Fund Holdings — PINKERTON WEALTH, LLC

Total Portfolio Value
$1.10B
Total Bought
$134.70M
Total Sold
$11.07M
Net Transaction
+$123.63M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SPDR GOLD TR(GLD)136,814191,349+54,53554,22175,8346.90%+21,613
ISHARES TR1,253,6541,748,579+494,92542,49959,2775.39%+16,778
VANGUARD BD INDEX FDS170,283388,685+218,40212,61328,7902.62%+16,177
ISHARES TR203,871283,941+80,07040,70956,6975.16%+15,988
ISHARES TR615,838861,189+245,35140,09156,0635.10%+15,972
ISHARES TR366,993511,682+144,68939,76755,4465.04%+15,679
SELECT SECTOR SPDR TR
ST STR ENERG ETF
399,881570,774+170,89317,87925,5192.32%+7,641
PROSHARES TR
PSHS ULT S&P 500
677,536749,133+71,59739,24343,3903.95%+4,147
ISHARES TR215,108234,286+19,17826,51428,8782.63%+2,364
INVESCO QQQ TR44,86848,628+3,76027,56329,8732.72%+2,310
ISHARES TR445,483486,458+40,97524,37226,6142.42%+2,242
ISHARES TR249,621272,879+23,25823,97126,2052.38%+2,233
ISHARES TR90,591108,959+18,3687,3048,7850.80%+1,481
ISHARES TR64,57577,999+13,4247,1168,5950.78%+1,479
SPDR S&P 500 ETF TR(SPY)68,47270,198+1,72646,69247,8694.36%+1,177
WARNER BROS DISCOVERY INC(WBD)174,293188,953+14,6605,0235,4460.50%+423
LAM RESEARCH CORP(LRCX)26,04728,297+2,2504,4594,8440.44%+385
MICRON TECHNOLOGY INC(MU)15,62116,946+1,3254,4584,8370.44%+378
NEWMONT CORP(NEM)41,95745,694+3,7374,1894,5630.42%+373
TERADYNE INC(TER)19,74821,519+1,7713,8224,1650.38%+343
ALPHABET INC(GOOG)14,74315,835+1,0924,6154,9560.45%+342
WESTERN DIGITAL CORP(WDC)24,79926,783+1,9844,2724,6140.42%+342
ALBEMARLE CORP(ALB)19,68922,041+2,3522,7853,1170.28%+333
CORNING INC(GLW)43,21346,998+3,7853,7844,1150.37%+331
AMPHENOL CORP NEW28,47530,885+2,4103,8484,1740.38%+326
FIRST SOLAR INC(FSLR)13,40214,631+1,2293,5013,8220.35%+321
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
9,83911,000+1,1612,7103,0290.28%+320
KLA CORP(KLAC)2,9203,178+2583,5483,8620.35%+313
INTEL CORP(INTC)106,310114,783+8,4733,9234,2350.39%+313
CATERPILLAR INC(CAT)6,0986,635+5373,4933,8010.35%+308
TE CONNECTIVITY PLC(TEL)11,24512,576+1,3312,5582,8610.26%+303
PALANTIR TECHNOLOGIES INC(PLTR)22,32323,990+1,6673,9684,2640.39%+296
VANGUARD INDEX FDS8951,752+8573005870.05%+287
MONOLITHIC PWR SYS INC(MPWR)3,6663,982+3163,3233,6090.33%+286
PEPSICO INC(PEP)01,952+1,95202800.03%+280
ADVANCED MICRO DEVICES INC(AMD)16,40917,710+1,3013,5143,7930.35%+279
BROADCOM INC(AVGO)29,52930,063+53410,22010,4050.95%+185
ISHARES TR2,3062,738+4322222630.02%+42
MONGODB INC(MDB)2,9543,024+701,2401,2690.12%+29
CIENA CORP(CIEN)6,5236,646+1231,5261,5540.14%+29
AST SPACEMOBILE INC(ASTS)16,82417,212+3881,2221,2500.11%+28
APPLOVIN CORP(APP)1,9531,994+411,3161,3440.12%+28
COHERENT CORP(COHR)6,4916,639+1481,1981,2250.11%+27
LUMENTUM HLDGS INC(LITE)4,2134,287+741,5531,5800.14%+27
EXACT SCIENCES CORP(EXK)10,26410,479+2151,0421,0640.10%+22
ASTERA LABS INC(ALAB)6,4026,521+1191,0651,0850.10%+20
ROBINHOOD MKTS INC(HOOD)8,7098,884+1759851,0050.09%+20
