Fund HoldingsCsenge Advisory Group

Total Portfolio Value
$2.47B
Total Bought
$571.05M
Total Sold
$417.26M
Net Transaction
+$153.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
02,132,892+2,132,892040,2161.63%+40,216
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
01,528,668+1,528,668038,0331.54%+38,033
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
183,235650,365+467,1307,22528,0571.14%+20,832
INVESCO QQQ TR0127,737+127,737094,0653.82%+94,065
STATE STR SPDR S&P 500 ETF T(SPY)0177,587+177,5870132,6175.38%+132,617
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
1,048,0941,066,840+18,74671,56486,4783.51%+14,914
SELECT SECTOR SPDR TR
ST STR CARE ETF
082,255+82,255013,0510.53%+13,051
SPDR SERIES TRUST
ST STR SP600GRWO
0101,204+101,204012,0560.49%+12,056
ALPS ETF TR
ALERIAN MLP
0189,897+189,89709,8460.40%+9,846
HARBOR ETF TRUST
COMM ALL WEA ETF
0320,728+320,72809,4100.38%+9,410
ISHARES TR22,95332,139+9,18614,99324,0680.98%+9,075
BLACKROCK ETF TRUST II0167,974+167,97408,7920.36%+8,792
SPDR SERIES TRUST
ST PORT HIGH ETF
0365,215+365,21508,5610.35%+8,561
VANECK ETF TRUST
SEMICONDUCTR ETF
026,951+26,951017,6770.72%+17,677
SPDR SERIES TRUST
ST STR BLO 1 ETF
082,861+82,86107,5930.31%+7,593
FIRST TR EXCHANGE TRADED FD
DORSY WR MOMNT
680,567846,862+166,29523,52930,9481.26%+7,420
ISHARES TR
MSCI USA MIN ETF
071,877+71,87706,9330.28%+6,933
APPLE INC(AAPL)0162,699+162,699047,0781.91%+47,078
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
607,965578,284-29,681116,681123,0414.99%+6,361
DIREXION SHARES ETF TRUST
DLY MU BULL 2X
6,7756,707-688167,0340.29%+6,218
MICRON TECHNOLOGY INC(MU)5,8156,892+1,0771,9657,9550.32%+5,991
VANECK FDS
EMER MARK BD ETF
0114,577+114,57705,8790.24%+5,879
FIRST TR EXCHANGE-TRADED FD31,62049,202+17,5826,35012,1970.49%+5,847
ISHARES TR171,130216,265+45,13516,62222,4660.91%+5,844
SPDR SERIES TRUST
ST STR BL 12 ETF
057,445+57,44505,7090.23%+5,709
ISHARES TR0227,378+227,378031,2711.27%+31,271
ALPHABET INC(GOOG)058,346+58,346020,8510.85%+20,851
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
0251,057+251,05705,1990.21%+5,199
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0113,172+113,17205,1310.21%+5,131
SELECT SECTOR SPDR TR
ST STR TECHN ETF
026,723+26,72305,0910.21%+5,091
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
037,674+37,67407,2240.29%+7,224
ISHARES TR111,189163,626+52,4376,31411,1940.45%+4,879
ISHARES TR0209,398+209,39804,7430.19%+4,743
SELECT SECTOR SPDR TR
ST STR DISCR ETF
039,265+39,26504,6050.19%+4,605
MICRON TECHNOLOGY INC(MU)(Call)05,000+5,00005,771+5,771
FIRST TR EXCHANGE-TRADED FD01,728,408+1,728,408084,1043.41%+84,104
BLACKROCK ETF TRUST
ISHA I IN TE ETF
081,439+81,43904,2930.17%+4,293
NVIDIA CORPORATION(NVDA)0121,296+121,296024,2700.98%+24,270
ISHARES TR
CORE UNIVRSL USD
0303,018+303,018013,9840.57%+13,984
APPLIED MATLS INC8,8059,074+2693,0106,5610.27%+3,551
ISHARES TR281,197398,684+117,4879,98813,4560.55%+3,467
SPDR SERIES TRUST
ST STR P500ETF
039,434+39,43403,4650.14%+3,465
ADVANCED MICRO DEVICES INC(AMD)010,374+10,37406,0260.24%+6,026
SPDR SERIES TRUST
ST BLOO HIGH ETF
035,396+35,39603,4110.14%+3,411
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
833,477901,794+68,31741,51544,8911.82%+3,376
INNOVATOR ETFS TRUST
EQUITY DEFND 1YR
0112,092+112,09203,0710.12%+3,071
SEI EXCHANGE TRADED FUNDS
QIM US LARGE CAP
054,631+54,63103,0680.12%+3,068
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VAL
