Global Financial Private Client, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2023568
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$368.6M
Holdings
246
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Global Financial Private Client, LLC disclosed 246 positions worth $368.6M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 4.9% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 22 new positions and exited 13 — including a new stake in $QNT and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (46.6% 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
Stable
$SPY4.9% weight
Held 7 quarters
$AAPL4.4% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
3.4% weight
Held 7 quarters
$MSFT2.0% weight
Held 7 quarters
$GEV1.8% weight
Held 7 quarters
$NVDA7 quarters accumulating
$MRK7 quarters accumulating
$CVX7 quarters accumulating
SSGA ACTIVE TR - STATE STR
7 quarters accumulating
$AMZN7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$18.1M24,304 sh - 76.4#84
Quality
$16.2M55,861 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$12.6M18,336 sh- 79.8
Quality
$7.3M19,540 sh - 81.1
Quality
$6.6M5,596 sh - 85.9
Quality
$6.5M32,664 sh SCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$5.9M185,729 sh- 70.3
Quality
$5.9M50,002 sh - 79.4
Quality
$5.9M13,551 sh VANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$5.6M23,617 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $18.1M | 24,304 |
| Apple Inc.$AAPL | 76.4#84 | $16.2M | 55,861 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $12.6M | 18,336 |
| MICROSOFT CORP$MSFT | 79.8 | $7.3M | 19,540 |
| GE Vernova Inc.$GEV | 81.1 | $6.6M | 5,596 |
| NVIDIA CORP$NVDA | 85.9 | $6.5M | 32,664 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.9M | 185,729 |
 CISCO SYSTEMS, INC.$CSCO | 70.3 | $5.9M | 50,002 |
 LAM RESEARCH CORP$LRCX | 79.4 | $5.9M | 13,551 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $5.6M | 23,617 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Global Financial Private Client, LLC's 246 positions.
Showing top 10 of 246 holdings.
Sector Allocation
Other
$171.7M
Technology
$80.8M
Financials
$39.7M
Industrials
$26.7M
Healthcare
$14.5M
Consumer Discretionary
$11.0M
Energy
$6.3M
Utilities
$5.9M
Full Holdings — Global Financial Private Client, LLC (Q2 2026)
All 246 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 | $18.1M | 4.9% | +8% | — |
| 2 | $AAPL | Apple Inc. | $16.2M | 4.4% | +4% | 76.4 |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $12.6M | 3.4% | +7% | — |
| 4 | $MSFT | MICROSOFT CORP | $7.3M | 2.0% | +9% | 79.8 |
| 5 | $GEV | GE Vernova Inc. | $6.6M | 1.8% | +11% | 81.1 |
| 6 | $NVDA | NVIDIA CORP | $6.5M | 1.8% | +11% | 85.9 |
| 7 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $5.9M | 1.6% | +0% | — |
| 8 | $CSCO | CISCO SYSTEMS, INC. | $5.9M | 1.6% | +4% | 70.3 |
| 9 | $LRCX | LAM RESEARCH CORP | $5.9M | 1.6% | +12% | 79.4 |
| 10 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.6M | 1.5% | +1% | — |
