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 FDS0793,276+793,276036,213,0716.44%+36,213,071
J P MORGAN EXCHANGE TRADED F0292,018+292,018018,662,8543.32%+18,662,854
ENERGY TRANSFER L P(ET)05,479,308+5,479,3080105,750,64818.81%+105,750,648
CAPITAL GROUP NEW GEOGRAPHY0601,726+601,726018,996,4963.38%+18,996,496
NVIDIA CORPORATION(NVDA)034,052+34,05205,938,6691.06%+5,938,669
EXXON MOBIL CORP(XOM)045,395+45,39507,701,6791.37%+7,701,679
ALPHABET INC(GOOG)06,943+6,94301,996,5290.36%+1,996,529
APPLE INC(AAPL)062,545+62,545015,873,3072.82%+15,873,307
CHEVRON CORPORATION(CVX)015,544+15,54403,216,0840.57%+3,216,084
JOHN HANCOCK EXCHANGE TRADED0562,825+562,825037,776,8016.72%+37,776,801
AMAZON COM INC(AMZN)019,862+19,86204,136,6590.74%+4,136,659
BROADCOM INC(AVGO)06,736+6,73602,084,7110.37%+2,084,711
META PLATFORMS INC(META)03,211+3,21101,837,1360.33%+1,837,136
VALERO ENERGY CORP(VLO)05,851+5,85101,445,6650.26%+1,445,665
JPMORGAN CHASE & CO(JPM)06,396+6,39601,881,4150.33%+1,881,415
CATERPILLAR INC(CAT)03,130+3,13002,217,2280.39%+2,217,228
LOCKHEED MARTIN CORP(LMT)04,299+4,29902,598,3190.46%+2,598,319
WALMART INC(WMT)018,540+18,54002,304,1090.41%+2,304,109
MORGAN STANLEY ETF TRUST0256,680+256,680012,882,7522.29%+12,882,752
SPDR INDEX SHS FDS06,611+6,6110500,5330.09%+500,533
TESLA INC(TSLA)03,146+3,14601,169,5260.21%+1,169,526
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)01,389+1,38901,212,4580.22%+1,212,458
ALPHABET INC(GOOG)020,378+20,37805,845,5351.04%+5,845,535
ABBVIE INC(ABBV)06,128+6,12801,332,7790.24%+1,332,779
MICROSOFT CORP(MSFT)09,733+9,73303,602,8260.64%+3,602,826
DIAMONDBACK ENERGY INC(FANG)07,702+7,70201,523,3790.27%+1,523,379
SHELL PLC(SHEL)021,600+21,60002,008,8000.36%+2,008,800
ELI LILLY & CO(LLY)01,513+1,51301,391,6120.25%+1,391,612
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)02,363+2,3630577,6120.10%+577,612
PHILLIPS 66(PSX)06,790+6,79001,237,0020.22%+1,237,002
CISCO SYS INC(CSCO)04,502+4,5020349,3280.06%+349,328
LAM RESEARCH CORP(LRCX)04,417+4,4170943,7360.17%+943,736
APPLIED MATLS INC0990+9900338,3720.06%+338,372
MCDONALDS CORP(MCD)01,072+1,0720333,2350.06%+333,235
SPDR SERIES TRUST0457,334+457,334022,098,3883.93%+22,098,388
BANK AMERICA CORP06,226+6,2260303,5020.05%+303,502
PATTERSON-UTI ENERGY INC(PTEN)063,461+63,4610687,2830.12%+687,283
GENERAL DYNAMICS CORP(GD)03,581+3,58101,228,9990.22%+1,228,999
VICTORY PORTFOLIOS II0109,621+109,62107,830,1351.39%+7,830,135
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)06,365+6,3650765,6460.14%+765,646
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)01,583+1,5830520,7530.09%+520,753
