Fund Holdings — Trek Financial, LLC

Total Portfolio Value
$1.68B
Total Bought
$477.39M
Total Sold
$348.06M
Net Transaction
+$129.33M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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BARCLAYS BANK PLC(DJP)0734,495+734,495024,3561.45%+24,356
VANGUARD INDEX FDS26,37363,604+37,23114,98138,9502.32%+23,969
VANGUARD INDEX FDS37,95675,264+37,30816,64036,0972.15%+19,457
ALPHABET INC(GOOG)101,823142,706+40,88318,06234,7562.07%+16,694
INVESCO EXCH TRADED FD TR II
SOLAR ETF
0370,842+370,842016,1800.96%+16,180
ISHARES INC
CORE MSCI EMKT
528,982716,747+187,76531,75547,2482.81%+15,493
SELECT SECTOR SPDR TR
ST STR FINL ETF
625,597863,200+237,60332,76246,5012.77%+13,738
MICROSOFT CORP(MSFT)19,07338,188+19,1159,48719,7791.18%+10,292
ISHARES TR0215,913+215,91308,8830.53%+8,883
ISHARES TR042,125+42,12508,8150.52%+8,815
WISDOMTREE TR(WT)0323,715+323,71508,5430.51%+8,543
PALANTIR TECHNOLOGIES INC(PLTR)2,75447,624+44,8703758,6880.52%+8,312
GRANITESHARES ETF TR
2X SHOR NVDA NEW
0925,962+925,96208,0560.48%+8,056
ISHARES TR28,07149,849+21,7788,54316,5920.99%+8,048
ALIBABA GROUP HLDG LTD(BABA)043,608+43,60807,7940.46%+7,794
SELECT SECTOR SPDR TR
ST STR TECHN ETF
291,615289,167-2,44873,84681,5054.85%+7,659
TESLA INC(TSLA)14,87227,188+12,3164,72412,0910.72%+7,367
BLACKROCK ETF TRUST
ISHA I IN TE ETF
92,558272,692+180,1342,6709,3150.55%+6,645
APPLOVIN CORP(APP)1,0129,630+8,6183546,9200.41%+6,565
AMERICAN EAGLE OUTFITTERS IN0378,504+378,50406,4760.39%+6,476
BLACKROCK ETF TRUST
ISHARES US EQUIT
327,075402,993+75,91817,81223,8571.42%+6,045
TAIWAN SEMICONDUCTOR MFG LTD(TSM)44,19655,836+11,64010,01015,5940.93%+5,584
GLOBAL X FDS
GLOBAL X COPPER
090,411+90,41105,4070.32%+5,407
APPLE INC(AAPL)85,98490,384+4,40017,64123,0151.37%+5,373
ISHARES TR0165,233+165,23305,3300.32%+5,330
TRANSOCEAN LTD(RIG)01,654,392+1,654,39205,1620.31%+5,162
LAUDER ESTEE COS INC(EL)056,813+56,81305,0060.30%+5,006
NORTHROP GRUMMAN CORP(NOC)07,956+7,95604,8480.29%+4,848
CITIGROUP INC(C)047,295+47,29504,8000.29%+4,800
CBRE GROUP INC(CBRE)029,643+29,64304,6710.28%+4,671
SABLE OFFSHORE CORP(SOC)0266,422+266,42204,6520.28%+4,652
I-80 GOLD CORP(IAUX)10,669,81711,173,852+504,0356,38510,6750.64%+4,291
ISHARES INC
MSCI JAPAN ETF
16,01067,819+51,8091,2005,4400.32%+4,239
ISHARES INC052,358+52,35804,1940.25%+4,194
ENI S P A(E)0118,111+118,11104,1280.25%+4,128
SELECT SECTOR SPDR TR
ST STR DISCR ETF
142,791146,570+3,77931,03335,1242.09%+4,091
UBIQUITI INC(UI)1,4757,076+5,6016074,6740.28%+4,067
FASTENAL CO(FAST)082,883+82,88304,0650.24%+4,065
EBAY INC.(EBAY)042,777+42,77703,8910.23%+3,891
AVINO SILVER & GOLD MINES LT455,6211,046,742+591,1211,6405,4950.33%+3,855
COSTAR GROUP INC(CSGP)045,221+45,22103,8150.23%+3,815
BROADCOM INC(AVGO)24,12231,713+7,5916,64910,4620.62%+3,813
LAM RESEARCH CORP(LRCX)028,246+28,24603,7820.23%+3,782
VIZSLA SILVER CORP(VZLA)0869,250+869,25003,7550.22%+3,755
CADENCE DESIGN SYSTEM INC(CDNS)010,661+10,66103,7450.22%+3,745
GE VERNOVA INC(GEV)05,819+5,81903,5780.21%+3,578
ORLA MNG LTD NEW0329,375+329,37503,5570.21%+3,557
PURE STORAGE INC(P)040,505+40,50503,3950.20%+3,395
VALARIS LTD(VAL)067,774+67,77403,3050.20%+3,305
NOBLE CORP PLC(NE)0116,186+116,18603,2860.20%+3,286
