Fund Holdings — Vivaldi Capital Management LP

Total Portfolio Value
$723.23M
Total Bought
$25.26M
Total Sold
$62.12M
Net Transaction
-$36.86M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
APPLIED MATLS INC88,62082,664-5,95622,77528,2543.91%+5,479
SPDR INDEX SHS FDS
ST STR PO EX ETF
441,270515,727+74,45719,59723,5433.26%+3,946
BORGWARNER INC368,413343,010-25,40316,60118,6122.57%+2,011
GOLDMAN SACHS ETF TR159,721174,028+14,30715,96317,4362.41%+1,473
CATERPILLAR INC(CAT)12,99712,551-4467,4468,8921.23%+1,446
SPDR SERIES TRUST
ST STR SP600 SML
153,188172,345+19,1577,1788,3281.15%+1,149
SPDR SERIES TRUST
ST STR P400MID
132,527147,263+14,7367,6758,7211.21%+1,046
SPDR INDEX SHS FDS
ST PORT MARK ETF
89,933111,237+21,3044,2105,2180.72%+1,008
SPDR GOLD TR(GLD)21,05721,706+6498,3459,3401.29%+995
DEERE & CO(DE)12,63612,106-5305,8836,8190.94%+936
SPDR SERIES TRUST
ST STR P500ETF
335,360362,979+27,61926,90327,7823.84%+880
MARVELL TECHNOLOGY INC(MRVL)92,71387,606-5,1077,8798,6771.20%+799
ON SEMICONDUCTOR CORP(ON)133,244129,197-4,0477,2158,0001.11%+785
SLB LIMITED(SLB)66,85264,588-2,2642,5663,3190.46%+753
FIGURE TECHNOLOGY SOLUTIO(FGRS)015,894+15,89405400.07%+540
PEPSICO INC(PEP)39,92840,151+2235,7306,2350.86%+505
SCHWAB STRATEGIC TR13,82028,341+14,5213798700.12%+490
ISHARES TR45,66145,668+76,4456,9150.96%+470
BLACKROCK MUNIHLDNGS CALI(MUC)23,02568,301+45,2762447100.10%+466
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
111,046120,305+9,2595,5515,9920.83%+441
SCHWAB STRATEGIC TR503,059506,326+3,26712,09412,5321.73%+438
TIDAL TRUST III
FUND GRA MID ETF
016,690+16,69004170.06%+417
EXXON MOBIL CORP7,9547,994+409571,3560.19%+399
ISHARES GOLD TR(IAU)120,212115,195-5,0179,75810,1561.40%+398
ARK 21SHARES BITCOIN ETF(ARKB)30,75057,188+26,4388931,2860.18%+393
AMGEN INC(AMGN)48,99646,681-2,31516,03716,4252.27%+388
ISHARES TR04,805+4,80503850.05%+385
ISHARES TR04,176+4,17603450.05%+345
ISHARES BITCOIN TRUST ETF(IBIT)4,25614,096+9,8402115420.07%+330
CORNING INC(GLW)02,308+2,30803140.04%+314
GE VERNOVA INC(GEV)0343+34302990.04%+299
WISDOMTREE TR(WT)3,0475,383+2,3363105880.08%+278
WALMART INC(WMT)23,49123,291-2002,6172,8950.40%+278
SELECT SECTOR SPDR TR
ST STR TECHN ETF
17,94321,524+3,5812,5832,8600.40%+277
INTEL CORP(INTC)06,026+6,02602660.04%+266
MICRON TECHNOLOGY INC(MU)1,9642,410+4465618140.11%+253
SCHWAB STRATEGIC TR543,040555,616+12,57613,23413,4851.86%+251
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,6442,216+5725007490.10%+249
TIDAL TRUST I131,868147,193+15,3253,2653,5130.49%+248
COSTCO WHOLESALE CORPORATION(COST)1,9671,944-231,6961,9370.27%+241
PFIZER INC(PFE)08,331+8,33102340.03%+234
VERIZON COMMUNICATIONS INC(VZ)04,625+4,62502320.03%+232
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
02,089+2,08902290.03%+229
LIFEWAY FOODS INC(LWAY)011,008+11,00802130.03%+213
AT&T INC(T)97,27990,611-6,6682,4162,6270.36%+210
LINDE PLC(LIN)0422+42202090.03%+209
VANGUARD WORLD FD
ENERGY ETF
01,189+1,18902060.03%+206
