Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$160.96M
Total Bought
$29.58M
Total Sold
$54.71M
Net Transaction
-$25.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
25,420126,945+101,5251,1377,7774.83%+6,640
SPDR S&P AEROSPACE & DEF ETF
ST STR SP AERO
015,234+15,23403,8692.40%+3,869
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
40,66391,449+50,7862,1994,9173.05%+2,719
ISHARES RUSSELL 2000 ETF09,002+9,00202,2321.39%+2,232
ISHARES MSCI BRAZIL ETF8,00946,676+38,6672541,7921.11%+1,537
FRANKLIN FTSE TAIWAN ETF
FTSE TAIWAN
37,05255,342+18,2902,2543,7692.34%+1,515
ISHARES MSCI PERU AND GLOBAL6,21520,753+14,5384501,6751.04%+1,225
ISHARES CORE S&P SMALL-CAP E08,185+8,18501,0170.63%+1,017
ISHARES MSCI EMR MRK EX CHNA
MSCI EMRG CHN
012,350+12,35009710.60%+971
ISHARES MSCI CHILE ETF14,25037,011+22,7615761,4720.91%+896
ISHARES MSCI UNITED KINGDOM
MSCI UK ETF NEW
017,889+17,88908150.51%+815
ALPHA ARCHITECT 1-3 MNTH BOX
ALPHA ARCH 1-3
1,7687,197+5,4292038370.52%+633
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
0189,978+189,97806,8734.27%+6,873
ISHARES CORE S&P MIDCAP ETF16,20024,442+8,2421,0691,6511.03%+581
JPMORGAN INTL BND ETF
INTL BD OPP ETF
025,865+25,86501,2370.77%+1,237
FRANKLIN FTSE UNITED KINGDOM
FTSE UNTD KGDM
0101,402+101,40203,5252.19%+3,525
VANGUARD TOT WORLD STK ETF16,39419,879+3,4852,3132,7501.71%+437
COCA-COLA CONSOLIDATED INC(COKE)01,873+1,87303590.22%+359
UTILITIES SELECT SECTOR SPDR
ST STR UTIL ETF
0106,372+106,37204,8813.03%+4,881
ISHARES MSCI AUSTRALIA ETF011,158+11,15803100.19%+310
FRANKLIN FTSE SOUTH KOREA
FTSE SOUTH KOREA
35,04835,006-421,1231,3960.87%+272
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
08,792+8,79202500.16%+250
ISHARES MSCI SOUTH AFRICA ET25,86029,808+3,9481,7792,0211.26%+242
ISHARES MSCI THAILAND ETF03,428+3,42802380.15%+238
VANGUARD S&P 500 ETF0360+36002150.13%+215
OLD REPUBLIC INTL CORP(ORI)05,324+5,32402120.13%+212
REGAL REXNORD CORP(RRX)01,132+1,13202120.13%+212
PAR PACIFIC HOLDINGS INC(PARR)03,287+3,28702060.13%+206
QIAGEN N.V.(QGEN)05,126+5,12602050.13%+205
FRANKLIN FTSE CANADA ETF
FTSE CANADA
71,99174,760+2,7693,4773,6592.27%+182
ISHARES MSCI MEXICO ETF31,20631,114-922,1642,3411.45%+177
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
24,30824,594+2864635880.37%+124
ISHARES IBOXX INVESTMENT GRA9,21410,013+7991,0151,0910.68%+76
FRANKLIN FTSE AUSTRALIA ETF
FTSE AUSTRALIA
037,289+37,28901,2270.76%+1,227
CRESCENT ENERGY INC-A(CRGY)10,29610,2960861390.09%+53
SPDR DJ GLOBAL REAL ESTATE E
ST DOW GLOBA ETF
8,8199,064+2453974150.26%+18
REAL ESTATE SELECT SECT SPDR
ST STR REAL ETF
25,35625,35601,0231,0350.64%+12
GRAY MEDIA INC11,36611,366055490.03%-6
ISHARES MSCI NETHERLANDS ETF18,70018,392-3081,0661,0580.66%-9
SPDR PORT S&P 500 VALUE
ST STR P500VAL
44,79944,798-12,5452,5351.57%-10
APA CORP(APA)9,2775,092-4,1852272160.13%-11
AUTONATION INC(AN)1,1151,11502302180.14%-13
ISHARES JP MORGAN USD EMERGI6,1196,136+175895760.36%-13
DILLARDS INC-CL A(DDS)42342302562420.15%-14
GENWORTH FINANCIAL INC(GNW)23,30223,30202101890.12%-21
ALIGHT INC - CLASS A(ALIT)17,4390-17,439340-34
OVINTIV INC(OVV)7,0833,890-3,1932782310.14%-47
ISHARES MSCI DENMARK ETF
