Fund HoldingsLuminist Capital LLC

Total Portfolio Value
$81.13M
Total Bought
$9.68M
Total Sold
$43.48M
Net Transaction
-$33.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TREASURY FLOATING RATE B ETF
TRS FLT RT BD
0254,097+254,097012,82215.80%+12,822
STATE STRT HLTH CRE SLT SEC SPDR ETF
ST STR CARE ETF
5,42011,003+5,5837781,7032.10%+926
STE SRT CNSR STPLS SLCT SEC SPDR ETF
ST STR STAPL ETF
07,115+7,11505530.68%+553
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
5324,114+3,582614740.58%+413
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)138,289133,097-5,1925,0995,4676.74%+368
OVERLAY SHS CORE BOND ETF
SHARES CORE BD
94418,655+17,711203830.47%+363
OVERLAY SHS LARGE CAP EQUITY ETF
SHARES LAG CAP
2,6528,826+6,1741394700.58%+330
VANGUARD S&P 500 ETF11,62411,872+2487,1447,4459.18%+302
PROSHARES ULTRA S&P 500 ETF
PSHS ULT S&P 500
05,066+5,06602930.36%+293
ISHARES 0 1 YEAR TREASURY BOND ETF041,837+41,83704,6085.68%+4,608
NEOS NASDAQ 100 HIGH INCOME ETF
NASDAQ 100 HIGH
03,659+3,65901970.24%+197
US TREASURY 2 YEAR NOTE ETF
US TREASY 2 YR
93,38697,312+3,9264,5304,7265.82%+196
ISHARES MSCI EMERGING MARKETS ETF51,70753,270+1,5632,7832,9143.59%+132
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
0130+1300980.12%+98
AMAZON.COM INC(AMZN)0409+4090940.12%+94
VANGUARD LARGE CAP ETF6,1596,323+1641,9031,9902.45%+87
SIMPLIFY MANAGED FUTURS STRGY ETF
MANAGED FUTURES
14,56117,808+3,2474054850.60%+81
ALPHABET INC CLASS A(GOOG)895954+592192990.37%+79
VANGUARD SMALL CAP ETF5,4255,596+1711,3831,4431.78%+60
NEOS S&P 500 HIGH INCOMEETF
NEOS S&P 500 HI
01,144+1,1440600.07%+60
STATE STRET MATRL SLCT SCTR SPDR ETF
ST STR MATER ETF
9,78820,312+10,5248689211.14%+53
VANGUARD HIGH DIVIDEND YIELD ETF23,99323,899-943,3853,4304.23%+45
INVSC QQQ TRUST SRS 1 ETF405467+622442870.35%+43
SIMPLIFY INTEREST RATE HEDGE ETF
SIMPLIFY INTERST
03,607+3,60701730.21%+173
STE STRT FINCL SLCT SECTOR SPDR ETF
ST STR FINL ETF
015,660+15,66008581.06%+858
STATE STRT INDSTL SLCT SCTR SPDR ETF
ST STR INDL ETF
5,8706,036+1669039361.15%+33
META PLATFORMS INC CLASS A(META)89146+5764960.12%+33
VANGUARD MID CAP ETF4,7104,871+1611,3821,4141.74%+32
GE AEROSPACE(GE)0106+1060330.04%+33
US TREASURY 3 MONTH BILLETF
F/M US TREASURY
02,804+2,80401400.17%+140
NVIDIA CORP(NVDA)7,1607,300+1401,3411,3621.68%+21
INNOVATOR US SMALL CAP PWR BFFR ETF
US SML CP PWR B
0501+5010200.02%+20
GE VERNOVA INC(GEV)026+260170.02%+17
SPROTT PHYSICAL SILVER E(PSLV)2,0002,000032470.06%+15
TERADYNE INC(TER)273273039530.07%+14
SIMPLIFY GOLD STRATEGY PLUS INCM ETF
GOLD STRATEGY ET
3,4243,683+2591391530.19%+14
TESLA INC(TSLA)150184+3469830.10%+14
STE STRT COMTN SR SLCT SCTR SPDR ETF
ST STR SVC ETF
7,1597,211+528368491.05%+13
ISHARES IBOXX HIGH YIELDBOND ETF9381,104+16676890.11%+13
ISHARES JPMORGAN USD MTSBOND ETF681803+12265770.10%+13
ISHARES PREFERRED INCOMESEC ETF1,5321,972+44049610.08%+12
ISHARES BITCOIN ETF(IBIT)1,7282,573+8451151280.16%+12
