Fund HoldingsTrek Financial, LLC

Total Portfolio Value
$1.49B
Total Bought
$457.35M
Total Sold
$366.53M
Net Transaction
+$90.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0522,448+522,448025,8661.73%+25,866
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0291,615+291,615073,8464.95%+73,846
NVIDIA CORPORATION(NVDA)0112,217+112,217017,7291.19%+17,729
SELECT SECTOR SPDR TR
ST STR SVC ETF
161,856256,992+95,13615,61127,8911.87%+12,280
ISHARES INC
CORE MSCI EMKT
400,971528,982+128,01121,64031,7552.13%+10,114
TAIWAN SEMICONDUCTOR MFG LTD(TSM)044,196+44,196010,0100.67%+10,010
ISHARES TR
BROAD USD HIGH
0331,281+331,281012,4260.83%+12,426
SPROTT FDS TR
URANI MINER ETF
0182,995+182,99508,7710.59%+8,771
DIREXION SHS ETF TR
DAILY AAPL BR 1X
0490,463+490,46308,6030.58%+8,603
IAMGOLD CORP(IAG)01,069,010+1,069,01007,8570.53%+7,857
KRANESHARES TRUST216,018445,927+229,9097,54115,3091.03%+7,767
ROKU INC(ROKU)083,463+83,46307,3360.49%+7,336
NIKE INC(NKE)0116,433+116,43308,2710.55%+8,271
PHILIP MORRIS INTL INC(PM)042,829+42,82907,8010.52%+7,801
ISHARES TR187,306283,140+95,83411,04017,9741.20%+6,934
ISHARES TR0177,419+177,419016,4331.10%+16,433
VANECK BITCOIN ETF(HODL)0225,160+225,16006,8610.46%+6,861
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0240,793+240,793019,4971.31%+19,497
BLACKROCK ETF TRUST
ISHA US THEM ETF
27,535213,753+186,2188737,6050.51%+6,733
ALPHABET INC(GOOG)0101,823+101,823018,0621.21%+18,062
BOX INC(BOX)0183,683+183,68306,2760.42%+6,276
INTUIT(INTU)09,268+9,26807,3000.49%+7,300
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0142,791+142,791031,0332.08%+31,033
ISHARES TR
CORE INTL AGGR
099,724+99,72405,0950.34%+5,095
SNAP INC(SNAP)0545,946+545,94604,7440.32%+4,744
OSI SYSTEMS INC(OSIS)020,934+20,93404,7070.32%+4,707
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0135,501+135,501011,2360.75%+11,236
ISHARES SILVER TR(SLV)489,699602,810+113,11115,17619,7781.33%+4,602
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
089,353+89,35304,5280.30%+4,528
AGNICO EAGLE MINES LTD(AEM)44,88178,472+33,5914,8669,3330.63%+4,467
WHEATON PRECIOUS METALS CORP(WPM)049,106+49,10604,4100.30%+4,410
ORACLE CORP(ORCL)027,073+27,07305,9190.40%+5,919
THOMSON REUTERS CORP021,628+21,62804,3500.29%+4,350
ISHARES GOLD TR(IAU)125,335187,291+61,9567,39011,6790.78%+4,290
ADTALEM GLOBAL ED INC(CVSA)035,468+35,46804,5130.30%+4,513
ISHARES TR043,625+43,62504,1340.28%+4,134
NETFLIX INC(NFLX)03,580+3,58004,7940.32%+4,794
TRANSMEDICS GROUP INC(TMDX)029,255+29,25503,9200.26%+3,920
BOOKING HOLDINGS INC(BKNG)0674+67403,9020.26%+3,902
AMER SPORTS INC(AS)098,573+98,57303,8210.26%+3,821
GUIDEWIRE SOFTWARE INC(GWRE)015,840+15,84003,7300.25%+3,730
INVESTMENT MANAGERS SER TR I52,303334,410+282,1072,3946,1060.41%+3,712
NEWMONT CORP(NEM)061,241+61,24103,5680.24%+3,568
ISHARES TR131,849169,580+37,73113,67917,2291.15%+3,550
MOSAIC CO NEW(MOS)095,184+95,18403,4720.23%+3,472
ISHARES TR18,72528,071+9,3465,0718,5430.57%+3,472
AT&T INC(T)59,106174,474+115,3681,6725,0490.34%+3,378
JABIL INC(JBL)015,477+15,47703,3760.23%+3,376
ABRDN PLATINUM ETF TRUST027,457+27,45703,3740.23%+3,374
