Fund Holdings

Garrett Wealth Advisory Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR PO EX ETF
0793,276+793,276036,213,0716.44%+36,213,071
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
0292,018+292,018018,662,8543.32%+18,662,854
ENERGY TRANSFER L P(ET)5,478,8105,479,308+49890,345,581105,750,64818.81%+15,405,067
CAPITAL GROUP NEW GEOGRAPHY
SHS
466,674601,726+135,05214,900,88918,996,4963.38%+4,095,607
NVIDIA CORPORATION(NVDA)16,61634,052+17,4363,098,8865,938,6691.06%+2,839,783
EXXON MOBIL CORP43,51845,395+1,8775,236,9447,701,6791.37%+2,464,735
ALPHABET INC(GOOG)1,6786,943+5,265525,2141,996,5290.36%+1,471,315
APPLE INC(AAPL)53,00262,545+9,54314,409,02115,873,3072.82%+1,464,286
CHEVRON CORPORATION(CVX)12,67715,544+2,8671,932,1153,216,0840.57%+1,283,969
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
559,358562,825+3,46736,626,75437,776,8016.72%+1,150,047
AMAZON COM INC(AMZN)13,25219,862+6,6103,058,8264,136,6590.74%+1,077,833
BROADCOM INC(AVGO)3,2656,736+3,4711,129,9552,084,7110.37%+954,756
META PLATFORMS INC(META)1,6563,211+1,5551,093,1331,837,1360.33%+744,003
VALERO ENERGY CORP(VLO)4,5935,851+1,258747,6951,445,6650.26%+697,970
JPMORGAN CHASE & CO(JPM)3,7246,396+2,6721,199,8881,881,4150.33%+681,527
CATERPILLAR INC(CAT)2,8133,130+3171,611,2522,217,2280.39%+605,976
LOCKHEED MARTIN CORP(LMT)4,1644,299+1352,013,8722,598,3190.46%+584,447
WALMART INC(WMT)15,66018,540+2,8801,744,6412,304,1090.41%+559,468
MORGAN STANLEY ETF TRUST
EATON VANCE SHRT
245,592256,680+11,08812,370,47712,882,7522.29%+512,275
SPDR INDEX SHS FDS
ST STR MSCI GLB
06,611+6,6110500,5330.09%+500,533
TESLA INC(TSLA)1,4883,146+1,658669,1841,169,5260.21%+500,342
SLB LIMITED(SLB)09,728+9,7280499,9220.09%+499,922
NETFLIX INC.(NFLX)04,579+4,5790440,2710.08%+440,271
COSTCO WHOLESALE CORPORATION(COST)0439+4390437,4330.08%+437,433
GE VERNOVA INC(GEV)1,2161,389+173794,7421,212,4580.22%+417,716
ALPHABET INC(GOOG)17,30820,378+3,0705,431,1085,845,5351.04%+414,427
ABBVIE INC(ABBV)4,0666,128+2,062929,0411,332,7790.24%+403,738
MICROSOFT CORP(MSFT)6,6159,733+3,1183,199,1183,602,8260.64%+403,708
DIAMONDBACK ENERGY INC(FANG)7,5537,702+1491,135,4421,523,3790.27%+387,937
SHELL PLC(SHEL)22,08821,600-4881,623,0252,008,8000.36%+385,775
ELI LILLY & CO(LLY)9421,513+5711,012,3491,391,6120.25%+379,263
NEXTERA ENERGY INC(NEE)03,866+3,8660359,0740.06%+359,074
AT&T INC(T)012,333+12,3330357,5230.06%+357,523
JOHNSON & JOHNSON(JNJ)1,0712,363+1,292221,644577,6120.10%+355,968
PHILLIPS 66(PSX)6,8716,790-81886,6351,237,0020.22%+350,367
CISCO SYS INC(CSCO)04,502+4,5020349,3280.06%+349,328
LAM RESEARCH CORP(LRCX)3,4944,417+923598,103943,7360.17%+345,633
APPLIED MATLS INC0990+9900338,3720.06%+338,372
MCDONALDS CORP(MCD)01,072+1,0720333,2350.06%+333,235
SPDR SERIES TRUST
ST STR SP600 SML
464,725457,334-7,39121,777,03722,098,3883.93%+321,351
BANK AMERICA CORP06,226+6,2260303,5020.05%+303,502
PATTERSON-UTI ENERGY INC(PTEN)62,96563,461+496384,716687,2830.12%+302,567
GENERAL DYNAMICS CORP(GD)2,7623,581+819929,7841,228,9990.22%+299,215
VICTORY PORTFOLIOS II
VCSHS US EQ INCM
114,343109,621-4,7227,534,0737,830,1351.39%+296,062
RTX CORPORATION(RTX)01,531+1,5310295,3970.05%+295,397
ALTRIA GROUP INC(MO)04,356+4,3560287,4510.05%+287,451
MERCK & CO INC(MRK)4,6536,365+1,712489,775765,6460.14%+275,871
ALBEMARLE CORP(ALB)01,505+1,5050270,1030.05%+270,103