| 11 | $MRK | Merck & Co., Inc. | $5.0M | 1.4% | +7% | 59.9 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.9M | 1.3% | +1% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 1.3% | +6% | 70.7 |
| 14 | $CVX | CHEVRON CORP | $4.7M | 1.3% | +9% | 62.8 |
| 15 | — | SSGA ACTIVE TR - STATE STREET US | $4.7M | 1.3% | +9% | — |
| 16 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.7M | 1.3% | +58% | — |
| 17 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.6M | 1.3% | +500% | — |
| 18 |  $IVZ | Invesco Ltd. | $4.4M | 1.2% | +8% | — |
| 19 | — | ISHARES TR - CORE S&P500 ETF | $4.2M | 1.1% | +10% | — |
| 20 | $AMZN | AMAZON COM INC | $4.2M | 1.1% | +12% | 68.7 |
| 21 |  $BNY | Bank of New York Mellon Corp | $4.1M | 1.1% | +1% | 74.1 |
| 22 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $4.1M | 1.1% | +1% | — |
| 23 |  $META | Meta Platforms, Inc. | $3.6M | 1.0% | +13% | 79.6 |
| 24 |  $GOOG | Alphabet Inc. | $3.4M | 0.9% | +8% | 78.2 |
| 25 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.4M | 0.9% | -13% | — |
| 26 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.3M | 0.9% | +14% | — |
| 27 | — | SPDR SERIES TRUST - ST STR P500VAL | $3.2M | 0.9% | -0% | — |
| 28 |  $CAT | CATERPILLAR INC | $3.2M | 0.8% | +2% | 66.5 |
| 29 |  $STT | STATE STREET CORP | $3.1M | 0.8% | +2% | 71.5 |
| 30 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.0M | 0.8% | +2% | 70 |
| 31 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.9M | 0.8% | -0% | — |
| 32 |  $PANW | Palo Alto Networks Inc | $2.8M | 0.8% | +5% | 65.5 |
| 33 | — | ISHARES TR - US AER DEF ETF | $2.7M | 0.7% | +6% | — |
| 34 |  $WMT | Walmart Inc. | $2.6M | 0.7% | +2% | 60.2 |
| 35 | — | ISHARES TR - U.S. TECH ETF | $2.6M | 0.7% | +0% | — |
| 36 |  $ETR | ENTERGY CORP /DE/ | $2.5M | 0.7% | +2% | 59.5 |
| 37 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $2.5M | 0.7% | -1% | — |
| 38 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.5M | 0.7% | +0% | — |
| 39 |  $FTNT | Fortinet, Inc. | $2.4M | 0.7% | +5% | 80.1 |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.7% | -1% | — |
| 41 | $IVZ | Invesco Ltd. | $2.4M | 0.6% | -3% | — |
| 42 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.6% | +1% | 67.6 |
| 43 |  $RTX | RTX Corp | $2.3M | 0.6% | +14% | 73.2 |
| 44 |  $GOOGL | Alphabet Inc. | $2.3M | 0.6% | +2% | 78.2 |
| 45 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.2M | 0.6% | +2% | — |
| 46 |  $PG | PROCTER & GAMBLE Co | $2.1M | 0.6% | +2% | 64.6 |
| 47 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $2.1M | 0.6% | +2% | 68.9 |
| 48 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.1M | 0.6% | +3% | — |
| 49 |  $LLY | ELI LILLY & Co | $2.1M | 0.6% | +4% | 87.5 |
| 50 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.0M | 0.5% | +59% | — |
| 51 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $2.0M | 0.5% | +59% | — |
| 52 |  $ANET | Arista Networks, Inc. | $2.0M | 0.5% | +31% | 81.9 |
