Fund Holdings&PARTNERS

Total Portfolio Value
$19.11B
Total Bought
$4.15B
Total Sold
$561.29M
Net Transaction
+$3.59B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)2,181,1662,651,448+470,282551,559720,8573.77%+169,297
SPDR S&P 500 ETF TR(SPY)106,632278,473+171,84171,040189,2810.99%+118,241
ALPHABET INC(GOOG)664,921856,960+192,039159,154268,2411.40%+109,088
NVIDIA CORPORATION(NVDA)1,919,7132,477,592+557,879353,512462,1342.42%+108,621
VANGUARD INDEX FDS168,809304,035+135,226104,435191,1491.00%+86,714
ELI LILLY & CO(LLY)0160,586+160,5860172,5800.90%+172,580
MICROSOFT CORP(MSFT)1,091,9531,324,960+233,007565,217640,9023.35%+75,686
AMAZON COM INC(AMZN)871,9161,140,967+269,051191,454263,3921.38%+71,938
ISHARES TR
CORE UNIVRSL USD
01,300,226+1,300,226060,5980.32%+60,598
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0406,800+406,800058,5540.31%+58,554
JPMORGAN CHASE & CO.(JPM)749,785913,996+164,211236,331294,5241.54%+58,193
ISHARES TR719,462774,856+55,394477,836530,9652.78%+53,129
BROADCOM INC(AVGO)753,050861,231+108,181245,615298,1541.56%+52,539
ALPHABET INC(GOOG)315,101384,995+69,89476,714120,8490.63%+44,135
SPDR SERIES TRUST
ST STR BLO 1 ETF
0466,920+466,920042,6560.22%+42,656
VANGUARD INDEX FDS119,228243,688+124,46039,12781,7050.43%+42,578
GOLDMAN SACHS GROUP INC(GS)70,715106,269+35,55456,28593,4420.49%+37,157
ISHARES TR6,533,5896,993,740+460,151426,708463,0012.42%+36,294
CAPITAL GROUP DIVIDEND
SHS CREAT UNIT
1,607,3162,379,691+772,37567,648103,7520.54%+36,104
JOHNSON & JOHNSON(JNJ)663,276763,694+100,418122,978158,0600.83%+35,082
TESLA INC(TSLA)143,346219,870+76,52463,83098,8880.52%+35,057
VANGUARD INDEX FDS236,970300,632+63,662113,628146,7470.77%+33,118
VISA INC(V)290,067371,589+81,52299,077130,3220.68%+31,245
ISHARES TR3,129,5593,444,118+314,559315,533346,3871.81%+30,854
WALMART INC(WMT)1,167,8541,350,705+182,851120,325150,4080.79%+30,082
EXXON MOBIL CORP531,495718,874+187,37959,85586,5180.45%+26,663
VANGUARD WORLD FD070,582+70,582029,1380.15%+29,138
CAPITAL GROUP CORE EQUITY
SHS CREAT UNIT
01,178,567+1,178,567047,4030.25%+47,403
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
1,522,2232,071,713+549,49066,89992,3480.48%+25,449
CONSTELLATION ENERGY CORP(CEG)0195,105+195,105068,8970.36%+68,897
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
8,048,1268,363,568+315,442292,352316,6531.66%+24,301
MICRON TECHNOLOGY INC(MU)161,832179,683+17,85127,13751,2960.27%+24,159
VANGUARD TAX-MANAGED FDS831,2781,181,652+350,37450,17074,0390.39%+23,869
SELECT SECTOR SPDR TR
ST STR SVC ETF
0194,727+194,727022,9230.12%+22,923
CAPITAL GRP FIXED INCM ETF
CORE PLUS INCM
3,280,1774,297,725+1,017,54874,50397,3910.51%+22,888
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
2,862,2493,410,407+548,158142,207165,0740.86%+22,867
SELECT SECTOR SPDR TR
ST STR FINL ETF
0415,620+415,620022,7610.12%+22,761
INVESCO QQQ TR99,505134,062+34,55759,74382,3660.43%+22,623
AMGEN INC(AMGN)0279,569+279,569091,5830.48%+91,583
NEXTPOWER INC0261,823+261,823022,8060.12%+22,806
VANGUARD WORLD FD
INF TECH ETF
042,867+42,867032,3850.17%+32,385
ABBVIE INC(ABBV)306,474382,480+76,00666,43587,4000.46%+20,965
ISHARES TR
CORE MSCI EAFE
2,973,3383,135,764+162,426259,457280,3211.47%+20,865
CATERPILLAR INC(CAT)82,89299,386+16,49436,78056,9520.30%+20,172
INVESCO EXCHANGE TRADED FD
S&P500 EQL WGT
203,126303,269+100,14338,43658,2280.30%+19,792
BOEING CO(BA)0134,913+134,913029,2890.15%+29,289
SALESFORCE INC(CRM)0145,232+145,232038,4840.20%+38,484
