HOWARD BAILEY SECURITIES, LLC
Sector Allocation
- Other89.0%$237.4M
- Technology4.7%$12.6M
- Financials3.8%$10.1M
- Healthcare0.7%$1.9M
- Consumer Discretionary0.6%$1.7M
- Industrials0.5%$1.4M
- Materials0.4%$1.0M
- Consumer Staples0.2%$466,700
AUM History
13fpro.ai/research/fund/howard-bailey-securities-llc-2043986
Conviction and streaks
Concentrating · top 10 = 57.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$33.4M
- CAPITOL$32.4M
- ISHARES$21.2M
- AMERICAN$12.7M
- ISHARES$10.7M
- ISHARES$10.1M
- ISHARES$9.5M
- ISHARES$8.3M
- SPDR$7.7M
- AIM$6.7M
- VANGUARD$6.0M
- AIM$6.0M
- AIM$5.9M
- ELEVATION$5.4M
- SIMPLIFY$4.1M
- SIMPLIFY$3.6M
- INNOVATOR$3.5M
- PIMCO$3.4M
- ISHARES$3.4M
- SIMPLIFY$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/howard-bailey-securities-llc-2043986
HOWARD BAILEY SECURITIES, LLC 13F holdings — Q2 2026
$266.6M portfolio (+9.6% QoQ) · 121 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
- 1
ISHARES TR - RUS TP200 GR ETF
$33.4M
12.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
CAPITOL SER TR - STERL CAP BD ETF
$32.4M
12.2% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS TP200 VL ETF
$21.2M
8.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - AVANTIS ALL INT
$12.7M
4.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - EAFE VALUE ETF
$10.7M
4.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - RUS MDCP VAL ETF
$10.1M
3.8% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - EAFE GRWTH ETF
$9.5M
3.6% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES INC - CORE MSCI EMKT
$8.3M
3.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR P500ETF
$7.7M
2.9% of stocks
-18%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF
$6.7M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUS TP200 GR ETF | $33.4M | 12.5% | +3% | — | — | — | — | |
| 2 | CAPITOL SER TR - STERL CAP BD ETF | $32.4M | 12.2% | +10% | — | — | — | — | |
| 3 | ISHARES TR - RUS TP200 VL ETF | $21.2M | 8.0% | +6% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - AVANTIS ALL INT | $12.7M | 4.8% | +4% | — | — | — | — | |
| 5 | ISHARES TR - EAFE VALUE ETF | $10.7M | 4.0% | +3% | — | — | — | — | |
| 6 | ISHARES TR - RUS MDCP VAL ETF | $10.1M | 3.8% | -5% | — | — | — | — | |
| 7 | ISHARES TR - EAFE GRWTH ETF | $9.5M | 3.6% | -4% | — | — | — | — | |
| 8 | ISHARES INC - CORE MSCI EMKT | $8.3M | 3.1% | +3% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR P500ETF | $7.7M | 2.9% | -18% | — | — | — | — | |
| 10 | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $6.7M | 2.5% | New | — | New this quarter | — | — |
All holdings — HOWARD BAILEY SECURITIES, LLC (Q2 2026)
121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDXetf/fund | — | $6.0M | 2.3% | 49K | +1% | — | — | 13F |
| 12 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETFetf/fund | — | $6.0M | 2.2% | 173K | New | — | — | 13F |
| 13 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund | — | $5.9M | 2.2% | 193K | New | — | — | 13F |
| 14 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETFetf/fund | — | $5.4M | 2.0% | 196K | +184% | — | — | 13F |
| 15 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | — | $4.1M | 1.5% | 175K | +0.8% | — | — | 13F |
| 16 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $3.6M | 1.4% | 140K | -0.0% | — | — | 13F |
| 17 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | — | $3.5M | 1.3% | 128K | New | — | — | 13F |
| 18 | — | PIMCO ETF TR - ULTR SH GO AC FDetf/fund | — | $3.4M | 1.3% | 34K | +174% | — | — | 13F |
| 19 | — | ISHARES TR - RUS MD CP GR ETFetf/fund | — | $3.4M | 1.3% | 23K | +16% | — | — | 13F |
| 20 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | — | $3.2M | 1.2% | 157K | +6% | — | — | 13F |
