USAdvisors Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1735605
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13F Reported Value
ⓘ$348.8M
Holdings
144
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
USAdvisors Wealth Management, LLC disclosed 144 positions worth $348.8M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 7.0% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 6 and a full exit from $ET. The portfolio is most concentrated in Other (78.3% of disclosed assets). All figures are sourced directly from USAdvisors Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1735605.
AI Fund Analysis
Diversifying
$QQQ7.0% weight
Held 10 quarters
SCHWAB US LARGE CAP GROWTH
5.3% weight
Held 10 quarters
SCHWAB US LARGE CAP VALUE
5.2% weight
Held 10 quarters
FIDELITY TOTAL BOND ETF -
3.3% weight
Held 10 quarters
Avantis US Small Cap Value
3.2% weight
Held 10 quarters
$IVZ9 quarters accumulating
$SPY9 quarters accumulating
PIMCO ACTIVE BOND ETF - (B
9 quarters accumulating
ISHARES RUSSELL MID CAP GR
6 quarters accumulating
AB (ALLIANCE BERNSTEIN) DI
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$24.3M33,063 sh SCHWAB US LARGE CAP GROWTH ETF - US LCAP GR ETF(SCHG)
—Quality
$18.6M548,358 shSCHWAB US LARGE CAP VALUE ETF - US LCAP VA ETF (SCHV)
—Quality
$18.0M517,375 shFIDELITY ENHANCED INTERNATIONAL ETF - FENI
—Quality
$12.0M300,213 shFIDELITY TOTAL BOND ETF - TOTAL BD ETF (FBND)
—Quality
$11.3M249,460 shAvantis US Small Cap Value ETF - SMALL CAP ETF (AVUV)
—Quality
$11.2M89,810 sh- —
Quality
$10.4M110,675 sh ISHARES RUSSELL MID CAP GROWTH ETF - MID CAP GROWTH ETF (IWP)
—Quality
$9.9M67,608 sh- —
Quality
$8.3M11,052 sh PIMCO ACTIVE BOND ETF - (BOND) Active Bond ETF
—Quality
$7.9M85,318 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $24.3M | 33,063 |
| SCHWAB US LARGE CAP GROWTH ETF - US LCAP GR ETF(SCHG) | — | $18.6M | 548,358 |
| SCHWAB US LARGE CAP VALUE ETF - US LCAP VA ETF (SCHV) | — | $18.0M | 517,375 |
| FIDELITY ENHANCED INTERNATIONAL ETF - FENI | — | $12.0M | 300,213 |
| FIDELITY TOTAL BOND ETF - TOTAL BD ETF (FBND) | — | $11.3M | 249,460 |
| Avantis US Small Cap Value ETF - SMALL CAP ETF (AVUV) | — | $11.2M | 89,810 |
| Invesco Ltd.$IVZ | — | $10.4M | 110,675 |
| ISHARES RUSSELL MID CAP GROWTH ETF - MID CAP GROWTH ETF (IWP) | — | $9.9M | 67,608 |
| SPDR S&P 500 ETF TRUST$SPY | — | $8.3M | 11,052 |
| PIMCO ACTIVE BOND ETF - (BOND) Active Bond ETF | — | $7.9M | 85,318 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of USAdvisors Wealth Management, LLC's 144 positions.
Showing top 10 of 144 holdings.
