Fund Holdings — Smith Anglin Financial, LLC

Total Portfolio Value
$1.10B
Total Bought
$417.69M
Total Sold
$301.97M
Net Transaction
+$115.72M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2025
▲▼
Q2 2025
▲▼
Change
▲▼
Q1 2025
▲▼
Q2 2025
▲▼
Weight (%)
▲▼
Change
▲▼
WISDOMTREE TR(WT)03,394,147+3,394,1470178,36216.15%+178,362
WISDOMTREE TR(WT)01,112,973+1,112,973096,1618.71%+96,161
VICTORY PORTFOLIOS II
VICT FR GROW ETF
55,6242,911,463+2,855,8391,20776,5426.93%+75,335
ISHARES TR305,103403,125+98,02231,65440,9583.71%+9,303
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
2,565,8382,720,743+154,90587,95796,1788.71%+8,221
ISHARES TR211,180248,802+37,62219,60427,3932.48%+7,789
CAMBRIA ETF TR1,630,1011,747,389+117,28843,89951,0944.63%+7,195
ISHARES TR
CORE DIV GRWTH
1,417,0701,466,401+49,33187,54793,7628.49%+6,215
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
45,72387,802+42,0795,20111,2941.02%+6,093
WISDOMTREE TR(WT)1,020,1221,011,972-8,15027,64532,2922.92%+4,647
NVIDIA CORPORATION(NVDA)69,60668,013-1,5937,54410,7450.97%+3,201
ISHARES TR56,90070,623+13,72310,84413,8011.25%+2,957
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
248,471264,096+15,6258,49810,7700.97%+2,272
MICROSOFT CORP(MSFT)14,11613,924-1925,2996,9260.63%+1,627
SPDR S&P 500 ETF TR(SPY)38,37337,369-1,00421,46523,0892.09%+1,623
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
10,65519,755+9,1001,2052,7460.25%+1,541
AMAZON COM INC(AMZN)44,44345,170+7278,4569,9100.90%+1,454
ARK ETF TR
NEXT GNRTN INTER
18,50119,058+5571,7512,8130.25%+1,062
ARK ETF TR
INNOVATION ETF
53,83949,499-4,3402,5623,4790.31%+918
ROCKET LAB CORP(RKLB)023,050+23,05008240.07%+824
ETF SER SOLUTIONS
DEFIA QUANT ETF
11,92317,929+6,0068891,6460.15%+758
FEDEX CORP(FDX)3,9126,801+2,8899541,5460.14%+592
ISHARES BITCOIN TRUST ETF(IBIT)16,26921,883+5,6147621,3390.12%+578
COINBASE GLOBAL INC(COIN)2,5972,682+854479400.09%+493
INTERNATIONAL BUSINESS MACHS(IBM)9,6399,701+622,3972,8600.26%+463
ISHARES TR2,6825,829+3,1473277870.07%+460
BROADCOM INC(AVGO)4,6504,478-1727791,2340.11%+456
BITWISE BITCOIN ETF TR(BITB)20,11822,891+2,7739031,3410.12%+438
ORACLE CORP(ORCL)3,7274,385+6585219590.09%+438
WINGSTOP INC(WING)3,8993,906+78801,3150.12%+436
INVESCO QQQ TR6,8406,541-2993,2073,6080.33%+401
VANGUARD INDEX FDS32,30829,929-2,37916,60317,0011.54%+397
ALPHABET INC(GOOG)7,4648,790+1,3261,1541,5490.14%+395
RUBRIK INC.(RBRK)6,1778,262+2,0853777400.07%+364
META PLATFORMS INC(META)6,6755,640-1,0353,8474,1630.38%+316
MICROSTRATEGY INC(MSTR)2,5072,537+307231,0250.09%+303
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
04,659+4,65902920.03%+292
ISHARES TR8,4478,397-501,2931,5840.14%+291
WALMART INC(WMT)33,37032,827-5432,9303,2100.29%+280
NORTHERN LIGHTS FD TR
TOEWS AGILTY SHS
08,316+8,31602790.03%+279
SCHWAB STRATEGIC TR011,902+11,90202630.02%+263
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,708+2,70802550.02%+255
DISNEY WALT CO(DIS)11,34711,031-3161,1201,3680.12%+248
