Fund Holdings

LexAurum Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GOLDMAN SACHS ETF TR0371,461+371,461046,480,8766.03%+46,480,876
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0557,404+557,404028,210,2013.66%+28,210,201
GOLDMAN SACHS ETF TR0593,460+593,460025,595,9103.32%+25,595,910
AMERICAN CENTY ETF TR0214,512+214,512023,849,4863.09%+23,849,486
APPLE INC(AAPL)082,002+82,002020,811,2542.70%+20,811,254
AMERICAN CENTY ETF TR0497,767+497,767020,677,2362.68%+20,677,236
PIMCO ETF TR
MULTISECTOR BD
0741,624+741,624019,430,5442.52%+19,430,544
SHERWIN WILLIAMS CO(SHW)045,038+45,038014,436,9311.87%+14,436,931
BERKSHIRE HATHAWAY INC DEL020+20014,362,8001.86%+14,362,800
BERKSHIRE HATHAWAY INC DEL029,362+29,362014,070,2701.82%+14,070,270
VANGUARD INDEX FDS041,978+41,978013,467,0541.75%+13,467,054
JOHNSON & JOHNSON(JNJ)054,467+54,467013,313,9501.73%+13,313,950
AMERICAN CENTY ETF TR0286,640+286,640012,617,8961.64%+12,617,896
SPROTT ASSET MANAGEMENT LP(PHYS)0345,284+345,284012,236,8651.59%+12,236,865
SCHWAB STRATEGIC TR0383,315+383,315011,867,4231.54%+11,867,423
SPDR INDEX SHS FDS
ST PORT MARK ETF
0233,494+233,494010,953,2151.42%+10,953,215
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0355,135+355,135010,195,9351.32%+10,195,935
SPDR SERIES TRUST
ST STR P500GRW
0100,554+100,55409,845,2031.28%+9,845,203
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0225,414+225,41409,825,8031.27%+9,825,803
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0184,095+184,09509,169,7671.19%+9,169,767
NVIDIA CORPORATION(NVDA)046,448+46,44808,100,5901.05%+8,100,590
VANGUARD INDEX FDS013,438+13,43808,029,8981.04%+8,029,898
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
094,173+94,17307,792,8161.01%+7,792,816
RBB FUND TRUST
FIRS EAGL OV ETF
0145,541+145,54107,343,9990.95%+7,343,999
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
0257,132+257,13207,163,8520.93%+7,163,852
AMERICAN CENTY ETF TR0109,057+109,05706,794,2510.88%+6,794,251
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
080,199+80,19906,778,4470.88%+6,778,447
AMERICAN CENTY ETF TR083,999+83,99906,768,6370.88%+6,768,637
VANGUARD INDEX FDS033,836+33,83606,638,7030.86%+6,638,703
ISHARES TR046,401+46,40106,420,4370.83%+6,420,437
MICROSOFT CORP(MSFT)017,252+17,25206,386,0020.83%+6,386,002
AMAZON COM INC(AMZN)029,487+29,48706,141,2570.80%+6,141,257
FIRST TR EXCHANGE-TRADED FD
VEST INVESTMENT
0307,144+307,14406,013,8800.78%+6,013,880
PUTNAM ETF TRUST0215,712+215,71205,949,3370.77%+5,949,337
ISHARES TR
CORE DIV GRWTH
081,448+81,44805,716,0470.74%+5,716,047
INVESCO QQQ TR09,664+9,66405,578,0440.72%+5,578,044
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
0103,731+103,73104,960,4010.64%+4,960,401
NORTHERN LTS FD TR II0192,909+192,90904,878,6690.63%+4,878,669
AMERICAN CENTY ETF TR041,713+41,71304,607,9830.60%+4,607,983
FIRST TR EXCHANGE-TRADED FD
WTR ETF
044,050+44,05004,542,8480.59%+4,542,848
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ-100
0187,148+187,14804,332,9440.56%+4,332,944
VANGUARD INDEX FDS015,015+15,01504,312,1320.56%+4,312,132
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
076,368+76,36804,030,7030.52%+4,030,703
SPDR INDEX SHS FDS
ST STR PO EX ETF
084,717+84,71703,867,3140.50%+3,867,314
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
019,939+19,93903,826,7660.50%+3,826,766
VANGUARD BD INDEX FDS049,062+49,06203,786,5850.49%+3,786,585
UNITEDHEALTH GROUP INC(UNH)012,554+12,55403,396,9310.44%+3,396,931
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
055,564+55,56403,149,3500.41%+3,149,350
