Fund HoldingsTHEORY FINANCIAL LLC

Total Portfolio Value
$284.94M
Total Bought
$49.03M
Total Sold
$58.92M
Net Transaction
-$9.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,50587,992+83,4873737,2142.53%+6,841
ETF OPPORTUNITIES TRUST
SMI FULL ETF
0304,894+304,89407,5152.64%+7,515
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
197,148338,200+141,0525,62310,2203.59%+4,598
ISHARES INC
MSCI GBL ETF NEW
46,922102,094+55,1722,7965,7772.03%+2,982
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
090,570+90,57002,9121.02%+2,912
ISHARES TR
US TREAS BD ETF
18,087144,851+126,7644173,3191.16%+2,901
ISHARES TR037,246+37,24602,5500.90%+2,550
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
166,475285,094+118,6192,4014,9381.73%+2,537
SELECT SECTOR SPDR TR
ST STR CARE ETF
27,23344,762+17,5294,3066,5632.30%+2,257
SPDR INDEX SHS FDS
ST PORT MARK ETF
046,888+46,88802,2000.77%+2,200
ISHARES TR
LONG TERM MUNI
037,773+37,77301,8860.66%+1,886
BLACKROCK ETF TRUST
ISHA LA CORE ETF
044,105+44,10501,8110.64%+1,811
SPDR GOLD TR(GLD)11,11015,010+3,9005,1636,4592.27%+1,296
WISDOMTREE TR(WT)70,62989,563+18,9344,9316,0202.11%+1,089
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
28,31937,781+9,4623,6454,7001.65%+1,055
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
47,70861,993+14,2853,6734,7131.65%+1,040
VANGUARD INDEX FDS17,32722,428+5,1013,8884,8721.71%+984
SPDR SERIES TRUST
ST STR P500ETF
66,66283,451+16,7895,4346,3872.24%+954
VANGUARD INDEX FDS9,63014,108+4,4781,9092,7680.97%+859
GLOBAL X FDS
DEFENSE TECH ETF
11,47919,686+8,2078741,3950.49%+520
AMERICAN CENTY ETF TR21,56127,027+5,4661,7922,1780.76%+386
DBX ETF TR230,286246,269+15,9838,5418,9053.13%+364
ISHARES TR03,000+3,00002260.08%+226
ISHARES TR
CORE UNIVRSL USD
84,65789,293+4,6363,9564,1241.45%+168
ISHARES TR
CORE INTL AGGR
38,65741,440+2,7831,9422,0740.73%+132
ISHARES TR
ESG AWR US AGRGT
20,16622,838+2,6729691,0860.38%+117
EXXON MOBIL CORP3,1833,18304295400.19%+111
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
85,60489,028+3,4243,9734,0831.43%+110
ISHARES TR
ESG AWRE USD ETF
43,48847,390+3,9021,0221,0960.38%+74
ISHARES TR2,7203,573+8533273980.14%+71
ISHARES TR22,15722,963+8062,3852,4380.86%+52
ISHARES TR110,574111,949+1,37510,58710,6303.73%+42
ELI LILLY & CO(LLY)247326+792623000.11%+37
ISHARES TR
SYSTEMATIC BD ET
3,8174,197+3803443740.13%+30
ISHARES TR11,47811,834+3565055150.18%+10
VANGUARD INDEX FDS1,4061,40602602590.09%-1
NVIDIA CORPORATION(NVDA)1,3131,392+792452430.09%-2
ABBVIE INC(ABBV)94494402082050.07%-3
APPLE INC(AAPL)1,9781,97805055020.18%-3
BERKSHIRE HATHAWAY INC DEL1,2231,22305915860.21%-5
ISHARES TR2,2932,29303403340.12%-5
SCHWAB STRATEGIC TR15,61815,61804824760.17%-6
JPMORGAN CHASE & CO(JPM)93993902832760.10%-6
VANGUARD TAX-MANAGED FDS3,9373,93702602520.09%-8
ISHARES TR
MSCI INTL VLU FT
8,0517,891-1603233130.11%-9
ISHARES TR
CORE MSCI EAFE
4,6044,60404324170.15%-15
INVESCO QQQ TR35635602232050.07%-17
