Fund HoldingsTranquility Partners, LLC

Total Portfolio Value
$277.61M
Total Bought
$11.18M
Total Sold
$32.87M
Net Transaction
-$21.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
028,717+28,71701,5730.57%+1,573
ALPHABET INC(GOOG)22,75321,140-1,6135,5316,6172.38%+1,086
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,990+6,99001,0060.36%+1,006
SELECT SECTOR SPDR TR
ST STR UTIL ETF
015,998+15,99806830.25%+683
ALPHABET INC(GOOG)16,59314,949-1,6444,0414,6911.69%+650
HCA HEALTHCARE INC(HCA)16,18615,975-2116,8997,4582.69%+560
ELI LILLY & CO(LLY)01,074+1,07401,1540.42%+1,154
SPDR SERIES TRUST
ST STR SP600SM C
04,415+4,41504020.14%+402
ISHARES TR15,87218,196+2,3242,3122,7060.97%+394
ISHARES TR
CORE MSCI TOTAL
04,609+4,60903900.14%+390
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,434+2,43403770.14%+377
BLUE OWL CAPITAL CORPORATION(OBDC)0175,497+175,49702,1810.79%+2,181
SPDR SERIES TRUST
ST STR P500VAL
05,420+5,42003080.11%+308
AON PLC(AON)0860+86003030.11%+303
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,429+2,42902860.10%+286
KYNDRYL HLDGS INC(KD)010,273+10,27302730.10%+273
INTUITIVE SURGICAL INC0466+46602640.10%+264
SPDR SERIES TRUST
ST STR P400MID
04,288+4,28802480.09%+248
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,900+1,90002270.08%+227
AMERICAN EXPRESS CO(AXP)0575+57502130.08%+213
AMPHENOL CORP NEW12,57313,073+5001,5561,7670.64%+211
BLUE OWL TECHNOLOGY FIN CORP014,439+14,43902100.08%+210
GOLDMAN SACHS GROUP INC(GS)2,5852,579-62,0592,2670.82%+208
ISHARES TR01,148+1,14802080.07%+208
CATERPILLAR INC(CAT)0357+35702050.07%+205
JOHNSON & JOHNSON(JNJ)8,8658,676-1891,6441,7950.65%+152
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
083,345+83,34502,8951.04%+2,895
MICRON TECHNOLOGY INC(MU)1,5851,430-1552654080.15%+143
VANGUARD INDEX FDS3,8774,527+6507238650.31%+142
CARDINAL HEALTH INC(CAH)2,3192,188-1313644500.16%+86
CITIGROUP INC(C)5,2885,177-1115376040.22%+67
ADVANCED MICRO DEVICES INC(AMD)01,480+1,48003170.11%+317
ISHARES TR09,768+9,76806360.23%+636
VANGUARD INDEX FDS5,7935,754-393,5483,6091.30%+61
CISCO SYS INC(CSCO)9,1998,921-2786296870.25%+58
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
12,14512,252+1075606110.22%+51
INVESCO QQQ TR4,0564,047-92,4352,4860.90%+51
FIRST CTZNS BANCSHARES INC D(FCNCA)160157-32863370.12%+51
ISHARES TR10,22310,179-442,1112,1590.78%+48
WALMART INC(WMT)04,040+4,04004500.16%+450
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
015,837+15,83705340.19%+534
WORLD GOLD TR(GLDM)03,383+3,38302890.10%+289
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
15,25715,369+1125005300.19%+29
ISHARES TR
MSCI USA VALUE
4,6304,426-2045796050.22%+26
ISHARES TR07,293+7,29305210.19%+521
ISHARES TR
CORE DIV GRWTH
68,25367,312-9414,6474,6731.68%+26
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
30,58930,439-1501,1801,2050.43%+25
