Fund HoldingsSierra Capital LLC

Total Portfolio Value
$1.03B
Total Bought
$426.84M
Total Sold
$459.28M
Net Transaction
-$32.44M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Vanguard S&P 500 ETF101,238100,535-7036069,0486.67%+68,988
iShares Short Duration Corp Bond UCITS ETF (Acc)5,271,2456,290,739+1,019,4943340,1663.88%+40,133
iShares Core MSCI EMU UCITS ETF (Acc)146,231134,257-11,9743637,8273.66%+37,791
iShares MSCI EM ex-China UCITS ETF (Acc)4,239,0163,840,624-398,3923136,9503.57%+36,919
iShares S&P 500 Equal Weight UCITS ETF (Acc)4,441,0564,461,245+20,1893134,5443.34%+34,513
Apple(AAPL)107,450107,270-1802731,0403.00%+31,012
iShares S&P 500 Swap UCITS ETF (Acc)2,171,5172,458,749+287,2322330,7932.98%+30,770
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc)42,35541,760-5952529,7872.88%+29,762
iShares Core S&P 500 UCITS ETF (Acc)31,96831,042-9262225,0062.42%+24,983
Berkshire Hathaway Inc. Class B47,23749,402+2,1652324,7202.39%+24,698
iShares US Mortgage Backed Securities UCITS ETF (Acc)3,725,1723,694,383-30,7892120,7442.00%+20,723
iShares MSCI Japan UCITS ETF (Acc)69,69270,052+3601820,2091.95%+20,192
Ish Usd Float Bond Usd Acc Held BY Euroclear2,427,5292,904,123+476,5941619,1121.85%+19,096
iShares MSCI World UCITS ETF (Dist)18,533180,388+161,855218,5051.79%+18,503
Vanguard Mid-Cap ETF57,025225,962+168,9371618,2061.76%+18,189
Amazon Com Inc(AMZN)68,01366,662-1,3511415,8881.54%+15,874
iShares Treasury Bond 0-1yr UCITS ETF (Acc)112,985130,805+17,8201415,8091.53%+15,796
iShares Core S&P 500 ETF21,01021,012+21415,7351.52%+15,722
Alphabet Inc. Class A(GOOG)42,25242,249-31215,0991.46%+15,086
iShares Core S&P 500 UCITS ETF USD (Dist)63,767199,978+136,211414,9021.44%+14,898
iShares MSCI ACWI UCITS ETF (Acc)123,966122,759-1,2071314,8401.43%+14,827
iShares Short Duration High Yield Corp Bond UCITS ETF (Acc)1,743,8712,019,546+275,6751214,6801.42%+14,668
Vanguard FTSE Europe ETF162,335162,316-191314,3711.39%+14,358
iShares J.P. Morgan EM Bond UCITS ETF (Acc)1,925,5641,857,120-68,4441212,3201.19%+12,308
iShares S&P 500 Value ETF47,41047,422+121010,7681.04%+10,758
Vanguard FTSE Emerging Markets ETF176,780176,075-7051010,5101.02%+10,500
Bank of America182,613180,605-2,008910,2910.99%+10,282
iShares Russell 2000 ETF33,50732,243-1,26489,6870.94%+9,679
iShares Global Govt Bond UCITS ETF (Acc)2,028,5992,028,5990109,5420.92%+9,533
Berkshire Hathaway Inc. Class A1212098,9860.87%+8,978
iShares Treasury Bond 1-3yr UCITS ETF (Acc)1,185,5751,507,212+321,63778,9630.87%+8,956
iShares Russell 1000 Value ETF36,91736,928+1188,9530.87%+8,945
Invesco Preferred Shares UCITS ETF (Acc)183,611191,351+7,74088,8760.86%+8,867
iShares Core MSCI EMU UCITS ETF (Acc)36,13131,403-4,72898,8480.86%+8,839
SPDR S&P 400 US Mid Cap UCITS ETF (Acc)71,02470,674-35078,4520.82%+8,445
Goldman Sachs Equal Weight U.S. Large Cap ETF88,12385,137-2,98678,0390.78%+8,031
iShares 0-5 Year Investment Grade Corporate Bond ETF
0-5YR INVT GR CP
160,658158,336-2,32287,9750.77%+7,967
iShares Floating Rate Bond ETF
FLTG RATE NT ETF
141,331154,747+13,41677,9000.76%+7,893
iShares Corp Bond UCITS ETF (Acc)967,2521,229,815+262,56367,8330.76%+7,827
Financial Select Sector SPDR Fund
ST STR FINL ETF
156,745142,127-14,61887,6190.74%+7,612
iShares MSCI Emerging Markets ex China ETF
MSCI EMRG CHN
74,54874,366-18267,6080.74%+7,602
Invesco USD AAA CLO UCITS ETF (Acc)336,035336,035077,1800.69%+7,173
iShares MSCI EM UCITS ETF USD (Acc)107,107107,107067,0240.68%+7,018
JPMorgan Ultra-Short Municipal ETF
ULTRA SHT MUNCPL
137,619137,619077,0190.68%+7,012
Alphabet Inc. Class C(GOOG)19,39519,395066,8530.66%+6,847
iShares US Aggregate Bond UCITS ETF (Acc)920,9621,166,575+245,61356,7400.65%+6,735
Vanguard Info Tech ETF
INF TECH ETF
