Fund HoldingsHigh Note Wealth, LLC

Total Portfolio Value
$510.69M
Total Bought
$35.66M
Total Sold
$15.18M
Net Transaction
+$20.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC CAP STK CL A(GOOG)50,49550,868+37312,27515,9223.12%+3,646
ISHARES CORE S&P 500 ETF79,84681,668+1,82253,44155,93810.95%+2,497
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
157,391183,952+26,56114,44116,8103.29%+2,369
FREEDOM 100 EMERGING MARKETS ETF
FREEDOM 100 EM
211,618226,594+14,9769,37711,6172.27%+2,241
APPLE INC COM(AAPL)74,43475,230+79618,95320,4524.00%+1,499
EXXON MOBIL CORP COM012,127+12,12701,4590.29%+1,459
VANGUARD FTSE DEVELOPED MARKETS ETF35,17355,500+20,3272,1083,4670.68%+1,360
XTRACKERS MSCI EAFE HEDGED EQUITY ETF411,436424,304+12,86819,09920,4134.00%+1,314
NVIDIA CORPORATION COM(NVDA)32,18238,947+6,7656,0057,2641.42%+1,259
SCHWAB U.S. MID-CAP ETF874,234898,247+24,01325,91227,0105.29%+1,098
ELI LILLY & CO COM(LLY)03,173+3,17303,4100.67%+3,410
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
ST STR CARE ETF
063,695+63,69509,8601.93%+9,860
ISHARES CORE U.S. AGGREGATE BOND ETF114,851123,228+8,37711,51412,3082.41%+794
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
92,87696,332+3,4566,2707,0011.37%+731
AMAZON COM INC COM(AMZN)44,88745,370+4839,85610,4722.05%+616
WALMART INC COM(WMT)64,45264,974+5226,6427,2391.42%+596
ISHARES 20 YEAR TREASURY BOND ETF111,290120,952+9,6629,94610,5422.06%+596
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
317,498316,154-1,34429,52130,0635.89%+542
RTX CORPORATION COM(RTX)26,73927,052+3134,4744,9610.97%+487
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
IBONDS DEC2026
2,36019,010+16,650574610.09%+403
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
1,17617,331+16,155294210.08%+392
BROADCOM INC COM(AVGO)11,45911,965+5063,7804,1410.81%+361
VANGUARD SMALL-CAP ETF47,12547,793+66811,98312,3282.41%+345
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
IBDS DEC28 ETF
1,09314,661+13,568283730.07%+345
SPDR GOLD SHARES(GLD)6,0156,232+2172,1382,4700.48%+332
WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND(WT)124,552128,759+4,2075,2245,5341.08%+310
ALPHABET INC CAP STK CL C(GOOG)3,3373,522+1858131,1050.22%+292
JPMORGAN CHASE & CO. COM(JPM)28,66428,890+2269,0419,3091.82%+268
CISCO SYS INC COM(CSCO)029,370+29,37002,2620.44%+2,262
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
20,25420,831+5775,0055,2691.03%+263
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
94,343186,281+91,93826,59126,8195.25%+227
INVESCO QQQ TRUST SERIES I9,7039,658-455,8255,9331.16%+108
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF04,470+4,47001050.02%+105
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF07,551+7,55102050.04%+205
GENERAL DYNAMICS CORP COM(GD)7,9068,290+3842,6962,7910.55%+95
VANGUARD U.S. MOMENTUM FACTOR ETF0477+4770910.02%+91
ISHARES MSCI INTL MOMENTUM FACTOR ETF
MSCI INTL MOMENT
01,800+1,8000860.02%+86
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF01,822+1,8220820.02%+82
GLAUKOS CORP COM(GKOS)02,557+2,55702890.06%+289
PACER US CASH COWS 100 ETF
US CASH COWS 100
01,317+1,3170790.02%+79
JPMORGAN INCOME ETF
INCOME ETF
01,669+1,6690770.02%+77
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
