Fund HoldingsSolstein Capital, LLC

Total Portfolio Value
$249.34M
Total Bought
$50.29M
Total Sold
$244.19M
Net Transaction
-$193.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS6679,195+8,5284085,7662.31%+5,358
ISHARES INC
MSCI JAPAN ETF
049,727+49,72704,0151.61%+4,015
ISHARES TR034,147+34,14703,2841.32%+3,284
VANGUARD TAX-MANAGED FDS039,626+39,62602,4750.99%+2,475
SPDR S&P 500 ETF TR(SPY)27,87830,761+2,88318,57220,9768.41%+2,405
VANGUARD INDEX FDS7817,846+7,0652562,6311.06%+2,374
ALPHABET INC(GOOG)19,50221,666+2,1644,7506,7992.73%+2,049
VANGUARD INTL EQUITY INDEX F7,16331,193+24,0305112,2950.92%+1,783
ALPHABET INC(GOOG)20,99721,576+5795,1046,7532.71%+1,649
ISHARES TR2,47233,135+30,6631311,7520.70%+1,621
SELECT SECTOR SPDR TR
ST STR UTIL ETF
037,310+37,31001,5930.64%+1,593
SELECT SECTOR SPDR TR
ST STR TECHN ETF
09,394+9,39401,3520.54%+1,352
SCHWAB STRATEGIC TR029,534+29,53401,3350.54%+1,335
ISHARES TR43,79366,123+22,3302,3393,6181.45%+1,279
VANECK MERK GOLD ETF(OUNZ)251,697255,906+4,2099,36110,6154.26%+1,254
ISHARES TR08,240+8,24001,2250.49%+1,225
ALIBABA GROUP HLDG LTD(BABA)14,88126,367+11,4862,6603,8651.55%+1,205
TEVA PHARMACEUTICAL INDS LTD(TEVA)95,07595,07501,9212,9671.19%+1,047
AMAZON COM INC(AMZN)27,18230,209+3,0275,9686,9732.80%+1,004
SELECT SECTOR SPDR TR
ST STR ENERG ETF
020,968+20,96809370.38%+937
ISHARES INC5,41815,599+10,1814991,4320.57%+933
ISHARES TR06,811+6,81107500.30%+750
CANADIAN NAT RES LTD(CNQ)55,76474,660+18,8961,7832,5311.01%+747
VANGUARD INDEX FDS02,849+2,84907350.29%+735
INVESCO DB MULTI-SECTOR COMM(DBB)76,29396,480+20,1871,5672,2130.89%+646
FIDELITY WISE ORIGIN BITCOIN(FBTC)08,407+8,40706410.26%+641
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,030+4,03006250.25%+625
ISHARES TR49,35753,959+4,6024,6085,1822.08%+573
ISHARES TR06,563+6,56305720.23%+572
ELI LILLY & CO(LLY)01,505+1,50501,6170.65%+1,617
CATERPILLAR INC(CAT)4,3244,32402,0632,4770.99%+414
GLOBAL X FDS
DEFENSE TECH ETF
24,41032,659+8,2491,7152,1160.85%+401
SPDR GOLD TR(GLD)10,24310,193-503,6414,0401.62%+399
THERMO FISHER SCIENTIFIC INC(TMO)3,6643,66401,7772,1230.85%+346
ISHARES SILVER TR(SLV)07,700+7,70004960.20%+496
VANGUARD INDEX FDS01,463+1,46303100.12%+310
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,968+1,96803050.12%+305
ISHARES TR15,79815,798010,57410,8214.34%+247
SPDR SERIES TRUST
ST STR SP BIOT
01,901+1,90102320.09%+232
HONEYWELL INTL INC(HON)04,232+4,23208260.33%+826
ISHARES TR
MSCI INDIA ETF
022,668+22,66801,2250.49%+1,225
SELECT SECTOR SPDR TR
ST STR REAL ETF
05,295+5,29502140.09%+214
ROBINHOOD MKTS INC(HOOD)01,852+1,85202090.08%+209
SPDR SERIES TRUST
ST STR SP AERO
0853+85302060.08%+206
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,722+1,72202060.08%+206
ISHARES TR
CORE MSCI INTL
