Fund Holdings

Camarda Financial Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)014,626+14,62603,575,2141.88%+3,575,214
ARM HOLDINGS PLC019,734+19,73402,985,3601.57%+2,985,360
ISHARES TR025,182+25,18202,982,8081.57%+2,982,808
ROSS STORES INC(ROST)013,596+13,59602,945,3011.55%+2,945,301
ONEOK INC NEW(OKE)032,561+32,56102,943,1891.55%+2,943,189
SANDISK CORP(SNDK)04,437+4,43702,819,0041.48%+2,819,004
FREEPORT MCMORAN INC(FCX)044,137+44,13702,594,3731.37%+2,594,373
APPLIED MATLS INC07,498+7,49802,562,8011.35%+2,562,801
ISHARES TR2,02712,038+10,011498,9662,985,4241.57%+2,486,458
DIAMONDBACK ENERGY INC(FANG)011,664+11,66402,307,0231.21%+2,307,023
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)010,801+10,80102,133,1981.12%+2,133,198
ISHARES TR18,69141,061+22,3701,629,0913,559,5411.87%+1,930,450
CATERPILLAR INC(CAT)02,605+2,60501,845,8740.97%+1,845,874
PROSHARES TR
SHORT QQQ
41,03886,722+45,6841,239,3482,791,5811.47%+1,552,233
CORNING INC(GLW)38,08735,429-2,6583,334,8984,817,2812.54%+1,482,383
ON SEMICONDUCTOR CORP(ON)023,691+23,69101,466,9470.77%+1,466,947
OLD DOMINION FREIGHT LINE IN(ODFL)07,151+7,15101,397,3050.74%+1,397,305
ASML HLDG NV
N Y REGISTRY SHS
01,019+1,01901,345,9260.71%+1,345,926
OCCIDENTAL PETE CORP(OXY)018,268+18,26801,187,4200.62%+1,187,420
WESTERN DIGITAL CORP(WDC)15,46314,180-1,2832,663,8113,835,5482.02%+1,171,737
ANGEL OAK FUNDS TRUST
INCOME ETF
100,056130,295+30,2392,083,7202,706,5981.42%+622,878
SELECT SECTOR SPDR TR
ST STR ENERG ETF
41,88139,521-2,3601,872,5082,421,0611.27%+548,553
EXXON MOBIL CORP02,986+2,9860506,6120.27%+506,612
KLA CORP(KLAC)2,5942,430-1643,151,9183,577,9561.88%+426,038
JABIL INC(JBL)10,76310,468-2952,454,1792,780,6151.46%+326,436
HOME DEPOT INC(HD)0836+8360274,8300.14%+274,830
COLGATE PALMOLIVE CO(CL)03,152+3,1520268,6450.14%+268,645
PEPSICO INC(PEP)01,709+1,7090265,4440.14%+265,444
RBB FD INC
F/M US TREASURY
05,314+5,3140264,9560.14%+264,956
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0736+7360248,7310.13%+248,731
RTX CORPORATION(RTX)5,0716,094+1,023930,0211,175,4750.62%+245,454
ADVISOR MANAGED PORTFOLIOS
REGA FIX MBS ETF
64,50466,876+2,3721,702,9061,883,8970.99%+180,991
MARRIOTT INTL INC NEW(MAR)6,2456,444+1991,937,4492,107,6391.11%+170,190
AMERICAN CENTY ETF TR6,5827,368+786671,232813,9480.43%+142,716
VANGUARD INDEX FDS11,09611,249+1532,119,2962,207,0631.16%+87,767
PROCTER & GAMBLE CO(PG)2,1202,547+427303,850367,8380.19%+63,988
ISHARES TR13,53113,968+437893,029943,2280.50%+50,199
ISHARES TR7,5437,682+139906,570955,0090.50%+48,439
AMERICAN CENTY ETF TR17,83917,256-5831,351,6611,391,0060.73%+39,345
GENERAL DYNAMICS CORP(GD)8,7058,653-522,930,7462,970,0151.56%+39,269
ISHARES TR28,03828,300+2623,088,4393,124,0421.64%+35,603
VANECK MERK GOLD ETF(OUNZ)86,79680,503-6,2933,600,2983,626,6601.91%+26,362
ISHARES TR2,3622,594+232260,263282,7150.15%+22,452
INVESCO EXCH TRADED FD TR II23,09724,791+1,694259,610269,7260.14%+10,116
AMERICAN CENTY ETF TR7,9197,541-378744,148753,0440.40%+8,896
VANGUARD BD INDEX FDS
VANGUARD ULTRA
35,69535,866+1711,779,0451,785,5870.94%+6,542
ETFIS SER TR I
INFRACP REIT PFD
20,74021,934+1,194373,735378,5810.20%+4,846
PGIM ETF TR
PGIM ULTRA SH BD
25,67625,797+1211,273,2901,276,9760.67%+3,686
NEOS ETF TRUST
NEOS ENH INC 1-3
27,54427,578+341,369,7861,372,8180.72%+3,032
VALUED ADVISERS TR
REGAN FLTG RATE
118,852119,573+7213,047,9233,050,3151.61%+2,392
ISHARES TR8,2438,340+97882,946885,2720.47%+2,326
SPDR SERIES TRUST
