Fund HoldingsTrek Financial, LLC

Total Portfolio Value
$2.01B
Total Bought
$1.01B
Total Sold
$953.94M
Net Transaction
+$51.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0655,384+655,3840124,8646.20%+124,864
ISHARES TR0418,177+418,177042,0982.09%+42,098
SELECT SECTOR SPDR TR
ST STR INDL ETF
0213,832+213,832039,6081.97%+39,608
SELECT SECTOR SPDR TR
ST STR FINL ETF
0589,981+589,981031,6291.57%+31,629
APPLE INC(AAPL)0104,919+104,919030,3591.51%+30,359
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0254,539+254,539029,8521.48%+29,852
ISHARES TR43,47773,427+29,95028,39954,9892.73%+26,590
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
01,248,306+1,248,306025,4971.27%+25,497
VANGUARD INDEX FDS0407,437+407,437035,0971.74%+35,097
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0405,645+405,645021,3861.06%+21,386
SELECT SECTOR SPDR TR
ST STR CARE ETF
0127,631+127,631020,2501.01%+20,250
VANGUARD INDEX FDS060,576+60,576041,6042.06%+41,604
MICRON TECHNOLOGY INC(MU)023,997+23,997027,6991.37%+27,699
SELECT SECTOR SPDR TR
ST STR SVC ETF
0164,010+164,010017,5700.87%+17,570
INVESCO ACTVELY MNGD ETC FD
AGRI CMDTY STRA
0446,915+446,915015,9190.79%+15,919
SPDR SERIES TRUST
ST STR BLO 1 ETF
0170,649+170,649015,6380.78%+15,638
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0262,918+262,918013,9640.69%+13,964
CAMBRIA ETF TR0369,407+369,407013,3060.66%+13,306
ADOBE INC(ADBE)063,726+63,726013,0650.65%+13,065
ADVANCED MICRO DEVICES INC(AMD)023,381+23,381013,5820.67%+13,582
FRANCO NEV CORP(FNV)060,000+60,000012,5060.62%+12,506
INTEL CORP(INTC)097,170+97,170013,5680.67%+13,568
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0305,117+305,117011,1670.55%+11,167
SPROTT FDS TR
URANI MINER ETF
0210,001+210,001011,0440.55%+11,044
ISHARES TR
CORE UNIVRSL USD
690,755906,801+216,04631,90641,8492.08%+9,943
MARVELL TECHNOLOGY INC(MRVL)034,237+34,237010,1990.51%+10,199
ISHARES TR48,059106,014+57,9555,97415,7230.78%+9,749
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0192,817+192,81709,7120.48%+9,712
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0116,039+116,03909,6390.48%+9,639
PROSHARES TR
K-1 FREE CRD OIL
472,285739,443+267,15825,55135,1161.74%+9,566
CHEVRON CORPORATION(CVX)062,546+62,546010,3680.51%+10,368
BLACKROCK ETF TRUST
ISHA US THEM ETF
0194,558+194,55808,3870.42%+8,387
CATERPILLAR INC(CAT)010,127+10,127010,7840.54%+10,784
MARATHON PETE CORP(MPC)032,232+32,23208,2410.41%+8,241
ISHARES TR034,330+34,33008,3220.41%+8,322
ALIBABA GROUP HLDG LTD(BABA)083,651+83,65108,0290.40%+8,029
MOLINA HEALTHCARE INC(MOH)033,527+33,52707,6680.38%+7,668
DOCUSIGN INC(DOCU)0171,737+171,73707,6290.38%+7,629
ISHARES TR0176,767+176,76707,4790.37%+7,479
SPINNAKER ETF SERIES
SELE STO EUR ETF
0174,324+174,32407,3530.36%+7,353
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0261,123+261,12307,3250.36%+7,325
SPDR SERIES TRUST
SP O&G EQP SERV
064,015+64,01507,1750.36%+7,175
INVESCO EXCH TRADED FD TR II0207,996+207,996011,8620.59%+11,862
JOHNSON & JOHNSON(JNJ)039,151+39,15109,9430.49%+9,943
MONSTER BEVERAGE CORP NEW(MNST)071,763+71,76306,8980.34%+6,898
SANDISK CORP(SNDK)03,226+3,22607,3350.36%+7,335
SPDR SERIES TRUST
ST STR SP BIOT
039,276+39,27606,2150.31%+6,215