Sector Allocation
Other
$273.3M
Financials
$54.7M
Technology
$8.3M
Healthcare
$6.4M
Consumer Discretionary
$2.7M
Materials
$1.5M
Industrials
$992,000
Consumer Staples
$680,000
Full Holdings — USAdvisors Wealth Management, LLC (Q2 2026)
All 144 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 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $24.3M | 7.0% | +1% | — |
| 2 | — | SCHWAB US LARGE CAP GROWTH ETF - US LCAP GR ETF(SCHG) | $18.6M | 5.3% | -12% | — |
| 3 | — | SCHWAB US LARGE CAP VALUE ETF - US LCAP VA ETF (SCHV) | $18.0M | 5.2% | -29% | — |
| 4 | — | FIDELITY ENHANCED INTERNATIONAL ETF - FENI | $12.0M | 3.5% | +138% | — |
| 5 | — | FIDELITY TOTAL BOND ETF - TOTAL BD ETF (FBND) | $11.3M | 3.3% | -1% | — |
| 6 | — | Avantis US Small Cap Value ETF - SMALL CAP ETF (AVUV) | $11.2M | 3.2% | -11% | — |
| 7 | $IVZ | Invesco Ltd. | $10.4M | 3.0% | +2% | — |
| 8 | — | ISHARES RUSSELL MID CAP GROWTH ETF - MID CAP GROWTH ETF (IWP) | $9.9M | 2.8% | +49% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $8.3M | 2.4% | +9% | — |
| 10 | — | PIMCO ACTIVE BOND ETF - (BOND) Active Bond ETF | $7.9M | 2.3% | +5% | — |
| 11 | $IVZ | Invesco Ltd. | $7.8M | 2.2% | -4% | — |
| 12 | — | SCHWAB US DIVIDEND EQUITY ETF - US DIVIDEND EQ (SCHD) | $7.6M | 2.2% | +1% | — |
| 13 | $IVZ | Invesco Ltd. | $7.4M | 2.1% | +38% | — |
| 14 | $IVZ | Invesco Ltd. | $7.0M | 2.0% | +179% | — |
| 15 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - FTGC | $6.7M | 1.9% | NEW | — |
| 16 | $IVZ | Invesco Ltd. | $6.3M | 1.8% | +3% | — |
| 17 |  $WT | WisdomTree, Inc. | $6.2M | 1.8% | -17% | 59.9 |
| 18 | — | ISHS MSCI INTL QUALITY FACT ETF - INTL QLTY FACTOR(IQLT) | $6.1M | 1.8% | -29% | — |
| 19 | — | COLUMBIA RESEARCH ENHANCED CR ETF - RECS | $5.8M | 1.6% | -5% | — |
| 20 | — | PIMCO MULTI SECTOR BOND ACTV ETF - (PYLD) MULTI SECTOR | $5.6M | 1.6% | -4% | — |
| 21 | — | SPDR SP 1500 Value Tilt ETF - VLU | $5.3M | 1.5% | -2% | — |
| 22 | — | SPDR DOUBLELINE TTL RTRNT RTCL ETF - (TOTL) Total Return Tactical | $5.1M | 1.5% | +47% | — |
| 23 | — | SPDR S&P 500 GROWTH ETF - Growth ETF(SPYG) | $5.0M | 1.4% | -6% | — |
| 24 | — | VANGUARD MEGA CAP ETF IV - MEGA CAP INDEX (MGC) | $4.9M | 1.4% | -11% | — |
| 25 | — | iShares Core S&P Mid-Cap ETF - GROWTH ETF (IJH) | $4.9M | 1.4% | -5% | — |
| 26 | — | PUTNAM FOCUSED LARGE CAP VALUE ETF - PVAL | $4.7M | 1.4% | -5% | — |
| 27 | — | ISHARES MSCI ACWI ETF - MSCI ACWI ETF (ACWI) | $4.7M | 1.3% | -5% | — |
| 28 |  $MMM | 3M CO | $4.3M | 1.2% | +3% | 64.9 |
