Fund HoldingsStelac Advisory Services LLC

Total Portfolio Value
$282.83M
Total Bought
$23.42M
Total Sold
$41.20M
Net Transaction
-$17.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)018,610+18,61006,1432.17%+6,143
ALPHABET INC(GOOG)91,07688,946-2,13022,14227,8409.84%+5,699
LULULEMON ATHLETICA INC(LULU)17,61535,074+17,4593,1347,2892.58%+4,154
ELI LILLY & CO(LLY)010,266+10,266011,0333.90%+11,033
KRANESHARES TRUST0130,842+130,84204,4831.58%+4,483
UNITED PARCEL SERVICE INC(UPS)94,54394,54307,8979,3783.32%+1,481
ISHARES INC
CORE MSCI EMKT
013,024+13,02408750.31%+875
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
07,990+7,99007200.25%+720
ALPHABET INC(GOOG)02,073+2,07306510.23%+651
SPDR S&P 500 ETF TR(SPY)022,495+22,495015,3805.44%+15,380
SPDR GOLD TR(GLD)1,9993,255+1,2567111,2900.46%+579
FLEXSHARES TR
MORNSTAR UPSTR
030,342+30,34201,3920.49%+1,392
APOLLO GLOBAL MGMT INC(APO)040,828+40,82805,9102.09%+5,910
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,975+6,97503820.14%+382
SELECT SECTOR SPDR TR
ST STR UTIL ETF
2,10012,570+10,4701835370.19%+353
GRUPO FINANCIERO GALICIA S.A(GGAL)012,200+12,20006600.23%+660
RH(RH)01,489+1,48902670.09%+267
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
04,465+4,46501760.06%+176
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
70,06170,06102,0592,2310.79%+173
MICRON TECHNOLOGY INC(MU)0571+57101630.06%+163
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,158+1,15801360.05%+136
SELECT SECTOR SPDR TR
ST STR CARE ETF
0852+85201320.05%+132
ABRDN PALLADIUM ETF TRUST0851+85101240.04%+124
APPLIED MATLS INC0445+44501140.04%+114
ISHARES TR
MSCI PHILIPS ETF
04,164+4,16401040.04%+104
APPLE INC(AAPL)5,7985,745-531,4761,5620.55%+85
PROLOGIS INC.(PLD)152,740137,467-15,27317,49217,5496.20%+57
TAIWAN SEMICONDUCTOR MFG LTD(TSM)704788+841972400.08%+43
AMAZON COM INC(AMZN)4,5724,534-381,0041,0470.37%+43
SIBANYE STILLWATER LTD(SBSW)11,94111,94101341700.06%+36
LAM RESEARCH CORP(LRCX)85285201141460.05%+32
AMPLIFY ETF TR6,3246,32401461750.06%+29
AIRBNB INC1,8051,80502192450.09%+26
BROADCOM INC(AVGO)1,7021,686-165625840.21%+22
KLA CORP(KLAC)15515501671880.07%+21
ISHARES TR7,4157,41506927120.25%+20
EXCHANGE TRADED CONCEPTS TRU4,2834,28301321510.05%+19
COCA COLA CO(KO)2,8562,946+901902060.07%+16
WALMART INC(WMT)1,8371,83701892050.07%+16
VANECK ETF TRUST
GOLD MINERS ETF
1,6001,60001221370.05%+15
APELLIS PHARMACEUTICALS INC
COM
5,5205,52001251390.05%+14
GLOBAL X FDS
AUTONMOUS EV ETF
7,7827,78202202310.08%+11
GOLDMAN SACHS GROUP INC(GS)251239-122002100.07%+10
ISHARES TR2,0432,04304945030.18%+9
ISHARES TR
CORE MSCI EURO
2,9072,90701982060.07%+8
ISHARES TR1,0901,09002282340.08%+6
TESLA INC(TSLA)861863+23833880.14%+5
GOLD FIELDS LTD(GFI)2,8002,80001171220.04%+5
ISHARES INC3,7133,71301151180.04%+3
JPMORGAN CHASE & CO.(JPM)0590+59001900.07%+190
