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Institutional

EARNED WEALTH ADVISORS, LLC

CIK 0001905663
$1.50B
Reported AUM
466
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · EARNED WEALTH ADVISORS, LLC · Q1 2026

AI · grounded in 13F

Earned Wealth Advisors, LLC established a new position in SPYM valued at $61.5M. The fund also opened new stakes in DGRO for $37.2M and VTV for $31.3M. On the sell side, the fund closed its positions in TEAM and ACN, reducing holdings by $870,368 and $664,282 respectively.

Portfolio · Q1 2026

DFUS$119.9MDFAT$93.4MIVV$62.8MSPYM$61.5MVWO$61.2MDFIV$53.3MDFAC$53.3MAAPL$50.6MIEFA$44.9MDFUV$38.8MDFAI$37.7MAGG$37.7MOther$780.6MEL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1DFUSDIMENSIONAL ETF TRUST$119.9M8.02%+208,107+14.0%
2DFATDIMENSIONAL ETF TRUST$93.4M6.24%+37,651+2.6%
3IVVISHARES TR$62.8M4.20%+11,059+13.0%
4SPYMSPDR SERIES TRUST$61.5M4.11%+803,198NEW
5VWOVANGUARD INTL EQUITY INDEX F$61.2M4.09%+411,350+57.1%
6DFIVDIMENSIONAL ETF TRUST$53.3M3.57%+346,617+52.2%
7DFACDIMENSIONAL ETF TRUST$53.3M3.57%-103,813-7.0%
8AAPLAPPLE INC$50.6M3.38%+90,425+83.1%
9IEFAISHARES TR$44.9M3.00%+313,611+171.8%
10DFUVDIMENSIONAL ETF TRUST$38.8M2.59%+3,106+0.4%
11DFAIDIMENSIONAL ETF TRUST$37.7M2.52%+77,592+8.7%
12AGGISHARES TR$37.7M2.52%+39,838+11.7%
13DGROISHARES TR$37.2M2.49%+530,539NEW
14VTVVANGUARD INDEX FDS$31.3M2.09%+159,289NEW
15VGITVANGUARD SCOTTSDALE FDS$27.6M1.85%+66,575+16.8%
16IJRISHARES TR$24.3M1.62%+195,198NEW
17FXRFIRST TR EXCHANGE-TRADED FD$22.3M1.49%+272,783NEW
18SPYSTATE STR SPDR S&P 500 ETF T$22.1M1.48%+27,343+407.2%
19NVDANVIDIA CORPORATION$21.9M1.46%+37,026+41.8%
20FDNFIRST TR EXCHANGE-TRADED FD$20.9M1.40%+89,254NEW
21DISVDIMENSIONAL ETF TRUST$20.3M1.36%+27,582+5.7%
22FXUFIRST TR EXCHANGE-TRADED FD$18.8M1.26%+379,257NEW
23QQXTFIRST TR EXCHANGE-TRADED FD$17.8M1.19%+182,083NEW
24UCONFIRST TR EXCHNG TRADED FD VI$15.8M1.06%+67,211+11.8%
25FXOFIRST TR EXCHANGE-TRADED FD$14.2M0.95%+252,883NEW
26RLYSSGA ACTIVE ETF TR$13.8M0.92%+11,733+3.2%
27MSFTMICROSOFT CORP$13.7M0.91%+11,983+48.0%
28AVUVAMERICAN CENTY ETF TR$13.1M0.88%+3,969+3.5%
29VTEBVANGUARD MUN BD FDS$12.0M0.80%+7,486+3.2%
30VBVANGUARD INDEX FDS$11.0M0.74%+1,444+3.6%
31WTMFWISDOMTREE TR$10.8M0.72%+272,900NEW
32AMZNAMAZON COM INC$10.8M0.72%+15,963+44.4%
33BRK/BBERKSHIRE HATHAWAY INC DEL$10.6M0.71%+3,636+19.6%
34USRTISHARES TR$10.6M0.71%+15,441+9.4%
35DFASDIMENSIONAL ETF TRUST$9.4M0.63%-4,230-3.1%
36GOOGLALPHABET INC$9.2M0.62%+13,279+70.5%
37XCEMCOLUMBIA ETF TR II$8.7M0.58%+213,046NEW
38JPMJPMORGAN CHASE & CO$8.2M0.55%+17,027+158.8%
39SDYSPDR SERIES TRUST$8.0M0.54%+51,481+1408.5%
40BSVVANGUARD BD INDEX FDS$7.7M0.52%+9,673+10.9%
41SLYGSPDR SERIES TRUST$7.4M0.50%+77,064NEW
42METAMETA PLATFORMS INC$6.8M0.45%+2,608+28.2%
43VTIVANGUARD INDEX FDS$6.7M0.45%+5,298+34.1%