ISHARES TR01,405+1,40502050.03%+205
APA CORPORATION(APA)04,784+4,78402030.03%+203
FRANKLIN TEMPLETON ETF TR
FTSE AUSTRALIA
06,125+6,12502020.03%+202
SCHWAB STRATEGIC TR104,881111,181+6,3002,1912,3890.33%+198
GOLDMAN SACHS PHYSICAL GOLD(AAAU)88,11985,089-3,0303,7493,9300.54%+181
SCHWAB STRATEGIC TR130,378131,751+1,3733,9204,0790.56%+159
LAM RESEARCH CORP(LRCX)3,5723,599+276117690.11%+158
ISHARES TR8,9748,97404275810.08%+155
SCHWAB STRATEGIC TR80,04576,923-3,1223,6193,7640.52%+145
JOHNSON & JOHNSON(JNJ)3,1673,243+766557930.11%+137
SCHWAB STRATEGIC TR237,611237,413-1986,7676,9040.95%+137
TEXAS PACIFIC LAND CORPORATI(TPL)714719+52053410.05%+136
CHEVRON CORPORATION(CVX)2,1082,198+903214550.06%+133
AMERICAN CENTY ETF TR16,75616,602-1541,7091,8340.25%+125
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,3443,699+1,3552804030.06%+123
ISHARES TR37,49739,054+1,5575,3055,4040.75%+98
MERCK & CO INC(MRK)5,0255,197+1725296250.09%+96
SCHWAB STRATEGIC TR71,17869,431-1,7472,5672,6560.37%+90
NUCOR CORP(NUE)30,33029,711-6194,9475,0240.69%+77
FIRST TR EXCHANGE TRADED FD
NASDQ PHRMTCLS
10,84912,590+1,7413574330.06%+75
ALTRIA GROUP INC(MO)7,9888,065+774615320.07%+72
NORTHROP GRUMMAN CORP(NOC)582587+53324000.06%+69
NEXTERA ENERGY INC(NEE)7,1556,918-2375746430.09%+68
NETFLIX INC.(NFLX)9,0539,508+4558499140.13%+65
SCHWAB STRATEGIC TR124,943126,019+1,0764,0924,1520.57%+60
VANGUARD TAX-MANAGED FDS56,31055,823-4873,5183,5770.49%+59
TEXAS INSTRS INC(TXN)1,6691,783+1142903460.05%+57
VANECK ETF TRUST
GOLD MINERS ETF
8,9818,98107708240.11%+54
VANGUARD WORLD FD
UTILITIES ETF
1,3521,530+1782503030.04%+53
RTX CORPORATION(RTX)3,4183,521+1036276790.09%+52
ISHARES TR2,2692,273+43494000.06%+51
MOTOROLA SOLUTIONS INC(MSI)879888+93373850.05%+49
DNP SELECT INCOME FD INC(DNP)152,219152,21901,5211,5680.22%+47
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
2,8543,378+5243253710.05%+46
VANGUARD WORLD FD
FINANCIALS ETF
8,84310,150+1,3071,1801,2260.17%+46
REAVES UTIL INCOME FD(UTG)15,75015,75005766190.09%+43
KAYNE ANDERSON ENERGY INFRST(KYN)22,03422,03402733150.04%+42
FREEPORT MCMORAN INC(FCX)4,2894,412+1232182590.04%+42
AMERICAN CENTY ETF TR19,52818,774-7541,8351,8750.26%+40
COCA COLA CO(KO)4,3504,514+1643043430.05%+39
ISHARES TR11,91311,832-811,4321,4710.20%+39
ISHARES INC
MSCI JAPAN ETF
9,8479,865+187958330.12%+38
ISHARES TR
CORE MSCI INTL
32,50632,50602,6812,7170.38%+35
SEMPRA(SRE)3,7233,744+213293640.05%+35
CME GROUP INC(CME)2,5822,503-797057390.10%+34
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
4,1214,056-656316630.09%+33
PAN AMERN SILVER CORP(PAAS)11,18611,18605806110.08%+32
VANGUARD WORLD FD
CONSUM STP ETF
2,2452,252+74745060.07%+32
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
7,0407,655+6154034340.06%+31
ISHARES TR
FUTU EXPO TE ETF
8,7409,394+6546106400.09%+31
ISHARES TR27,54227,109-4332,2682,2980.32%+31
ANALOG DEVICES INC(ADI)785765-202132430.03%+30
EXELON CORP(EXC)6,4676,356-1112823120.04%+30
Page 1 of 3