Fund HoldingsVident Advisory, LLC

Total Portfolio Value
$11.75B
Total Bought
$2.23B
Total Sold
$1.12B
Net Transaction
+$1.11B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA CORPORATION(NVDA)1,745,2653,349,355+1,604,090325,492584,1284.97%+258,636
TESLA INC(TSLA)0494,916+494,9160183,9851.57%+183,985
PALO ALTO NETWORKS INC(PANW)01,255,734+1,255,7340201,3191.71%+201,319
ISHARES INC
CORE MSCI EMKT
573,1451,219,185+646,04038,52785,0380.72%+46,511
NORTHROP GRUMMAN CORP(NOC)0231,732+231,7320158,0971.35%+158,097
LOCKHEED MARTIN CORP(LMT)280,825267,442-13,383135,827161,6391.38%+25,812
APPLE INC(AAPL)784,348934,921+150,573213,233237,2742.02%+24,041
ISHARES INC
MSCI EMRG CHN
479,344747,915+268,57134,83958,8310.50%+23,992
L3HARRIS TECHNOLOGIES INC(LHX)0366,608+366,6080126,5351.08%+126,535
VANGUARD TAX-MANAGED FDS0576,869+576,869036,9660.31%+36,966
EXXON MOBIL CORP227,848271,298+43,45027,41946,0290.39%+18,609
SCHWAB STRATEGIC TR01,635,135+1,635,135037,9680.32%+37,968
VANGUARD INTL EQUITY INDEX F0492,036+492,036026,5950.23%+26,595
ASTERA LABS INC(ALAB)0160,832+160,832017,6270.15%+17,627
SAP SE(SAP)0118,425+118,425020,2760.17%+20,276
GRAYSCALE BITCOIN TRUST ETF(GBTC)0303,100+303,100015,9920.14%+15,992
ALPHABET INC(GOOG)761,010882,525+121,515238,196253,7792.16%+15,583
WESTERN DIGITAL CORP(WDC)061,407+61,407016,6100.14%+16,610
CISCO SYS INC(CSCO)2,324,7102,476,211+151,501179,072192,1291.64%+13,057
KLA CORP(KLAC)037,554+37,554055,2960.47%+55,296
MONDELEZ INTL INC(MDLZ)0544,844+544,844031,4050.27%+31,405
AKAMAI TECHNOLOGIES INC(AKAM)0315,816+315,816036,2710.31%+36,271
NEWMONT CORP(NEM)140,044232,540+92,49613,98325,1720.21%+11,189
GENERAL DYNAMICS CORP(GD)0415,762+415,7620142,6981.21%+142,698
TJX COS INC NEW(TJX)0374,295+374,295059,7750.51%+59,775
BRISTOL-MYERS SQUIBB CO(BMY)0264,293+264,293016,0290.14%+16,029
CAMECO CORP(CCJ)511,768520,032+8,26446,82256,4810.48%+9,659
RTX CORPORATION(RTX)0815,648+815,6480157,3391.34%+157,339
BERKSHIRE HATHAWAY INC DEL0224,481+224,4810107,5710.92%+107,571
HOWMET AEROSPACE INC(HWM)061,294+61,294014,1260.12%+14,126
COSTCO WHOLESALE CORPORATION(COST)039,430+39,430039,2900.33%+39,290
CURTISS WRIGHT CORP(CW)072,319+72,319049,2580.42%+49,258
TAIWAN SEMICONDUCTOR MANUFAC(TSM)491,802469,049-22,753149,454158,5151.35%+9,061
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
597,624751,966+154,34235,81644,7800.38%+8,964
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
030,491+30,491011,9450.10%+11,945
ANALOG DEVICES INC(ADI)115,567125,512+9,94531,34239,9310.34%+8,589
SUNCOR ENERGY INC NEW(SU)748,342631,888-116,45433,19741,7740.36%+8,578
WALMART INC(WMT)446,728468,806+22,07849,77058,2630.50%+8,493
HONEYWELL INTL INC(HON)054,532+54,532012,3260.10%+12,326
ADVANCED MICRO DEVICES INC(AMD)369,907427,826+57,91979,21987,0330.74%+7,813
BECTON DICKINSON & CO(BDX)058,707+58,70709,2310.08%+9,231
JOHNSON & JOHNSON(JNJ)172,852177,838+4,98635,77243,4710.37%+7,699
FIREFLY AEROSPACE INC(FLY)0267,181+267,18107,6070.06%+7,607
CINTAS CORP(CTAS)098,414+98,414016,6460.14%+16,646
STRATEGY INC(MSTR)0107,829+107,829013,4570.11%+13,457
DENISON MINES CORP(DNN)07,466,059+7,466,059026,3550.22%+26,355
BHP BILLITON LIMITED0160,419+160,419011,6690.10%+11,669