44IEMGISHARES INC$5.4M0.36%+65,523+531.1%
45VUGVANGUARD INDEX FDS$5.4M0.36%+2,369+23.9%
46QQQINVESCO QQQ TR$5.2M0.34%+5,821+186.6%
47VIGVANGUARD SPECIALIZED FUNDS$4.9M0.33%+1,252+5.9%
48TSLATESLA INC$4.7M0.32%+3,161+33.2%
49DFAXDIMENSIONAL ETF TRUST$4.7M0.31%-1,019-0.7%
50AVGOBROADCOM INC$4.5M0.30%+4,193+40.3%
51COSTCOSTCO WHOLESALE CORPORATION$4.1M0.28%+923+28.5%
52GOOGALPHABET INC$3.9M0.26%+3,560+35.0%
53PHYLPGIM ETF TR$3.8M0.25%+22,511+26.1%
54FTXLFIRST TR EXCHANGE TRADED FD$3.4M0.23%+23,013NEW
55LLYELI LILLY & CO$3.3M0.22%+1,118+44.5%
56AVDVAMERICAN CENTY ETF TR$3.2M0.21%-655-2.0%
57XOMEXXON MOBIL CORP$3.0M0.20%+7,975+84.6%
58XLUSELECT SECTOR SPDR TR$2.8M0.19%+60,866NEW
59IVWISHARES TR$2.7M0.18%+85+0.4%
60AVUSAMERICAN CENTY ETF TR$2.6M0.18%+285+1.2%
61LRCXLAM RESEARCH CORP$2.5M0.17%+531+4.7%
62VFHVANGUARD WORLD FD$2.5M0.17%+18,945+1082.0%
63XLFSELECT SECTOR SPDR TR$2.5M0.17%+44,870+782.3%
64JNJJOHNSON & JOHNSON$2.5M0.16%+4,009+65.9%
65WMTWALMART INC$2.5M0.16%+679+3.6%
66DFAUDIMENSIONAL ETF TRUST$2.3M0.16%-878-1.7%
67HDHOME DEPOT INC$2.3M0.15%+3,868+128.5%
68NFLXNETFLIX INC.$2.2M0.15%+3,655+19.1%
69BSVOEA SERIES TRUST$2.1M0.14%-4,031-4.6%
70VVISA INC$2.1M0.14%+2,679+62.1%
71VOOVANGUARD INDEX FDS$2.1M0.14%+1,329+61.2%
72IYWISHARES TR$2.1M0.14%+11,301NEW
73VBRVANGUARD INDEX FDS$2.0M0.13%-1,693-15.6%
74XLKSELECT SECTOR SPDR TR$2.0M0.13%+778+5.5%
75PGPROCTER & GAMBLE CO$1.9M0.13%+7,063+113.5%
76FDVVFIDELITY COVINGTON TRUST$1.9M0.12%+33,590NEW
77IWDISHARES TR$1.9M0.12%+1,616+22.9%
78BACBANK AMERICA CORP$1.7M0.11%+15,670+81.3%
79GEGE AEROSPACE$1.7M0.11%+1,212+25.6%
80BIVVANGUARD BD INDEX FDS$1.7M0.11%+41+0.2%
81VEAVANGUARD TAX-MANAGED FDS$1.6M0.11%+21,886+605.3%
82AVDEAMERICAN CENTY ETF TR$1.6M0.11%+7+0.0%
83PECOPHILLIPS EDISON & CO INC$1.6M0.11%+43,172NEW
84GLWCORNING INC$1.6M0.11%+7,390+166.0%
85CATCATERPILLAR INC$1.6M0.11%+1,463+182.4%
86EEMISHARES TR$1.6M0.10%+27,471NEW
87IWFISHARES TR$1.6M0.10%+3,647NEW
88SCHBSCHWAB STRATEGIC TR$1.5M0.10%-2,474-3.9%
89HWMHOWMET AEROSPACE INC$1.5M0.10%+1,662+33.1%
90SCHXSCHWAB STRATEGIC TR$1.5M0.10%+10,180+20.8%
91CRWDCROWDSTRIKE HLDGS INC$1.5M0.10%+3,348+656.5%
92RTXRTX CORPORATION$1.4M0.10%+4,596+157.5%
93MRKMERCK & CO INC$1.4M0.10%+1,029+9.5%
94ANETARISTA NETWORKS INC$1.4M0.09%+5,020+77.7%
95SHOPSHOPIFY INC$1.4M0.09%+11,727NEW
96PLTRPALANTIR TECHNOLOGIES INC$1.4M0.09%+1,006+11.9%
97BMYBRISTOL-MYERS SQUIBB CO$1.4M0.09%+5,320+30.5%
98ABBVABBVIE INC$1.4M0.09%+2,334+58.4%
99QTECFIRST TR EXCHANGE-TRADED FD$1.3M0.09%+6,151NEW
100ITOTISHARES TR$1.3M0.09%-21-0.2%
101GEVGE VERNOVA INC$1.3M0.09%+351+30.8%
102VXUSVANGUARD STAR FDS$1.3M0.09%+16,573NEW
103MELIMERCADOLIBRE INC$1.3M0.08%+729NEW
104MUMICRON TECHNOLOGY INC$1.3M0.08%+484+15.0%
105CRMSALESFORCE INC$1.2M0.08%+996+17.8%
106FIXCOMFORT SYS USA INC$1.2M0.08%-49-5.2%
107WDCWESTERN DIGITAL CORP$1.2M0.08%-7-0.2%