VERTIV HOLDINGS CO(VRT)5,7905,905+1159389570.09%+19
MP MATERIALS CORP(MP)23,01723,369+3521,1631,1810.11%+18
INSMED INC(INSM)5,1485,248+1008969130.08%+17
SOFI TECHNOLOGIES INC(SOFI)45,30045,900+6001,1861,2020.11%+16
ISHARES TR1,3121,402+902022160.02%+14
CION INVT CORP(CICB)228,636228,63602,2112,2110.20%0
CURTISS WRIGHT CORP(CW)40040002212210.02%0
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
19,92419,92408488480.08%0
ECHOSTAR CORP(ECHO)2,9932,99303253250.03%0
ELANCO ANIMAL HEALTH INC(ELAN)13,93613,93603153150.03%0
FRANCO NEV CORP(FNV)1,1431,14302372370.02%0
INTERNATIONAL BUSINESS MACHS(IBM)93393302762760.03%0
ISHARES GOLD TR(IAU)4,8014,80103903900.04%0
ISHARES TR2,8782,87802772770.03%0
ISHARES TR32932902252250.02%0
KRATOS DEFENSE & SEC SOLUTIO(KTOS)3,1713,17102412410.02%0
META PLATFORMS INC(META)31831802102100.02%0
PHILIP MORRIS INTL INC(PM)1,3221,32202122120.02%0
ROIVANT SCIENCES LTD(ROIV)14,77514,77503213210.03%0
ROYAL GOLD INC(RGLD)1,7261,72603843840.03%0
SCHWAB STRATEGIC TR9,4649,46403093090.03%0
SCHWAB STRATEGIC TR21,16621,16606366360.06%0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5221,52202192190.02%0
TRANE TECHNOLOGIES PLC(TT)58458402272270.02%0
VANGUARD INDEX FDS69169104334330.04%0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
4,3184,31803623620.03%0
VANGUARD SPECIALIZED FUNDS3,6293,62907987980.07%0
ZIONS BANCORPORATION N A(ZION)4,0044,00402342340.02%0
BLUEROCK PVT REAL ESTATE FD(BPRE)257,019256,599-4203,8553,8490.35%-6
NVIDIA CORPORATION(NVDA)3,7643,706-587026910.06%-11
SCHWAB STRATEGIC TR35,37734,345-1,0329379100.08%-27
ETFS GOLD TR(SGOL)13,55612,812-7445575260.05%-31
APPLE INC(AAPL)26,69626,546-1507,2587,2170.66%-41
ISHARES TR10,38110,180-2012,5552,5060.23%-49
CONOCOPHILLIPS(COP)53,83853,274-5645,0404,9870.45%-53
KIMBERLY-CLARK CORP(KMB)44,33543,809-5264,4734,4200.40%-53
INTERNATIONAL PAPER CO(IP)124,995123,634-1,3614,9244,8700.44%-54
PROCTER AND GAMBLE CO(PG)33,45333,070-3834,7944,7390.43%-55
ABBOTT LABS41,89341,454-4395,2495,1940.47%-55
GENUINE PARTS CO(GPC)40,42539,975-4504,9714,9150.45%-55
MCDONALDS CORP(MCD)17,22417,040-1845,2645,2080.47%-56
AUTOMATIC DATA PROCESSING IN18,65818,436-2224,7994,7420.43%-57
WORKDAY INC(WDAY)12,03811,771-2672,5862,5280.23%-57
UNITED PARCEL SERVICE INC(UPS)54,58954,000-5895,4155,3560.49%-58
TEXAS INSTRS INC(TXN)29,10428,760-3445,0494,9900.45%-60
EDISON INTL(EIX)93,03192,022-1,0095,5845,5230.50%-61
AMGEN INC(AMGN)17,88517,698-1875,8545,7930.53%-61
OMNICOM GROUP INC(OMC)66,64765,887-7605,3825,3200.48%-61
METLIFE INC(MET)66,96466,172-7925,2865,2240.48%-63
UNILEVER PLC(UL)79,15278,176-9765,1775,1130.47%-64
PHILLIPS 66(PSX)43,28842,791-4975,5865,5220.50%-64
MERCK & CO INC(MRK)60,90060,273-6276,4106,3440.58%-66
SCHWAB STRATEGIC TR115,638112,900-2,7382,8182,7510.25%-67
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PINKERTON WEALTH, LLC — 13F Holdings — Q1 2026 | TickerTrail