85,74585,74506,8747,0722.84%+198
ISHARES TR06,937+6,93707640.31%+764
SPDR SERIES TRUST
ST STR SP METAL
01,793+1,79301860.07%+186
ISHARES INC16,17119,971+3,8006738490.34%+176
ISHARES TR01,820+1,82001730.07%+173
INTUITIVE MACHINES INC(LUNR)030,000+30,00004870.20%+487
KEYSIGHT TECHNOLOGIES INC(KEYS)0816+81601660.07%+166
ISHARES INC01,566+1,56601520.06%+152
UBS GROUP AG(UBS)22,64722,64709261,0550.42%+129
FLUTTER ENTMT PLC(FLUT)0585+58501270.05%+127
VISA INC(V)013,682+13,68204,7981.92%+4,798
SPDR SERIES TRUST
ST STR BLO 1 ETF
01,381+1,38101260.05%+126
PRUDENTIAL FINL INC(PFH)88,57088,57001,2411,3630.55%+122
WALMART INC(WMT)14,28414,28401,4721,5910.64%+119
VANGUARD STAR FDS01,560+1,56001180.05%+118
JD.COM INC(JD)013,439+13,43903860.15%+386
CHEVRON CORP NEW(CVX)2,2863,076+7903554690.19%+114
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,398+1,39801090.04%+109
VANGUARD INDEX FDS0949+94902760.11%+276
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
02,144+2,14401010.04%+101
RIO TINTO PLC(RIO)3,7934,368+5752503500.14%+99
SCHWAB STRATEGIC TR03,370+3,3700920.04%+92
VANECK ETF TRUST
RARE EAR STR ETF
8,6248,62405686370.26%+70
FOMENTO ECONOMICO MEXICANO S(FMX)027,490+27,49002,7781.11%+2,778
SELECT SECTOR SPDR TR
ST STR MATER ETF
01,470+1,4700670.03%+67
BROADCOM INC(AVGO)2,0762,160+846857480.30%+63
ISHARES INC18,52118,52109369990.40%+63
ISHARES TR3,8794,065+1868128730.35%+61
EXPAND ENERGY CORPORATION(EXE)01,708+1,70801880.08%+188
ANALOG DEVICES INC(ADI)02,307+2,30706260.25%+626
VANECK ETF TRUST
GOLD MINERS ETF
10,4939,954-5398028540.34%+52
MAPLEBEAR INC(CART)06,252+6,25202810.11%+281
BHP GROUP LTD01,459+1,4590880.04%+88
KB FINL GROUP INC(KB)014,987+14,98701,2890.52%+1,289
MICRON TECHNOLOGY INC(MU)0369+36901050.04%+105
SLB LIMITED(SLB)02,000+2,0000770.03%+77
BARRICK MNG CORP(B)3,7503,75001231630.07%+40
PIMCO ETF TR
25YR+ ZERO U S
0592+5920380.02%+38
SHELL PLC(SHEL)19,07119,07101,3641,4010.56%+37
NVIDIA CORPORATION(NVDA)14,09014,293+2032,6292,6661.07%+37
INVESCO QQQ TR2,6282,62801,5781,6140.65%+37
TERAWULF INC(WULF)03,000+3,0000340.01%+34
ADVANCED MICRO DEVICES INC(AMD)0657+65701410.06%+141
PATRIA INVESTMENTS LIMITED
COM CL A
026,300+26,30004180.17%+418
SALESFORCE INC(CRM)01,214+1,21403220.13%+322
ISHARES INC
MSCI TAIWAN ETF
0493+4930310.01%+31
SELECT SECTOR SPDR TR
ST STR SVC ETF
0243+2430290.01%+29
RTX CORPORATION(RTX)1,6581,65802773040.12%+27
DIGITAL RLTY TR INC(DLR)0273+2730420.02%+42
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0695+69502110.08%+211
CHARLES RIV LABS INTL INC(CRL)0600+60001200.05%+120
ISHARES INC
MSCI GBL ETF NEW
3,7533,75301671930.08%+26
GOLDMAN SACHS GROUP INC(GS)29929902382630.11%+25
NIOCORP DEVS LTD04,500+4,5000240.01%+24
EQUINIX INC(EQIX)0220+22001690.07%+169
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