| 21 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETFetf/fund | — | $3.1M | 1.2% | 104K | +0.9% | — | — | 13F |
| 22 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | — | $3.0M | 1.1% | 118K | +1% | — | — | 13F |
| 23 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund | — | $2.9M | 1.1% | 75K | New | — | — | 13F |
| 24 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETFetf/fund | — | $2.9M | 1.1% | 142K | +2% | — | — | 13F |
| 25 | — | STERLING CAP FDS - NATIONAL MUNI BD | — | $2.7M | 1.0% | 105K | +4% | — | — | 13F |
| 26 | — | INNOVATOR ETFS TRUST - EQUIT PROTN MAY | — | $2.6M | 1.0% | 99K | New | |||
| 27 | $AAPL | Apple Inc. | Technology | $2.3M | 0.8% | 7,833 | -2% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $2.3M | 0.8% | 6,034 | -4% | |||
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | — | $2.0M | 0.7% | 123K | +1% | |||
| 30 | — | ELEVATION SERIES TRUST - TRUE ST SEPT ETF | — | $1.9M | 0.7% | 42K | -4% | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.6% | 8,438 | -8% | |||
| 32 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $1.4M | 0.5% | 54K | +8% | |||
| 33 | — | ELEVATION SERIES TRUST - S&P AU DE IN ETF | — | $1.4M | 0.5% | 55K | -3% | |||
| 34 | — | ISHARES TR - CORE MSCI INTL | — | $1.3M | 0.5% | 15K | -14% | |||
| 35 | $WT | WisdomTree, Inc. | Financials | $1.2M | 0.4% | 20K | -17% | |||
| 36 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.4% | 4,664 | -49% | |||
| 37 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.1M | 0.4% | 32K | +18% | |||
| 38 | $V | VISA INC. | Financials | $1.0M | 0.4% | 2,979 | -2% | |||
| 39 | $STLD | STEEL DYNAMICS INC | Materials | $1.0M | 0.4% | 4,416 | — | |||
| 40 | — | SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING | — | $1.0M | 0.4% | 37K | +1% | |||
| 41 | — | ELEVATION SERIES TRUST - TRUE QU BEAR ETF | — | $969K | 0.4% | 41K | +117% | |||
| 42 | $WT | WisdomTree, Inc. | Financials | $885K | 0.3% | 9,259 | -28% | |||
| 43 | $WT | WisdomTree, Inc. | Financials | $852K | 0.3% | 20K | -16% | |||
| 44 | $GOOG | Alphabet Inc. | Technology | $810K | 0.3% | 2,294 | -14% | |||
| 45 | $AVGO | Broadcom Inc. | Technology | $775K | 0.3% | 2,051 | -2% | |||
| 46 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | — | $708K | 0.3% | 17K | -3% | |||
| 47 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $689K | 0.3% | 8,332 | -0.0% | |||
| 48 | $CSX | CSX CORP | Industrials | $672K | 0.3% | 14K | -0.1% | |||
| 49 | — | WISDOMTREE TR - EM EX ST-OWNED | — | $671K | 0.3% | 14K | -20% | |||
| 50 | $WT | WisdomTree, Inc. | Financials | $641K | 0.2% | 14K | -13% | |||
| 51 | — | PIMCO ETF TR - 15+ YR US TIPS | — | $637K | 0.2% | 13K | New | |||
| 52 | — | SPDR SERIES TRUST - ST INTER ETF | — | $591K | 0.2% | 21K | +0.2% | |||
| 53 | $GOOGL | Alphabet Inc. | Technology | $583K | 0.2% | 1,632 | +0.3% | |||
| 54 | $TSLA | Tesla, Inc. | Consumer Discretionary | $579K | 0.2% | 1,376 | -3% | |||
| 55 | $MU | MICRON TECHNOLOGY INC | Technology | $563K | 0.2% | 488 | New | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $558K | 0.2% | 465 | +1% | |||
| 57 | $WT | WisdomTree, Inc. | Financials | $548K | 0.2% | 5,685 | -11% | |||
| 58 | — | PIMCO ETF TR - 25YR+ ZERO U S | — | $530K | 0.2% | 8,268 | New | |||
| 59 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $517K | 0.2% | 19K | -47% | |||
| 60 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | — | $509K | 0.2% | 10K | -0.4% | |||
| 61 | $META | Meta Platforms, Inc. | Technology | $501K | 0.2% | 889 | +6% | |||
| 62 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX | — | $478K | 0.2% | 10K | -2% | |||
