Fund HoldingsTrek Financial, LLC

Total Portfolio Value
$1.73B
Total Bought
$706.75M
Total Sold
$671.33M
Net Transaction
+$35.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0671,145+671,145096,6255.60%+96,625
SELECT SECTOR SPDR TR
ST STR FINL ETF
0728,775+728,775039,9152.31%+39,915
ISHARES TR
CORE UNIVRSL USD
0640,051+640,051029,7881.73%+29,788
SELECT SECTOR SPDR TR
ST STR CARE ETF
0181,170+181,170028,0451.63%+28,045
SELECT SECTOR SPDR TR
ST STR SVC ETF
0203,547+203,547023,9621.39%+23,962
ISHARES TR0379,465+379,465020,7611.20%+20,761
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0167,937+167,937020,0531.16%+20,053
MICRON TECHNOLOGY INC(MU)069,681+69,681019,8881.15%+19,888
ISHARES TR0230,602+230,602023,6461.37%+23,646
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0228,583+228,583017,7561.03%+17,756
SELECT SECTOR SPDR TR
ST STR INDL ETF
093,561+93,561014,5130.84%+14,513
ISHARES TR0450,999+450,999013,7330.80%+13,733
SPDR SERIES TRUST
ST STR BLO 1 ETF
0132,296+132,296012,0890.70%+12,089
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
0250,083+250,083011,9860.69%+11,986
ISHARES ETHEREUM TR(ETHA)0529,836+529,836011,8840.69%+11,884
CENTURY ALUM CO(CENX)0281,376+281,376011,0240.64%+11,024
ALCOA CORP(AA)0191,179+191,179010,1590.59%+10,159
AGNICO EAGLE MINES LTD(AEM)072,372+72,372012,2690.71%+12,269
ISHARES TR80,962120,030+39,06816,71925,4551.48%+8,735
INVESCO QQQ TR026,896+26,896016,5230.96%+16,523
WARNER BROS DISCOVERY INC(WBD)0288,408+288,40808,3120.48%+8,312
SPROTT FDS TR
URANI MINER ETF
0131,424+131,42407,2140.42%+7,214
VALE S A0484,111+484,11106,3080.37%+6,308
RIVIAN AUTOMOTIVE INC(RIVN)0310,244+310,24406,1150.35%+6,115
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0143,112+143,11206,1090.35%+6,109
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
069,203+69,20305,4570.32%+5,457
ISHARES TR030,404+30,40406,0710.35%+6,071
MP MATERIALS CORP(MP)0106,647+106,64705,3880.31%+5,388
INTEL CORP(INTC)0163,114+163,11406,0190.35%+6,019
ELI LILLY & CO(LLY)06,096+6,09606,5510.38%+6,551
LAM RESEARCH CORP(LRCX)28,24650,412+22,1663,7828,6300.50%+4,847
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0105,242+105,24204,7050.27%+4,705
ENDEAVOUR SILVER CORP(EXK)0480,853+480,85304,5200.26%+4,520
RIO TINTO PLC(RIO)054,824+54,82404,3880.25%+4,388
ADVANCED MICRO DEVICES INC(AMD)023,499+23,49905,0330.29%+5,033
ISHARES TR24,47630,138+5,66216,38220,6431.20%+4,261
SPDR SERIES TRUST
ST STR P500ETF
052,125+52,12504,1810.24%+4,181
BP PLC(BP)0119,394+119,39404,1470.24%+4,147
VIZSLA SILVER CORP(VZLA)869,2501,443,076+573,8263,7557,8940.46%+4,138
ISHARES TR0264,686+264,686026,5691.54%+26,569
INVESCO ACTVELY MNGD ETC FD
ELC VEH MTLS CDT
0238,656+238,65604,0460.23%+4,046
VISTA GOLD CORP02,050,683+2,050,68304,0400.23%+4,040
CATERPILLAR INC(CAT)010,642+10,64206,0960.35%+6,096
WELLTOWER INC(WELL)021,472+21,47203,9850.23%+3,985
FTAI AVIATION LTD(FTAI)019,997+19,99703,9360.23%+3,936
SOFI TECHNOLOGIES INC(SOFI)0147,646+147,64603,8650.22%+3,865
VISTRA CORP(VST)025,539+25,53904,1200.24%+4,120