94,99394,983-104,1254,1950.82%+71
SALESFORCE INC COM(CRM)01,535+1,53504070.08%+407
FIDELITY HEDGED EQUITY ETF
HEDGED EQTY ETF
01,494+1,4940460.01%+46
TESLA INC COM(TSLA)1,2951,382+875766220.12%+46
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
8,8949,204+3106977380.14%+42
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
HEDG EQU LAD ETF
0622+6220410.01%+41
CATERPILLAR INC COM(CAT)164199+35781140.02%+36
VANGUARD S&P 500 GROWTH ETF3,7853,78501,6481,6830.33%+35
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF01,068+1,0680340.01%+34
APPLIED MATLS INC COM0423+42301090.02%+109
INVESCO S&P SMALLCAP MOMENTUM ETF
S&P SMLCP MOMENT
0456+4560330.01%+33
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SMID RISNG ETF
0830+8300320.01%+32
AMGEN INC COM(AMGN)0508+50801660.03%+166
US BANCORP DEL COM NEW(USB)04,379+4,37902340.05%+234
AMERICAN EXPRESS CO COM(AXP)0382+38201410.03%+141
ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF0940+9400250.00%+25
BEST BUY INC COM(BBY)2,0622,687+6251561800.04%+24
ADVANCED MICRO DEVICES INC COM(AMD)326353+2753760.01%+23
MASTERCARD INCORPORATED CL A(MA)0402+40202290.04%+229
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)1,3851,38509239450.18%+22
DELTA AIR LINES INC DEL COM NEW(DAL)1,6091,621+12911120.02%+21
BANK AMERICA CORP COM01,295+1,2950710.01%+71
INTERNATIONAL BUSINESS MACHS COM(IBM)0774+77402290.04%+229
DEFINIUM THERAPEUTICS INC COM SHS01,500+1,5000200.00%+20
KINDER MORGAN INC DEL COM(KMI)0873+8730240.00%+24
INTUITIVE SURGICAL INC COM NEW069+690390.01%+39
THERMO FISHER SCIENTIFIC INC COM(TMO)046+460270.01%+27
CITIGROUP INC COM NEW(C)0270+2700320.01%+32
DANAHER CORPORATION COM(DHR)0292+2920670.01%+67
ADOBE INC COM(ADBE)0215+2150750.01%+75
MCDONALDS CORP COM(MCD)0984+98403010.06%+301
MICRON TECHNOLOGY INC COM(MU)086+860250.00%+25
MERCK & CO INC COM(MRK)0294+2940310.01%+31
LAM RESEARCH CORP COM NEW(LRCX)0140+1400240.00%+24
CAPITAL ONE FINL CORP COM(COF)0155+1550380.01%+38
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0436+43601170.02%+117
MORGAN STANLEY COM NEW(MS)0187+1870330.01%+33
LINDE PLC SHS(LIN)073+730310.01%+31
CUMMINS INC COM(CMI)0120+1200610.01%+61
APPLOVIN CORP COM CL A(APP)023+230150.00%+15
PEPSICO INC COM(PEP)0387+3870560.01%+56
STATE STREET SPDR S&P BIOTECH ETF
ST STR SP BIOT
0595+5950730.01%+73
GENERAL MTRS CO COM(GM)0402+4020330.01%+33
VISA INC COM CL A(V)0497+49701740.03%+174
ANALOG DEVICES INC COM(ADI)0339+3390920.02%+92
ROYAL GOLD INC COM(RGLD)055+550120.00%+12
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)71571503323440.07%+12
AMPHENOL CORP CL A096+960130.00%+13
PROLOGIS INC. COM(PLD)0249+2490320.01%+32
ISHARES CORE S&P MID-CAP ETF16,13516,13501,0531,0650.21%+12
VERTEX PHARMACEUTICALS INC COM(VRTX)085+850390.01%+39
ISHARES S&P 100 ETF1,1661,16603884000.08%+12
BRISTOL-MYERS SQUIBB CO COM(BMY)01,554+1,5540840.02%+84
INTEL CORP COM(INTC)1,8641,999+13563740.01%+11
INTUIT COM(INTU)053+530350.01%+35
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)451489+3830410.01%+10
TARGET CORP COM(TGT)01,038+1,03801010.02%+101
CHUBB LIMITED COM
COM
050+500160.00%+16
MCKESSON CORP COM(MCK)0137+13701120.02%+112
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