ST NUVE HIGH ETF
13,44013,598+158335,198337,2190.18%+2,021
BLACKROCK ETF TRUST II15,12415,300+176336,063336,9030.18%+840
VANECK ETF TRUST
JUNIOR GOLD MINE
19,75318,715-1,0382,247,4962,246,5491.18%-947
SPDR SERIES TRUST
ST STR PFD ETF
13,29413,621+327421,287420,0720.22%-1,215
AMERICAN CENTY ETF TR8,5488,249-299703,671699,8450.37%-3,826
ISHARES TR5,9125,929+17601,035597,1470.31%-3,888
ISHARES TR8,4208,462+42260,683256,5680.14%-4,115
SCHWAB STRATEGIC TR47,43747,485+481,226,2461,221,3140.64%-4,932
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,2677,2670287,701282,3960.15%-5,305
NEOS ETF TRUST
NEOS ENHCD INME
29,55229,665+1131,405,4891,400,1660.74%-5,323
GRANITESHARES ETF TR
HIPS US HIGH INC
85,66186,101+4401,000,521994,8150.52%-5,706
PACER FDS TR
ARIST HIGH ETF
16,27116,400+129766,932759,4800.40%-7,452
ISHARES TR7,3657,336-29879,065869,9970.46%-9,068
PACER FDS TR
METAURUS CAP 400
7,8007,980+180331,344320,3080.17%-11,036
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
27,92628,071+1451,244,9411,233,7200.65%-11,221
ISHARES TR12,30612,261-451,183,3681,170,2340.62%-13,134
VANECK ETF TRUST
GOLD MINERS ETF
35,25232,804-2,4483,023,5643,010,4231.58%-13,141
AFLAC INC(AFL)2,2172,099-118244,469230,2810.12%-14,188
AMERICAN CENTY ETF TR19,95119,864-87942,685925,8610.49%-16,824
IRADIMED CORP(IRMD)28,87428,990+1162,808,8632,790,5771.47%-18,286
INNOVATOR ETFS TRUST
INNOV PRM INC 15
74,09674,307+2111,821,0061,797,3530.95%-23,653
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
29,04728,638-4091,485,5981,461,5460.77%-24,052
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
30,87930,903+241,547,6551,519,5010.80%-28,154
ISHARES TR18,49917,899-600742,350713,9930.38%-28,357
NEOS ETF TRUST
NASDAQ 100 HIGH
6,9686,978+10375,296346,7480.18%-28,548
ISHARES TR10,2839,851-432668,498633,9120.33%-34,586
TIDAL TRUST III
VISTASHARES TRGT
63,67964,286+6071,193,3441,158,4340.61%-34,910
NEOS ETF TRUST
NEOS S&P 500 HI
13,44213,413-29706,083662,2170.35%-43,866
PACER FDS TR
TRENDPILOT 100
7,8497,813-36617,324570,0360.30%-47,288
LISTED FDS TR
SWAN HEDGED EQTY
52,64451,707-9371,327,1551,277,1630.67%-49,992
ALPHABET INC(GOOG)989904-85310,360259,3430.14%-51,017
NORTHERN LTS FD TR III
SWAN ENHAN DIVID
23,03423,035+11,260,9231,191,1260.63%-69,797
PACER FDS TR
TRENDP US LAR CP
23,65923,532-1271,314,9921,234,5090.65%-80,483
PACER FDS TR
SWAN SOS FLX JAN
71,62770,498-1,1292,676,7012,573,3751.35%-103,326
ISHARES TR
GLOBAL EQUITY
39,82437,691-2,1332,101,9951,964,4831.03%-137,512
APPLE INC(AAPL)22,35523,140+7856,077,3985,872,7263.09%-204,672
AMAZON COM INC(AMZN)15,31715,952+6353,535,4703,322,3231.75%-213,147
GOLDMAN SACHS GROUP INC(GS)4,1374,001-1363,636,1833,384,6681.78%-251,515
VANGUARD INDEX FDS4,8444,818-262,363,3802,104,6021.11%-258,778
RBB FD INC
F/M US TREASURY
5,2980-5,298264,2640-264,264
META PLATFORMS INC(META)4,2934,449+1562,833,8462,545,4981.34%-288,348
BARRICK MNG CORP(B)80,19777,378-2,8193,492,5793,156,2491.66%-336,330
MICROSOFT CORP(MSFT)8,1929,730+1,5383,961,6023,601,5761.90%-360,026
LAM RESEARCH CORP(LRCX)39,50629,417-10,0896,762,6376,285,2363.31%-477,401
NVIDIA CORPORATION(NVDA)16,61513,566-3,0493,098,6992,365,9121.25%-732,787
VANECK ETF TRUST
ALTE ASSE MA ETF
75,99141,080-34,9112,063,156882,1940.46%-1,180,962
ALPHABET INC(GOOG)24,11521,829-2,2867,548,0536,277,2823.30%-1,270,771
PALANTIR TECHNOLOGIES INC(PLTR)7,2440-7,2441,287,6210-1,287,621
TESLA INC(TSLA)2,9990-2,9991,348,7100-1,348,710
Page 1 of 2