108PEPPEPSICO INC$1.2M0.08%-633-7.6%
109GILDGILEAD SCIENCES INC$1.2M0.08%+2,522+41.4%
110PMPHILIP MORRIS INTL INC$1.2M0.08%+1,498+26.0%
111GSGOLDMAN SACHS GROUP INC$1.2M0.08%+391+38.1%
112IBMINTERNATIONAL BUSINESS MACHS$1.2M0.08%+3,135+179.5%
113AMATAPPLIED MATLS INC$1.1M0.08%+389+13.3%
114SCHFSCHWAB STRATEGIC TR$1.1M0.08%+1,573+3.6%
115DISDISNEY WALT CO$1.1M0.07%+7,321+172.7%
116VTIPVANGUARD MALVERN FDS$1.1M0.07%-6,916-23.8%
117BXBLACKSTONE INC$1.1M0.07%+2,729+40.4%
118CTASCINTAS CORP$1.1M0.07%+6,336NEW
119GMGENERAL MTRS CO$1.1M0.07%+6,102+75.2%
120FDXFEDEX CORP$1.1M0.07%+560+23.3%
121DFSVDIMENSIONAL ETF TRUST$1.0M0.07%-1,023-3.4%
122ORCLORACLE CORP$1.0M0.07%+2,108+43.8%
123AMDADVANCED MICRO DEVICES INC$1.0M0.07%+2,285+84.2%
124CVXCHEVRON CORPORATION$1.0M0.07%+1,993+69.5%
125PCGPG&E CORP$1.0M0.07%+6,689+13.3%
126MAMASTERCARD INCORPORATED$999K0.07%+319+19.0%
127ADSKAUTODESK INC$999K0.07%+2,759+195.3%
128DIASTATE STR SPDR DOW JONES IND$997K0.07%+144+7.2%
129IYCISHARES TR$969K0.06%+10,000NEW
130COPCONOCOPHILLIPS$958K0.06%+4,072+127.7%
131HONHONEYWELL INTL INC$951K0.06%+4,209NEW
132NEMNEWMONT CORP$948K0.06%+157+1.8%
133WMT2WELLS FARGO & CO$938K0.06%+3,477+41.9%
134AVEMAMERICAN CENTY ETF TR$935K0.06%-201-1.7%
135SYKSTRYKER CORPORATION$909K0.06%+2,163+358.7%
136IDMOINVESCO EXCH TRADED FD TR II$905K0.06%+16,494NEW
137CBCHUBB LTD SWITZ$898K0.06%-214-7.2%
138CGHMCAPITAL GRP FIXED INCM ETF T$896K0.06%+2,353+7.1%
139FVFIRST TR EXCHANGE TRADED FD$895K0.06%+14,810NEW
140ETNEATON CORP PLC$891K0.06%+1,580+173.4%
141DDOGDATADOG INC$882K0.06%+5,763+337.0%
142GSEWGOLDMAN SACHS ETF TR$879K0.06%+10,379NEW
143KOCOCA COLA CO$870K0.06%+926+8.8%
144NOWSERVICENOW INC$865K0.06%+4,426+114.9%
145INTCINTEL CORP$862K0.06%-5,749-22.7%
146TPRTAPESTRY INC$856K0.06%-265-4.2%
147ULTAULTA BEAUTY INC$846K0.06%+838+107.3%
148MCDMCDONALDS CORP$843K0.06%+111+4.3%
149ABTABBOTT LABORATORIES$837K0.06%+4,329+113.3%
150BKNGBOOKING HOLDINGS INC$833K0.06%+40+25.5%
151GLDSPDR GOLD TR$827K0.06%+797+70.8%
152PNCPNC FINL SVCS GROUP INC$822K0.05%+247+6.7%
153TAT&T INC$819K0.05%+3,873+15.9%
154CCITIGROUP INC$818K0.05%+688+10.5%
155UNHUNITEDHEALTH GROUP INC$817K0.05%+1,542+104.4%
156CSCOCISCO SYS INC$800K0.05%+1,382+15.5%
157SPSKTIDAL TRUST I$767K0.05%HELD
158VGTVANGUARD WORLD FD$742K0.05%+243+29.6%
159ABNBAIRBNB INC$739K0.05%+515+9.6%
160MCKMCKESSON CORP$737K0.05%+63+8.0%
161NLRVANECK ETF TRUST$737K0.05%+5,533NEW
162BITBBITWISE BITCOIN ETF TR$728K0.05%+19,774NEW
163VRTVERTIV HOLDINGS CO$724K0.05%+330+12.9%
164USBUS BANCORP$720K0.05%+1,447+11.7%
165BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.05%HELD
166BABAALIBABA GROUP HLDG LTD$711K0.05%+5,667NEW
167BILSPDR SERIES TRUST$696K0.05%+7,600NEW
168EIXEDISON INTL$694K0.05%+979+11.5%
169SCHWSCHWAB CHARLES CORP$692K0.05%+3,881+111.3%
170TJXTJX COS INC NEW$691K0.05%+626+16.9%