KINDER MORGAN INC DEL(KMI)07,891+7,8910264,5690.05%+264,569
HOME DEPOT INC(HD)7511,583+832258,546520,7530.09%+262,207
SOUTHERN CO(SO)02,692+2,6920259,8320.05%+259,832
TEXTRON INC(TXT)02,920+2,9200255,6750.05%+255,675
DEERE & CO(DE)0451+4510254,0480.05%+254,048
MICRON TECHNOLOGY INC(MU)0702+7020237,1990.04%+237,199
VISA INC(V)2,4633,630+1,167863,8271,097,1970.20%+233,370
MASTERCARD INCORPORATED(MA)1,2221,862+640697,616930,3670.17%+232,751
AMERICAN EXPRESS CO(AXP)0759+7590229,5820.04%+229,582
BERKSHIRE HATHAWAY INC DEL12,58013,660+1,0806,323,3406,545,8721.16%+222,532
ADVANCED MICRO DEVICES INC(AMD)2,6143,834+1,220559,815779,9510.14%+220,136
WELLS FARGO & CO(WFC)02,740+2,7400218,1310.04%+218,131
MARATHON PETE CORP(MPC)0890+8900217,3200.04%+217,320
EATON CORP PLC(ETN)1,5261,954+428486,038698,8200.12%+212,782
ATMOS ENERGY CORP(ATO)1,8772,826+949314,565522,0130.09%+207,448
STATE STR SPDR S&P MIDCAP 40(MDY)0328+3280202,2970.04%+202,297
CONOCOPHILLIPS(COP)5,5735,463-110521,684721,0800.13%+199,396
PROCTER & GAMBLE CO(PG)5,8107,061+1,251832,6731,019,8800.18%+187,207
ONEOK INC NEW(OKE)8,3008,808+508610,041796,1430.14%+186,102
KLA CORP(KLAC)230314+84279,468462,3370.08%+182,869
SPDR SERIES TRUST
ST STR P400MID
8,51711,183+2,666493,232662,2680.12%+169,036
GE AEROSPACE(GE)1,2151,903+688374,256540,0140.10%+165,758
EMERSON ELEC CO(EMR)4,4855,757+1,272595,241754,2440.13%+159,003
DUKE ENERGY CORP NEW(DUK)5,7646,296+532675,549824,4330.15%+148,884
PALANTIR TECHNOLOGIES INC(PLTR)(Put)01,000+1,0000146,280+146,280
HALLIBURTON CO(HAL)8,6339,894+1,261243,969385,7680.07%+141,799
PEPSICO INC(PEP)6,3076,656+349905,2231,033,6830.18%+128,460
PHILIP MORRIS INTL INC(PM)3,1093,791+682498,703626,7410.11%+128,038
TEXAS INSTRS INC(TXN)1,2641,742+478219,291338,1920.06%+118,901
BRISTOL-MYERS SQUIBB CO(BMY)4,6066,032+1,426248,447365,8410.07%+117,394
MSC INCOME FUND INC23,44334,464+11,021308,046419,7730.07%+111,727
PALANTIR TECHNOLOGIES INC(PLTR)3,5405,046+1,506629,236738,1290.13%+108,893
MCKESSON CORP(MCK)245357+112201,011309,0980.05%+108,087
UNION PAC CORP(UNP)6,4996,626+1271,503,3901,607,4810.29%+104,091
GOLDMAN SACHS GROUP INC(GS)823977+154723,417826,5320.15%+103,115
COCA COLA CO(KO)6,0586,891+833423,514524,0610.09%+100,547
SCHWAB CHARLES CORP(SCHW)2,5263,741+1,215252,372351,5790.06%+99,207
CULLEN FROST BANKERS INC(CFR)1,6972,259+562214,891309,6640.06%+94,773
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,6311,727+96495,644583,6400.10%+87,996
AURORA INNOVATION INC021,055+21,055086,7470.02%+86,747
EBAY INC.(EBAY)3,1593,792+633275,150345,1480.06%+69,998
PNC FINL SVCS GROUP INC(PNC)4,4404,783+343926,762995,2940.18%+68,532
SUNOCO LP/SUNOCO FIN CORP(SUN)4,9334,9330258,538320,4970.06%+61,959
ABBOTT LABORATORIES1,7802,509+729223,004257,5530.05%+34,549
ENBRIDGE INC(ENB)6,8666,633-233328,400359,1200.06%+30,720
UNITED STS LIME & MINERALS I(USLM)2,5002,5000299,350326,5250.06%+27,175
VENTAS INC(VTR)3,2443,363+119251,047275,0170.05%+23,970
METLIFE INC(MET)3,0313,691+660239,267261,0280.05%+21,761
ENTERPRISE PRODS PARTNERS L(EPD)9,4998,499-1,000304,538321,6020.06%+17,064
LOWES COS INC(LOW)7,8148,044+2301,884,4241,900,5300.34%+16,106
HILLTOP HLDGS INC(HTH)6,6006,6000224,004236,4120.04%+12,408
ORACLE CORP(ORCL)4,4935,981+1,488875,718879,8550.16%+4,137
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