Fund HoldingsAll Terrain Financial Advisors, LLC

Total Portfolio Value
$320.74M
Total Bought
$25.68M
Total Sold
$20.68M
Net Transaction
+$4.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
UNION PAC CORP(UNP)13,71031,360+17,6503,1717,6092.37%+4,437
NVIDIA CORPORATION(NVDA)41,84451,782+9,9387,8049,0312.82%+1,227
ISHARES TR130,357133,169+2,81232,08933,02610.30%+937
NETFLIX INC(NFLX)(Put)06,600+6,6000635+635
NVIDIA CORPORATION(NVDA)(Put)13,50017,900+4,4002,5183,122+604
ISHARES TR68,59673,898+5,3026,5877,1782.24%+590
ISHARES TR98,049104,059+6,0105,3645,9101.84%+545
APPLE INC(Put)06,100+6,10001,548+1,548
CHEVRON CORPORATION(CVX)9,1399,195+561,3931,9020.59%+510
ISHARES ETHEREUM TR(ETHA)031,648+31,64805010.16%+501
ISHARES ETHEREUM TR(Put)
PUT
030,900+30,9000489+489
AT&T INC(T)081,814+81,81402,3720.74%+2,372
ISHARES SILVER TR(SLV)(Put)07,000+7,0000477+477
ISHARES TR(Put)18,80023,400+4,6001,8052,273+467
NETFLIX INC(NFLX)012,235+12,23501,1760.37%+1,176
DOMINION ENERGY INC(D)035,752+35,75202,2100.69%+2,210
ISHARES SILVER TR(SLV)6,54212,442+5,9004218480.26%+426
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,221+1,22104130.13%+413
HIMS & HERS HEALTH INC(HIMS)017,800+17,80003700.12%+370
HIMS & HERS HEALTH INC(HIMS)(Put)017,800+17,8000370+370
ISHARES TR(Put)30,10034,800+4,7001,6471,976+330
SPDR S&P MIDCAP 400 ETF TR(MDY)3,5633,992+4292,1502,4620.77%+313
AT&T INC(T)(Put)9,30018,200+8,900231528+297
SPDR GOLD TR(GLD)(Put)0600+6000258+258
EXXON MOBIL CORP5,0815,08106118620.27%+251
CATERPILLAR INC(CAT)0329+32902330.07%+233
MICRON TECHNOLOGY INC(MU)4,2004,20001,1991,4190.44%+220
ORACLE CORP(ORCL)(Put)2,2004,300+2,100429633+204
UNION PAC CORP(Put)0800+8000194+194
SPDR GOLD TR(GLD)1,9012,179+2787539380.29%+184
GLOBAL X FDS
GLOBAL X URANIUM
03,700+3,70001790.06%+179
GLOBAL X FDS(Put)
PUT
03,700+3,7000179+179
RTX CORPORATION(Put)3,5004,700+1,200642821+179
ALPHABET INC(GOOG)(Put)0600+6000173+173
PRUDENTIAL FINL INC(Put)01,700+1,7000166+166
WELLS FARGO & CO(Put)02,000+2,0000159+159
ADVANCED MICRO DEVICES INC(AMD)4,5345,534+1,0009711,1260.35%+155
HONEYWELL INTL INC(HON)016,240+16,24003,6711.14%+3,671
ABBVIE INC(ABBV)(Put)0600+6000130+130
MEDTRONIC PLC(MDT)(Put)01,500+1,5000130+130
ORACLE CORP(ORCL)3,9006,000+2,1007608830.28%+123
CONAGRA BRANDS INC(CAG)(Put)07,500+7,5000118+118
MERCADOLIBRE INC(MELI)200300+1004035190.16%+116
META PLATFORMS INC(META)(Put)0200+2000114+114
DOMINION ENERGY INC(D)(Put)3,6005,200+1,600211321+111
ONEOK INC NEW(OKE)01,200+1,20001080.03%+108
ONEOK INC NEW(Put)01,200+1,2000108+108
MICRON TECHNOLOGY INC(MU)(Put)0300+3000101+101
INTUITIVE SURGICAL INC2,9993,899+9001,6991,7970.56%+99