171IHDGWISDOMTREE TR$683K0.05%+14,183NEW
172APHAMPHENOL CORP$682K0.05%+95+1.8%
173ILMNILLUMINA INC$680K0.05%+173+3.2%
174CMECME GROUP INC$679K0.05%-6-0.3%
175ORLYOREILLY AUTOMOTIVE INC$678K0.05%+7,346NEW
176FBTCFIDELITY WISE ORIGIN BITCOIN$675K0.05%+5,630+96.9%
177TSMTAIWAN SEMICONDUCTOR MANUFAC$665K0.04%+53+2.8%
178EDIVSPDR INDEX SHS FDS$656K0.04%+16,627NEW
179VRTXVERTEX PHARMACEUTICALS INC$651K0.04%+851+140.4%
180JCIJOHNSON CONTROLS INTERNATION$646K0.04%+759+18.2%
181CIENCIENA CORP$646K0.04%-207-11.1%
182CMGCHIPOTLE MEXICAN GRILL INC$644K0.04%+4,723+30.7%
183SNOWSNOWFLAKE INC$643K0.04%+1,738+68.8%
184TGTTARGET CORP$635K0.04%+2,311+78.9%
185DUKDUKE ENERGY CORP NEW$634K0.04%+2,181+82.0%
186REETISHARES TR$632K0.04%-4,052-13.9%
187FTITECHNIPFMC PLC$629K0.04%+583+6.8%
188SPGIS&P GLOBAL INC$629K0.04%+945+177.3%
189LOWLOWES COS INC$624K0.04%+1,704+182.2%
190MNSTMONSTER BEVERAGE CORP NEW$621K0.04%+4,397+105.4%
191HIGHARTFORD INSURANCE GROUP INC$617K0.04%+4,560NEW
192HSBCHSBC HLDGS PLC$616K0.04%+286+4.0%
193BPREBLUEROCK PVT REAL ESTATE FD$615K0.04%+37,034NEW
194REGNREGENERON PHARMACEUTICALS$607K0.04%+124+18.8%
195SNDKSANDISK CORP$605K0.04%-14-1.4%
196TTETOTALENERGIES SE$595K0.04%+1,049+19.1%
197MOALTRIA GROUP INC$594K0.04%+4,182+86.8%
198TRVTRAVELERS COMPANIES INC$593K0.04%+705+53.0%
199MMM3M CO$583K0.04%+1,577+64.8%
200JBHTHUNT J B TRANS SVCS INC$583K0.04%+277+11.2%
201ECLECOLAB INC$579K0.04%+1,099+101.9%
202GBTCGRAYSCALE BITCOIN TRUST ETF$575K0.04%HELD
203JSMLJANUS DETROIT STR TR$572K0.04%+8,174NEW
204PYPLPAYPAL HLDGS INC$570K0.04%+7,325+138.7%
205FCXFREEPORT MCMORAN INC$569K0.04%+2,883+42.4%
206PFEPFIZER INC$567K0.04%+1,530+8.2%
207CNCCENTENE CORP DEL$566K0.04%-4,225-19.7%
208VZVERIZON COMMUNICATIONS INC$565K0.04%+3,290+41.3%
209IVLUISHARES TR$565K0.04%HELD
210MAINMAIN STR CAP CORP$557K0.04%HELD
211DGDOLLAR GEN CORP$549K0.04%+441+10.5%
212ASMLASML HLDG NV$547K0.04%+150+56.8%
213MRSHMARSH & MCLENNAN COS INC$539K0.04%+1,827+142.7%
214KRKROGER CO$539K0.04%+7,444NEW
215RLRALPH LAUREN CORP$534K0.04%+129+9.1%
216XLESELECT SECTOR SPDR TR$530K0.04%+8,659NEW
217GDGENERAL DYNAMICS CORP$528K0.04%+52+3.5%
218SBUXSTARBUCKS CORP$519K0.03%+5,790NEW
219RCLROYAL CARIBBEAN GROUP$516K0.03%+1,877NEW
220LINLINDE PLC$513K0.03%+1,035NEW
221TFPMTRIPLE FLAG PRECIOUS METAL$495K0.03%-133-0.9%
222ZNGAZOOM COMMUNICATIONS INC$494K0.03%-2,920-32.2%
223INCYINCYTE CORP$487K0.03%-13-0.3%
224VRSNVERISIGN INC$486K0.03%-776-28.4%
225CITHE CIGNA GROUP$486K0.03%+272+17.5%
226FTNTFORTINET INC$485K0.03%+2,030+52.0%
227ADIANALOG DEVICES INC$484K0.03%+158+11.6%
228XELXCEL ENERGY INC$478K0.03%+289+5.0%
229UBERUBER TECHNOLOGIES INC$478K0.03%+1,242+23.0%
230NEENEXTERA ENERGY INC$477K0.03%+1,836+55.7%
231SPLVINVESCO EXCH TRADED FD TR II$475K0.03%+2,407+58.9%
232MSMORGAN STANLEY$467K0.03%+483+20.5%
233JMEEJ P MORGAN EXCHANGE TRADED F$459K0.03%+6,879NEW