ISHARES RUSSELL 1000 GROWTH ETF024+240110.01%+11
INTUITIVE SURGICAL INC020+200110.01%+11
ELI LILLY AND CO 4.25pct31 DUE 03/15/31(LLY)0000100.01%+10
MERCK & CO., INC 4.15pct30 DUE 09/15/30(MRK)0000100.01%+10
ALPHABET INC. 4.375-32 DUE 11.15.32(GOOG)0000100.01%+10
ELI LILLY AND CO 4.6pct 34 DUE 08/14/34(LLY)0000100.01%+10
META PLATFORMS, I 4.2pct30 DUE 11/15/30(META)0000100.01%+10
AMAZON.COM, INC. 4.1.30 DUE 11/20/30(AMZN)0000100.01%+10
AMAZON.COM, INC. 4.35pct 33 DUE 03/20/33(AMZN)0000100.01%+10
THE PROCTER & GAM 4.1pct32 DUE 11/03/32(PG)0000100.01%+10
ST STRET SPDR BLMBRG CNVBL SCRTS ETF
ST STR CONV ETF
559674+11551600.07%+9
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
NASDQ SEMCNDTR
594594068770.09%+9
SPDR DOW JONES INDUSTRIAL AVRG ETF(DIA)109123+1451590.07%+9
INNOVATOR 20 YR TRSRY BND 9 BUFF ETF
INVATR 20 PLS 9
0369+369070.01%+7
ISHARES RUSSELL 2000 ETF279304+2568750.09%+7
ISHARES RUSSELL 1000 VALUE ETF031+31070.01%+7
NEWLAKE CAP PARTNERS INC0400+400060.01%+6
VIKING THERAPEUTICS INC(VKTX)0250+250090.01%+9
DAKTRONICS INC(DAKT)0300+300060.01%+6
COSTAMARE INC F(CMRE)0350+350060.01%+6
HILLENBRAND INC01,078+1,0780340.04%+34
GREAT LAKES DREDGE & DOC0400+400050.01%+5
LOANDEPOT INC CLASS A02,000+2,000040.01%+4
FT VEST US EQUITY DEEP BFR ETF
FT VEST US
03,579+3,57901710.21%+171
POWER INTEGRATIONS INC(POWI)0111+111040.00%+4
ALLIANZIM US LRG BUFFER20 FEB ETF
ALLIA US FEB ETF
04,904+4,90401670.21%+167
STATE STRET ENRGY SLECT SEC SPDR ETF
ST STR ENERG ETF
9,08518,229+9,1448128151.00%+3
NAVITAS SEMICONDUCTOR CO(NVTS)0420+420030.00%+3
ENERGY FUELS INC F(UUUU)0202+202030.00%+3
CMB TECH NV F(CMBT)0300+300030.00%+3
STEALTHGAS INC F0400+400030.00%+3
RICHTECH ROBOTICS INC CLASS B03,800+3,8000120.02%+12
MP MATLS CORP CLASS CLASS A(MP)053+53030.00%+3
JOHNSON & JOHNSON(JNJ)024+24050.01%+5
LULULEMON ATHLETICA INC(LULU)083+830170.02%+17
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
089+890320.04%+32
GLOBAL X SILVER MINERS ETF
GLOBAL X SILVER
200200014170.02%+2
NEXTERA ENERGY INC(NEE)063+63050.01%+5
CHUBB LTD F
COM
018+18060.01%+6
BANK OF AMERICA CORP040+40020.00%+2
MORGAN STANLEY(MS)012+12020.00%+2
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS(CMPS)0300+300020.00%+2
CARDINAL HEALTH INC(CAH)045+45090.01%+9
TRUMP MEDIA & TECHNO(DJT)0150+150020.00%+2
JPMORGAN CHASE & CO(JPM)06+6020.00%+2
UNITED PARCEL SVC INC CLASS CLASS B(UPS)062+62060.01%+6
CISCO SYS INC(CSCO)025+25020.00%+2
JOHNSON CONTROLS INT F
SHS
016+16020.00%+2
EXELIXIS INC(EXEL)0700+7000310.04%+31
NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVS)013+13020.00%+2
MERCK & CO. INC.(MRK)017+17020.00%+2
MEDTRONIC PLC F(MDT)018+18020.00%+2
SOUTHWEST AIRLS CO(LUV)0190+190080.01%+8
INVSC S P 500 TOP 50 ETF
S&P 500 TOP 50
01,095+1,0950650.08%+65
GENERAL DYNAMICS CORP(GD)05+5020.00%+2
RTX CORP(RTX)09+9020.00%+2
CITIGROUP INC(C)014+14020.00%+2
TRUIST FINL CORP(TFC)033+33020.00%+2
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