URBAN OUTFITTERS INC(URBN)046,437+46,43703,3690.23%+3,369
NRG ENERGY INC(NRG)020,976+20,97603,3680.23%+3,368
JOHNSON CTLS INTL PLC
SHS
031,712+31,71203,3490.22%+3,349
ENBRIDGE INC(ENB)071,741+71,74103,2510.22%+3,251
HDFC BANK LTD(HDB)042,300+42,30003,2430.22%+3,243
SIBANYE STILLWATER LTD(SBSW)0445,131+445,13103,2140.22%+3,214
META PLATFORMS INC(META)12,25513,882+1,6277,06310,2460.69%+3,183
TALEN ENERGY CORP(TLN)010,897+10,89703,1690.21%+3,169
INNOVATOR ETFS TRUST
US SML CP PWR B
0107,774+107,77403,1460.21%+3,146
MICROSOFT CORP(MSFT)019,073+19,07309,4870.64%+9,487
ODDITY TECH LTD
SHS CL A
038,217+38,21702,8840.19%+2,884
NUTRIEN LTD(NTR)049,522+49,52202,8840.19%+2,884
AEROVIRONMENT INC09,753+9,75302,7790.19%+2,779
KARMAN HLDGS INC(KRMN)053,786+53,78602,7090.18%+2,709
ISHARES TR
0-5 YR TIPS ETF
22,14748,472+26,3252,2924,9880.33%+2,697
COPA HOLDINGS SA(CPA)56,41471,885+15,4715,2167,9050.53%+2,689
BLACKROCK ETF TRUST
ISHA I IN TE ETF
092,558+92,55802,6700.18%+2,670
BROADCOM INC(AVGO)024,122+24,12206,6490.45%+6,649
BLACKROCK ETF TRUST
ISHARES US EQUIT
314,379327,075+12,69615,32917,8121.19%+2,483
ISHARES TR184,530178,046-6,48417,13019,6031.31%+2,473
I-80 GOLD CORP(IAUX)6,798,03310,669,817+3,871,7843,9556,3850.43%+2,430
SPROUTS FMRS MKT INC(SFM)043,666+43,66607,1890.48%+7,189
NUSCALE PWR CORP(SMR)060,892+60,89202,4090.16%+2,409
ISHARES INC199,096261,646+62,5505,1477,5480.51%+2,402
AMAZON COM INC(AMZN)48,36352,616+4,2539,20211,5440.77%+2,342
ISHARES TR
MSCI USA QLT FCT
106,165112,020+5,85518,14320,4791.37%+2,337
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
22,67185,104+62,4337342,9200.20%+2,186
ISHARES BITCOIN TRUST ETF(IBIT)169,107164,783-4,3247,91610,0860.68%+2,170
ISHARES TR69,98679,226+9,24013,33815,4821.04%+2,144
D-WAVE QUANTUM INC(QBTS)0143,989+143,98902,1080.14%+2,108
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0110,116+110,11606,4730.43%+6,473
ISHARES INC490,797537,629+46,83213,39415,4031.03%+2,009
ISHARES TR
FUTU AI TECH ETF
102,449124,878+22,4293,2225,1200.34%+1,898
ROBINHOOD MKTS INC(HOOD)019,561+19,56101,8310.12%+1,831
INVESCO EXCH TRADED FD TR II092,307+92,30706,7220.45%+6,722
VANGUARD SPECIALIZED FUNDS062,684+62,684012,8290.86%+12,829
ISHARES U S ETF TR
U.S. TECH INDEPD
45,37054,527+9,1573,4005,1260.34%+1,726
DAKOTA GOLD CORP1,225,0451,342,641+117,5963,2464,9540.33%+1,708
CISCO SYS INC(CSCO)028,045+28,04501,9460.13%+1,946
INNOVATOR ETFS TRUST
NASDAQ 100
053,754+53,75401,6040.11%+1,604
INNOVATOR ETFS TRUST
US EQTY ULTRA B
133,927168,747+34,8204,5946,1490.41%+1,555
ISHARES INC040,888+40,88801,8890.13%+1,889
PLATINUM GROUP METALS LTD02,003,166+2,003,16603,0650.21%+3,065
VANECK ETF TRUST
RARE EAR STR ETF
034,174+34,17401,3870.09%+1,387
ISHARES TR025,552+25,55202,7930.19%+2,793
UNION PAC CORP(UNP)05,508+5,50801,2670.08%+1,267
ISHARES INC031,414+31,41401,2640.08%+1,264
HONEYWELL INTL INC(HON)05,175+5,17501,2050.08%+1,205
ISHARES TR05,015+5,01501,1970.08%+1,197
ALPHABET INC(GOOG)018,917+18,91703,3340.22%+3,334
ISHARES TR
MSCI USA MMENTM
025,264+25,26406,0710.41%+6,071
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