234IBITISHARES BITCOIN TRUST ETF$456K0.03%+11,870NEW
235TOLTOLL BROTHERS INC$448K0.03%+333+11.3%
236AXPAMERICAN EXPRESS CO$447K0.03%+370+33.5%
237TXTTEXTRON INC$443K0.03%+697+16.0%
238PSXPHILLIPS 66$439K0.03%-951-28.3%
239BNDVANGUARD BD INDEX FDS$439K0.03%+5,958NEW
240XLISELECT SECTOR SPDR TR$438K0.03%+2,709NEW
241NETCLOUDFLARE INC$437K0.03%+2,119NEW
242KLACKLA CORP$433K0.03%+11+3.9%
243CMICUMMINS INC$431K0.03%+111+16.1%
244VSTVISTRA CORP$431K0.03%+79+2.8%
245NTRANATERA INC$429K0.03%-85-3.8%
246SLBSLB LIMITED$421K0.03%+837+11.4%
247UPSUNITED PARCEL SVCS INC$420K0.03%+69+1.6%
248DHRDANAHER CORP DEL$419K0.03%+432+24.3%
249IWMISHARES TR$411K0.03%+1,099+28.9%
250NBIXNEUROCRINE BIOSCIENCES INC$407K0.03%+457+17.3%
251PWVINVESCO EXCHANGE TRADED FD T$406K0.03%+5,825NEW
252EXPEEXPEDIA GROUP INC$399K0.03%-760-30.5%
253IYGISHARES TR$398K0.03%+4,810NEW
254IGVISHARES TR$397K0.03%+4,957NEW
255IAUISHARES GOLD TR$397K0.03%+500+12.5%
256BABOEING CO$396K0.03%+1,059+113.7%
257TTTRANE TECHNOLOGIES PLC$395K0.03%+30+3.3%
258NOBLPROSHARES TR$393K0.03%+3,710NEW
259BBARRICK MNG CORP$391K0.03%+87+0.9%
260DALDELTA AIR LINES INC$388K0.03%+218+3.9%
261AAGILENT TECHNOLOGIES INC$382K0.03%+482+16.8%
262COFCAPITAL ONE FINL CORP$381K0.03%-502-19.4%
263INTUINTUIT$380K0.03%+267+43.6%
264CHWYCHEWY INC$380K0.03%+14,072NEW
265ISRGINTUITIVE SURGICAL INC$380K0.03%+137+20.0%
266RYROYAL BK CDA$379K0.03%-3-0.1%
267VBKVANGUARD INDEX FDS$378K0.03%+1,250NEW
268TRMBTRIMBLE INC$376K0.03%-150-2.5%
269BKBANK NEW YORK MELLON CORP$376K0.03%+416+15.1%
270FIVEFIVE BELOW INC$375K0.03%+370+29.1%
271WMWASTE MGMT INC DEL$374K0.03%+214+15.1%
272ADPAUTOMATIC DATA PROCESSING IN$372K0.02%+1,833NEW
273LMTLOCKHEED MARTIN CORP$372K0.02%+616NEW
274VHTVANGUARD WORLD FD$366K0.02%+1,343NEW
275TSNTYSON FOODS INC$365K0.02%+1,161+25.6%
276TMUST-MOBILE US INC$364K0.02%+627+56.8%
277STXSEAGATE TECHNOLOGY HLDNGS PL$362K0.02%+86+10.3%
278KMIKINDER MORGAN INC DEL$361K0.02%+10,773NEW
279BBVABANCO BILBAO VIZCAYA ARGENTA$360K0.02%+892+5.7%
280ROSTROSS STORES INC$359K0.02%+439+36.0%
281DASHDOORDASH INC$357K0.02%+590+33.0%
282DLRDIGITAL RLTY TR INC$357K0.02%HELD
283BURLBURLINGTON STORES INC$357K0.02%+1,096NEW
284MDBMONGODB INC$355K0.02%+883+155.2%
285RGLDROYAL GOLD INC$355K0.02%+25+1.8%
286CVSCVS HEALTH CORP$350K0.02%+171+3.6%
287FTLSFIRST TR EXCH TRADED FD III$349K0.02%+4,963NEW
288NVSNOVARTIS AG$349K0.02%+361+18.8%
289AUANGLOGOLD ASHANTI PLC$348K0.02%-55-1.5%
290SANBANCO SANTANDER SA$345K0.02%+2,127+7.5%
291DELLDELL TECHNOLOGIES INC$344K0.02%-74-3.4%
292ADBEADOBE INC$343K0.02%-478-25.3%
293ENBENBRIDGE INC$342K0.02%+6,320NEW
294GNWGENWORTH FINL INC$341K0.02%-712-1.7%
295MDTMEDTRONIC PLC$341K0.02%-2,049-34.3%
296DOXAMDOCS LTD$338K0.02%+5,172NEW
297SHELSHELL PLC$336K0.02%+450+14.2%
298WABWABTEC$336K0.02%+75+5.9%
299BSXBOSTON SCIENTIFIC CORP$336K0.02%+2,704+102.2%
