Fund HoldingsSloy Dahl & Holst, LLC

Total Portfolio Value
$810.55M
Total Bought
$110.69M
Total Sold
$18.44M
Net Transaction
+$92.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TESLA INC(TSLA)01,039,022+1,039,0220437,01353.92%+437,013
APPLE INC(AAPL)0176,677+176,677051,1236.31%+51,123
NVIDIA CORPORATION(NVDA)0223,819+223,819044,7845.53%+44,784
VICTORY PORTFOLIOS II
CORE BD ETF
0119,637+119,63705,6040.69%+5,604
DIREXION SHARES ETF TRUST
DLY TSLA BULL 2X
2,387,3792,418,084+30,70529,00734,2404.22%+5,233
LAM RESEARCH CORP(LRCX)16,43015,930-5003,5106,9030.85%+3,393
TCW ETF TRUST
TRANS SYSTE ETF
020,034+20,03402,4630.30%+2,463
WISDOMTREE TR(WT)228,676233,875+5,1999,17011,5021.42%+2,332
ISHARES TR017,417+17,41701,7530.22%+1,753
SPACE EXPLORATION TECHN CORP06,868+6,86801,1730.14%+1,173
AMAZON COM INC(AMZN)036,144+36,14408,6151.06%+8,615
VANGUARD SPECIALIZED FUNDS34,49534,603+1087,4188,1881.01%+769
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,073+14,07307470.09%+747
INTEL CORP(INTC)7,2367,23603191,0100.12%+691
ALPHABET INC(GOOG)2,2453,643+1,3986461,3020.16%+656
MICROSOFT CORP(MSFT)034,028+34,028012,6931.57%+12,693
FLEXSHARES TR
QLT DIV DEF IDX
72,17872,666+4885,7616,3240.78%+562
PACER FDS TR
US SM CAP CA ETF
010,540+10,54005330.07%+533
SPDR SERIES TRUST
ST STR BLO 1 ETF
05,775+5,77505290.07%+529
ALPHABET INC(GOOG)7,1857,18502,0612,5390.31%+478
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
52,53454,077+1,5432,9173,3240.41%+407
BERKSHIRE HATHAWAY INC DEL011,099+11,09905,5540.69%+5,554
THEMES ETF TR035,842+35,84203270.04%+327
SPDR SERIES TRUST
ST STR SP BIOT
02,008+2,00803180.04%+318
ADVANCED MICRO DEVICES INC(AMD)0518+51803010.04%+301
CALAMOS ETF TR
S&P 500 STR OCTO
010,740+10,74002990.04%+299
HUT 8 CORP(HUT)02,577+2,57702980.04%+298
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
80,09580,09502,6932,9820.37%+290
CALAMOS ETF TR
RUSSE 2000 OCTOB
010,150+10,15002860.04%+286
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,859+4,85902600.03%+260
FLEXSHARES TR
ULTR SHO INC FD
03,285+3,28502480.03%+248
ARK ETF TR
INNOVATION ETF
18,12418,12401,2251,4650.18%+240
APPLIED MATLS INC0325+32502350.03%+235
SNOWFLAKE INC(SNOW)0915+91502330.03%+233
VANGUARD INDEX FDS5,1965,171-251,5531,7780.22%+225
US BANCORP(USB)03,512+3,51202120.03%+212
IDACORP INC(IDA)01,372+1,37202080.03%+208
NORWEGIAN CRUISE LINE HLDGS
SHS
09,700+9,70002050.03%+205
GLOBAL X FDS
ARTIFICIAL ETF
03,080+3,08002020.02%+202
ELEVATION SERIES TRUST8,1758,17503275280.07%+200
VANECK ETF TRUST
MRNGSTR WDE MOAT
01,925+1,92502000.02%+200
UNION PAC CORP(UNP)6,0506,05001,4681,6460.20%+178
CISCO SYS INC(CSCO)4,1724,17203244900.06%+166
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
30,48230,48201,5341,6790.21%+145
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
30,58530,58501,5841,7280.21%+144
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33,00033,00001,6001,7250.21%+124
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
41,84541,485-3602,2092,3310.29%+122
NUSCALE PWR CORP(SMR)011,323+11,32301140.01%+114