| 63 | — | PIMCO ETF TR - US STK PLUS AC | — | $470K | 0.2% | 8,658 | -3% | |||
| 64 | $WT | WisdomTree, Inc. | Financials | $462K | 0.2% | 8,176 | -14% | |||
| 65 | — | ELEVATION SERIES TRUST - TRUESHARES S&P | — | $449K | 0.2% | 18K | -3% | |||
| 66 | $WT | WisdomTree, Inc. | Financials | $446K | 0.2% | 10K | -11% | |||
| 67 | — | ELEVATION SERIES TRUST - TRUESHARES EQTY | — | $426K | 0.2% | 17K | -2% | |||
| 68 | $JPM | JPMORGAN CHASE & CO | Financials | $418K | 0.2% | 1,276 | -6% | |||
| 69 | — | VANGUARD INDEX FDS - VALUE ETF | — | $416K | 0.2% | 1,909 | -29% | |||
| 70 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | — | $401K | 0.1% | 1,402 | — | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $372K | 0.1% | 1,747 | New | |||
| 72 | $WT | WisdomTree, Inc. | Financials | $369K | 0.1% | 6,042 | -22% | |||
| 73 | $ABBV | AbbVie Inc. | Healthcare | $354K | 0.1% | 1,407 | -2% | |||
| 74 | $NOW | ServiceNow, Inc. | Technology | $343K | 0.1% | 3,452 | New | |||
| 75 | $SNPS | SYNOPSYS INC | Technology | $341K | 0.1% | 765 | -9% | |||
| 76 | — | NORTHERN LTS FD TR IV - INSPIRE CORP BD | — | $332K | 0.1% | 14K | -0.4% | |||
| 77 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $331K | 0.1% | 7,692 | New | |||
| 78 | $MRVL | Marvell Technology, Inc. | Technology | $328K | 0.1% | 1,102 | -68% | |||
| 79 | — | SPDR SERIES TRUST - ST STR BACKE ETF | — | $327K | 0.1% | 15K | -19% | |||
| 80 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $317K | 0.1% | 3,496 | -14% | |||
| 81 | $ADI | ANALOG DEVICES INC | Technology | $317K | 0.1% | 798 | New | |||
| 82 | $WT | WisdomTree, Inc. | Financials | $317K | 0.1% | 4,671 | -17% | |||
| 83 | $SPGI | S&P Global Inc. | Financials | $315K | 0.1% | 773 | -11% | |||
| 84 | $SCHW | SCHWAB CHARLES CORP | Financials | $313K | 0.1% | 3,392 | -13% | |||
| 85 | $WT | WisdomTree, Inc. | Financials | $311K | 0.1% | 7,604 | -16% | |||
| 86 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $299K | 0.1% | 809 | +4% | |||
| 87 | $NTRA | Natera, Inc. | Healthcare | $295K | 0.1% | 1,088 | — | |||
| 88 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $292K | 0.1% | 583 | -13% | |||
| 89 | $ETN | Eaton Corp plc | Industrials | $277K | 0.1% | 650 | -6% | |||
| 90 | $WT | WisdomTree, Inc. | Financials | $272K | 0.1% | 3,243 | -15% | |||
| 91 | — | ISHARES TR - 20 YR TR BD ETF | — | $271K | 0.1% | 3,139 | +31% | |||
| 92 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $271K | 0.1% | 466 | New | |||
| 93 | $JNJ | JOHNSON & JOHNSON | Healthcare | $268K | 0.1% | 1,055 | -23% | |||
| 94 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $266K | 0.1% | 388 | -3% | |||
| 95 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $265K | 0.1% | 5,797 | -17% | |||
| 96 | — | PIMCO ETF TR - ENHNCD LW DUR AC | — | $258K | 0.1% | 2,703 | -2% | |||
| 97 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $247K | 0.1% | 2,236 | -5% | |||
| 98 | $VRSK | Verisk Analytics, Inc. | Technology | $240K | 0.1% | 1,337 | New | |||
| 99 | $PEP | PEPSICO INC | Consumer Staples | $239K | 0.1% | 1,763 | -3% | |||
| 100 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $239K | 0.1% | 7,133 | -0.4% | |||
| 101 | — | ELEVATION SERIES TRUST - TRUSHARES BULL | — | $238K | 0.1% | 9,849 | -63% | |||
| 102 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $237K | 0.1% | 7,728 | -23% | |||
| 103 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | — | $237K | 0.1% | 5,394 | -10% | |||
| 104 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $234K | 0.1% | 562 | New | |||
| 105 | $ORCL | ORACLE CORP | Technology | $229K | 0.1% | 1,564 | -8% | |||