300PPAINVESCO EXCHANGE TRADED FD T$336K0.02%+2,026NEW
301ALLALLSTATE CORP$333K0.02%+1,607NEW
302AZNASTRAZENECA PLC$332K0.02%+1,684NEW
303EMEEMCOR GROUP INC$329K0.02%+51+12.9%
304IJHISHARES TR$328K0.02%+4,859NEW
305MKTXMARKETAXESS HLDGS INC$326K0.02%-79-3.8%
306MTZMASTEC INC$326K0.02%+28+2.8%
307OXYOCCIDENTAL PETE CORP$324K0.02%+4,982NEW
308NUNU HLDGS LTD$320K0.02%+22,292NEW
309TERTERADYNE INC$320K0.02%+1,079NEW
310MTCHMATCH GROUP INC NEW$320K0.02%+3,237+45.1%
311CCKCROWN HLDGS INC$319K0.02%+273+9.4%
312MKSIMKS INC.$318K0.02%+110+8.6%
313VGKVANGUARD INTL EQUITY INDEX F$318K0.02%+3,858NEW
314SCHGSCHWAB STRATEGIC TR$317K0.02%-42-0.4%
315AXSAXIS CAP HLDGS LTD$317K0.02%+26+0.8%
316OMCOMNICOM GROUP INC$316K0.02%+4,191NEW
317UALUNITED AIRLS HLDGS INC$315K0.02%-32-0.9%
318GPIXGOLDMAN SACHS ETF TR$313K0.02%+6,251NEW
319EXELEXELIXIS INC$312K0.02%-994-12.0%
320ITGARTNER INC$312K0.02%+1,105+127.6%
321DINOHF SINCLAIR CORP$310K0.02%-171-3.3%
322VOVANGUARD INDEX FDS$310K0.02%+1,080NEW
323VYMVANGUARD WHITEHALL FDS$309K0.02%+2,084NEW
324DOVDOVER CORP$308K0.02%+89+6.4%
325DOWDOW HLDGS INC$304K0.02%+7,288NEW
326FERFERROVIAL SE$303K0.02%-123-2.6%
327CINFCINCINNATI FINL CORP$297K0.02%+32+1.7%
328EXEEXPAND ENERGY CORPORATION$295K0.02%+2,689NEW
329HLTHILTON WORLDWIDE HLDGS INC$294K0.02%+215+28.7%
330HIIHUNTINGTON INGALLS INDS INC$293K0.02%+99+14.7%
331AMGNAMGEN INC$293K0.02%+833NEW
332LECOLINCOLN ELEC HLDGS INC$293K0.02%+43+3.8%
333BLKBLACKROCK INC$292K0.02%+304NEW
334NYTNEW YORK TIMES CO MTN BE$292K0.02%+479+15.9%
335MLIMUELLER INDS INC$291K0.02%+222+9.2%
336SMFGSUMITOMO MITSUI FIN GRP INC$290K0.02%+441+3.1%
337VEEVVEEVA SYS INC$289K0.02%-118-6.7%
338SOSOUTHERN CO$289K0.02%+224+8.1%
339VMCVULCAN MATLS CO$286K0.02%-21-2.0%
340BIIBBIOGEN INC$286K0.02%+14+0.9%
341EDCONSOLIDATED EDISON INC$285K0.02%+138+5.8%
342AVLVAMERICAN CENTY ETF TR$285K0.02%HELD
343QCOMQUALCOMM INC$285K0.02%-436-16.5%
344BBYBEST BUY INC$284K0.02%-528-10.7%
345KNSLKINSALE CAP GROUP INC$282K0.02%+827NEW
346EQIXEQUINIX INC$282K0.02%+288NEW
347CBOECBOE GLOBAL MKTS INC$281K0.02%+1,001NEW
348EOGEOG RES INC$280K0.02%+1,935NEW
349AEPAMERICAN ELEC PWR CO INC$278K0.02%+247+13.2%
350LVSLAS VEGAS SANDS CORP$277K0.02%-1,366-21.0%
351TMOTHERMO FISHER SCIENTIFIC INC$276K0.02%+81+16.8%
352ROPROPER TECHNOLOGIES INC$275K0.02%+285+57.9%
353SNAPSNAP INC$274K0.02%+59,511NEW
354DDOMINION ENERGY INC$273K0.02%+4,417NEW
355KMXCARMAX INC$273K0.02%+6,555NEW
356VISVANGUARD WORLD FD$268K0.02%+858NEW
357CFGCITIZENS FINL GROUP INC$268K0.02%+764+20.6%
358CWCURTISS WRIGHT CORP$266K0.02%+391NEW
359HASHASBRO INC$264K0.02%+3+0.1%
360AONAON PLC$262K0.02%+811NEW
361WWDWOODWARD INC$262K0.02%+731NEW
362BWABORGWARNER INC$262K0.02%-240-4.7%
363MUFGMITSUBISHI UFJ FINANCIAL GRO$261K0.02%+2,762+21.9%
364AMEAMETEK INC$259K0.02%+67+5.9%
365ITWILLINOIS TOOL WKS INC$258K0.02%+993NEW