| 29 | — | DIMENSIONAL ETF TR U S CORE EQUITY 2 - US CORE EQUITY 2 (DFAC) | $4.0M | 1.1% | -7% | — |
| 30 | — | J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF - HELO | $3.8M | 1.1% | -54% | — |
| 31 | — | JANUS DETROIT STR TR - HENDERSON JAAA CL | $3.8M | 1.1% | -5% | — |
| 32 | — | ANFIELD UNIVERSAL FIXED INCOME ETF - AFIF | $3.7M | 1.1% | -6% | — |
| 33 | — | SPDR PORTFOLIO S&P 500 ETF IV - PORTFOLIO S&P500 (SPYM) | $3.4M | 1.0% | -1% | — |
| 34 | — | JPMORGAN ULTRA SHORT INCOME ETF - ULTRA SHRT INC (JPST) | $3.4M | 1.0% | +8% | — |
| 35 | — | DIMENSIONAL US CORE EQUITY 1 ETF - DCOR | $3.0M | 0.9% | -4% | — |
| 36 | — | AB (ALLIANCE BERNSTEIN) DISRUPTORS ETF - FWD | $3.0M | 0.9% | +14% | — |
| 37 |  $OUNZ | VanEck Merk Gold ETF | $2.4M | 0.7% | -5% | 33.6 |
| 38 | — | PACER US CASH COWS 100 ETF - GROWTH ETF COWZ | $2.3M | 0.7% | -42% | — |
| 39 | — | JPMORGAN ACTIVE BOND ETF - JBND | $2.1M | 0.6% | -4% | — |
| 40 | — | ISHARES CORE DIVIDEND GROWTH ETF - CORE DIV GRWTH (DGRO) | $2.0M | 0.6% | +1% | — |
| 41 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.6% | -20% | 79.8 |
| 42 | — | VANGUARD SMALL CAP ETF IV - SMALL CP ETF (VB) | $1.9M | 0.6% | +3% | — |
| 43 | — | ISHARES MSCI USA QUALITY FACTOR ETF - USA QUALITY FCTR (QUAL) | $1.8M | 0.5% | -1% | — |
| 44 | — | DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) | $1.8M | 0.5% | +6% | — |
| 45 | — | SPDR S& P EMERGING MARKETS DIVIDEND ETF - (EDIV)- S&P EMERGING MARKETS | $1.8M | 0.5% | -2% | — |
| 46 | — | SPDR AGGREGATE BOND ETF IV - PORTFOLIO AGRGTE (SPAB) | $1.8M | 0.5% | -0% | — |
| 47 | — | DIMENSIONAL ETF TR U S SMALL CAP ETF - US SMALL CAP ETF (DFAS) | $1.7M | 0.5% | +8% | — |
| 48 | $IVZ | Invesco Ltd. | $1.7M | 0.5% | +0% | — |
| 49 | — | SPDR PORTFOLIO DVLPD WRLD EX-US ETF - PORTFOLIO DEVLPD (SPDW) | $1.7M | 0.5% | -1% | — |
| 50 | — | DIMENSIONAL ETF TR INTL CORE ETF - INTL CORE EQT MK(DFAI) | $1.6M | 0.5% | +4% | — |
| 51 | — | iSHARES EDGE MSCI INTL VALUE FACTOR ETF - IVLU | $1.6M | 0.5% | +392% | — |
| 52 | — | Avantis International Equity ETF - International Equity ETF-AVDE | $1.6M | 0.5% | +2% | — |
| 53 | $IVZ | Invesco Ltd. | $1.6M | 0.5% | +290% | — |
| 54 | — | DMENSIONAL INTERN CORE EQUITY 2 ETF - DFIC | $1.6M | 0.5% | -4% | — |
| 55 | — | Avantis US Large Cap Value ETF - Large Cap Value (AVLV) | $1.6M | 0.5% | +1% | — |
| 56 |  $ECL | ECOLAB INC. | $1.5M | 0.4% | +0% | 63.3 |
| 57 | — | JP MORGAN ULTRA SHORT MUN INCOME ETF - ULTRA SHT MUNCPL(JMST) | $1.5M | 0.4% | -2% | — |
| 58 | — | J P MORGAN EXCHANGE-TRADED FD TR ACT - Active Growth (JGRO) | $1.4M | 0.4% | +17% | — |
