD FD | $540,060 | 0.2% | +0% | — |
| 143 |  $AVGO | Broadcom Inc. | $536,075 | 0.2% | +4% | 86.4 |
| 144 |  $TJX | TJX COMPANIES INC /DE/ | $527,968 | 0.2% | +3% | 70.7 |
| 145 | — | ISHARES TR | $523,290 | 0.2% | +0% | — |
| 146 | — | SSGA ACTIVE TR | $521,271 | 0.2% | +26% | — |
| 147 |  $JNJ | JOHNSON & JOHNSON | $520,413 | 0.2% | +6% | 72.8 |
| 148 | — | ISHARES TR | $516,732 | 0.2% | +0% | — |
| 149 |  $DIS | Walt Disney Co | $515,155 | 0.2% | +0% | 68.9 |
| 150 |  $BALL | BALL Corp | $513,323 | 0.2% | NEW | 54.2 |
| 151 |  $TSLA | Tesla, Inc. | $510,785 | 0.2% | +10% | 50.1 |
| 152 | — | DBX ETF TR | $509,784 | 0.2% | -2% | — |
| 153 |  $ADM | Archer-Daniels-Midland Co | $509,409 | 0.2% | +4% | 49.4 |
| 154 | — | ISHARES TR | $505,147 | 0.2% | +0% | — |
| 155 |  $SNPS | SYNOPSYS INC | $494,014 | 0.2% | +85% | 63.1 |
| 156 |  $GM | General Motors Co | $490,657 | 0.2% | +18% | 58.7 |
| 157 | — | SPDR SERIES TRUST | $488,023 | 0.2% | +0% | — |
| 158 | — | VANGUARD INDEX FDS | $484,290 | 0.2% | +2% | — |
| 159 | — | SELECT SECTOR SPDR TR | $477,644 | 0.2% | +5% | — |
| 160 |  $V | VISA INC. | $476,935 | 0.2% | +0% | 83.5 |
| 161 | — | SELECT SECTOR SPDR TR | $475,001 | 0.2% | +0% | — |
| 162 | — | DIMENSIONAL ETF TRUST | $469,223 | 0.1% | +152% | — |
| 163 |  $RKLB | Rocket Lab Corp | $461,871 | 0.1% | +18% | 37.2 |
| 164 | $IVZ | Invesco Ltd. | $451,880 | 0.1% | +0% | — |
| 165 | — | SPDR SERIES TRUST | $447,600 | 0.1% | +54% | — |
| 166 | — | J P MORGAN EXCHANGE TRADED F | $434,413 | 0.1% | -1% | — |
| 167 |  $MA | Mastercard Inc | $433,705 | 0.1% | +1% | 81.7 |
| 168 | — | CAPITAL GRP FIXED INCM ETF T | $424,979 | 0.1% | +0% | — |
| 169 |  $IBKR | Interactive Brokers Group, Inc. | $420,127 | 0.1% | +10% | 75.5 |
| 170 |  $FSLR | FIRST SOLAR, INC. | $417,205 | 0.1% | +41% | 73.8 |
| 171 | — | SPDR SERIES TRUST | $407,676 | 0.1% | +16% | — |
| 172 | $IVZ | Invesco Ltd. | $406,483 | 0.1% | +12% | — |
| 173 | — | ISHARES TR | $406,041 | 0.1% | +38% | — |
| 174 | — | SSGA ACTIVE TR | $404,371 | 0.1% | -2% | — |
| 175 | — | ISHARES INC | $400,505 | 0.1% | +7% | — |
| 176 |  $UNP | UNION PACIFIC CORP | $398,625 | 0.1% | +4% | 74 |
| 177 |  $SHOP | SHOPIFY INC. | $388,243 | 0.1% | +0% | — |
| 178 |  $AXP | AMERICAN EXPRESS CO | $385,359 | 0.1% | +1% | 73.2 |
| 179 | — | GLOBAL X FDS | $381,075 | 0.1% | +0% | — |
| 180 |  $DE | DEERE & CO | $377,974 | 0.1% | +24% | 57.4 |
| 181 |  $VST | Vistra Corp. | $375,224 | 0.1% | +39% | 62.9 |
| 182 | — | VANGUARD WHITEHALL FDS | $371,879 | 0.1% | +0% | — |
| 183 | — | ISHARES TR | $356,679 | 0.1% | +5% | — |
| 184 | — | ISHARES TR | $356,585 | 0.1% | +3% | — |
| 185 |  $WM | WASTE MANAGEMENT INC | $351,578 | 0.1% | +4% | 70.7 |
| 186 | — | ISHARES TR | $348,153 | 0.1% | +8% | — |
| 187 |  $UBER | Uber Technologies, Inc | $345,407 | 0.1% | +25% | 79.3 |
| 188 |  $PEP | PEPSICO INC | $344,186 | 0.1% | +4% | 62.7 |
| 189 | — | J P MORGAN EXCHANGE TRADED F | $338,493 | 0.1% | +3% | — |
| 190 |  $DG | DOLLAR GENERAL CORP | $338,038 | 0.1% | NEW | 60.4 |
| 191 | — | SPDR SERIES TRUST | $337,987 | 0.1% | +38% | — |
| 192 | — | SPDR SERIES TRUST | $337,884 | 0.1% | +46% | — |
| 193 |  $COST | COSTCO WHOLESALE CORP /NEW | $335,797 | 0.1% | +5% | 67 |