| 53 | — | ISHARES TR - CORE MSCI PAC | $2.0M | 0.5% | +2% | — |
| 54 | — | SPDR SERIES TRUST - ST STR SP SEMI | $2.0M | 0.5% | -2% | — |
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $2.0M | 0.5% | +1% | — |
| 56 | — | ISHARES TR - MSCI USA QLT FCT | $1.8M | 0.5% | -10% | — |
| 57 |  $GLW | CORNING INC /NY | $1.8M | 0.5% | +35% | 73.7 |
| 58 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $1.8M | 0.5% | +71% | — |
| 59 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.7M | 0.5% | -1% | — |
| 60 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $1.7M | 0.5% | +17% | 44.6 |
| 61 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $1.7M | 0.5% | +2% | — |
| 62 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.6M | 0.5% | +2% | — |
| 63 |  $MCD | MCDONALDS CORP | $1.6M | 0.4% | +1% | 69 |
| 64 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.6M | 0.4% | +1% | — |
| 65 | — | ISHARES TR - CONV BD ETF | $1.6M | 0.4% | -1% | — |
| 66 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $1.6M | 0.4% | +4% | — |
| 67 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.6M | 0.4% | +3% | — |
| 68 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $1.6M | 0.4% | +1% | — |
| 69 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.5M | 0.4% | +4% | — |
| 70 |  $GILD | GILEAD SCIENCES, INC. | $1.5M | 0.4% | +21% | 57.4 |
| 71 |  $ABBV | AbbVie Inc. | $1.5M | 0.4% | +2% | 72.6 |
| 72 |  $QCOM | QUALCOMM INC/DE | $1.5M | 0.4% | +3% | 70.5 |
| 73 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.5M | 0.4% | +3% | — |
| 74 |  $HD | HOME DEPOT, INC. | $1.5M | 0.4% | -2% | 60.3 |
| 75 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.4% | +23% | 73.8 |
| 76 | — | VANGUARD INDEX FDS - VALUE ETF | $1.4M | 0.4% | -1% | — |
| 77 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $1.4M | 0.4% | -2% | — |
| 78 |  $NDAQ | NASDAQ, INC. | $1.4M | 0.4% | +19% | 76.7 |
| 79 |  $DAL | DELTA AIR LINES, INC. | $1.4M | 0.4% | +9% | 57.5 |
| 80 |  $CMI | CUMMINS INC | $1.4M | 0.4% | +28% | 58.1 |
| 81 | — | PACER FDS TR - US CASH COWS 100 | $1.4M | 0.4% | -1% | — |
| 82 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.4% | +18% | 65.6 |
| 83 | — | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 0.4% | +0% | — |
| 84 |  $AMGN | AMGEN INC | $1.3M | 0.4% | +3% | 79.2 |
| 85 | — | ISHARES TR - EXPANDED TECH | $1.3M | 0.3% | +10% | — |
| 86 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $1.3M | 0.3% | -0% | — |
| 87 | — | PROSHARES TR - PSHS ULTRA QQQ | $1.2M | 0.3% | +0% | — |
| 88 |  $HCI | HCI Group, Inc. | $1.2M | 0.3% | +0% | 75 |
| 89 |  $MEDP | Medpace Holdings, Inc. | $1.2M | 0.3% | +20% | 76.2 |
| 90 | — | SPDR SERIES TRUST - STATE STRET SPDR | $1.2M | 0.3% | +5% | — |
| 91 | $META | Meta Platforms, Inc. | $1.2M | 0.3% | +1% | 79.6 |
| 92 |  $ORCL | ORACLE CORP | $1.2M | 0.3% | +2% | 66.2 |
| 93 |  $EOG | EOG RESOURCES INC | $1.2M | 0.3% | +14% | 71.9 |