| 59 | — | Avantis US Equity ETF - US Equity ETF(AVUS) | $1.4M | 0.4% | +1% | — |
| 60 | — | ISHARES RUSSELL MID-CAP ETF - RUS MID CAP ETF(IWR) | $1.3M | 0.4% | -1% | — |
| 61 |  $AMZN | AMAZON COM INC | $1.2M | 0.4% | -7% | 68.7 |
| 62 | — | DIMENSIONAL ETF TR US CORE ETF - US CORE EQT MKT(DFAU) | $1.2M | 0.3% | -7% | — |
| 63 |  $WMT | Walmart Inc. | $1.2M | 0.3% | -3% | 60.2 |
| 64 |  $MSFT | MICROSOFT CORP | $1.1M | 0.3% | -8% | 79.8 |
| 65 | — | JP MORGAN EXCH-TRADED FD TR SHORT DU - SHORT DURA CORE(JSCP) | $1.1M | 0.3% | -2% | — |
| 66 | — | AB(Alliance Bernstein) Ultra Short Income ETF - YEAR | $1.1M | 0.3% | +3% | — |
| 67 | — | VANGUARD S&P 500 ETF - (VOO) S&P 500 ETF | $1.1M | 0.3% | +28% | — |
| 68 | — | ISHARES TR - CORE S&P500 ETF(IVV) | $1.0M | 0.3% | +4% | — |
| 69 |  $AAPL | Apple Inc. | $979,000 | 0.3% | -0% | 76.4 |
| 70 | — | ISHARES TR RUSSELL 2500 ETF - RUSEL 2500 ETF(SMMD) | $977,000 | 0.3% | -7% | — |
| 71 | — | ISHARES CORE S&P US VALUE ETF - CORE S&P USVLU (IUSV) | $967,000 | 0.3% | -3% | — |
| 72 | — | J P MORGAN EXCHANGE-TRADED FD TR COR - BOND ETF (JCPB) | $929,000 | 0.3% | +4% | — |
| 73 | — | SPDR INDEX SHARES EMERG MARKT ETF IV - PORTFOLIO EMG MK (SPEM) | $914,000 | 0.3% | +0% | — |
| 74 | — | AVANTIS EMERGING MARKETS EQUIT ETF - AVEM | $889,000 | 0.3% | +4% | — |
| 75 | — | DIMENSIONAL ETF TR SHORT DURATION FX - SHORT DURA CORE(DFSD) | $873,000 | 0.3% | -1% | — |
| 76 |  $NVDA | NVIDIA CORP | $832,000 | 0.2% | +21% | 85.9 |
| 77 | — | DIMENSIONAL EMERG MARK CRE EQUITY 2 ETF - DFEM | $781,000 | 0.2% | -2% | — |
| 78 | — | AB TAX AWARE ST DRTN MUNICIPAL ETG - TAFI | $720,000 | 0.2% | -18% | — |
| 79 |  $MRVL | Marvell Technology, Inc. | $672,000 | 0.2% | NEW | 76.5 |
| 80 |  $BRK.B | BERKSHIRE HATHAWAY INC | $669,000 | 0.2% | -6% | 73.8 |
| 81 |  $GOOG | Alphabet Inc. | $667,000 | 0.2% | -11% | 78.2 |
| 82 | — | VANGUARD SMALL CAP VALUE ETF - VBR | $666,000 | 0.2% | -58% | — |
| 83 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG(DFAE) | $604,000 | 0.2% | -4% | — |
| 84 |  $MDT | Medtronic plc | $583,000 | 0.2% | +0% | 68.7 |
| 85 | — | DIMENSIONAL GBL EX US CORE FIXED INCOME ETF - DFGX | $577,000 | 0.2% | +4% | — |
| 86 | — | DIMENSIONAL WORLD EQUITY ETF - DFAW | $512,000 | 0.1% | +122% | — |
| 87 | — | XTRCKRS SHORT DURATION HIGH YIELD BOND ETF - XTRACKERS SHRT (SHYL) | $496,000 | 0.1% | +6% | — |
| 88 | — | HARTFORD SCHRODERS TAX AWARE BND ETF - (HTAB) TAX AWARE BND ETF | $481,000 | 0.1% | +8% | — |
