Fund Holdings

Fragasso Financial Advisors Inc

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR425,380426,551+1,171281,542,039319,439,62317.07%+37,897,584
FIDELITY COVINGTON TRUST3,803,3513,815,632+12,281139,697,066159,913,1348.54%+20,216,068
SCHWAB STRATEGIC TR2,923,4732,867,994-55,47992,001,692105,742,9485.65%+13,741,256
HARBOR ETF TRUST3,120,1183,227,771+107,65374,246,94487,775,0274.69%+13,528,083
FIDELITY COVINGTON TRUST2,500,5232,577,382+76,85994,469,774103,430,3275.53%+8,960,553
AMERICAN CENTY ETF TR619,622610,432-9,19050,393,87058,900,6103.15%+8,506,740
APPLE INC(AAPL)257,804259,888+2,08466,735,08475,201,1444.02%+8,466,060
COHERENT CORP(COHR)(Put)22,90022,200-700823,4908,757,234+7,933,744
ISHARES TR924,833958,090+33,25784,982,86092,532,3134.94%+7,549,453
VANGUARD INDEX FDS92,41891,653-76555,974,98262,948,1683.36%+6,973,186
PIMCO ETF TR2,698,9502,907,277+208,32770,793,46077,100,9944.12%+6,307,534
SPDR SERIES TRUST425,101437,312+12,21132,970,82338,431,0192.05%+5,460,196
JANUS DETROIT STR TR970,7191,071,914+101,19548,982,46254,120,9372.89%+5,138,475
APPLIED MATLS INC13,08213,343+2614,612,8539,647,0110.52%+5,034,158
ALPHABET INC(GOOG)69,80570,027+22220,940,69925,025,6611.34%+4,084,962
SPDR SERIES TRUST310,080305,286-4,79429,603,37633,309,8051.78%+3,706,429
NVIDIA CORPORATION(NVDA)127,495129,282+1,78722,648,27425,868,0131.38%+3,219,739
MICRON TECHNOLOGY INC(MU)3,8873,995+1081,468,3504,611,4450.25%+3,143,095
COHERENT CORP(COHR)23,39522,744-6515,924,0828,971,8260.48%+3,047,744
ADVANCED MICRO DEVICES INC(AMD)5,8656,009+1441,291,3563,490,6880.19%+2,199,332
PALO ALTO NETWORKS INC(PANW)10,38810,269-1191,682,3373,501,9340.19%+1,819,597
BROADCOM INC(AVGO)25,81825,706-1128,118,0119,710,3750.52%+1,592,364
AMAZON COM INC(AMZN)60,97460,545-42912,974,68814,430,3300.77%+1,455,642
SPDR SERIES TRUST67,04767,025-226,615,5287,984,6390.43%+1,369,111
ELI LILLY & CO(LLY)4,5664,609+434,233,0865,528,4170.30%+1,295,331
CISCO SYS INC(CSCO)26,95327,865+9122,167,9733,273,0280.17%+1,105,055
INTEL CORP(INTC)11,32212,007+685574,9161,676,4960.09%+1,101,580
ABBVIE INC(ABBV)20,34121,001+6604,204,2645,284,8150.28%+1,080,551
UNITEDHEALTH GROUP INC(UNH)7,3627,494+1322,071,4963,114,8380.17%+1,043,342
KLA CORP(KLAC)6616,801+6,1401,018,4922,051,8930.11%+1,033,401
ALLSTATE CORP(ALL)1,0674,954+3,887222,3821,178,8250.06%+956,443
HARTFORD FDS EXCHANGE TRADED915,182945,414+30,23230,951,46031,893,5501.70%+942,090
WASTE MGMT INC DEL(WM)04,066+4,0660906,2730.05%+906,273
STATE STR SPDR S&P 500 ETF T(SPY)6,8337,236+4034,502,6435,403,6490.29%+901,006
VANGUARD INDEX FDS23,74923,741-84,968,0525,845,2730.31%+877,221
VISA INC(V)15,81016,401+5914,795,6045,627,0510.30%+831,447
JPMORGAN CHASE & CO(JPM)22,27122,558+2876,579,9367,383,9060.39%+803,970
CATERPILLAR INC(CAT)1,7061,887+1811,230,7842,009,0080.11%+778,224
GE AEROSPACE(GE)6,8147,323+5091,967,1262,736,8640.15%+769,738
BERKSHIRE HATHAWAY INC DEL23,13423,523+38911,020,45611,770,5490.63%+750,093
ARISTA NETWORKS INC(ANET)14,33314,840+5071,809,5412,521,0190.13%+711,478
SELECT SECTOR SPDR TR14,22313,927-2961,945,4212,653,4090.14%+707,988
QUANTA SVCS INC5,3885,132-2562,987,0473,694,9250.20%+707,878
CORNING INC(GLW)02,738+2,7380699,4550.04%+699,455
LAM RESEARCH CORP(LRCX)2,5942,920+326572,3001,265,2590.07%+692,959
HARTFORD FDS EXCHANGE TRADED280,640296,157+15,51710,916,88711,593,0540.62%+676,167