MSCI DENMARK ETF
3,7503,534-2164293700.23%-59
LYFT INC-A(LYFT)11,83011,83002291570.10%-72
ISHARES CORE GLB AGG USD-H A14,3810-14,381840-84
ISHARES JPM USD EM CRP USD A14,1620-14,162950-95
FRANKLIN FTSE SWITZERLAND
FRANKLN SWZLND
035,164+35,16401,4260.89%+1,426
COMPASS INC - CLASS A(COMP)10,0250-10,0251060-106
TOPGOLF CALLAWAY BRANDS CORP(CALY)10,6870-10,6871250-125
ISHARES USD HY CORP USD ACC18,2240-18,2241350-135
ISHARES JPM USD EM BND USD A21,8960-21,8961420-142
ADT INC(ADT)32,13815,822-16,3162591040.06%-155
FRANKLIN FTSE CHINA ETF
FTSE CHINA
122,989122,98902,9272,7541.71%-173
AUTOLIV INC(ALV)1,7300-1,7302050-205
QORVO INC(QRVO)2,5160-2,5162130-213
ISHARES EDGE MSCI USA VALUE16,8610-16,8612200-220
MKS INC(MKSI)1,4360-1,4362290-229
LITHIA MOTORS INC(LAD)7030-7032340-234
JAZZ PHARMACEUTICALS PLC(JAZZ)1,3860-1,3862360-236
JPMORGAN BETABUILDERS CANADA
BETA CDA ETF NEW
8,9036,249-2,6548285880.37%-240
ISHARES SILVER TRUST(SLV)3,8340-3,8342470-247
FRANKLIN FTSE GERMANY ETF
FTSE GERMANY
084,886+84,88602,6551.65%+2,655
ISHARES US AGG BND USD ACC44,2500-44,2502540-254
ISHARES MSCI SWEDEN ETF19,68214,078-5,6049696860.43%-283
ISHARES CORE EM IMI ACC6,4110-6,4112890-289
SPDR GOLD SHARES(GLD)4,2023,179-1,0231,6651,3680.85%-297
AXIS CAPITAL HOLDINGS LTD
SHS
2,8160-2,8163020-302
JACKSON FINANCIAL INC-A(JXN)2,8320-2,8323020-302
ISH DIVERS COMMOD SWAP ETF40,4470-40,4473250-325
ALCOA CORP(AA)6,2120-6,2123300-330
LINCOLN NATIONAL CORP(LNC)8,6980-8,6983870-387
VANGUARD FTSE EMERGING MARKE41,03731,541-9,4962,2061,7051.06%-501
VANG FTSE EUR EURA8,1760-8,1765160-516
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
58,79150,486-8,3052,2691,6771.04%-592
ISHARES MSCI HONG KONG ETF73,13240,610-32,5221,5549380.58%-616
VANGUARD FTSE DEVELOPED ETF73,31361,080-12,2334,5803,9142.43%-666
VANGUARD TOTAL BOND MARKET22,22012,227-9,9931,6469000.56%-745
ISHARES MSCI SPAIN ETF54,69839,315-15,3832,9492,1351.33%-814
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
19,7235,771-13,9521,2534090.25%-844
ISHARES MSCI FRANCE ETF026,393+26,39301,1450.71%+1,145
COMM SERV SELECT SECTOR SPDR
ST STR SVC ETF
0148,093+148,093016,41810.20%+16,418
VANGUARD TOTAL STOCK MKT ETF16,72614,174-2,5525,6084,5472.82%-1,061
ISHARES CORE S&P 5001,4440-1,4441,0640-1,064
ISHARES MSCI SOUTH KOREA ETF36,05919,234-16,8253,5062,3661.47%-1,140
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
52,9158,369-44,5461,4562360.15%-1,220
ISHARES CHINA LARGE-CAP ETF53,4137,610-45,8032,0452730.17%-1,772
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
45,89710,644-35,2532,4945690.35%-1,925
ISHARES RUSSELL MID-CAP GROW000000
CONSUMER STAPLES SPDR
ST STR STAPL ETF
68,26133,518-34,7435,3032,7481.71%-2,555
CONSUMER DISCRETIONARY SELT
ST STR DISCR ETF
040,524+40,52404,4162.74%+4,416
INDUSTRIAL SELECT SECT SPDR
ST STR INDL ETF
83,73156,457-27,27412,9889,1315.67%-3,858
TECHNOLOGY SELECT SECT SPDR
ST STR TECHN ETF
095,278+95,278012,6627.87%+12,662
HEALTH CARE SELECT SECTOR
ST STR CARE ETF
66,87027,675-39,19510,3514,0572.52%-6,294
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
290,982144,113-146,86915,9377,1154.42%-8,822
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