| 106 | $ASML | ASML HOLDING NV | Technology | $229K | 0.1% | 115 | -38% | |||
| 107 | $WMT | Walmart Inc. | Consumer Staples | $228K | 0.1% | 2,013 | -14% | |||
| 108 | — | PIMCO ETF TR - MULTISECTOR BD | — | $226K | 0.1% | 8,533 | +4% | |||
| 109 | $WT | WisdomTree, Inc. | Financials | $225K | 0.1% | 4,916 | -10% | |||
| 110 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $224K | 0.1% | 452 | New | |||
| 111 | — | ISHARES TR - CORE S&P500 ETF | — | $223K | 0.1% | 297 | -81% | |||
| 112 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $222K | 0.1% | 890 | -12% | |||
| 113 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $219K | 0.1% | 416 | -7% | |||
| 114 | $DE | DEERE & CO | Industrials | $219K | 0.1% | 345 | -15% | |||
| 115 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | — | $218K | 0.1% | 7,518 | -0.7% | |||
| 116 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $218K | 0.1% | 2,640 | New | |||
| 117 | $QCOM | QUALCOMM INC/DE | Technology | $216K | 0.1% | 1,168 | New | |||
| 118 | $NXPI | NXP Semiconductors N.V. | Technology | $210K | 0.1% | 746 | New | |||
| 119 | $SHOP | SHOPIFY INC. | Technology | $208K | 0.1% | 1,821 | New | |||
| 120 | $AXP | AMERICAN EXPRESS CO | Financials | $204K | 0.1% | 604 | New | |||
| 121 | — | VANECK ETF TRUST - JP MRGAN EM LOC | — | $201K | 0.1% | 7,873 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 28 added to, 67 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
- AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$6.7M
first bought this quarter
- AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$6.0M
first bought this quarter
- AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$5.9M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$3.5M
first bought this quarter
- AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$2.9M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUIT PROTN MAY$2.6M
first bought this quarter
+17 more in the Excel export
Added to (28)
- ELEVATION SERIES TRUST - TRUE SE BUFF ETF+184%
now $5.4M
- CAPITOL SER TR - STERL CAP BD ETF+10%
now $32.4M
- PIMCO ETF TR - ULTR SH GO AC FD+174%
now $3.4M
- ISHARES TR - RUS TP200 VL ETF+6%
now $21.2M
- ISHARES TR - RUS TP200 GR ETF+3%
now $33.4M
- ELEVATION SERIES TRUST - TRUE QU BEAR ETF+117%
now $969K
+22 more in the Excel export
Trimmed (67)
- SPDR SERIES TRUST - ST STR P500ETF-18%
now $7.7M
$AMZNAMAZON COM INC-49%
now $1.1M · held 7+ qtrs
- ISHARES TR - CORE S&P500 ETF-81%
now $223K
$MRVLMarvell Technology, Inc.-68%
now $328K · held 7+ qtrs, 2 trims in a row
- ISHARES TR - RUS MDCP VAL ETF-5%
now $10.1M
- SCHWAB STRATEGIC TR - US TIPS ETF-47%
now $517K
+61 more in the Excel export
Sold out (24)
- AIM ETF PRODUCTS TRUSTwas $5.7M
- AIM ETF PRODUCTS TRUSTwas $4.6M
- AIM ETF PRODUCTS TRUSTwas $3.6M
- AIM ETF PRODUCTS TRUSTwas $3.0M
- AIM ETF PRODUCTS TRUSTwas $2.3M
- INNOVATOR ETFS TRUSTwas $2.0M
+18 more in the Excel export
Holdings by quarter
Every 13F HOWARD BAILEY SECURITIES, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HOWARD BAILEY SECURITIES's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.2%
Value-weighted move of the 10 largest stock positions
Turnover
17%
Last quarter; 66% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HOWARD BAILEY SECURITIES, LLC disclosed 121 positions worth $266.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 24. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from HOWARD BAILEY SECURITIES, LLC’s Form 13F-HR filing with the SEC under CIK 2043986.
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AI-Powered Hedge Fund Analysis: HOWARD BAILEY SECURITIES, LLC
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