366AMPAMERIPRISE FINL INC$258K0.02%+35+6.4%
367WELLWELLTOWER INC$257K0.02%+1,302NEW
368GSKGSK PLC$257K0.02%+394+9.3%
369RBLXROBLOX CORP$256K0.02%-3,887-46.2%
370TWLOTWILIO INC$254K0.02%+2,021NEW
371SSENTINELONE INC$253K0.02%+19,649NEW
372TXRHTEXAS ROADHOUSE INC$253K0.02%+1,531NEW
373EVREVERCORE INC$252K0.02%+130+18.2%
374HCAHCA HEALTHCARE INC$252K0.02%+11+2.1%
375DDDUPONT DE NEMOURS INC$252K0.02%+5,491NEW
376NOCNORTHROP GRUMMAN CORP$251K0.02%+368NEW
377MOHMOLINA HEALTHCARE INC$247K0.02%+1,856NEW
378CCL1EURCARNIVAL CORP$247K0.02%-132-1.4%
379PBPROSPERITY BANCSHARES INC$244K0.02%+213+6.2%
380PGRPROGRESSIVE CORP$244K0.02%-26-2.1%
381HOODROBINHOOD MKTS INC$243K0.02%+172+5.2%
382VCITVANGUARD SCOTTSDALE FDS$243K0.02%+2,937NEW
383EFAISHARES TR$243K0.02%-872-25.9%
384EVRGEVERGY INC$241K0.02%+137+4.9%
385PNFPPINNACLE FINL PARTNERS INC$241K0.02%+2,792NEW
386SCCOSOUTHERN COPPER CORP$239K0.02%+1,391NEW
387MCOMOODYS CORP$239K0.02%+548NEW
388HALHALLIBURTON CO$238K0.02%+6,100NEW
389BTIBRITISH AMERN TOB PLC$237K0.02%+522+14.8%
390MRCCMONROE CAP CORP$237K0.02%+24,152NEW
391XYZBLOCK INC$237K0.02%+3,932NEW
392DFGRDIMENSIONAL ETF TRUST$236K0.02%HELD
393PODDINSULET CORP$236K0.02%+1,125NEW
394DECKDECKERS OUTDOOR CORP$234K0.02%+263+12.7%
395IDXXIDEXX LABS INC$234K0.02%+416NEW
396SYFSYNCHRONY FINANCIAL$232K0.02%+503+17.3%
397FRTFEDERAL RLTY INVT TR NEW$231K0.02%+2,174NEW
398PANWPALO ALTO NETWORKS INC$230K0.02%-1,275-47.0%
399KEYSKEYSIGHT TECHNOLOGIES INC$230K0.02%+815NEW
400OSKOSHKOSH CORP$230K0.02%-47-2.9%
401MANHMANHATTAN ASSOCIATES INC$227K0.02%+1,702NEW
402TXG10X GENOMICS INC$226K0.02%+367+3.6%
403USFDUS FOODS HLDG CORP$225K0.02%+2,442NEW
404KKRKKR & CO INC$225K0.02%+2,430NEW
405GSIEGOLDMAN SACHS ETF TR$225K0.02%+5,211NEW
406MEDPMEDPACE HLDGS INC$224K0.01%-335-41.8%
407RGAREINSURANCE GROUP AMER INC$223K0.01%+1,094NEW
408ESEVERSOURCE ENERGY$223K0.01%+3,221NEW
409AMPXAMPRIUS TECHNOLOGIES INC$223K0.01%+13,234NEW
410JHGJANUS HENDERSON GROUP PLC$223K0.01%+4,334NEW
411GLPGLOBAL PARTNERS LP$220K0.01%+5,233NEW
412MPCMARATHON PETE CORP$219K0.01%+898NEW
413GRMNGARMIN LTD$219K0.01%+945NEW
414IWSISHARES TR$219K0.01%+1,500NEW
415PLDPROLOGIS INC.$217K0.01%+1,640NEW
416NTNXNUTANIX INC$217K0.01%+5,699NEW
417AEMAGNICO EAGLE MINES LTD$216K0.01%+1,064NEW
418DIVIFRANKLIN TEMPLETON ETF TR$215K0.01%+5,412NEW
419HUBSHUBSPOT INC$215K0.01%+882NEW
420JBLJABIL INC$215K0.01%+810NEW
421BPBP PLC$214K0.01%+4,564NEW
422NTRSNORTHERN TR CORP$214K0.01%+1,535NEW
423PHPARKER-HANNIFIN CORP$214K0.01%+239NEW
424UNPUNION PAC CORP$214K0.01%+882NEW
425CHTCHUNGHWA TELECOM CO LTD$213K0.01%-525-9.4%
426DEDEERE & CO$213K0.01%+378NEW
427GAPGAP INC$213K0.01%+385+4.6%
428IWVISHARES TR$212K0.01%HELD
429DFLVDIMENSIONAL ETF TRUST$211K0.01%-295-4.8%
430LNGCHENIERE ENERGY INC$211K0.01%+744NEW
431EWEDWARDS LIFESCIENCES CORP$211K0.01%-9-0.3%