VANGUARD INDEX FDS3,2783,404+1269639880.36%+25
AMERICAN CENTY ETF TR05,920+5,92005560.20%+556
WELLS FARGO CO NEW(WFC)7,3746,898-4766186430.23%+25
ISHARES TR2,3582,374+168628870.32%+25
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
015,789+15,78905200.19%+520
ISHARES TR
CORE MSCI EAFE
11,57311,565-81,0101,0350.37%+24
ISHARES INC
CORE MSCI EMKT
18,26818,265-31,2041,2280.44%+24
ISHARES TR06,014+6,01401,2650.46%+1,265
MONSTER BEVERAGE CORP NEW(MNST)3,1953,111-842152390.09%+23
INTERNATIONAL BUSINESS MACHS(IBM)01,599+1,59904740.17%+474
UNITED BANKSHARES INC WEST V(UBSI)018,816+18,81607230.26%+723
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
12,82512,946+1213904100.15%+20
ISHARES TR
CORE MSCI INTL
012,080+12,08009960.36%+996
RTX CORPORATION(RTX)4,1173,859-2586897080.25%+19
ISHARES TR04,134+4,13401,0180.37%+1,018
ISHARES TR
MSCI USA MIN ETF
015,092+15,09201,4210.51%+1,421
PACER FDS TR
US CASH COWS 100
08,668+8,66805220.19%+522
VANGUARD INDEX FDS03,661+3,66101,1520.42%+1,152
ISHARES TR018,420+18,42002,2140.80%+2,214
VANECK ETF TRUST
MRNGSTR WDE MOAT
54,19052,005-2,1855,3715,3861.94%+14
GOLUB CAP BDC INC(GBDC)0353,494+353,49404,7971.73%+4,797
VANGUARD BD INDEX FDS3,0763,262+1862402540.09%+14
QUALCOMM INC(QCOM)3,3373,321-165555680.20%+13
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
22,54622,210-3367117230.26%+12
SCHWAB STRATEGIC TR016,425+16,42505360.19%+536
ISHARES TR4,8044,775-292,2502,2600.81%+10
SCHWAB STRATEGIC TR016,415+16,41504670.17%+467
SPDR INDEX SHS FDS
ST STR PO EX ETF
05,761+5,76102560.09%+256
ISHARES TR01,973+1,97302430.09%+243
SPDR S&P 500 ETF TR(SPY)2,5272,482-451,6831,6920.61%+9
CVS HEALTH CORP(CVS)4,9374,794-1433723800.14%+8
ENTERPRISE PRODS PARTNERS L(EPD)023,956+23,95607680.28%+768
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
01,202+1,20203710.13%+371
TRAVELERS COMPANIES INC(TRV)73473402052130.08%+8
SCHWAB STRATEGIC TR013,003+13,00303410.12%+341
ISHARES TR01,698+1,69803390.12%+339
FIDELITY COVINGTON TRUST06,590+6,59003740.13%+374
FIDELITY COVINGTON TRUST2,5542,55405675740.21%+6
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
04,854+4,85403380.12%+338
VANGUARD INTL EQUITY INDEX F1,8151,81502502560.09%+6
ISHARES TR06,837+6,83705300.19%+530
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
03,098+3,09803080.11%+308
PHILIP MORRIS INTL INC(PM)02,489+2,48903990.14%+399
MERCK & CO INC(MRK)04,179+4,17904400.16%+440
ISHARES TR7,0076,967-409799830.35%+4
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
03,180+3,18003870.14%+387
AMERICAN CENTY ETF TR04,407+4,40702830.10%+283
WISDOMTREE TR(WT)03,357+3,35703420.12%+342
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,5312,584+532132160.08%+4
SPDR S&P MIDCAP 400 ETF TR(MDY)0483+48302910.10%+291
VANGUARD WORLD FD
INF TECH ETF
405406+13033060.11%+3
ISHARES TR07,233+7,23306960.25%+696
VANGUARD INDEX FDS01,010+1,01003390.12%+339
Page 1 of 1