FASTENAL CO(FAST)05,846+5,84602460.02%+246
SHOPIFY INC(SHOP)02,007+2,00702320.02%+232
VANGUARD INDEX FDS5,6825,68201,3901,6160.15%+226
SNOWFLAKE INC(SNOW)0998+99802230.02%+223
ISHARES TR26,58726,791+2042,1732,3950.22%+222
AXON ENTERPRISE INC(AXON)0264+26402190.02%+219
ARM HOLDINGS PLC01,329+1,32902150.02%+215
GLOBAL X FDS
ARTIFICIAL ETF
13,23915,735+2,4964826870.06%+206
DELTA AIR LINES INC DEL(DAL)39,40439,117-2871,7181,9240.17%+206
VERTIV HOLDINGS CO(VRT)01,589+1,58902040.02%+204
SPDR INDEX SHS FDS
ST STR PO EX ETF
05,007+5,00702030.02%+203
TESLA INC(TSLA)6,1975,656-5411,6061,7970.16%+191
NETFLIX INC(NFLX)408412+43815510.05%+171
ISHARES TR20,28020,140-1402,5252,6790.24%+155
CATERPILLAR INC(CAT)2,1062,142+366948320.08%+137
TEXAS INSTRS INC(TXN)5,1205,084-369201,0550.10%+135
ISHARES TR22,44222,624+1821,2441,3790.12%+134
CLEANSPARK INC(CLSK)30,80030,80002073400.03%+133
SPDR S&P MIDCAP 400 ETF TR(MDY)13,63313,071-5627,2737,4040.67%+132
DOW INC(DOW)6,02312,752+6,7292103380.03%+127
VANGUARD INDEX FDS8,5768,538-381,9022,0230.18%+122
FIRST TR EXCHANGE-TRADED FD4,5604,201-3591,0131,1310.10%+118
VANGUARD TAX-MANAGED FDS21,66921,348-3211,1011,2170.11%+116
SERVICENOW INC(NOW)338364+262693740.03%+105
MARATHON PETE CORP(MPC)1,4401,892+4522103140.03%+105
VANGUARD WHITEHALL FDS2,7573,426+6693564570.04%+101
BANK AMERICA CORP12,91013,371+4615396330.06%+94
VANGUARD INTL EQUITY INDEX F7,6778,160+4835396320.06%+93
PROSHARES TR
PSHS ULTRA TECH
4,0044,005+12143050.03%+91
ISHARES TR9291,106+1772853750.03%+90
KLA CORP(KLAC)373370-32543310.03%+77
VANECK ETF TRUST
SEMICONDUCTR ETF
3,3512,818-5337097860.07%+77
BOEING CO(BA)3,7343,401-3336377130.06%+76
CAMBRIA ETF TR47,07349,898+2,8251,1911,2600.11%+69
ADVANCED MICRO DEVICES INC(AMD)4,0213,374-6474134790.04%+66
ISHARES INC8,7338,918+1854655300.05%+65
VANECK ETF TRUST
GOLD MINERS ETF
4,5215,212+6912082710.02%+64
SCHWAB STRATEGIC TR26,08826,165+775626240.06%+62
ISHARES TR52,21751,096-1,1212,2912,3520.21%+61
ROYAL CARIBBEAN GROUP
COM
1,2611,015-2462593180.03%+59
NIKE INC(NKE)6,7196,756+374274800.04%+53
INNOVATOR ETFS TRUST
US EQTY PWR BUF
20,11620,11608348860.08%+52
COSTCO WHSL CORP NEW(COST)1,3991,387-121,3231,3730.12%+50
VANGUARD INTL EQUITY INDEX F10,51310,620+1074765250.05%+49
MCKESSON CORP(MCK)801803+25395880.05%+49
VANGUARD WORLD FD
INF TECH ETF
408406-22212690.02%+48
SPDR SERIES TRUST
ST STR P500GRW
8,1207,346-7746537000.06%+48
GE VERNOVA INC(GEV)947636-3112893360.03%+47
SALESFORCE INC(CRM)1,6691,816+1474484950.04%+47
ISHARES TR2,7652,772+75525980.05%+47
HUYA INC(HUYA)18,36729,576+11,209591040.01%+45
UNIVERSAL DISPLAY CORP(OLED)2,8382,843+53964390.04%+43
BOOKING HOLDINGS INC(BKNG)4643-32132510.02%+39
EA SERIES TRUST
FREEDOM 100 EM
12,58311,844-7394414780.04%+37
NORTHERN DYNASTY MINERALS LT(NAK)125,000135,000+10,0001441810.02%+37
PALANTIR TECHNOLOGIES INC(PLTR)6,2144,109-2,1055245600.05%+36
PARKER-HANNIFIN CORP(PH)376377+12292630.02%+35
Page 1 of 3
Smith Anglin Financial, LLC — 13F Holdings — Q2 2025 | TickerTrail