VANGUARD WHITEHALL FDS97997901381410.05%+3
VANGUARD SPECIALIZED FUNDS70770701531550.05%+2
Flexible Debt ETF
FLEXI DEBT ETF
7,0917,09103563580.13%+2
ISHARES TR1,3241,32401261270.05%+1
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
1,8801,88001141150.04%+1
MASTERCARD INCORPORATED(MA)36436402072080.07%+1
BERKSHIRE HATHAWAY INC DEL12,89012,89006,4806,4792.29%-1
ISHARES TR3,1363,13603143130.11%-1
SIMON PPTY GROUP INC NEW(SPG)83383301561540.05%-2
VANGUARD MALVERN FDS2,0552,05501041020.04%-2
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
15,50115,50101,2391,2360.44%-3
INTEL CORP(INTC)3,9953,544-4511341310.05%-3
INVESCO QQQ TR3,0192,937-821,8151,8040.64%-10
ISHARES TR017,645+17,64501,2100.43%+1,210
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
52,35852,35801,5301,5200.54%-11
INVESCO EXCH TRADED FD TR II2,1002,10001241090.04%-15
STONEX GROUP INC(SNEX)2,5602,56002582440.09%-15
KKR & CO INC(KKR)1,5951,463-1322071870.07%-21
VISA INC(V)776695-812652440.09%-21
CARLYLE GROUP INC(CG)4,6864,510-1762942670.09%-27
GLOBAL X FDS
CYBRSCURTY ETF
6,1446,052-922161840.07%-32
BLACKSTONE INC(BX)1,3161,223-932251890.07%-36
ISHARES TR21,16620,641-5252,0141,9650.69%-49
GLOBAL X FDS
RBTCS ARTFL INTE
7,3765,406-1,9702611970.07%-65
ISHARES TR45,75245,602-1506,5016,4362.28%-65
AMPLIFY ETF TR7,7127,71205174390.16%-78
GLOBAL X FDS
FINTECH ETF
04,603+4,60301360.05%+136
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
3,2072,325-8823322510.09%-82
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
038,119+38,11902,1950.78%+2,195
Procter & Gamble Co.(PG)7540-7541160-116
VANGUARD INTL EQUITY INDEX F13,89211,904-1,9886635460.19%-118
ISHARES TR
US TREAS BD ETF
42,20337,199-5,0049768570.30%-119
SPDR DOW JONES INDL AVERAGE(DIA)10,1059,509-5964,6994,5801.62%-120
Uber Technologies Inc.(UBER)1,2380-1,2381210-121
MICROSTRATEGY INC(MSTR)74074002381120.04%-126
META PLATFORMS INC(META)1,4831,455-281,0899600.34%-129
Oracle Corporation(ORCL)5070-5071430-143
iShares 0-5 Year TIPS Bond ETF
0-5 YR TIPS ETF
1,4540-1,4541500-150
ISHARES TR
FLTG RATE NT ETF
16,42312,973-3,4508396600.23%-179
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
9,9127,712-2,2007605770.20%-183
ISHARES TR5,7744,126-1,6486864960.18%-190
VANGUARD INDEX FDS5,2004,040-1,1609757720.27%-203
VANGUARD WORLD FD
HEALTH CAR ETF
1,391531-8603611530.05%-208
VANGUARD WORLD FD
CONSUM STP ETF
13,53312,638-8952,8932,6700.94%-223
ISHARES INC035,451+35,45101,7890.63%+1,789
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
59,97051,218-8,7521,4811,2460.44%-235
ISHARES INC46,41338,638-7,7752,3462,0840.74%-262
iShares 7-10 Year Treasury Bond ETF2,7900-2,7902690-269
Vanguard Mortgage-Backed Securities ETF
MTG-BKD SECS ETF
6,4270-6,4273020-302
INVESCO EXCH TRADED FD TR II
SR LN ETF
45,61231,003-14,6099556510.23%-304
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