Fund Holdings

Trek Financial, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
BARCLAYS BANK PLC(DJP)0734,495+734,495024,355,8541.45%+24,355,854
VANGUARD INDEX FDS26,37363,604+37,23114,980,63438,949,8252.32%+23,969,191
VANGUARD INDEX FDS37,95675,264+37,30816,639,91036,097,3672.15%+19,457,457
INVESCO EXCH TRADED FD TR II0319,405+319,405018,848,0891.12%+18,848,089
ALPHABET INC(GOOG)101,823142,706+40,88318,062,33934,756,0752.07%+16,693,736
INVESCO EXCH TRADED FD TR II0370,842+370,842016,179,8360.96%+16,179,836
ISHARES INC528,982716,747+187,76531,754,77247,247,9712.81%+15,493,199
SELECT SECTOR SPDR TR625,597863,200+237,60332,762,49246,500,5742.77%+13,738,082
MICROSOFT CORP(MSFT)19,07338,188+19,1159,487,23519,779,2371.18%+10,292,002
ISHARES TR0215,913+215,91308,882,6610.53%+8,882,661
ISHARES TR042,125+42,12508,815,0780.52%+8,815,078
WISDOMTREE TR(WT)0323,715+323,71508,542,8390.51%+8,542,839
PALANTIR TECHNOLOGIES INC(PLTR)2,75447,624+44,870375,4258,687,5700.52%+8,312,145
GRANITESHARES ETF TR0925,962+925,96208,055,8690.48%+8,055,869
ISHARES TR28,07149,849+21,7788,543,38216,591,8440.99%+8,048,462
ALIBABA GROUP HLDG LTD(BABA)043,608+43,60807,794,0580.46%+7,794,058
SELECT SECTOR SPDR TR291,615289,167-2,44873,845,73581,504,7204.85%+7,658,985
TESLA INC(TSLA)14,87227,188+12,3164,724,38312,091,2480.72%+7,366,865
BLACKROCK ETF TRUST92,558272,692+180,1342,670,2989,315,1590.55%+6,644,861
APPLOVIN CORP(APP)1,0129,630+8,618354,2816,919,5400.41%+6,565,259
AMERICAN EAGLE OUTFITTERS IN0378,504+378,50406,476,2030.39%+6,476,203
BLACKROCK ETF TRUST327,075402,993+75,91817,812,47723,857,1581.42%+6,044,681
TAIWAN SEMICONDUCTOR MFG LTD(TSM)44,19655,836+11,64010,009,95215,594,4360.93%+5,584,484
GLOBAL X FDS090,411+90,41105,407,4820.32%+5,407,482
APPLE INC(AAPL)85,98490,384+4,40017,641,36423,014,5351.37%+5,373,171
ISHARES TR0165,233+165,23305,330,4170.32%+5,330,417
TRANSOCEAN LTD(RIG)01,654,392+1,654,39205,161,7030.31%+5,161,703
LAUDER ESTEE COS INC(EL)056,813+56,81305,006,3820.30%+5,006,382
NORTHROP GRUMMAN CORP(NOC)07,956+7,95604,847,9470.29%+4,847,947
CITIGROUP INC(C)047,295+47,29504,800,4430.29%+4,800,443
CBRE GROUP INC(CBRE)029,643+29,64304,670,5510.28%+4,670,551
SABLE OFFSHORE CORP0266,422+266,42204,651,7280.28%+4,651,728
I-80 GOLD CORP(IAUX)10,669,81711,173,852+504,0356,384,81810,675,4980.64%+4,290,680
ISHARES INC16,01067,819+51,8091,200,2395,439,7290.32%+4,239,490
ISHARES INC052,358+52,35804,193,8760.25%+4,193,876
ENI S P A(E)0118,111+118,11104,127,9790.25%+4,127,979
SELECT SECTOR SPDR TR142,791146,570+3,77931,032,83335,124,1522.09%+4,091,319
UBIQUITI INC(UI)1,4757,076+5,601607,1844,674,2640.28%+4,067,080
FASTENAL CO(FAST)082,883+82,88304,064,5820.24%+4,064,582
EBAY INC.(EBAY)042,777+42,77703,890,5680.23%+3,890,568
AVINO SILVER & GOLD MINES LT455,6211,046,742+591,1211,640,2365,495,3960.33%+3,855,160
COSTAR GROUP INC(CSGP)045,221+45,22103,815,2960.23%+3,815,296
BROADCOM INC(AVGO)24,12231,713+7,5916,649,16310,462,4160.62%+3,813,253
LAM RESEARCH CORP(LRCX)028,246+28,24603,782,2060.23%+3,782,206
VIZSLA SILVER CORP(VZLA)0869,250+869,25003,755,1600.22%+3,755,160
CADENCE DESIGN SYSTEM INC(CDNS)010,661+10,66103,744,7830.22%+3,744,783
GE VERNOVA INC(GEV)05,819+5,81903,578,1040.21%+3,578,104
ORLA MNG LTD NEW(ORLA)0329,375+329,37503,557,2500.21%+3,557,250
PURE STORAGE INC(P)040,505+40,50503,394,7240.20%+3,394,724
VALARIS LTD(VAL)067,774+67,77403,305,3380.20%+3,305,338