| 94 | — | SPDR SERIES TRUST - ST STR P400MID | $1.2M | 0.3% | +9% | — |
| 95 |  $NUE | NUCOR CORP | $1.1M | 0.3% | +2% | 61.7 |
| 96 |  $CRWD | CrowdStrike Holdings, Inc. | $1.1M | 0.3% | -1% | 67.7 |
| 97 |  $KR | KROGER CO | $1.1M | 0.3% | +2% | 52.6 |
| 98 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.1M | 0.3% | +16% | — |
| 99 |  $LDOS | Leidos Holdings, Inc. | $1.1M | 0.3% | +28% | 65.4 |
| 100 | — | SPDR SERIES TRUST - ST STR SP HOME | $1.1M | 0.3% | +3% | — |
| 101 | — | SPDR SERIES TRUST - ST STR SP CAPMKT | $1.1M | 0.3% | -1% | — |
| 102 |  $GD | GENERAL DYNAMICS CORP | $1.1M | 0.3% | +16% | 68.7 |
| 103 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $1.1M | 0.3% | +2% | — |
| 104 |  $AFL | AFLAC INC | $1.1M | 0.3% | +2% | 61.3 |
| 105 |  $BA | BOEING CO | $1.1M | 0.3% | +10% | 61.6 |
| 106 | — | ISHARES TR - CORE 40 MODE ETF | $1.1M | 0.3% | -0% | — |
| 107 |  $MS | MORGAN STANLEY | $1.0M | 0.3% | +3% | 75.8 |
| 108 |  $EXC | EXELON CORP | $997,705 | 0.3% | +2% | 59.6 |
| 109 | — | ISHARES TR - US BR DEL SE ETF | $973,082 | 0.3% | +3% | — |
| 110 |  $QNT | Quantinuum Inc. | $968,701 | 0.3% | NEW | — |
| 111 |  $CVS | CVS HEALTH Corp | $960,590 | 0.3% | +2% | 59.4 |
| 112 |  $GLD | SPDR GOLD TRUST | $948,210 | 0.3% | +3% | — |
| 113 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $940,243 | 0.3% | +0% | 62 |
| 114 |  $IAU | ISHARES GOLD TRUST | $920,165 | 0.3% | +8% | — |
| 115 |  $INTC | INTEL CORP | $905,640 | 0.3% | +3% | 45.6 |
| 116 | — | SSGA ACTIVE TR - STATE STR MY2031 | $901,078 | 0.2% | -2% | — |
| 117 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $900,600 | 0.2% | -5% | — |
| 118 |  $GS | GOLDMAN SACHS GROUP INC | $893,403 | 0.2% | +1% | 73.5 |
| 119 |  $BRK.B | BERKSHIRE HATHAWAY INC | $889,815 | 0.2% | +3% | 73.8 |
| 120 |  $PLTR | Palantir Technologies Inc. | $882,842 | 0.2% | +41% | 84.6 |
| 121 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $878,394 | 0.2% | +8% | — |
| 122 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $869,574 | 0.2% | +58% | — |
| 123 |  $TXN | TEXAS INSTRUMENTS INC | $849,797 | 0.2% | +2% | 73.4 |
| 124 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $842,112 | 0.2% | +0% | — |
| 125 |  $AU | AngloGold Ashanti PLC | $837,604 | 0.2% | +2% | — |
| 126 |  $MU | MICRON TECHNOLOGY INC | $836,870 | 0.2% | +8% | 86.2 |
| 127 |  $CL | COLGATE PALMOLIVE CO | $802,291 | 0.2% | +0% | 61.3 |
| 128 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $797,136 | 0.2% | +0% | — |
| 129 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $796,440 | 0.2% | +2% | — |
| 130 | — | SSGA ACTIVE TR - STATE STR MY2030 | $795,087 | 0.2% | -1% | — |
| 131 |  $UGI | UGI CORP /PA/ | $759,542 | 0.2% | +3% | 48.3 |
| 132 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $752,546 | 0.2% | +1% | — |
| 133 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $752,284 | 0.2% | +3% | — |
| 134 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $739,447 | 0.2% | +117% | — |