| 89 | — | VANGUARD TOTAL BOND MARKET ETF - TOTAL BND MRKT (BND) | $473,000 | 0.1% | +1% | — |
| 90 |  $TSLA | Tesla, Inc. | $462,000 | 0.1% | -2% | 53.9 |
| 91 | — | Nuveen ESG Large Cap Growth ETF (NULG) - NULG | $458,000 | 0.1% | -0% | — |
| 92 | — | FIRST TRUST TCW OPPORTUNISTIC FI ETF - TCW OPPORTUNIS (FIXD) | $449,000 | 0.1% | -2% | — |
| 93 | $IVZ | Invesco Ltd. | $443,000 | 0.1% | +31% | — |
| 94 |  $GLD | SPDR GOLD TRUST | $442,000 | 0.1% | +6% | — |
| 95 |  $SOLV | Solventum Corp | $440,000 | 0.1% | +3% | 55.2 |
| 96 | — | SPDR S&P KENSHO FUTURE SECURITY ETF - FITE | $436,000 | 0.1% | +4% | — |
| 97 | — | ISHARES MSCI USA MOMNTUM FCT ETF - USA MOMENTUM FCT (MTUM) | $434,000 | 0.1% | +0% | — |
| 98 |  $PG | PROCTER & GAMBLE Co | $425,000 | 0.1% | +1% | 64.6 |
| 99 | — | VANECK URANIUM AND NUCLEAR ETF - NLR | $425,000 | 0.1% | -2% | — |
| 100 |  $NOW | ServiceNow, Inc. | $412,000 | 0.1% | NEW | 72.9 |
| 101 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $404,000 | 0.1% | +0% | — |
| 102 |  $CASH | PATHWARD FINANCIAL, INC. | $398,000 | 0.1% | +44% | 50.8 |
| 103 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT (VEA) | $384,000 | 0.1% | -1% | — |
| 104 | — | DIMENSIONAL GLOBAL CREDIT ETF - DGCB | $377,000 | 0.1% | +1% | — |
| 105 | — | SPDR PORTFOLIO S&P 600 SML CP ETF IV - PORTFOLIO S&P600 (SPSM) | $367,000 | 0.1% | -2% | — |
| 106 |  $LLY | ELI LILLY & Co | $367,000 | 0.1% | NEW | 87.5 |
| 107 | — | GUARDIAN HEALTH INC. - GH | $362,000 | 0.1% | +1% | — |
| 108 |  $SOFI | SoFi Technologies, Inc. | $361,000 | 0.1% | +8% | 62.4 |
| 109 | — | iShares Broad USD HG YLD CRP BND Etf - USHY | $359,000 | 0.1% | +0% | — |
| 110 |  $V | VISA INC. | $358,000 | 0.1% | +0% | 82.9 |
| 111 | — | VANGUARD HIGH DIVIDEND YIELD ETF (VYM) - VYM | $352,000 | 0.1% | +1% | — |
| 112 | — | SPDR PORTFOLIO S&P 400 MID CP ETF IV - PORTFOLIO S&P400 (SPMD) | $345,000 | 0.1% | -1% | — |
| 113 | — | VANECK HIGH YIELD MUNI ETF - HIGH YLD MUNI ETF (HYD) | $332,000 | 0.1% | +0% | — |
| 114 | $IVZ | Invesco Ltd. | $328,000 | 0.1% | +1% | — |
| 115 |  $ZETA | Zeta Global Holdings Corp. | $324,000 | 0.1% | +54% | 63.4 |
| 116 |  $JPM | JPMORGAN CHASE & CO | $323,000 | 0.1% | -5% | 70.7 |
| 117 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE (DFAX) | $321,000 | 0.1% | -5% | — |
| 118 | — | FIRST TR EX-TD VIII FT CBOE VEST FUN - (BUFR)Cboe Vest Fund of Buffer ETF | $308,000 | 0.1% | -5% | — |
| 119 |  $GOOGL | Alphabet Inc. | $304,000 | 0.1% | +1% | 78.2 |
| 120 |  $CSCO | CISCO SYSTEMS, INC. | $284,000 | 0.1% | NEW | 70.3 |