APPLIED MATLS INC17,26516,711-5545,90112,0820.60%+6,181
DIGITAL RLTY TR INC(DLR)033,820+33,82006,0730.30%+6,073
ISHARES TR0213,749+213,749029,3971.46%+29,397
BLACKROCK ETF TRUST II0115,699+115,69905,8190.29%+5,819
RIO TINTO PLC(RIO)060,207+60,20705,7150.28%+5,715
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0122,489+122,48905,5540.28%+5,554
SPROTT PHYSICAL COPPER TRUST(SCOP)0472,666+472,66605,3820.27%+5,382
TAIWAN SEMICONDUCTOR MANUFAC(TSM)34,18135,265+1,08411,55116,8420.84%+5,290
BLACKROCK ETF TRUST
ISHARES US EQUIT
0409,352+409,352027,8401.38%+27,840
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,928+4,92804,7560.24%+4,756
AGNICO EAGLE MINES LTD(AEM)074,463+74,463011,5510.57%+11,551
SPDR SERIES TRUST
ST STR P500ETF
049,271+49,27104,3300.21%+4,330
ISHARES INC
CORE MSCI EMKT
0520,057+520,057043,0812.14%+43,081
ARM HOLDINGS PLC013,132+13,13204,6560.23%+4,656
EXCHANGE LISTED FDS TR096,887+96,88703,9240.19%+3,924
NVIDIA CORPORATION(NVDA)074,733+74,733014,9530.74%+14,953
WESTERN DIGITAL CORP(WDC)21,82814,426-7,4025,9049,2140.46%+3,310
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
015,394+15,39403,2750.16%+3,275
EXXON MOBIL CORP59,71797,700+37,98310,13213,3580.66%+3,226
TEXAS INSTRS INC(TXN)10,54017,209+6,6692,0465,1300.25%+3,083
ISHARES TR
GENOMICS IMMUN
090,940+90,94003,0690.15%+3,069
ISHARES TR033,861+33,86103,0680.15%+3,068
BRIGHTSPRING HEALTH SVCS INC(BTSG)043,373+43,37303,0250.15%+3,025
ALPS ETF TR
ELECTRIFICATION
067,158+67,15803,0180.15%+3,018
BLACKROCK ETF TRUST II056,692+56,69202,9670.15%+2,967
ISHARES GOLD TRUST MICRO(IAU)073,521+73,52102,9420.15%+2,942
PAN AMERN SILVER CORP(PAAS)83,382166,315+82,9334,5557,4490.37%+2,894
ISHARES INC27,46199,514+72,0531,0613,8690.19%+2,808
UNITEDHEALTH GROUP INC(UNH)07,189+7,18902,9880.15%+2,988
PIMCO ETF TR
ACTIVE BD ETF
048,667+48,66704,4880.22%+4,488
PROSHARES TR068,020+68,02002,6900.13%+2,690
COPA HOLDINGS SA(CPA)102,96992,191-10,77811,69814,3420.71%+2,644
BLACKROCK ETF TRUST
ISHA INFR AC ETF
091,938+91,93802,5770.13%+2,577
ALPHABET INC(GOOG)023,899+23,89908,5410.42%+8,541
ISHARES U S ETF TR
STRATEGIC METALS
084,798+84,79802,4350.12%+2,435
INTERNATIONAL BUSINESS MACHS(IBM)09,833+9,83302,7650.14%+2,765
SELECT SECTOR SPDR TR
ST STR REAL ETF
052,853+52,85302,3270.12%+2,327
DAVITA INC(DVA)010,212+10,21202,2720.11%+2,272
VITA COCO CO INC(COCO)032,794+32,79402,1690.11%+2,169
LIQUIDIA CORPORATION(LQDA)026,023+26,02302,0750.10%+2,075
RIVIAN AUTOMOTIVE INC(RIVN)0462,186+462,18608,0190.40%+8,019
INNOVATOR ETFS TRUST
EQUI AUTO IN ETF
079,531+79,53101,8410.09%+1,841
ISHARES TR
MSCI USA MMENTM
036,402+36,402012,4800.62%+12,480
GILEAD SCIENCES INC(GILD)016,440+16,44002,0770.10%+2,077
ISHARES TR
RUSEL 2500 ETF
063,419+63,41905,8110.29%+5,811
MCDONALDS CORP(MCD)07,860+7,86002,1250.11%+2,125
ALPHABET INC(GOOG)023,427+23,42708,2780.41%+8,278
ISHARES TR06,315+6,31501,8970.09%+1,897
STONEX GROUP INC(SNEX)012,798+12,79801,5170.08%+1,517
ISHARES TR102,394103,571+1,17711,40412,8860.64%+1,483
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0116,097+116,09701,8440.09%+1,844
FORGENT POWER SOLUTIONS INC(FPS)025,030+25,03001,3980.07%+1,398
STERLING INFRASTRUCTURE INC(STRL)02,373+2,37301,9920.10%+1,992
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