| 194 | — | BLACKROCK ETF TRUST | $332,964 | 0.1% | -10% | — |
| 195 | — | ISHARES TR | $321,777 | 0.1% | +0% | — |
| 196 | — | DIMENSIONAL ETF TRUST | $312,285 | 0.1% | +47% | — |
| 197 | — | ISHARES TR | $311,918 | 0.1% | +0% | — |
| 198 | — | DIMENSIONAL ETF TRUST | $309,924 | 0.1% | +79% | — |
| 199 | — | SPDR SERIES TRUST | $308,340 | 0.1% | +25% | — |
| 200 | — | ISHARES TR | $303,422 | 0.1% | -8% | — |
| 201 | $IVZ | Invesco Ltd. | $298,125 | 0.1% | +0% | — |
| 202 | — | VANGUARD MUN BD FDS | $297,744 | 0.1% | +0% | — |
| 203 |  $HR | Healthcare Realty Trust Inc | $286,723 | 0.1% | +0% | 44.9 |
| 204 |  $INTC | INTEL CORP | $279,211 | 0.1% | +3% | 41.5 |
| 205 | — | ISHARES TR | $278,868 | 0.1% | +4% | — |
| 206 |  $IBIT | iShares Bitcoin Trust ETF | $278,007 | 0.1% | -7% | — |
| 207 |  $TRV | TRAVELERS COMPANIES, INC. | $275,346 | 0.1% | +5% | 71.5 |
| 208 |  $COF | CAPITAL ONE FINANCIAL CORP | $265,071 | 0.1% | +2% | 71 |
| 209 |  $ABT | ABBOTT LABORATORIES | $260,388 | 0.1% | +2% | 67 |
| 210 |  $NET | Cloudflare, Inc. | $255,036 | 0.1% | NEW | 52.6 |
| 211 | $IVZ | Invesco Ltd. | $254,907 | 0.1% | NEW | — |
| 212 |  $NEE | NEXTERA ENERGY INC | $246,318 | 0.1% | +2% | 71.7 |
| 213 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $244,922 | 0.1% | +3% | 70.9 |
| 214 |  $LIN | LINDE PLC | $236,478 | 0.1% | NEW | — |
| 215 | — | ISHARES TR | $235,692 | 0.1% | +70% | — |
| 216 |  $PM | Philip Morris International Inc. | $232,468 | 0.1% | +2% | 80.5 |
| 217 |  $MU | MICRON TECHNOLOGY INC | $226,355 | 0.1% | NEW | 88.4 |
| 218 | — | SSGA ACTIVE TR | $225,954 | 0.1% | +0% | — |
| 219 |  $UNH | UNITEDHEALTH GROUP INC | $224,860 | 0.1% | -5% | 66.8 |
| 220 | — | ISHARES TR | $220,624 | 0.1% | +0% | — |
| 221 | — | SPDR SERIES TRUST | $219,678 | 0.1% | +2% | — |
| 222 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $218,529 | 0.1% | NEW | — |
| 223 | — | SSGA ACTIVE ETF TR | $217,960 | 0.1% | +2% | — |
| 224 |  $PSX | Phillips 66 | $216,065 | 0.1% | NEW | 47.6 |
| 225 | — | SPDR SERIES TRUST | $213,470 | 0.1% | -89% | — |
| 226 | — | SPDR SERIES TRUST | $213,063 | 0.1% | -91% | — |
| 227 |  $SCI | SERVICE CORP INTERNATIONAL | $212,793 | 0.1% | NEW | 54.8 |
| 228 | — | CAPITAL GRP FIXED INCM ETF T | $211,865 | 0.1% | +0% | — |
| 229 | — | AMPLIFY ETF TR | $209,952 | 0.1% | +0% | — |
| 230 |  $DHR | DANAHER CORP /DE/ | $208,181 | 0.1% | -8% | 63.9 |
| 231 | — | SPDR SERIES TRUST | $207,546 | 0.1% | +0% | — |
| 232 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $206,382 | 0.1% | NEW | 65.9 |
| 233 |  $TMUS | T-Mobile US, Inc. | $206,249 | 0.1% | NEW | 72.7 |
| 234 | — | SSGA ACTIVE TR | $201,097 | 0.1% | -1% | — |
| 235 |  $SOFI | SoFi Technologies, Inc. | $184,574 | 0.1% | +51% | 53.8 |
| 236 |  $F | FORD MOTOR CO | $145,404 | 0.1% | +5% | 58.5 |
New Positions (11)
$CMI CUMMINS INC$826,948$BALL BALL Corp$513,323$DG DOLLAR GENERAL CORP$338,038$NET Cloudflare, Inc.$255,036$LIN LINDE PLC$236,478$MU MICRON TECHNOLOGY INC$226,355$FBTC Fidelity Wise Origin Bitcoin Fund$218,529$PSX Phillips 66$216,065$SCI SERVICE CORP INTERNATIONAL$212,793$MAR MARRIOTT INTERNATIONAL INC /MD/$206,382$TMUS T-Mobile US, Inc.$206,249
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