| 121 |  $COST | COSTCO WHOLESALE CORP /NEW | $283,000 | 0.1% | +2% | 66.2 |
| 122 |  $CCL | Carnival Corp Ltd. | $277,000 | 0.1% | +0% | — |
| 123 | — | SPDR S&P INTERNATIONAL SMALL ETF IV - S&P INTL SMLCP (GWX) | $272,000 | 0.1% | -1% | — |
| 124 | $IVZ | Invesco Ltd. | $266,000 | 0.1% | +0% | — |
| 125 | — | JP MORGAN MUNICIPAL ETF - (JMUB) Municipal ETG | $259,000 | 0.1% | +1% | — |
| 126 | — | ISHARES RUSSELL 1000 VALUE ETF IV - RUS 1000 VAL ETF (IWD) | $258,000 | 0.1% | -13% | — |
| 127 |  $ELF | e.l.f. Beauty, Inc. | $255,000 | 0.1% | NEW | 58.2 |
| 128 |  $DOV | DOVER Corp | $253,000 | 0.1% | -1% | 58.1 |
| 129 |  $XEL | XCEL ENERGY INC | $252,000 | 0.1% | +1% | 56.4 |
| 130 | $WT | WisdomTree, Inc. | $246,000 | 0.1% | -3% | 59.9 |
| 131 | — | ISHARES US AEROSPACE DEFENSE ETF IV - US AER DEF ETF (ITA) | $246,000 | 0.1% | +0% | — |
| 132 | — | ISHARES CORE CONSERVATIVE ALL ETF IV - CONSER ALLOC ETF (AOK) | $244,000 | 0.1% | +1% | — |
| 133 | — | SPDR DOW JONE GLOBAL REAL EST ETF IV - DJ GLB RL ES ETF (RWO) | $241,000 | 0.1% | +1% | — |
| 134 |  $PLTR | Palantir Technologies Inc. | $233,000 | 0.1% | NEW | 84.6 |
| 135 |  $CVS | CVS HEALTH Corp | $227,000 | 0.1% | NEW | 59.4 |
| 136 | — | FIRST TRUST LOW DURATION OPPORTUNITIES ETF - LMBS | $226,000 | 0.1% | NEW | — |
| 137 |  $HIMS | Hims & Hers Health, Inc. | $225,000 | 0.1% | NEW | 53.4 |
| 138 |  $JNJ | JOHNSON & JOHNSON | $217,000 | 0.1% | +0% | 69 |
| 139 | — | SPDR BLACKSTONE SENIOR LOAN ETF IV - BLACKSTONE SENR (SRLN) | $217,000 | 0.1% | +1% | — |
| 140 | — | DIMENSIONAL US TARGETED VALUE ETF - DFAT | $215,000 | 0.1% | NEW | — |
| 141 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - XLK | $207,000 | 0.1% | NEW | — |
| 142 | — | ISHARES RUSSELL 1000 GROWTH ETF - IWF | $202,000 | 0.1% | NEW | — |
| 143 |  $ENVX | Enovix Corp | $91,000 | 0.0% | +0% | 26.5 |
| 144 |  $CLOV | CLOVER HEALTH INVESTMENTS, CORP. /DE | $78,000 | 0.0% | -57% | 59.1 |
New Positions (13)
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - FTGC$6.7M
$MRVL Marvell Technology, Inc.$672,000$NOW ServiceNow, Inc.$412,000$LLY ELI LILLY & Co$367,000$CSCO CISCO SYSTEMS, INC.$284,000$ELF e.l.f. Beauty, Inc.$255,000$PLTR Palantir Technologies Inc.$233,000$CVS CVS HEALTH Corp$227,000 FIRST TRUST LOW DURATION OPPORTUNITIES ETF - LMBS$226,000
$HIMS Hims & Hers Health, Inc.$225,000 DIMENSIONAL US TARGETED VALUE ETF - DFAT$215,000
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - XLK$207,000
ISHARES RUSSELL 1000 GROWTH ETF - IWF$202,000
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