| 135 | — | SSGA ACTIVE TR - STATE STREET MY | $698,742 | 0.2% | -1% | — |
| 136 |  $AVGO | Broadcom Inc. | $690,911 | 0.2% | +6% | 84.5 |
| 137 |  $GM | General Motors Co | $684,778 | 0.2% | +35% | 54.3 |
| 138 |  $SNPS | SYNOPSYS INC | $679,365 | 0.2% | +22% | 67.9 |
| 139 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | $673,466 | 0.2% | +3% | — |
| 140 | — | SSGA ACTIVE TR - STATE STR MY2032 | $671,315 | 0.2% | -2% | — |
| 141 |  $KO | COCA COLA CO | $662,700 | 0.2% | +0% | 69.5 |
| 142 |  $TSLA | Tesla, Inc. | $649,407 | 0.2% | +12% | 53.9 |
| 143 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $635,613 | 0.2% | +0% | — |
| 144 |  $IBKR | Interactive Brokers Group, Inc. | $631,649 | 0.2% | +16% | 77 |
| 145 |  $FSLR | FIRST SOLAR, INC. | $628,833 | 0.2% | +26% | 79.2 |
| 146 |  $RKLB | Rocket Lab Corp | $622,301 | 0.2% | -15% | 39.9 |
| 147 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $615,595 | 0.2% | NEW | 69.9 |
| 148 |  $DE | DEERE & CO | $614,666 | 0.2% | +44% | 55.4 |
| 149 | — | ISHARES TR - CORE S&P MCP ETF | $597,525 | 0.2% | +0% | — |
| 150 |  $RJF | RAYMOND JAMES FINANCIAL INC | $585,012 | 0.2% | +1% | 66.3 |
| 151 |  $V | VISA INC. | $584,625 | 0.2% | +8% | 82.9 |
| 152 |  $BHP | BHP Group Ltd | $571,007 | 0.1% | NEW | — |
| 153 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $570,468 | 0.1% | +74% | — |
| 154 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $563,434 | 0.1% | +0% | — |
| 155 | — | VANGUARD INDEX FDS - SMALL CP ETF | $558,953 | 0.1% | -0% | — |
| 156 | — | ISHARES TR - MSCI EAFE ETF | $552,642 | 0.1% | +0% | — |
| 157 | — | VANGUARD WORLD FD - COMM SRVC ETF | $552,402 | 0.1% | +0% | — |
| 158 |  $ADM | Archer-Daniels-Midland Co | $550,794 | 0.1% | +3% | 50.7 |
| 159 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $550,223 | 0.1% | +73% | — |
| 160 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $544,021 | 0.1% | +0% | — |
| 161 | $IVZ | Invesco Ltd. | $540,999 | 0.1% | -3% | — |
| 162 |  $VST | Vistra Corp. | $533,948 | 0.1% | +35% | 71.9 |
| 163 |  $JNJ | JOHNSON & JOHNSON | $525,972 | 0.1% | -3% | 69 |
| 164 | — | SSGA ACTIVE TR - STATE STR MY2033 | $509,888 | 0.1% | -2% | — |
| 165 | — | SPDR SERIES TRUST - ST STR SP DIV | $508,890 | 0.1% | +0% | — |
| 166 | — | DBX ETF TR - XTRACK USD HIGH | $507,299 | 0.1% | -1% | — |
| 167 | $IVZ | Invesco Ltd. | $507,242 | 0.1% | +0% | — |
| 168 |  $TJX | TJX COMPANIES INC /DE/ | $506,919 | 0.1% | +1% | 68.7 |
| 169 | — | ISHARES TR - CORE 1 5 YR USD | $502,958 | 0.1% | +0% | — |
| 170 | — | SSGA ACTIVE TR - ST STR SECTO ETF | $492,608 | 0.1% | -34% | — |
| 171 |  $EIX | EDISON INTERNATIONAL | $492,338 | 0.1% | NEW | 61.2 |
| 172 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | $483,698 | 0.1% | +17% | — |
| 173 |  $MA | Mastercard Inc | $464,295 | 0.1% | +4% | 85.1 |
| 174 |  $DIS | Walt Disney Co | $463,544 | 0.1% | -10% | 60.1 |
| 175 | $IVZ | Invesco Ltd. | $459,235 | 0.1% | +4% | — |
