Fund Holdings — Weaver Capital Management LLC

Total Portfolio Value
$460.47M
Total Bought
$50.53M
Total Sold
$57.74M
Net Transaction
-$7.22M
Filing Period:
Securities
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SharesValue ($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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ISHARES TR0231,359+231,359027,4395.96%+27,439
SCHWAB STRATEGIC TR23,802251,155+227,3536787,3041.59%+6,626
ISHARES TR66,02085,460+19,4406,3408,3011.80%+1,961
EXXON MOBIL CORP36,80733,163-3,6444,4295,6261.22%+1,197
ASML HLDG NV
N Y REGISTRY SHS
1,3511,782+4311,4452,3540.51%+908
CATERPILLAR INC(CAT)6,7276,491-2363,8544,5991.00%+745
PROLOGIS INC.(PLD)12,43817,384+4,9461,5882,2980.50%+710
PUBLIC STORAGE OPER CO(PSA)6,3068,424+2,1181,6362,2820.50%+645
JOHNSON & JOHNSON(JNJ)19,39918,974-4254,0154,6381.01%+623
COSTCO WHOLESALE CORPORATION(COST)5,6645,431-2334,8845,4111.18%+527
CHEVRON CORPORATION(CVX)15,98414,145-1,8392,4362,9270.64%+490
INNOVATOR ETFS TRUST
EQUI DU DI JANU
023,390+23,39004390.10%+439
MICRON TECHNOLOGY INC(MU)3,0883,788+7008811,2800.28%+398
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
57,47771,151+13,6741,6702,0680.45%+398
NETFLIX INC.(NFLX)39,31641,866+2,5503,6864,0250.87%+339
LINDE PLC(LIN)2,5492,849+3001,0871,4130.31%+326
USA RARE EARTH INC(USAR)100,000100,00001,1901,5140.33%+324
CONSTELLATION ENERGY CORP(CEG)1,1422,577+1,4354037200.16%+316
NEXTERA ENERGY INC(NEE)15,89217,087+1,1951,2761,5870.34%+311
HCA HEALTHCARE INC(HCA)2,5023,126+6241,1681,4790.32%+311
LAM RESEARCH CORP(LRCX)4,1694,735+5667141,0120.22%+298
T-MOBILE US INC(TMUS)8,3989,366+9681,7051,9670.43%+262
WALMART INC(WMT)58,07954,116-3,9636,4716,7261.46%+255
TEXAS INSTRS INC(TXN)01,125+1,12502180.05%+218
FEDEX CORP(FDX)0593+59302110.05%+211
DUKE ENERGY CORP NEW(DUK)13,96614,069+1031,6371,8420.40%+205
ENBRIDGE INC(ENB)38,67337,616-1,0571,8502,0370.44%+187
VERIZON COMMUNICATIONS INC(VZ)35,70132,111-3,5901,4541,6120.35%+158
SOUTHERN CO(SO)20,11719,749-3681,7541,9060.41%+152
GE VERNOVA INC(GEV)1,1761,034-1427699030.20%+134
RTX CORPORATION(RTX)13,22213,191-312,4252,5440.55%+119
WASTE MGMT INC DEL(WM)10,95010,975+252,4062,5220.55%+116
APPLIED MATLS INC1,8361,711-1254725850.13%+113
ADVANCED MICRO DEVICES INC(AMD)6,2537,101+8481,3391,4450.31%+105
AMGEN INC(AMGN)6,7286,547-1812,2022,3040.50%+102
ATLANTA BRAVES HLDGS INC22,51622,160-3569571,0450.23%+88
INNOVATOR ETFS TRUST
EQUTY DUL DIRCT
03,898+3,8980740.02%+74
COCA COLA CO(KO)31,81830,211-1,6072,2242,2980.50%+73
SELECT SECTOR SPDR TR
ST STR STAPL ETF
14,90614,901-51,1581,2220.27%+64
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,7723,77201692310.05%+62
AT&T INC(T)14,14414,150+63514100.09%+59
INNOVATOR ETFS TRUST
US EQTY PWR BUF
34,16135,643+1,4821,5351,5900.35%+55
KLA CORP(KLAC)1,112943-1691,3511,3880.30%+37
SCHWAB STRATEGIC TR51,03651,03601,2271,2630.27%+36
MCDONALDS CORP(MCD)10,33110,250-813,1573,1860.69%+28
INNOVATOR ETFS TRUST