NOBLE CORP PLC(NE)0116,186+116,18603,285,7400.20%+3,285,740
ISHARES TR21,58924,476+2,88713,404,86916,381,9100.98%+2,977,041
ISHARES TR279,391300,274+20,88323,323,59626,216,9641.56%+2,893,368
EQT CORP(EQT)79,957136,759+56,8024,663,0927,443,7920.44%+2,780,700
SANDISK CORP(SNDK)023,131+23,13102,595,2980.15%+2,595,298
MEDPACE HLDGS INC(MEDP)04,962+4,96202,551,2620.15%+2,551,262
CELESTICA INC(CLS)2,78411,883+9,099434,6102,927,7340.17%+2,493,124
BWX TECHNOLOGIES INC(BWXT)013,331+13,33102,457,8360.15%+2,457,836
NEBIUS GROUP N.V.(NBIS)020,569+20,56902,309,2820.14%+2,309,282
SPDR GOLD TR(GLD)30,03031,754+1,7249,154,04511,287,5940.67%+2,133,549
VANECK ETF TRUST057,457+57,45701,979,9680.12%+1,979,968
ISHARES TR124,878154,700+29,8225,119,9987,082,1660.42%+1,962,168
ALPHABET INC(GOOG)18,91721,718+2,8013,333,7895,279,7240.31%+1,945,935
SPINNAKER ETF SERIES041,188+41,18801,934,6000.12%+1,934,600
PROSHARES TR0124,122+124,12201,908,3780.11%+1,908,378
SPDR SERIES TRUST026,212+26,21201,896,4380.11%+1,896,438
ISHARES TR112,449130,199+17,75010,557,87412,388,3980.74%+1,830,524
ISHARES U S ETF TR54,52767,968+13,4415,125,5386,927,9780.41%+1,802,440
SPDR S&P 500 ETF TR(SPY)11,55013,380+1,8307,136,3318,913,7770.53%+1,777,446
IONQ INC(IONQ)028,720+28,72001,766,2800.11%+1,766,280
ISHARES TR178,046176,348-1,69819,602,85521,288,7001.27%+1,685,845
JOHNSON & JOHNSON(JNJ)3,79111,529+7,738579,0172,137,6330.13%+1,558,616
3M CO(MMM)09,811+9,81101,522,5000.09%+1,522,500
FLEX LNG LTD(FLNG)335,993353,238+17,2457,385,1268,901,6070.53%+1,516,481
ROKU INC(ROKU)83,46388,317+4,8547,335,5638,843,1810.53%+1,507,618
BRISTOL-MYERS SQUIBB CO(BMY)032,974+32,97401,487,1270.09%+1,487,127
SPDR SERIES TRUST34,38450,777+16,3932,499,4053,977,9050.24%+1,478,500
AMAZON COM INC(AMZN)52,61659,254+6,63811,543,52613,010,5030.77%+1,466,977
VANECK ETF TRUST24,15734,645+10,4881,257,6132,646,8780.16%+1,389,265
ISHARES TR48,47261,662+13,1904,988,2406,373,4350.38%+1,385,195
SELECT SECTOR SPDR TR191,069194,554+3,48525,754,24427,076,0331.61%+1,321,789
SIBANYE STILLWATER LTD(SBSW)445,131399,754-45,3773,213,8464,493,2350.27%+1,279,389
ISHARES BITCOIN TRUST ETF(IBIT)164,783174,685+9,90210,086,36711,354,5250.68%+1,268,158
MCDONALDS CORP(MCD)1,4055,489+4,084410,5811,668,1380.10%+1,257,557
ISHARES TR79,22680,962+1,73615,482,36816,719,4391.00%+1,237,071
MONDELEZ INTL INC(MDLZ)019,461+19,46101,215,7290.07%+1,215,729
NEWMONT CORP(NEM)61,24156,486-4,7553,567,9014,762,3350.28%+1,194,434
BLACKROCK ETF TRUST II117,262138,625+21,3636,196,1057,380,4190.44%+1,184,314
BLACKROCK ETF TRUST213,753231,905+18,1527,605,3328,779,9230.52%+1,174,591
INTERNATIONAL BUSINESS MACHS(IBM)2,0436,247+4,204602,1071,762,7100.10%+1,160,603
COPA HOLDINGS SA(CPA)71,88576,176+4,2917,905,1939,051,2320.54%+1,146,039
ISHARES TR25,26427,989+2,7256,071,4067,177,8650.43%+1,106,459
VANGUARD INTL EQUITY INDEX F013,003+13,00301,037,6390.06%+1,037,639
ISHARES TR30,17942,606+12,4272,500,6453,534,5860.21%+1,033,941
VANGUARD SPECIALIZED FUNDS62,68463,862+1,17812,829,47313,780,7430.82%+951,270
SOUTHERN CO(SO)36,81144,864+8,0533,380,3784,251,7860.25%+871,408
ISHARES TR99,724116,287+16,5635,094,8995,957,3830.35%+862,484
JOHNSON CTLS INTL PLC31,71238,288+6,5763,349,4214,209,7660.25%+860,345
META PLATFORMS INC(META)13,88215,115+1,23310,246,30211,100,3290.66%+854,027
ISHARES GOLD TR(IAU)187,291171,446-15,84511,679,46712,476,1250.74%+796,658
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