CHEVRON CORPORATION(CVX)2,4031,828-5754033780.13%-24
BROADCOM INC(AVGO)854809-452772500.09%-27
ISHARES TR8,2518,221-304864540.16%-32
VANGUARD MUN BD FDS50,43850,43802,5492,5160.88%-33
ISHARES TR9,6488,871-7773202820.10%-38
ISHARES INC
ESG AWR MSCI EM
8,8258,271-5544203760.13%-44
MICROSOFT CORP(MSFT)712781+693352890.10%-46
VANGUARD INDEX FDS93493404554080.14%-47
AMAZON COM INC(AMZN)2,2182,21805294620.16%-67
ISHARES TR2,7052,773+681,8821,8110.64%-71
ALNYLAM PHARMACEUTICALS INC(ALNY)2,7442,74409929080.32%-84
STATE STR SPDR S&P 500 ETF T(SPY)1,8211,806-151,2611,1750.41%-87
ISHARES TR
ESG AWR MSCI USA
5,2714,983-2887977050.25%-92
ALPHABET INC(GOOG)2,0202,02006735810.20%-92
BLACKROCK ETF TRUST
ISHA I IN TE ETF
68,21268,517+3052,3572,2580.79%-100
ISHARES TR2,5672,56701,2101,0950.38%-115
ISHARES TR1,8421,328-5143712410.08%-130
INVESCO EXCH TRADED FD TR II18,38618,256-1302,1852,0470.72%-138
ISHARES TR5,8825,171-7117746270.22%-148
BLACKROCK ETF TRUST
ISHA US AWAR ETF
14,22613,078-1,1481,0679170.32%-150
BLACKROCK ETF TRUST
ISHA US THEM ETF
62,69763,221+5242,4542,2900.80%-164
ISHARES TR1,4640-1,4642040-204
ALPHABET INC(GOOG)6270-6272090-209
FRANKLIN TEMPLETON HOLDINGS(FGDL)3,1600-3,1602130-213
META PLATFORMS INC(META)3200-3202150-215
ISHARES TR170,072168,331-1,7419,1878,9593.14%-229
EXACT SCIENCES CORP(EXK)2,4980-2,4982560-256
ISHARES TR3,2962,662-6341,1338470.30%-286
SPDR SERIES TRUST
ST STR MSCI USAQ
1,8990-1,8993380-338
ISHARES TR4,3740-4,3743860-386
ISHARES GOLD TR(IAU)4,2340-4,2344030-403
VANECK ETF TRUST
URANI NUCLE ETF
21,93421,291-6433,2572,8361.00%-422
ISHARES TR42,23742,611+3745,2504,8201.69%-431
ISHARES TR27,27925,705-1,5745,9235,4281.90%-496
VANGUARD STAR FDS74,79269,927-4,8655,9735,3921.89%-581
BLACKROCK ETF TRUST II47,67236,132-11,5402,5291,8760.66%-653
BLACKROCK ETF TRUST II14,0430-14,0436890-689
SELECT SECTOR SPDR TR
ST STR TECHN ETF
30,51428,111-2,4034,4573,7361.31%-722
ISHARES TR7,4530-7,4537640-764
SCHWAB STRATEGIC TR0199,063+199,06305,2971.86%+5,297
SPDR SERIES TRUST
ST SHO TREAS ETF
43,03615,125-27,9111,2604410.15%-819
GRAYSCALE BITCOIN MINI TR ET(BTC)59,54248,476-11,0662,3071,4540.51%-853
ISHARES TR9,1850-9,1858890-889
VANGUARD WORLD FD
INF TECH ETF
7,1446,071-1,0735,4334,2361.49%-1,197
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
31,26910,512-20,7571,8716260.22%-1,245
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
67,77550,614-17,1615,6354,3691.53%-1,265
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
20,75317,105-3,6485,3454,0641.43%-1,280
SPDR INDEX SHS FDS
ST PORT MARK ETF
26,5950-26,5951,3190-1,319
WORLD GOLD TR(GLDM)19,8536,904-12,9491,9866400.22%-1,347
BLACKROCK ETF TRUST
ISHARES US EQUIT
106,12888,140-17,9886,5005,1281.80%-1,372
ISHARES TR17,07513,323-3,7525,8584,3791.54%-1,479
ISHARES TR53,71031,579-22,1313,9892,3480.82%-1,641
TIDAL TRUST I364,683319,543-45,1409,3507,6272.68%-1,723
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