EQUI DUA 15 MARC
01,113+1,1130210.00%+21
GILEAD SCIENCES INC(GILD)1,6921,630-622082270.05%+19
ISHARES TR3,1693,16903813940.09%+13
SCHWAB STRATEGIC TR3,0053,030+2582930.02%+11
SCHWAB STRATEGIC TR1,5711,571071770.02%+6
FORTIS INC(FTS)4,5824,368-2142382440.05%+6
INNOVATOR ETFS TRUST
US EQT PWR BUF
6,1066,102-42392430.05%+4
ISHARES TR325325046490.01%+3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
6,8846,88402002030.04%+3
INNOVATOR ETFS TRUST
US EQTY BUFR MAY
16,73516,73507507510.16%+1
ISHARES TR205205050510.01%0
EATON CORP PLC(ETN)1,4891,327-1624744750.10%0
ABBVIE INC(ABBV)11,89612,498+6022,7182,7180.59%0
CELULARITY INC(CELU)3003000000.00%0
SELECT SECTOR SPDR TR
ST STR REAL ETF
22220110.00%0
SCHWAB STRATEGIC TR76760220.00%-0
INNOVATOR ETFS TRUST
EQUITY DUAL DIRC
4424420990.00%-0
CELULARITY INC(CELU)11,30911,3090000.00%-0
SPDR SERIES TRUST
ST STR BL 12 ETF
25,30925,252-572,5112,5110.55%-0
INNOVATOR ETFS TRUST
GRWT100 PWR BF
99990550.00%-0
SELECT SECTOR SPDR TR
ST STR DISCR ETF
24240330.00%-0
EA SERIES TRUST
BRIDGEWAY BLUE
900900014130.00%-0
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
4738-9320.00%-1
INNOVATOR ETFS TRUST
US EQTY BUF SEP
3,0043,00401481440.03%-4
INNOVATOR ETFS TRUST
US EQTY BUF OCT
2,7062,70601341300.03%-4
VANGUARD INDEX FDS147147092880.02%-4
ISHARES TR243244+11661600.03%-7
VANGUARD SPECIALIZED FUNDS1,6091,60903543460.08%-8
INNOVATOR ETFS TRUST
US EQTY PWR BUF
9,5469,54604194120.09%-8
SELECT SECTOR SPDR TR
ST STR SVC ETF
967940-271141040.02%-10
ISHARES TR11,40111,40101,2211,2100.26%-11
WEC ENERGY GROUP INC(WEC)2,4652,150-3152602490.05%-11
INNOVATOR ETFS TRUST
US EQTY PWR BUF
38,63537,997-6381,5301,5180.33%-12
ANALOG DEVICES INC(ADI)3,6483,070-5789899770.21%-13
SELECT SECTOR SPDR TR
ST STR MATER ETF
37166-3051730.00%-14
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,9762,889-875705540.12%-16
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
14,81114,81101,0761,0580.23%-18
INNOVATOR ETFS TRUST
US EQTY PWR BUF
117,450117,127-3234,9194,8991.06%-20
MSCI INC(MSCI)57457403293090.07%-20
PEPSICO INC(PEP)7,6576,948-7091,0991,0790.23%-20
TJX COS INC NEW(TJX)2,2111,990-2213403180.07%-22
ISHARES TR
HDG MSCI EAFE
219,011212,575-6,4369,0589,0331.96%-25
INNOVATOR ETFS TRUST
US EQTY PWR BUF
40,57840,57801,6521,6270.35%-25
SPDR SERIES TRUST
ST STR BLO 1 ETF
774493-28171450.01%-26
LOWES COS INC(LOW)2,8662,811-556916640.14%-27
ISHARES TR4,4794,47902151870.04%-27
VANGUARD INDEX FDS2,0382,03806836540.14%-29
GENERAL DYNAMICS CORP(GD)731610-1212462090.05%-37
OREILLY AUTOMOTIVE INC(ORLY)3,5013,051-4503192820.06%-38
MORGAN STANLEY(MS)3,2753,298+235815430.12%-39
INNOVATOR ETFS TRUST
US EQTY PWR BUF
11,21410,495-7194694290.09%-40
PPG INDS INC(PPG)3,1122,611-5013192790.06%-40
INVESCO QQQ TR598551-473673180.07%-49
INNOVATOR ETFS TRUST
US EQTY PWR BUF
55,33954,819-5202,5692,5200.55%-49
RESMED INC(RMD)2,3832,308-755745180.11%-56
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