ULTA BEAUTY INC(ULTA)06,123+6,12303,7040.21%+3,704
WOODWARD INC(WWD)011,781+11,78103,5620.21%+3,562
DYCOM INDS INC(DY)09,784+9,78403,3060.19%+3,306
GENERAL MTRS CO(GM)057,403+57,40304,6680.27%+4,668
GOLDMINING INC02,553,684+2,553,68403,1920.18%+3,192
SPDR S&P 500 ETF TR(SPY)13,38017,583+4,2038,91411,9900.69%+3,076
SPROUTS FMRS MKT INC(SFM)0126,936+126,936010,1130.59%+10,113
ISHARES TR
MSCI USA MMENTM
27,98940,433+12,4447,17810,1210.59%+2,943
APPLIED MATLS INC013,588+13,58803,4920.20%+3,492
APPLE INC(AAPL)90,38495,083+4,69923,01525,8491.50%+2,835
AERCAP HOLDINGS NV(AER)019,226+19,22602,7640.16%+2,764
WARRIOR MET COAL INC(HCC)030,442+30,44202,6840.16%+2,684
I-80 GOLD CORP(IAUX)11,173,8529,064,306-2,109,54610,67513,2340.77%+2,558
EXXON MOBIL CORP061,086+61,08607,3510.43%+7,351
ISHARES TR025,675+25,67502,4690.14%+2,469
ISHARES INC
MSCI JAPAN ETF
030,446+30,44602,4580.14%+2,458
CARPENTER TECHNOLOGY CORP(CRS)07,771+7,77102,4470.14%+2,447
WESCO INTL INC(WCC)09,886+9,88602,4190.14%+2,419
EMBRAER S.A.(EMBJ)034,530+34,53002,2230.13%+2,223
SPDR SERIES TRUST
SP O&G EQP SERV
027,099+27,09902,2210.13%+2,221
PLANET LABS PBC(PL)0105,441+105,44102,0790.12%+2,079
VANGUARD INTL EQUITY INDEX F030,886+30,88602,2720.13%+2,272
EXCHANGE TRADED CONCEPTS TRU031,994+31,99402,0320.12%+2,032
ISHARES INC0396,053+396,053012,3410.72%+12,341
TERADYNE INC(TER)010,288+10,28801,9910.12%+1,991
SELECT SECTOR SPDR TR
ST STR REAL ETF
048,798+48,79801,9690.11%+1,969
BLACKROCK ETF TRUST
ISHARES US EQUIT
402,993424,443+21,45023,85725,8101.50%+1,953
ROKU INC(ROKU)88,31799,478+11,1618,84310,7920.63%+1,949
ABRDN ETFS092,590+92,59001,8080.10%+1,808
CLOUDFLARE INC(NET)09,094+9,09401,7930.10%+1,793
GLOBAL X FDS
GLOBAL X COPPER
90,41199,781+9,3705,4077,1630.42%+1,756
SNAP INC(SNAP)0769,475+769,47506,2100.36%+6,210
COPA HOLDINGS SA(CPA)76,17689,192+13,0169,05110,7570.62%+1,706
BLUEROCK PVT REAL ESTATE FD(BPRE)0110,843+110,84301,6630.10%+1,663
GILEAD SCIENCES INC(GILD)015,594+15,59401,9140.11%+1,914
CVS HEALTH CORP(CVS)023,828+23,82801,8910.11%+1,891
LINDE PLC(LIN)03,563+3,56301,5190.09%+1,519
ISHARES TR
SYSTEMATIC BD ET
016,554+16,55401,4860.09%+1,486
ISHARES TR176,348184,669+8,32121,28922,7621.32%+1,474
CAMECO CORP(CCJ)047,822+47,82204,3750.25%+4,375
DISNEY WALT CO(DIS)019,507+19,50702,2190.13%+2,219
ISHARES TR49,84952,386+2,53716,59217,9671.04%+1,375
ISHARES GOLD TR(IAU)171,446170,628-81812,47613,8500.80%+1,374
PIMCO ETF TR
MULTISECTOR BD
076,573+76,57302,0430.12%+2,043
LOWES COS INC(LOW)07,497+7,49701,8080.10%+1,808
INNOVATOR ETFS TRUST
US EQTY ULTRA BU
042,365+42,36501,6120.09%+1,612
ALPHABET INC(GOOG)21,71820,840-8785,2806,5230.38%+1,243
ISHARES TR021,027+21,02703,5310.20%+3,531
INNOVATOR ETFS TRUST
EQUI AUTO IN ETF
046,506+46,50601,1460.07%+1,146
DAKOTA GOLD CORP01,173,142+1,173,14206,6630.39%+6,663
ISHARES TR
FUTU AI TECH ETF
154,700169,312+14,6127,0828,1570.47%+1,075
EQT CORP(EQT)136,759157,887+21,1287,4448,4630.49%+1,019
INTERNATIONAL BUSINESS MACHS(IBM)6,2479,184+2,9371,7632,7200.16%+958
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