INTERNATIONAL BUSINESS(IBM)164,675216,937+52,26246,49864,2540.34%+17,756
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0386,838+386,838017,2970.09%+17,297
CISCO SYS INC(CSCO)01,074,321+1,074,321082,7500.43%+82,750
ON HLDG AG(ONON)0353,764+353,764016,4430.09%+16,443
VANGUARD BD INDEX FDS945,3051,150,988+205,68374,97690,7270.47%+15,752
SPDR SERIES TRUST
ST STR SP DIV
0108,987+108,987015,1620.08%+15,162
WISDOMTREE TR(WT)0434,141+434,141021,8780.11%+21,878
LOCKHEED MARTIN CORP(LMT)081,047+81,047039,2010.21%+39,201
ANALOG DEVICES INC(ADI)0212,621+212,621057,6560.30%+57,656
VANGUARD SPECIALIZED FUNDS524,119575,385+51,266113,216127,5080.67%+14,292
EOG RES INC(EOG)0374,403+374,403039,2470.21%+39,247
CAPITAL GROUP CORE BALANCED
SHS
320,187709,974+389,78711,16625,1510.13%+13,985
ISHARES TR0144,642+144,642030,6900.16%+30,690
VANGUARD INTL EQUITY INDEX82,674178,034+95,36011,43925,1020.13%+13,664
PALO ALTO NETWORKS INC(PANW)0201,599+201,599037,1860.19%+37,186
MERCK & CO INC(MRK)0503,900+503,900053,0410.28%+53,041
BERKSHIRE HATHAWAY INC DEL180,218207,243+27,02590,694104,1530.54%+13,459
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0587,006+587,006035,1470.18%+35,147
VANECK ETF TRUST
SEMICONDUCTR ETF
042,829+42,829015,4300.08%+15,430
PALANTIR TECHNOLOGIES INC(PLTR)371,982455,256+83,27467,85981,0560.42%+13,197
SCHWAB STRATEGIC TR0573,300+573,300015,0500.08%+15,050
NOMURA ETF TR0316,469+316,469012,7350.07%+12,735
SIMPLIFY EXCHANGE TRADED
MANAGED FUTURES
0472,825+472,825012,8890.07%+12,889
ISHARES TR099,673+99,673012,8510.07%+12,851
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
0263,064+263,064011,8410.06%+11,841
FIRST TR EXCHANGE-TRADED FD0270,961+270,961011,7490.06%+11,749
VANGUARD INTL EQUITY INDEX751,830975,588+223,75840,85552,4620.27%+11,607
APPLIED MATLS INC139,232156,043+16,81128,60340,1110.21%+11,508
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0264,236+264,236011,4960.06%+11,496
SELECT SECTOR SPDR TR
ST STR CARE ETF
074,142+74,142011,4560.06%+11,456
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
085,978+85,978011,2910.06%+11,291
CHUBB LIMITED
COM
0188,417+188,417058,8050.31%+58,805
AMERICAN CENTY ETF TR439,229558,992+119,76334,83645,9990.24%+11,164
T ROWE PRICE ETF INC
PRICE BLUE CHIP
0236,866+236,866011,8100.06%+11,810
ISHARES TR0183,701+183,701039,1430.20%+39,143
FIRST TR EXCHANGE-TRADED FD050,662+50,662013,6370.07%+13,637
UNILEVER PLC(UL)0162,586+162,586010,6320.06%+10,632
CAPITAL GROUP GLOBAL EQUITY
SHS
0644,201+644,201020,3670.11%+20,367
AMERICAN EXPRESS CO(AXP)61,57883,647+22,06920,42730,9330.16%+10,506
GE AEROSPACE(GE)124,239146,443+22,20434,66545,1630.24%+10,498
NEXTERA ENERGY INC(NEE)0832,057+832,057066,7890.35%+66,789
TAIWAN SEMICONDUCTOR MFG(TSM)100,861126,095+25,23428,12538,3040.20%+10,179
SPDR SERIES TRUST
ST STR P500VAL
0172,323+172,32309,7900.05%+9,790
VANGUARD INDEX FDS425,506466,133+40,62779,37289,0550.47%+9,683
GILEAD SCIENCES INC(GILD)0352,784+352,784043,3090.23%+43,309
SPDR GOLD TR(GLD)125,581136,072+10,49144,62653,9110.28%+9,286
MCDONALDS CORP(MCD)272,478301,098+28,62082,79292,0320.48%+9,240
ISHARES TR0359,434+359,434053,4470.28%+53,447
TOTALENERGIES SE(TTE)0137,629+137,62909,0030.05%+9,003
SELECT SECTOR SPDR TR
ST STR INDL ETF
057,229+57,22908,8770.05%+8,877
PNC FINL SVCS GROUP INC(PNC)287,154318,508+31,35457,69666,5000.35%+8,804
GE VERNOVA INC(GEV)024,167+24,167017,1080.09%+17,108
TJX COS INC NEW(TJX)311,560349,137+37,57745,04853,6430.28%+8,595
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