Fund HoldingsDel-Sette Capital Management, LLC

Total Portfolio Value
$162.06M
Total Bought
$30.12M
Total Sold
$27.26M
Net Transaction
+$2.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD181,466268,285+86,8197,87711,8967.34%+4,018
APA CORPORATION(APA)0136,738+136,73803,3452.06%+3,345
AES CORP(AES)0211,388+211,38803,0311.87%+3,031
CORMEDIX INC0210,831+210,83102,4521.51%+2,452
REGENERON PHARMACEUTICALS(REGN)02,919+2,91902,2531.39%+2,253
INTUITIVE SURGICAL INC03,804+3,80402,1541.33%+2,154
ISHARES TR128,661164,341+35,6806,8708,9915.55%+2,121
ALPS ETF TR
INTL SEC DV DOG
404,975419,820+14,84514,41716,1889.99%+1,771
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
06,843+6,84301,7311.07%+1,731
AMERICAN CENTY ETF TR58,33072,631+14,3015,8067,4074.57%+1,601
ALPS ETF TR
EM SECT DIV DG
531,379545,041+13,66212,25713,1478.11%+889
VANGUARD INDEX FDS06,745+6,74505970.37%+597
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
109,609113,006+3,3975,0555,6393.48%+584
INVESCO LTD(IVZ)131,156136,320+5,1643,0093,5812.21%+572
CAMBRIA ETF TR157,008158,873+1,8654,5895,0003.09%+410
AMAZON COM INC(AMZN)14,42615,170+7443,1683,5022.16%+334
WISDOMTREE TR(WT)178,827189,302+10,4756,0236,3323.91%+309
ALPHABET INC(GOOG)3,6453,64508881,1440.71%+256
INTERNATIONAL BUSINESS MACHS(IBM)10,38010,745+3652,9293,1831.96%+254
RH(RH)12,13614,641+2,5052,4662,6231.62%+157
INVESCO EXCH TRADED FD TR II80,37580,991+6163,8323,9672.45%+135
VANGUARD ADMIRAL FDS INC43,36744,552+1,1855,2805,4033.33%+123
SPDR INDEX SHS FDS
ST STR EU 50 ETF
57,53657,230-3063,5743,6852.27%+111
SIMON PPTY GROUP INC NEW(SPG)18,04918,860+8113,3873,4912.15%+104
APPLE INC(AAPL)5,4025,399-31,3751,4680.91%+92
ISHARES TR14,00714,00701,3081,3450.83%+37
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
13,86513,86504955270.33%+32
VANGUARD INDEX FDS3,1073,10701,4901,5160.94%+26
BROADCOM INC(AVGO)90790702993140.19%+15
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,6575,664+71,0731,0850.67%+12
INVESCO QQQ TR80080004814920.30%+11
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
10,29810,29805815880.36%+7
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
16,07115,696-3759249300.57%+6
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
3,9293,92902352350.15%0
ALPS ETF TR
SECTR DIV DOGS
56,36156,070-2913,3953,3912.09%-4
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
6,6116,417-1948768620.53%-14
CROWDSTRIKE HLDGS INC(CRWD)93593504594380.27%-20
WILLIAMS COS INC(WMB)6,3446,34404023810.24%-21
INVESCO EXCHANGE TRADED FD T
BLOO AN RATI ETF
11,16810,937-2318368090.50%-27
MICROSOFT CORP(MSFT)91691604744430.27%-31
WALMART INC(WMT)5,3514,581-7705515100.31%-41
UNITEDHEALTH GROUP INC(UNH)6,2036,333+1302,1422,0911.29%-51
INVESCO EXCH TRADED FD TR II23,70222,001-1,7015785200.32%-58
INNOVATOR ETFS TRUST
IBD 50 ETF
21,47521,003-4728027310.45%-71
META PLATFORMS INC(META)1,0511,05107726940.43%-78
INVESCO EXCH TRADED FD TR II18,30517,835-4701,0809270.57%-153
ALTRIA GROUP INC(MO)47,21949,739+2,5203,1192,8681.77%-251
SPOTIFY TECHNOLOGY S A(SPOT)3,7173,862+1452,5942,2431.38%-352
NETFLIX INC(NFLX)2,27123,650+21,3792,7232,2171.37%-505
PIMCO ETF TR
ACTIVE BD ETF
50,83944,143-6,6964,7464,1092.54%-637
SEA LTD(SE)17,70716,155-1,5523,1652,0611.27%-1,104
NVIDIA CORPORATION(NVDA)26,57619,761-6,8154,9593,6852.27%-1,273
APPLOVIN CORP(APP)7,4835,162-2,3215,3773,4782.15%-1,899
ISHARES TR
MSCI USA MMENTM
7,6630-7,6631,9650-1,965
ISHARES TR19,5920-19,5922,0430-2,043
ISHARES TR14,6190-14,6192,1800-2,180
ALIBABA GROUP HLDG LTD(BABA)13,9950-13,9952,5010-2,501
SNOWFLAKE INC(SNOW)14,6431,660-12,9833,3033640.22%-2,939
PHILIP MORRIS INTL INC(PM)18,1990-18,1992,9520-2,952
AT&T INC(T)111,0750-111,0753,1370-3,137
CRISPR THERAPEUTICS AG(CRSP)62,4940-62,4944,0500-4,050
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