Fund HoldingsLuminist Capital LLC

Total Portfolio Value
$88.97M
Total Bought
$26.07M
Total Sold
$12.19M
Net Transaction
+$13.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD S&P 500 ETF5,34210,107+4,7653,1926,9427.80%+3,749
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES021,112+21,11203,3363.75%+3,336
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES020,139+20,13903,1613.55%+3,161
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
52723,031+22,5041253,2513.65%+3,126
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
4,62311,423+6,8006142,1542.42%+1,540
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
17,32823,253+5,9251,4211,9082.14%+488
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
5,4257,344+1,9198771,3601.53%+483
F/M US TREASURY 2 YEAR NOTE ETF
US TREASY 2 YR
106,417116,753+10,3365,1385,5996.29%+461
VANGUARD LARGE-CAP INDEXFUND ETF SHARES6,6407,004+3641,9842,4092.71%+424
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
ST STR MATER ETF
18,08525,417+7,3329041,2921.45%+388
VANGUARD SMALL-CAP INDEXFUND ETF SHARES5,7286,127+3991,5001,8592.09%+359
STATE STREET REAL ESTATESELECT SECTOR SPDR ETF
ST STR REAL ETF
21,82728,024+6,1978911,2341.39%+343
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
ST STR DISCR ETF
8,71110,962+2,2519491,2861.44%+336
VANGUARD MID-CAP INDEX FUND ETF SHARES5,12022,329+17,2091,4701,7992.02%+329
PROSHARES ULTRA S&P500
PSHS ULT S&P 500
04,374+4,37402950.33%+295
NVIDIA CORP(NVDA)7,3127,704+3921,2751,5421.73%+266
APPLE INC(AAPL)1,0861,700+6142764950.56%+220
BERKSHIRE HATHAWAY CLASS B455832+3772184160.47%+198
OVERLAY SHARES LARGE CAPEQUITY ETF
SHARES LAG CAP
8,35211,076+2,7244206070.68%+187
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
NASDQ SEMCNDTR
0594+59401690.19%+169
AMAZON.COM INC(AMZN)0708+70801690.19%+169
OVERLAY SHARES CORE BONDETF
SHARES CORE BD
19,39228,062+8,6703985510.62%+152
ISHARES SILVER TRUST(SLV)02,665+2,66501420.16%+142
TERADYNE INC(TER)0273+27301320.15%+132
F/M US TREASURY 3 MONTH BILL FUND - ETF CLASS SHARES
F/M US TREASURY
2,8045,313+2,5091402650.30%+125
LAM RESH CORP(LRCX)0285+28501230.14%+123
COSTCO WHSL CORP NEW(COST)0122+12201140.13%+114
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
01,427+1,42701050.12%+105
RETURN STACKED U.S. STOCKS & MANAGED FUTURESETF
RETURN STCKD US
03,209+3,20901040.12%+104
ALPHABET INC CLASS C(GOOG)0290+29001020.12%+102
MICROSOFT CORP(MSFT)598867+2692213240.36%+102
INVESCO QQQ TR311381+701802810.32%+101
GLOBAL X MLP ETF
GLBL X MLP ETF
01,903+1,90301010.11%+101
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
FRANKLIN INTL LW
02,475+2,47501000.11%+100
SIMPLIFY HIGH YIELD ETF
HIGH YIELD ETF
04,666+4,6660990.11%+99
REAVES UTILITY INCOME(UTG)02,407+2,4070980.11%+98
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
17,05021,493+4,4431,0441,1411.28%+97
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
VIRTUS INFRCAP
04,691+4,6910960.11%+96
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
1,7273,303+1,576981870.21%+89
MCDONALDS CORP(MCD)0292+2920790.09%+79
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
ST STR P500GRW
0663+6630790.09%+79
ABRDN PHYSICAL PALLADIUMSHARES ETF03,559+3,5590790.09%+79
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
COM SHS
0403+4030780.09%+78
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)0152+1520730.08%+73
ABRDN PHYSICAL PLATINUM SHARES ETF05,032+5,0320710.08%+71
META PLATFORMS INC CLASS A(META)0120+1200680.08%+68
CITIGROUP INC(C)0480+4800670.08%+67
ISHARES RUSSELL 2000 ETF0221+2210660.07%+66