AMERICAN CENTY ETF TR043,432+43,43203,137,5280.41%+3,137,528
COINBASE GLOBAL INC(COIN)017,820+17,82003,111,5500.40%+3,111,550
AMERICAN CENTY ETF TR034,828+34,82802,954,7920.38%+2,954,792
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
059,914+59,91402,820,7440.37%+2,820,744
VICTORY PORTFOLIOS II
USAA MSCI USA SM
029,569+29,56902,799,5630.36%+2,799,563
ALPHABET INC(GOOG)09,580+9,58002,748,1560.36%+2,748,156
ALPHABET INC(GOOG)09,551+9,55102,746,4800.36%+2,746,480
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT E
075,911+75,91102,742,2850.36%+2,742,285
JPMORGAN CHASE & CO(JPM)09,281+9,28102,730,1380.35%+2,730,138
CAMBRIA ETF TR065,682+65,68202,719,8920.35%+2,719,892
PRECIGEN INC(PGEN)0689,413+689,41302,668,0280.35%+2,668,028
BANK AMERICA CORP02,132+2,13202,539,9590.33%+2,539,959
AMERICAN CENTY ETF TR024,823+24,82302,478,8100.32%+2,478,810
SCHWAB STRATEGIC TR081,847+81,84702,384,1920.31%+2,384,192
TESLA INC(TSLA)06,342+6,34202,357,6390.31%+2,357,639
CATERPILLAR INC(CAT)03,307+3,30702,343,2230.30%+2,343,223
VANGUARD MALVERN FDS046,719+46,71902,333,5970.30%+2,333,597
SPDR SERIES TRUST
ST STR P500ETF
029,612+29,61202,266,4820.29%+2,266,482
ELI LILLY & CO(LLY)02,454+2,45402,257,3890.29%+2,257,389
META PLATFORMS INC(META)03,935+3,93502,251,2720.29%+2,251,272
BROADCOM INC(AVGO)07,170+7,17002,219,2290.29%+2,219,229
FIRST TR EXCHNG TRADED FD VI
VEST US EQU UNCA
059,661+59,66102,193,2760.28%+2,193,276
AMERICAN CENTY ETF TR026,860+26,86002,165,1850.28%+2,165,185
JANUS DETROIT STR TR
HEND EM DEBT ETF
040,211+40,21102,109,4930.27%+2,109,493
TIDAL TRUST I087,433+87,43302,087,0260.27%+2,087,026
SPDR SERIES TRUST
ST STR PR SP1500
025,506+25,50602,016,5360.26%+2,016,536
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
037,783+37,78301,980,9780.26%+1,980,978
CHEVRON CORPORATION(CVX)09,556+9,55601,977,1330.26%+1,977,133
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
038,439+38,43901,959,6200.25%+1,959,620
EXXON MOBIL CORP011,406+11,40601,935,1370.25%+1,935,137
VANGUARD SPECIALIZED FUNDS08,921+8,92101,918,4530.25%+1,918,453
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
044,836+44,83601,892,9760.25%+1,892,976
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
07,946+7,94601,888,2310.24%+1,888,231
BLACKSTONE INC(BX)016,312+16,31201,875,7170.24%+1,875,717
ISHARES TR016,969+16,96901,849,4510.24%+1,849,451
VANECK ETF TRUST
MRNGSTR WDE MOAT
018,498+18,49801,788,7320.23%+1,788,732
STATE STR SPDR S&P 500 ETF T(SPY)02,705+2,70501,759,1410.23%+1,759,141
ISHARES BITCOIN TRUST ETF(IBIT)044,833+44,83301,722,4840.22%+1,722,484
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
030,690+30,69001,703,9290.22%+1,703,929
ISHARES TR024,958+24,95801,685,3860.22%+1,685,386
WELLS FARGO & CO(WFC)020,465+20,46501,629,2030.21%+1,629,203
ISHARES TR021,702+21,70201,613,5110.21%+1,613,511
SELECT SECTOR SPDR TR
ST STR REAL ETF
039,117+39,11701,597,1580.21%+1,597,158
SPDR SERIES TRUST
ST STR SP500DIV
034,931+34,93101,590,0590.21%+1,590,059
MERCK & CO INC(MRK)013,205+13,20501,588,3720.21%+1,588,372
T-MOBILE US INC(TMUS)07,536+7,53601,582,8510.21%+1,582,851
SCHWAB STRATEGIC TR062,541+62,54101,569,7840.20%+1,569,784
RTX CORPORATION(RTX)08,100+8,10001,562,5390.20%+1,562,539
WISDOMTREE TR(WT)017,709+17,70901,555,5410.20%+1,555,541
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
045,204+45,20401,525,5080.20%+1,525,508
VANGUARD INTL EQUITY INDEX F020,175+20,17501,515,1260.20%+1,515,126
COSTCO WHOLESALE CORPORATION(COST)01,498+1,49801,492,7380.19%+1,492,738
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