STANLEY BLACK & DECKER INC(SWK)(Put)4,8006,300+1,500357448+91
JPMORGAN CHASE & CO(JPM)(Put)0300+300088+88
ISHARES TR72,77474,092+1,3187,2697,3552.29%+86
APPLIED MATLS INC1,0001,00002573420.11%+85
SPDR SERIES TRUST
ST SHOR CORP ETF
164,916168,087+3,1714,9805,0541.58%+74
PALANTIR TECHNOLOGIES INC(PLTR)(Call)0500+500073+73
VANECK ETF TRUST
IG FLOA RATE ETF
181,622184,472+2,8504,6284,7001.47%+73
CATERPILLAR INC(CAT)(Put)0100+100071+71
TAIWAN SEMICONDUCTOR MANUFAC(Put)0200+200068+68
ISHARES TR39,84740,667+8203,3003,3581.05%+58
RTX CORPORATION(RTX)6,0516,05101,1101,1670.36%+57
TARGET CORP(TGT)2,0762,07602032520.08%+49
BERKSHIRE HATHAWAY INC DEL(Put)0100+100048+48
VERIZON COMMUNICATIONS INC(VZ)05,162+5,16202590.08%+259
EXXON MOBIL CORP(Put)0200+200034+34
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,8507,860+103353610.11%+26
SOUTHERN CO(SO)(Put)2,3002,3000201222+21
CHEVRON CORPORATION(CVX)(Put)0100+100021+21
SOUTHERN CO(SO)036,741+36,74103,5461.11%+3,546
AMGEN INC(Put)7007000229246+17
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
53,91755,054+1,1372,1702,1870.68%+17
ISHARES TR4,0864,08603964110.13%+15
BLACKSTONE INC(BX)2,0652,869+8043183300.10%+12
ABBOTT LABORATORIES(Put)0100+100010+10
VANECK ETF TRUST
GOLD MINERS ETF
2,6872,589-982302380.07%+7
BANK AMERICA CORP4,6005,300+7002532580.08%+5
CLEANCORE SOLUTIONS INC15,00023,600+8,600480.00%+5
CISCO SYS INC(CSCO)7,6767,67605915960.19%+4
LAMB WESTON HLDGS INC(LW)011,200+11,20004730.15%+473
LAMB WESTON HLDGS INC(LW)(Put)011,200+11,2000473+473
TRAVELERS COMPANIES INC(TRV)1,4951,49504344360.14%+2
ISHARES TR2,7552,677-783893870.12%-2
COCA COLA CO(KO)4,9764,476-5003483400.11%-7
AMGEN INC(AMGN)6,1135,661-4522,0011,9920.62%-9
CLOROX CO DEL(CLX)012,809+12,80901,3270.41%+1,327
CITIGROUP INC(C)3,1283,12803653550.11%-10
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,3901,39002152040.06%-11
MP MATERIALS CORP(MP)05,900+5,90002850.09%+285
MP MATERIALS CORP(Put)05,900+5,9000285+285
ISHARES BITCOIN TRUST ETF(IBIT)041,483+41,48301,5940.50%+1,594
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7271,72702492290.07%-19
ARISTA NETWORKS INC(ANET)3,2003,20004193930.12%-26
BOEING CO(BA)1,5001,50003262990.09%-27
AMERIPRISE FINL INC(AMP)62362303052770.09%-29
ISHARES TR64364303042740.09%-30
PROCTER & GAMBLE CO(PG)08,846+8,84601,2780.40%+1,278
ADVANCED MICRO DEVICES INC(Put)3,7003,7000792753-40
ISHARES BITCOIN TRUST ETF(IBIT)(Put)039,000+39,00001,498+1,498
STANLEY BLACK & DECKER INC(SWK)30,29431,065+7712,2502,2070.69%-43
ELI LILLY & CO(LLY)30030003222760.09%-46
ABBOTT LABORATORIES2,0612,06102582120.07%-47
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