TESLA INC(TSLA)5,5756,243+6681,966,9722,625,8060.14%+658,834
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,6523,704+521,248,1081,768,9190.09%+520,811
MORGAN STANLEY(MS)2,6124,523+1,911434,953945,5300.05%+510,577
PARKER-HANNIFIN CORP(PH)7,6217,628+76,951,3887,460,9400.40%+509,552
JOHN HANCOCK EXCHANGE TRADED91,99690,020-1,9766,256,6516,747,9130.36%+491,262
MSA SAFETY INC(MSA)02,745+2,7450479,2640.03%+479,264
CADENCE DESIGN SYSTEM INC(CDNS)6,0845,794-2901,699,8092,174,6040.12%+474,795
VANGUARD SCOTTSDALE FDS6,8629,592+2,730762,4371,225,9540.07%+463,517
JOHNSON & JOHNSON(JNJ)24,48425,026+5425,899,8006,355,9250.34%+456,125
ISHARES TR1,5011,5010516,356961,9510.05%+445,595
ISHARES TR4,3774,354-231,084,1171,492,7270.08%+408,610
RENAISSANCERE HLDGS LTD(RNR)01,289+1,2890408,4840.02%+408,484
ALPHABET INC(GOOG)5,7155,970+2551,701,0542,109,4220.11%+408,368
ISHARES TR8,0338,035+22,903,4553,290,3400.18%+386,885
EATON CORP PLC(ETN)4,3974,654+2571,599,8571,982,9660.11%+383,109
VANGUARD SCOTTSDALE FDS5,7418,732+2,991545,567928,2990.05%+382,732
WEBSTER FINL CORP(WBS)04,955+4,9550378,6610.02%+378,661
MASCO CORP(MAS)13,21114,334+1,123788,5841,166,3770.06%+377,793
SSGA ACTIVE ETF TR259,880267,428+7,54810,408,17610,774,6760.58%+366,500
TOLL BROTHERS INC(TOL)02,201+2,2010362,6670.02%+362,667
ATI INC(ATI)6,4386,653+215952,5661,311,3060.07%+358,740
PNC FINL SVCS GROUP INC(PNC)10,35410,407+532,206,8772,562,5180.14%+355,641
TRAVELERS COMPANIES INC(TRV)01,077+1,0770355,4330.02%+355,433
EQT CORP(EQT)06,453+6,4530343,1090.02%+343,109
SYNCHRONY FINANCIAL(SYF)04,267+4,2670324,5050.02%+324,505
GOLDMAN SACHS GROUP INC(GS)2,1702,178+81,879,7112,202,2640.12%+322,553
HIMS & HERS HEALTH INC(HIMS)09,160+9,1600317,5770.02%+317,577
INVESCO QQQ TR2,1092,10901,240,9591,552,8330.08%+311,874
MCKESSON CORP(MCK)0412+4120311,3230.02%+311,323
CARDINAL HEALTH INC(CAH)01,302+1,3020309,3090.02%+309,309
WESTERN DIGITAL CORP(WDC)0484+4840309,1400.02%+309,140
WW GRAINGER INC(GWW)1,7201,639-811,922,0342,229,2520.12%+307,218
SANDISK CORP(SNDK)0135+1350306,9540.02%+306,954
EVEREST GROUP LTD(EG)0843+8430301,1450.02%+301,145
ISHARES TR47,53247,878+3464,681,4044,973,5190.27%+292,115
INVESCO EXCHANGE TRADED FD T27,56226,601-9612,105,2152,396,7230.13%+291,508
FORTINET INC(FTNT)6,4685,343-1,125532,252820,7920.04%+288,540
SCHWAB STRATEGIC TR011,692+11,6920288,3250.02%+288,325
ELECTRONIC ARTS INC(EA)01,369+1,3690280,6900.01%+280,690
MASTERCARD INCORPORATED(MA)1,9172,414+497961,2821,239,6600.07%+278,378
HONEYWELL INTL INC01,240+1,2400277,7090.01%+277,709
HONEYWELL AEROSPACE INC01,228+1,2280271,4860.01%+271,486
PHILLIPS 66(PSX)01,600+1,6000270,4620.01%+270,462
QUALCOMM INC(QCOM)4,0074,188+181503,791773,9550.04%+270,164
COMFORT SYS USA INC(FIX)0136+1360269,5450.01%+269,545
SEAGATE TECHNOLOGY HLDNGS PL0279+2790269,2350.01%+269,235
MOODYS CORP(MCO)0589+5890266,8050.01%+266,805
PROGRESSIVE CORP(PGR)01,205+1,2050263,2740.01%+263,274
UNION PAC CORP(UNP)10,28010,233-472,524,1672,783,3500.15%+259,183
ARCH CAP GROUP LTD02,651+2,6510257,3060.01%+257,306
AGILENT TECHNOLOGIES INC(A)01,918+1,9180254,7980.01%+254,798
INVESCO EXCH TRADED FD TR II0835+8350252,9250.01%+252,925
CROWDSTRIKE HLDGS INC(CRWD)576630+54229,599480,7780.03%+251,179
ISHARES TR4,9324,970+381,244,6761,493,2410.08%+248,565
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