| 176 |  $UNP | UNION PACIFIC CORP | $456,144 | 0.1% | +2% | 69.7 |
| 177 |  $AXP | AMERICAN EXPRESS CO | $447,167 | 0.1% | +4% | 69.4 |
| 178 | — | GLOBAL X FDS - US INFR DEV ETF | $441,900 | 0.1% | +0% | — |
| 179 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $440,192 | 0.1% | +0% | — |
| 180 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $439,591 | 0.1% | +6% | — |
| 181 | — | SPDR SERIES TRUST - ST LONG BD ETF | $434,426 | 0.1% | -4% | — |
| 182 | — | SPDR SERIES TRUST - ST STR SP BIOT | $432,814 | 0.1% | +13% | — |
| 183 |  $COHR | COHERENT CORP. | $430,762 | 0.1% | NEW | 58.5 |
| 184 | — | ISHARES TR - EXPND TEC SC ETF | $430,543 | 0.1% | +0% | — |
| 185 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $426,539 | 0.1% | +0% | — |
| 186 | — | SSGA ACTIVE TR - STATE STREET MY | $398,430 | 0.1% | -1% | — |
| 187 |  $NET | Cloudflare, Inc. | $396,863 | 0.1% | +31% | 56.4 |
| 188 |  $UNH | UNITEDHEALTH GROUP INC | $387,783 | 0.1% | +12% | 62.7 |
| 189 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $385,277 | 0.1% | -3% | — |
| 190 |  $SHOP | SHOPIFY INC. | $377,137 | 0.1% | +1% | 64.9 |
| 191 | — | ISHARES TR - S&P 500 GRWT ETF | $377,107 | 0.1% | -11% | — |
| 192 |  $AMD | ADVANCED MICRO DEVICES INC | $371,783 | 0.1% | NEW | 79.8 |
| 193 |  $KLAC | KLA CORP | $369,595 | 0.1% | NEW | 78.6 |
| 194 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $361,337 | 0.1% | -7% | — |
| 195 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $361,064 | 0.1% | NEW | — |
| 196 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $359,834 | 0.1% | +7% | — |
| 197 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $357,806 | 0.1% | NEW | — |
| 198 |  $HR | Healthcare Realty Trust Inc | $340,389 | 0.1% | +0% | 45.1 |
| 199 | — | SPDR SERIES TRUST - ST STR P500ETF | $338,953 | 0.1% | +38% | — |
| 200 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $338,920 | 0.1% | NEW | — |
| 201 |  $WM | WASTE MANAGEMENT INC | $335,211 | 0.1% | -2% | 67.6 |
| 202 | — | ISHARES INC - CORE MSCI EMKT | $332,768 | 0.1% | -30% | — |
| 203 |  $TRV | TRAVELERS COMPANIES, INC. | $321,207 | 0.1% | +3% | 75.9 |
| 204 | — | ISHARES TR - S&P 500 VAL ETF | $319,473 | 0.1% | -27% | — |
| 205 |  $COST | COSTCO WHOLESALE CORP /NEW | $317,124 | 0.1% | +1% | 66.2 |
| 206 |  $SOFI | SoFi Technologies, Inc. | $308,862 | 0.1% | +48% | 62.4 |
| 207 |  $IBIT | iShares Bitcoin Trust ETF | $305,070 | 0.1% | +27% | — |
| 208 | — | ISHARES TR - CORE UNIVRSL USD | $303,990 | 0.1% | -15% | — |
| 209 | $IVZ | Invesco Ltd. | $303,761 | 0.1% | +0% | — |
| 210 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $301,861 | 0.1% | +0% | — |
| 211 | — | ISHARES TR - CORE S&P SCP ETF | $299,290 | 0.1% | +6% | — |
| 212 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $296,695 | 0.1% | +2% | 73.7 |
| 213 |  $COF | CAPITAL ONE FINANCIAL CORP | $294,711 | 0.1% | +1% | 62.4 |
| 214 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $293,384 | 0.1% | +0% | — |