NEOS NASDAQ-100(R) HIGH INCOME ETF
NASDAQ 100 HIGH
4,3024,915+6132142790.31%+65
INVESCO BUYBACK ACHIEVERS ETF
BUYBACK ACHIEV
0456+4560650.07%+65
NEOS RUSSELL 2000 HIGH INCOME ETF
RUSS 2000 HI ETF
01,201+1,2010640.07%+64
SIMPLIFY MANAGED FUTURESSTRATEGY ETF
MANAGED FUTURES
17,53523,655+6,1205305940.67%+64
EXXON MOBIL CORP0465+4650640.07%+64
EBAY INC(EBAY)0564+5640630.07%+63
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES0708+7080590.07%+59
UNITED STATES COPPER INDEX FUND, LP(CPER)01,494+1,4940560.06%+56
VANECK GOLD MINERS ETF
GOLD MINERS ETF
0736+7360560.06%+56
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF0677+6770540.06%+54
ALPHABET INC CLASS A(GOOG)893958+652573110.35%+54
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
0286+2860540.06%+54
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
0154+1540530.06%+53
OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF
OVERLAY SHARES
01,306+1,3060530.06%+53
IDEXX LABS INC(IDXX)0100+1000530.06%+53
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
ST STR CONV ETF
0480+4800520.06%+52
INNOVATOR EQUITY MANAGEDFLOOR ETF
QUITY MANAGD FLR
01,384+1,3840520.06%+52
3M CO(MMM)0318+3180510.06%+51
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
01,152+1,1520500.06%+50
INNOVATOR BUFFER STEP-UPSTRATEGY ETF
BUFF STEP UP ETF
01,265+1,2650480.05%+48
ISHARES PREFERRED AND INCOME SECURITIES ETF01,544+1,5440470.05%+47
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES0124+1240460.05%+46
MAIN STR CAP CORP(MAIN)0868+8680450.05%+45
SIMPLIFY VOLATILITY PREMIUM ETF
VOLATILITY PREM
6,8539,415+2,5621051490.17%+44
NICHOLAS FIXED INCOME ALTERNATIVE ETF
NICHOLAS FIXED
02,397+2,3970420.05%+42
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF0429+4290410.05%+41
QUEST DIAGNOSTICS INC(DGX)0189+1890400.05%+40
SPACE EX TECH SPACEX CLASS A0231+2310390.04%+39
INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF
UNCAPPED ACCLRTD
0756+7560390.04%+39
TESLA INC(TSLA)0167+1670390.04%+39
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST(DIA)070+700370.04%+37
FIRST TRUST TECHNOLOGY ALPHADEX FUND
TECH ALPHADEX
0167+1670360.04%+36
INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF
POWER BUFFER SET
0989+9890360.04%+36
INVESCO RAFI US 1000 ETF
RAFI US 1000 ETF
0650+6500350.04%+35
ISHARES 20PLS YEAR TREAS BOND ETF0403+4030350.04%+35
SIMPLIFY INTEREST RATE HEDGE ETF
SIMPLIFY INTERST
3,6534,841+1,1881692030.23%+34
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
049+490320.04%+32
ISHARES BITCOIN TRUST ETF(IBIT)2,6984,320+1,6221041340.15%+31
RETURN STACKED BONDS & MANAGED FUTURES ETF
RTN STACKED BD
01,587+1,5870300.03%+30
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF- JANUARY
US EQT ACC 9 BFR
0910+9100300.03%+30
SCHWAB S&P 500 INDEX01,531+1,5310300.03%+30
WISDOMTREE FLOATING RATETREASURY FUND(WT)0568+5680290.03%+29
SPROTT GOLD EQUITY INVESTOR0247+2470290.03%+29
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
0482+4820270.03%+27
ISHARES RUSSELL 1000 ETF062+620250.03%+25
MICRON TECHNOLOGY INC(MU)021+210240.03%+24
GOLDMAN SACHS GROUP INC(GS)023+230230.03%+23
APPLIED MATLS INC032+320230.03%+23
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF- OCTOBER
US EQTY ACCELRT9
0640+6400220.02%+22
NICHOLAS GLOBAL EQUITY AND INCOME ETF
NICHOLAS GLOBAL
01,262+1,2620220.02%+22
JOHNSON & JOHNSON(JNJ)085+850220.02%+22
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
COM SHS
0211+2110200.02%+20
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Luminist Capital LLC — 13F Holdings — Q2 2026 | TickerTrail