ISHARES TR21,58924,476+2,88713,40516,3820.98%+2,977
ISHARES TR
CORE MSCI EAFE
279,391300,274+20,88323,32426,2171.56%+2,893
EQT CORP(EQT)79,957136,759+56,8024,6637,4440.44%+2,781
SANDISK CORP(SNDK)023,131+23,13102,5950.15%+2,595
MEDPACE HLDGS INC(MEDP)04,962+4,96202,5510.15%+2,551
CELESTICA INC(CLS)2,78411,883+9,0994352,9280.17%+2,493
BWX TECHNOLOGIES INC(BWXT)013,331+13,33102,4580.15%+2,458
NEBIUS GROUP N.V.(NBIS)020,569+20,56902,3090.14%+2,309
SPDR GOLD TR(GLD)30,03031,754+1,7249,15411,2880.67%+2,134
VANECK ETF TRUST
REAL ASSETS ETF
057,457+57,45701,9800.12%+1,980
ISHARES TR
FUTU AI TECH ETF
124,878154,700+29,8225,1207,0820.42%+1,962
ALPHABET INC(GOOG)18,91721,718+2,8013,3345,2800.31%+1,946
SPINNAKER ETF SERIES
SELE STO EUR ETF
041,188+41,18801,9350.12%+1,935
PROSHARES TR
SHRT HGH YIELD
0124,122+124,12201,9080.11%+1,908
SPDR SERIES TRUST
SP O&G EQP SERV
026,212+26,21201,8960.11%+1,896
ISHARES TR112,449130,199+17,75010,55812,3880.74%+1,831
ISHARES U S ETF TR
U.S. TECH INDEPD
54,52767,968+13,4415,1266,9280.41%+1,802
SPDR S&P 500 ETF TR(SPY)11,55013,380+1,8307,1368,9140.53%+1,777
IONQ INC(IONQ)028,720+28,72001,7660.11%+1,766
ISHARES TR178,046176,348-1,69819,60321,2891.27%+1,686
JOHNSON & JOHNSON(JNJ)3,79111,529+7,7385792,1380.13%+1,559
3M CO(MMM)09,811+9,81101,5230.09%+1,523
FLEX LNG LTD(FLNG)335,993353,238+17,2457,3858,9020.53%+1,516
ROKU INC(ROKU)83,46388,317+4,8547,3368,8430.53%+1,508
BRISTOL-MYERS SQUIBB CO(BMY)032,974+32,97401,4870.09%+1,487
SPDR SERIES TRUST
ST STR P500ETF
34,38450,777+16,3932,4993,9780.24%+1,479
AMAZON COM INC(AMZN)52,61659,254+6,63811,54413,0110.77%+1,467
VANECK ETF TRUST
GOLD MINERS ETF
24,15734,645+10,4881,2582,6470.16%+1,389
ISHARES TR
0-5 YR TIPS ETF
48,47261,662+13,1904,9886,3730.38%+1,385
SELECT SECTOR SPDR TR
ST STR CARE ETF
191,069194,554+3,48525,75427,0761.61%+1,322
SIBANYE STILLWATER LTD(SBSW)445,131399,754-45,3773,2144,4930.27%+1,279
ISHARES BITCOIN TRUST ETF(IBIT)164,783174,685+9,90210,08611,3550.68%+1,268
MCDONALDS CORP(MCD)1,4055,489+4,0844111,6680.10%+1,258
ISHARES TR79,22680,962+1,73615,48216,7191.00%+1,237
MONDELEZ INTL INC(MDLZ)019,461+19,46101,2160.07%+1,216
NEWMONT CORP(NEM)61,24156,486-4,7553,5684,7620.28%+1,194
BLACKROCK ETF TRUST II117,262138,625+21,3636,1967,3800.44%+1,184
BLACKROCK ETF TRUST
ISHA US THEM ETF
213,753231,905+18,1527,6058,7800.52%+1,175
INTERNATIONAL BUSINESS MACHS(IBM)2,0436,247+4,2046021,7630.10%+1,161
COPA HOLDINGS SA(CPA)71,88576,176+4,2917,9059,0510.54%+1,146
ISHARES TR
MSCI USA MMENTM
25,26427,989+2,7256,0717,1780.43%+1,106
VANGUARD INTL EQUITY INDEX F013,003+13,00301,0380.06%+1,038
ISHARES TR30,17942,606+12,4272,5013,5350.21%+1,034
VANGUARD SPECIALIZED FUNDS62,68463,862+1,17812,82913,7810.82%+951
SOUTHERN CO(SO)36,81144,864+8,0533,3804,2520.25%+871
ISHARES TR
CORE INTL AGGR
99,724116,287+16,5635,0955,9570.35%+862
JOHNSON CTLS INTL PLC
SHS
31,71238,288+6,5763,3494,2100.25%+860
META PLATFORMS INC(META)13,88215,115+1,23310,24611,1000.66%+854
ISHARES GOLD TR(IAU)187,291171,446-15,84511,67912,4760.74%+797
KARMAN HLDGS INC(KRMN)53,78648,264-5,5222,7093,4850.21%+775
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Trek Financial, LLC — 13F Holdings — Q3 2025 | TickerTrail