7,34054,732+47,39256,5420.63%+6,536
Microsoft(MSFT)15,90117,005+1,10466,3430.61%+6,337
SPDR S&P 500 ETF Trust(SPY)8,0188,443+42556,3050.61%+6,300
Meta Platforms Inc (Facebook)(META)10,15810,720+56266,0380.58%+6,032
iShares Short Duration Corp Bond UCITS ETF (Dist)53,60557,593+3,98855,7450.56%+5,740
Nvidia Corp(NVDA)28,08927,857-23255,5740.54%+5,569
iShares NASDAQ 100 UCITS ETF (Acc)3,2653,175-9045,4970.53%+5,492
iShares Core MSCI Europe UCITS ETF (Dist)113,368113,368055,2170.50%+5,212
iShares S&P 500 Growth ETF37,53237,532045,1620.50%+5,158
iShares MSCI Japan ETF
MSCI JAPAN ETF
55,06154,382-67955,0850.49%+5,081
iShares Russell 1000 Growth ETF9,71838,872+29,15444,8270.47%+4,823
iShares US Property Yield UCITS ETF (Dist)129,787129,787044,3340.42%+4,330
Vanguard Industrials ETF
INDUSTRIAL ETF
11,99511,995044,3230.42%+4,319
Invesco USD AT1 CoCo Bond UCITS ETF (Acc)132,971132,971044,0290.39%+4,025
iShares Russell 2000 Value ETF17,73917,742+333,9250.38%+3,921
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
40,36740,367043,8990.38%+3,895
iShares High Yield Corp Bond UCITS ETF (Acc)509,131488,803-20,32843,6670.35%+3,663
iShares Core MSCI World UCITS ETF (Acc)24,30024,300033,4880.34%+3,485
iShares MSCI ACWI ex U.S. ETF45,49445,639+14533,4740.34%+3,470
Vanguard S&P Small-Cap 600 ETF24,31324,313033,3440.32%+3,341
Health Care Select Sector SPDR Fund
ST STR CARE ETF
17,91120,441+2,53033,2430.31%+3,241
iShares J.P. Morgan EM Local Govt Bond UCITS ETF (Dist)68,98568,985033,1870.31%+3,183
Vanguard FTSE Pacific ETF26,78626,786033,0990.30%+3,096
iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc)263,021293,453+30,43232,9320.28%+2,929
iShares U.S. Preferred Stock ETF91,56190,996-56532,7740.27%+2,772
iShares MBS ETF28,77728,777032,7270.26%+2,725
Broadcom Limited(AVGO)7,0427,141+9922,6980.26%+2,695
iShares Core U.S. Aggregate Bond ETF23,52927,201+3,67222,6920.26%+2,690
iShares Russell Mid-Cap Growth ETF18,14518,343+19822,6860.26%+2,683
Vanguard S&P 500 Growth ETF5,33331,459+26,12622,5990.25%+2,597
Goldman Sachs Actvbeta US LRG ETF18,01617,848-16822,5320.24%+2,530
iShares S&P Mid-Cap 400 Value ETF18,71816,693-2,02522,4660.24%+2,464
iShares Treasury Bond 7-10yr UCITS ETF USD (Acc)38,47115,873-22,59832,4600.24%+2,458
Janus Henderson AAA CLO ETF
HENDRSON AAA CL
48,86947,619-1,25022,4040.23%+2,402
Invesco QQQ Trust ETF3,2593,259022,4000.23%+2,398
Vanguard Materials ETF
MATERIALS ETF
10,39810,398022,3790.23%+2,377
iShares MSCI World ETF10,80111,651+85022,3610.23%+2,359
Vanguard Small Cap ETF7,5507,550022,2890.22%+2,287
Taiwan SMCNDCTR MFG Co LTD ADR(TSM)4,7644,764022,2750.22%+2,274
Tesla Inc(TSLA)4,9555,185+23022,1810.21%+2,179
Johnson & Johnson(JNJ)8,1578,157022,0720.20%+2,070
iShares S&P SmallCap 600 UCITS ETF17,22417,224022,0710.20%+2,069
Alerian MLP ETF
ALERIAN MLP
45,88938,860-7,02922,0150.19%+2,012
iShares iBoxx High Yield Corporate Bond ETF20,50624,352+3,84621,9470.19%+1,946
iShares S&P 500 Health Care Sector UCITS ETF (Acc)101,098147,431+46,33311,8920.18%+1,890
Blackstone Group Inc(BX)16,06115,978-8321,8800.18%+1,878
iShares Global Govt Bond UCITS ETF (Dist)20,64220,642021,8320.18%+1,830
iShares MSCI ACWI ETF8,30511,583+3,27811,8180.18%+1,817
iShares S&P 500 Utilities Sector UCITS ETF (Acc)117,697151,065+33,36811,7180.17%+1,717
iShares 0-5 Year High Yield Corporate Bond ETF
0-5YR HI YL CP
26,68239,915+13,23311,6930.16%+1,692
Vanguard S&P 500 Value ETF7,8157,661-15421,6790.16%+1,678
Vanguard Real Estate ETF17,11117,114+321,6500.16%+1,649
Apollo Global MGMT(APO)13,56713,567021,6050.16%+1,604
Vanguard Mid-Cap Growth ETF5,2315,196-3511,5910.15%+1,590
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Sierra Capital LLC — 13F Holdings — Q2 2026 | TickerTrail