INVESCO QQQ TR65565503784820.06%+104
AMPLIFY ETF TR3,1453,155+102363310.04%+95
VANGUARD INDEX FDS2,69410,721+8,0277748640.11%+90
ETF OPPORTUNITIES TRUST
T REX 2X LONG
031,328+31,32806210.08%+621
WISDOMTREE TR(WT)21,42021,362-581,0311,1190.14%+88
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
20,25020,25006207060.09%+86
VANGUARD STAR FDS10,58410,529-558169000.11%+84
WISDOMTREE TR(WT)14,90015,085+1857798600.11%+81
JPMORGAN CHASE & CO(JPM)2,5472,512-357498220.10%+73
RIVIAN AUTOMOTIVE INC(RIVN)28,10128,106+54234880.06%+65
VANGUARD INDEX FDS1,5071,506-13954570.06%+62
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
9,8709,87002783370.04%+59
JOHNSON & JOHNSON(JNJ)6,1176,11701,4951,5540.19%+58
VANGUARD INDEX FDS64864803874450.05%+58
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
26,82727,917+1,0901,5211,5770.19%+56
VICTORY PORTFOLIOS II
VCSHS US LRG CAP
17,67117,674+31,3171,3710.17%+54
ISHARES TR517520+33383900.05%+52
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
15,07515,378+3034715200.06%+49
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
22,10522,10509931,0420.13%+48
VANGUARD INDEX FDS90990902913360.04%+45
VANGUARD INTL EQUITY INDEX F8,7288,632-964725150.06%+44
PACER FDS TR
US CASH COWS 100
21,35122,119+7681,3361,3760.17%+40
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
11,14011,14004905280.07%+39
INTERNATIONAL BUSINESS MACHS(IBM)84184102042360.03%+33
TRAVELERS COMPANIES INC(TRV)83983902452770.03%+32
HOME DEPOT INC(HD)1,2511,25104114410.05%+30
VANGUARD ADMIRAL FDS INC1,7701,77002022310.03%+28
BOEING CO(BA)1,1561,15602302500.03%+20
JANUS DETROIT STR TR
HENDRSON AAA CL
24,62024,920+3001,2401,2580.16%+18
COCA COLA CO(KO)3,1663,16602412570.03%+17
ILLINOIS TOOL WKS INC(ITW)1,5001,50003904060.05%+15
VANGUARD WHITEHALL FDS1,4151,41502102240.03%+14
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
3,6303,63002052180.03%+13
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
23,32623,394+681,1211,1330.14%+12
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
8,5008,50002322440.03%+11
JOBY AVIATION INC(JOBY)16,46116,46101361470.02%+11
CALAMOS ETF TR
S&P 500 STRUCTU
13,02513,02503383480.04%+10
VANGUARD BD INDEX FDS30,82431,002+1782,2702,2760.28%+6
JANUS DETROIT STR TR
B-BBB CLO ETF
4,6704,67002182210.03%+3
PIMCO ETF TR
ENHAN SHRT MA AC
2,0002,00002012020.02%0
ISHARES TR5,1155,11504434420.05%-1
VANGUARD BD INDEX FDS14,73914,816+771,1561,1540.14%-1
ORACLE CORP(ORCL)2,6152,608-73853820.05%-3
BITMINE IMMERSION TECHS INC(BMNP)19,53028,669+9,1393863820.05%-5
WASTE MGMT INC DEL(WM)91091002092030.03%-6
DISNEY WALT CO(DIS)2,8172,752-652712650.03%-7
RTX CORPORATION(RTX)2,2652,26504374300.05%-7
FIRST TR EXCHANGE-TRADED FD8,0308,230+2004084000.05%-7
META PLATFORMS INC(META)1,5181,528+108688610.11%-8
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
26,96026,815-1451,3641,3560.17%-8
GOLDMAN SACHS ETF TR42,07641,975-1014,2164,2040.52%-11
NEXTERA ENERGY INC(NEE)2,8582,85802652510.03%-15
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