ONDAS INC(ONDS)299,3131,102,214+802,9012,9219,9640.08%+7,043
CHEVRON CORPORATION(CVX)074,499+74,499015,4140.13%+15,414
ASML HLDG NV
N Y REGISTRY SHS
012,635+12,635016,6890.14%+16,689
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
189,327274,307+84,98015,85622,6990.19%+6,843
VERTIV HOLDINGS CO(VRT)038,368+38,36809,6140.08%+9,614
CATERPILLAR INC(CAT)50,79750,510-28729,10035,7850.30%+6,684
APPLIED MATLS INC64,54867,963+3,41516,58823,2290.20%+6,641
LAM RESEARCH CORP(LRCX)151,646152,477+83125,95932,5780.28%+6,619
COINBASE GLOBAL INC(COIN)081,004+81,004014,1440.12%+14,144
ENERGY FUELS INC(UUUU)01,394,926+1,394,926025,4570.22%+25,457
AT&T INC(T)0554,618+554,618016,0780.14%+16,078
US FOODS HLDG CORP(USFD)200,569232,774+32,20515,10721,4640.18%+6,357
GE VERNOVA INC(GEV)17,70820,538+2,83011,57417,9280.15%+6,354
BWX TECHNOLOGIES INC(BWXT)0181,547+181,547037,1250.32%+37,125
ONEOK INC NEW(OKE)0141,527+141,527012,7930.11%+12,793
DELL TECHNOLOGIES INC(DELL)091,754+91,754015,0600.13%+15,060
TERAWULF INC(WULF)01,427,534+1,427,534020,5990.18%+20,599
URANIUM ENERGY CORP(UEC)01,266,267+1,266,267017,0950.15%+17,095
SOUTHERN COPPER CORP(SCCO)044,681+44,68107,6880.07%+7,688
ASTRAZENECA PLC(AZN)028,032+28,03205,5290.05%+5,529
SANOFI SA(SNY)0351,952+351,952016,9570.14%+16,957
TEXAS INSTRS INC(TXN)065,817+65,817012,7780.11%+12,778
PARKER-HANNIFIN CORP(PH)012,727+12,727011,3940.10%+11,394
ARCHER DANIELS MIDLAND CO082,583+82,58306,0030.05%+6,003
ISHARES GOLD TR(IAU)1,711,7831,683,974-27,80973,59078,6420.67%+5,052
DUKE ENERGY CORP NEW(DUK)064,965+64,96508,5070.07%+8,507
SLB LIMITED(SLB)333,775339,818+6,04312,81017,4630.15%+4,653
ICON PLC(ICLR)0109,046+109,046012,0670.10%+12,067
CITIGROUP INC(C)165,170210,172+45,00219,27423,8360.20%+4,562
HCA HEALTHCARE INC(HCA)016,114+16,11407,6260.06%+7,626
NETFLIX INC.(NFLX)0760,068+760,068073,0810.62%+73,081
CASEYS GEN STORES INC(CASY)07,190+7,19005,2330.04%+5,233
UIPATH INC(PATH)0399,625+399,62504,4360.04%+4,436
CBOE GLOBAL MKTS INC(CBOE)022,615+22,61506,3560.05%+6,356
HOME DEPOT INC(HD)090,881+90,881029,8900.25%+29,890
ROCKET LAB CORP(RKLB)836,164975,542+139,37858,33162,6490.53%+4,319
ROSS STORES INC(ROST)029,685+29,68506,4310.05%+6,431
WILLIAMS COS INC(WMB)0183,672+183,672013,3680.11%+13,368
PENTAIR PLC(PNR)0115,021+115,021010,0190.09%+10,019
CONOCOPHILLIPS(COP)062,739+62,73908,2820.07%+8,282
FASTENAL CO(FAST)0155,418+155,41807,2110.06%+7,211
FLEXTRONICS INTL LTD(FLEX)0166,213+166,213010,8800.09%+10,880
VERIZON COMMUNICATIONS INC(VZ)0186,548+186,54809,3650.08%+9,365
OLD DOMINION FREIGHT LINE IN(ODFL)106,790106,762-2816,74520,8610.18%+4,117
KINDER MORGAN INC DEL(KMI)0363,465+363,465012,1870.10%+12,187
AEROVIRONMENT INC0132,406+132,406024,2370.21%+24,237
ACADIAN ASSET MANAGEMENT INC(AAMI)078,642+78,64204,2800.04%+4,280
HUNTINGTON INGALLS INDS INC(HII)079,103+79,103030,0510.26%+30,051
RED CAT HLDGS INC(RCAT)0380,760+380,76004,9840.04%+4,984
SANDISK CORP(SNDK)07,976+7,97605,0670.04%+5,067
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
152,072224,339+72,2678,48612,4180.11%+3,933
BIGBEAR AI HLDGS INC(BBAI)01,111,219+1,111,21903,9110.03%+3,911
FERGUSON ENTERPRISES INC(FERG)0125,426+125,426029,2570.25%+29,257
Page 1 of 1