432IVEISHARES TR$211K0.01%+1,000NEW
433DKNGDRAFTKINGS INC NEW$211K0.01%+9,753NEW
434SCHVSCHWAB STRATEGIC TR$211K0.01%-541-7.3%
435USFRWISDOMTREE TR$210K0.01%+4,170NEW
436DHTDHT HOLDINGS INC$210K0.01%-193-1.7%
437TFCTRUIST FINL CORP$210K0.01%+4,560NEW
438CMCSACOMCAST CORP NEW$210K0.01%+7,297NEW
439CCJCAMECO CORP$209K0.01%+1,922NEW
440HYLSFIRST TR EXCHANGE-TRADED FD$209K0.01%-1,319-20.4%
441TNLTRAVEL PLUS LEISURE CO$209K0.01%+3,014NEW
442MHKMOHAWK INDS INC$208K0.01%+2,117NEW
443CSXCSX CORP$208K0.01%+5,077NEW
444MDLZMONDELEZ INTL INC$208K0.01%+3,610NEW
445SAPSAP SE$207K0.01%+211+21.1%
446GGGGRACO INC$207K0.01%+2,440NEW
447EENI SPA$204K0.01%+3,606NEW
448AAALCOA CORP$204K0.01%+3,077NEW
449NNNNNN REIT INC$202K0.01%+4,805NEW
450BHPBHP BILLITON LIMITED$201K0.01%+2,764NEW
451MFGMIZUHO FINANCIAL GROUP INC$188K0.01%+6,919+41.4%
452HBANHUNTINGTON BANCSHARES INC$178K0.01%-1,992-14.9%
453NMRNOMURA HLDGS INC$130K0.01%+3,810+30.1%
454ASANASANA INC$109K0.01%+16,989NEW
455HAFNHAFNIA LTD$106K0.01%-1,140-7.5%
456ADTADT INC DEL$106K0.01%-19,591-54.9%
457PLUGPLUG PWR INC$100K0.01%+4,923+12.6%
458NEXTNEXTDECADE CORP$93K0.01%+12,148NEW
459LYGLLOYDS BANKING GROUP PLC$87K0.01%+4,025+30.1%
460AEGAEGON LTD$86K0.01%+1,508+14.6%
461JBLUJETBLUE AIRWAYS CORP$82K0.01%+144+0.8%
462PLXPROTALIX BIOTHERAPEUTICS INC$57K0.00%+76+0.3%
463URGUR-ENERGY INC$37K0.00%+25,000NEW
464MISTMILESTONE PHARMACEUTICALS IN$18K0.00%+14,756NEW
465BYNDBEYOND MEAT INC$11K0.00%+16,180NEW
466ALITALIGHT INC$9K0.00%+15,044NEW
467TEAMATLASSIAN CORPORATION-5,368EXITED
468ACNACCENTURE PLC IRELAND-2,476EXITED
469ESTCELASTIC N V-5,201EXITED
470AMTAMERICAN TOWER CORP NEW-2,120EXITED
471IQVIQVIA HLDGS INC-1,572EXITED
472SUSAISHARES TR-2,525EXITED
473LYFTLYFT INC-17,348EXITED
474KDPKEURIG DR PEPPER INC-11,792EXITED
475EXKEXACT SCIENCES CORP-3,217EXITED
476RHIROBERT HALF INC.-11,424EXITED
477VNQVANGUARD INDEX FDS-3,489EXITED
478TXNTEXAS INSTRS INC-1,764EXITED
479ROKUROKU INC-2,771EXITED
480ZSZSCALER INC-1,269EXITED
481VRSKVERISK ANALYTICS INC-1,272EXITED
482SCHCSCHWAB STRATEGIC TR-6,136EXITED
483AZNNASTRAZENECA PLC-2,992EXITED
484UTHRUNITED THERAPEUTICS CORP DEL-564EXITED
485PINNACLE FINL PARTNERS INC-2,826EXITED
486AIGAMERICAN INTL GROUP INC-3,151EXITED
487THCTENET HEALTHCARE CORP-1,354EXITED
488IDEVISHARES TR-3,113EXITED
489EGEVEREST GROUP LTD-732EXITED
490CCEPCOCA-COLA EUROPACIFIC PARTNE-2,597EXITED
491BCSBARCLAYS PLC-8,966EXITED
492SCHOSCHWAB STRATEGIC TR-9,250EXITED
493GWREGUIDEWIRE SOFTWARE INC-1,117EXITED
494ALLEALLEGION PLC-1,407EXITED
495DFAEDIMENSIONAL ETF TRUST-6,871EXITED
496CAGCONAGRA BRANDS INC-12,717EXITED
497ALGNALIGN TECHNOLOGY INC-1,395EXITED
498ALNYALNYLAM PHARMACEUTICALS INC-541EXITED
4998QRCONFLUENT INC-7,016EXITED
500MAGSLISTED FDS TR-3,200EXITED

Source: SEC EDGAR · accession 0001905663-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.