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)03,630+3,63001,097,1970.20%+1,097,197
MASTERCARD INCORPORATED(MA)01,862+1,8620930,3670.17%+930,367
AMERICAN EXPRESS CO(AXP)0759+7590229,5820.04%+229,582
BERKSHIRE HATHAWAY INC DEL013,660+13,66006,545,8721.16%+6,545,872
ADVANCED MICRO DEVICES INC(AMD)03,834+3,8340779,9510.14%+779,951
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)01,954+1,9540698,8200.12%+698,820
ATMOS ENERGY CORP(ATO)02,826+2,8260522,0130.09%+522,013
STATE STR SPDR S&P MIDCAP 40(MDY)0328+3280202,2970.04%+202,297
CONOCOPHILLIPS(COP)05,463+5,4630721,0800.13%+721,080
PROCTER & GAMBLE CO(PG)07,061+7,06101,019,8800.18%+1,019,880
ONEOK INC NEW(OKE)08,808+8,8080796,1430.14%+796,143
KLA CORP(KLAC)0314+3140462,3370.08%+462,337
SPDR SERIES TRUST011,183+11,1830662,2680.12%+662,268
GE AEROSPACE(GE)01,903+1,9030540,0140.10%+540,014
EMERSON ELEC CO(EMR)05,757+5,7570754,2440.13%+754,244
DUKE ENERGY CORP NEW(DUK)06,296+6,2960824,4330.15%+824,433
PALANTIR TECHNOLOGIES INC(PLTR)(Put)01,000+1,0000146,280+146,280
HALLIBURTON CO(HAL)09,894+9,8940385,7680.07%+385,768
PEPSICO INC(PEP)06,656+6,65601,033,6830.18%+1,033,683
PHILIP MORRIS INTL INC(PM)03,791+3,7910626,7410.11%+626,741
TEXAS INSTRS INC(TXN)01,742+1,7420338,1920.06%+338,192
BRISTOL-MYERS SQUIBB CO(BMY)06,032+6,0320365,8410.07%+365,841
MSC INCOME FUND INC034,464+34,4640419,7730.07%+419,773
PALANTIR TECHNOLOGIES INC(PLTR)05,046+5,0460738,1290.13%+738,129
MCKESSON CORP(MCK)0357+3570309,0980.05%+309,098
UNION PAC CORP(UNP)06,626+6,62601,607,4810.29%+1,607,481
GOLDMAN SACHS GROUP INC(GS)0977+9770826,5320.15%+826,532
COCA COLA CO(KO)06,891+6,8910524,0610.09%+524,061
SCHWAB CHARLES CORP(SCHW)03,741+3,7410351,5790.06%+351,579
CULLEN FROST BANKERS INC(CFR)02,259+2,2590309,6640.06%+309,664
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,727+1,7270583,6400.10%+583,640
AURORA INNOVATION INC021,055+21,055086,7470.02%+86,747
EBAY INC.(EBAY)03,792+3,7920345,1480.06%+345,148
PNC FINL SVCS GROUP INC(PNC)04,783+4,7830995,2940.18%+995,294
SUNOCO LP/SUNOCO FIN CORP(SUN)04,933+4,9330320,4970.06%+320,497
ABBOTT LABORATORIES02,509+2,5090257,5530.05%+257,553
ENBRIDGE INC(ENB)06,633+6,6330359,1200.06%+359,120
UNITED STS LIME & MINERALS I(USLM)02,500+2,5000326,5250.06%+326,525
VENTAS INC(VTR)03,363+3,3630275,0170.05%+275,017
METLIFE INC(MET)03,691+3,6910261,0280.05%+261,028
ENTERPRISE PRODS PARTNERS L(EPD)08,499+8,4990321,6020.06%+321,602
LOWES COS INC(LOW)08,044+8,04401,900,5300.34%+1,900,530
HILLTOP HLDGS INC(HTH)06,600+6,6000236,4120.04%+236,412
ORACLE CORP(ORCL)05,981+5,9810879,8550.16%+879,855
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