061,947+61,94702,9730.12%+2,973
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
109,479160,359+50,8805,3588,2540.33%+2,896
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
088,446+88,44602,8690.12%+2,869
INTEL CORP(INTC)49,86036,117-13,7432,2005,0430.20%+2,843
PROSHARES TR
ULTRASHORT QQQ
0209,358+209,35802,8370.12%+2,837
ETF SER SOLUTIONS
DEFIA QUANT ETF
016,890+16,89002,7930.11%+2,793
ISHARES TR
MSCI USA MMENTM
031,148+31,148010,6780.43%+10,678
ELI LILLY & CO(LLY)05,327+5,32706,3890.26%+6,389
BLACKROCK ETF TRUST
ISHA LA CORE ETF
051,935+51,93502,6160.11%+2,616
JPMORGAN CHASE & CO(JPM)044,541+44,541014,5800.59%+14,580
BLACKROCK ETF TRUST
ISHA SYST AL ETF
089,823+89,82302,5200.10%+2,520
WELLTOWER INC(WELL)011,091+11,09102,5170.10%+2,517
BLACKROCK ETF TRUST
ISHA US THEM ETF
054,953+54,95302,3690.10%+2,369
BRIGHTSPRING HEALTH SVCS INC(BTSG)033,552+33,55202,3400.09%+2,340
AMAZON COM INC(AMZN)064,505+64,505015,3740.62%+15,374
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
061,273+61,27302,2430.09%+2,243
INNOVATOR ETFS TRUST
EQUIT PROTN MAY
086,074+86,07402,2350.09%+2,235
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
074,845+74,84502,5650.10%+2,565
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
064,306+64,30602,2110.09%+2,211
BLACKROCK ETF TRUST
ISHARES US EQUIT
0186,007+186,007012,6500.51%+12,650
THE CAMPBELLS COMPANY(CPB)092,410+92,41002,0580.08%+2,058
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
045,435+45,43502,0150.08%+2,015
PIMCO ETF TR
ULTR SH GO AC FD
019,819+19,81902,0000.08%+2,000
BLACKROCK ETF TRUST II038,009+38,00901,9110.08%+1,911
ISHARES SILVER TR(SLV)060,725+60,72503,2470.13%+3,247
LOWES COS INC(LOW)037,239+37,23908,2110.33%+8,211
SPDR SERIES TRUST
ST TERM HIGH ETF
073,971+73,97101,8510.08%+1,851
VERIZON COMMUNICATIONS INC(VZ)64,785120,106+55,3213,2525,0850.21%+1,833
INVESCO EXCH TRADED FD TR II35,46738,047+2,5804,1125,9200.24%+1,807
SELECT SECTOR SPDR TR
ST STR ENERG ETF
033,826+33,82601,7970.07%+1,797
SELECT SECTOR SPDR TR
ST STR INDL ETF
09,692+9,69201,7950.07%+1,795
ISHARES TR
HDG MSCI EAFE
0358,335+358,335016,8150.68%+16,815
ASML HLDG NV
N Y REGISTRY SHS
1,1631,661+4981,5363,3040.13%+1,768
SCHWAB STRATEGIC TR01,040,628+1,040,628030,6261.24%+30,626
SELECT SECTOR SPDR TR
ST STR MATER ETF
031,080+31,08001,5800.06%+1,580
TAIWAN SEMICONDUCTOR MANUFAC(TSM)09,035+9,03504,3150.18%+4,315
STATE STR SPDR S&P MIDCAP 40(MDY)018,101+18,101012,7310.52%+12,731
CATERPILLAR INC(CAT)4,8214,610-2113,4154,9090.20%+1,493
SEI EXCHANGE TRADED FUNDS
QIM US LRG CAP Q
036,775+36,77501,4490.06%+1,449
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
034,194+34,19401,4430.06%+1,443
AFLAC INC(AFL)016,275+16,27501,9080.08%+1,908
SCHWAB STRATEGIC TR0250,596+250,59608,4800.34%+8,480
CISCO SYS INC(CSCO)026,994+26,99403,1710.13%+3,171
VANGUARD INDEX FDS014,163+14,16309,7270.39%+9,727
ELEVATION SERIES TRUST049,075+49,07501,3540.05%+1,354
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
027,453+27,45301,3530.05%+1,353
VANGUARD INDEX FDS0111,427+111,42709,5980.39%+9,598
RIO TINTO PLC(RIO)013,979+13,97901,3270.05%+1,327
MARATHON PETE CORP(MPC)17,69821,824+4,1264,3225,5800.23%+1,258
KLA CORP(KLAC)08,191+8,19102,4710.10%+2,471
ELEVATION SERIES TRUST052,094+52,09401,2400.05%+1,240
SPDR SERIES TRUST
ST STR SP BIOT
07,753+7,75301,2270.05%+1,227
SPDR INDEX SHS FDS
ST STR PO EX ETF
024,348+24,34801,2270.05%+1,227
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