| 215 | — | GLOBAL X FDS - SPACE TECH ETF | $293,218 | 0.1% | NEW | — |
| 216 |  $PEP | PEPSICO INC | $281,552 | 0.1% | -6% | 63.4 |
| 217 | — | ISHARES TR - U.S. ENERGY ETF | $281,139 | 0.1% | +0% | — |
| 218 |  $SYF | Synchrony Financial | $276,214 | 0.1% | NEW | 64 |
| 219 | — | ISHARES TR - CORE INTL AGGR | $268,990 | 0.1% | -25% | — |
| 220 | $STT | STATE STREET CORP | $267,822 | 0.1% | NEW | 71.5 |
| 221 |  $MRVL | Marvell Technology, Inc. | $263,037 | 0.1% | NEW | 76.5 |
| 222 |  $LIN | LINDE PLC | $258,951 | 0.1% | +5% | — |
| 223 | $IVZ | Invesco Ltd. | $256,185 | 0.1% | +0% | — |
| 224 |  $PM | Philip Morris International Inc. | $255,807 | 0.1% | +1% | 75.9 |
| 225 | — | ISHARES TR - CORE S&P TTL STK | $254,454 | 0.1% | +0% | — |
| 226 |  $AXON | AXON ENTERPRISE, INC. | $248,911 | 0.1% | NEW | 56.6 |
| 227 |  $LITE | Lumentum Holdings Inc. | $241,114 | 0.1% | NEW | 44.3 |
| 228 |  $T | AT&T INC. | $240,007 | 0.1% | -58% | 65.7 |
| 229 | — | SPDR SERIES TRUST - ST STR USD ETF | $239,009 | 0.1% | +6% | — |
| 230 | — | ISHARES TR - MBS ETF | $238,001 | 0.1% | -14% | — |
| 231 |  $NEE | NEXTERA ENERGY INC | $234,345 | 0.1% | +1% | 64.6 |
| 232 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $232,360 | 0.1% | -1% | 61.7 |
| 233 |  $RGTI | Rigetti Computing, Inc. | $232,053 | 0.1% | NEW | 14.3 |
| 234 | — | SSGA ACTIVE TR - STATE STREET MY | $227,134 | 0.1% | +0% | — |
| 235 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $225,368 | 0.1% | -45% | — |
| 236 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $224,495 | 0.1% | NEW | — |
| 237 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $222,441 | 0.1% | +2% | — |
| 238 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $216,935 | 0.1% | NEW | 72.6 |
| 239 |  $DVN | DEVON ENERGY CORP/DE | $215,029 | 0.1% | NEW | 74.8 |
| 240 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $211,372 | 0.1% | +0% | — |
| 241 |  $WFC | WELLS FARGO & COMPANY/MN | $209,658 | 0.1% | NEW | 61.8 |
| 242 | — | VANGUARD WORLD FD - FINANCIALS ETF | $208,586 | 0.1% | NEW | — |
| 243 | — | SPDR SERIES TRUST - ST INTER BD ETF | $205,712 | 0.1% | -1% | — |
| 244 |  $PSX | Phillips 66 | $203,198 | 0.1% | +1% | 57.8 |
| 245 |  $LUV | SOUTHWEST AIRLINES CO | $201,448 | 0.1% | NEW | 55.9 |
| 246 |  $F | FORD MOTOR CO | $178,726 | 0.1% | +2% | 54.9 |
New Positions (22)
$QNT Quantinuum Inc.$968,701$FRT FEDERAL REALTY INVESTMENT TRUST$615,595$BHP BHP Group Ltd$571,007$EIX EDISON INTERNATIONAL$492,338$COHR COHERENT CORP.$430,762$AMD ADVANCED MICRO DEVICES INC$371,783$KLAC KLA CORP$369,595 DIMENSIONAL ETF TRUST - EMERGING MKTS HI$361,064
DIMENSIONAL ETF TRUST - EMERGING MKTS VA$357,806
DIMENSIONAL ETF TRUST - GLOBAL REAL EST$338,920
GLOBAL X FDS - SPACE TECH ETF$293,218
$SYF Synchrony Financial$276,214$MRVL Marvell Technology, Inc.$263,037$AXON AXON ENTERPRISE, INC.$248,911$LITE Lumentum Holdings Inc.$241,114Exited Positions (13)
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