Fund Holdings — THEORY FINANCIAL LLC

Total Portfolio Value
$317.32M
Total Bought
$49.10M
Total Sold
$32.73M
Net Transaction
+$16.37M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR P500ETF
83,451139,379+55,9286,38712,2493.86%+5,861
ROUNDHILL ETF TRUST051,118+51,11803,7751.19%+3,775
ISHARES TR037,995+37,99503,6641.15%+3,664
ISHARES TR13,32312,271-1,0524,3797,8632.48%+3,484
ISHARES TR
CORE UNIVRSL USD
89,293159,643+70,3504,1247,3682.32%+3,243
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
50,61449,392-1,2224,3696,7332.12%+2,363
WISDOMTREE TR(WT)89,563109,393+19,8306,0208,2902.61%+2,270
BLACKROCK ETF TRUST
ISHA SYST AL ETF
080,322+80,32202,2530.71%+2,253
VANGUARD WORLD FD
INF TECH ETF
6,07153,392+47,3214,2366,3812.01%+2,146
SELECT SECTOR SPDR TR
ST STR TECHN ETF
28,11130,217+2,1063,7365,7571.81%+2,021
BLACKROCK ETF TRUST II039,852+39,85202,0040.63%+2,004
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
17,10519,452+2,3474,0645,8931.86%+1,829
INVESCO EXCH TRADED FD TR II8,22113,395+5,1744542,1640.68%+1,710
ISHARES INC
MSCI GBL ETF NEW
102,094127,586+25,4925,7777,4192.34%+1,642
VANGUARD STAR FDS69,92778,191+8,2645,3926,6852.11%+1,292
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
61,99363,567+1,5744,7135,9521.88%+1,239
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
37,78139,779+1,9984,7005,9291.87%+1,229
ISHARES TR37,24648,483+11,2372,5503,6901.16%+1,140
VANGUARD INDEX FDS22,42823,942+1,5144,8725,8181.83%+945
SCHWAB STRATEGIC TR199,063235,393+36,3305,2976,2381.97%+941
SCHWAB STRATEGIC TR946,329988,119+41,79021,97422,8557.20%+881
ISHARES TR42,61141,296-1,3154,8205,6791.79%+860
BLACKROCK ETF TRUST
ISHARES US EQUIT
88,14086,369-1,7715,1285,8741.85%+746
ETF OPPORTUNITIES TRUST
SMI FULL ETF
304,894281,444-23,4507,5158,2212.59%+706
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
285,094352,441+67,3474,9385,5971.76%+659
ISHARES TR
ESG AWRE 1 5 YR
021,495+21,49505370.17%+537
BLACKROCK ETF TRUST
ISHA LA CORE ETF
44,10546,213+2,1081,8112,3280.73%+517
SELECT SECTOR SPDR TR
ST STR SVC ETF
185,823197,004+11,18120,60021,1056.65%+505
DBX ETF TR246,269257,512+11,2438,9059,4042.96%+499
BLACKROCK ETF TRUST
ISHA I IN TE ETF
68,51751,700-16,8172,2582,7260.86%+468
SPDR INDEX SHS FDS
ST PORT MARK ETF
46,88850,696+3,8082,2002,6250.83%+426
VANGUARD INDEX FDS14,10814,542+4342,7683,1691.00%+401
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
90,57090,283-2872,9123,3041.04%+392
VANGUARD WORLD FD
FINANCIALS ETF
47,92846,809-1,1195,7906,1601.94%+370
ISHARES TR2,7732,869+961,8112,1490.68%+337
JOHNSON & JOHNSON(JNJ)01,304+1,30403310.10%+331
ISHARES TR
US TREAS BD ETF
144,851159,136+14,2853,3193,6251.14%+307
VANECK ETF TRUST
URANI NUCLE ETF
21,29126,873+5,5822,8363,1170.98%+281
ISHARES TR
0-5 YR TIPS ETF
02,452+2,45202500.08%+250
TIDAL TRUST I319,543283,636-35,9077,6277,8432.47%+215
ISHARES TR01,464+1,46402140.07%+214
ISHARES TR2,56710,524+7,9571,0951,3070.41%+212
SCHWAB STRATEGIC TR06,657+6,65702070.07%+207
ISHARES TR
ESG AWR MSCI USA
4,9835,505+5227059010.28%+196
ISHARES TR111,949114,412+2,46310,63010,8143.41%+185
BLACKROCK ETF TRUST
ISHA US AWAR ETF
13,07813,720+6429171,1000.35%+183
STATE STR SPDR S&P 500 ETF T(SPY)1,8061,80601,1751,3490.43%+174
ISHARES INC
CORE MSCI EMKT
10,89510,908+137609040.28%+144
ISHARES TR2,6622,700+388479880.31%+141
ALPHABET INC(GOOG)2,0202,02005817220.23%+141
ELI LILLY & CO(LLY)326354+283004250.13%+125
ISHARES TR
LONG TERM MUNI
37,77338,963+1,1901,8861,9960.63%+110
VANGUARD MUN BD FDS50,43851,756+1,3182,5162,6180.82%+101
ISHARES TR1,3281,316-122413320.10%+91
ISHARES TR8,22112,220+3,9994545310.17%+77
ISHARES TR8,2217,642-5794545310.17%+77
VANGUARD INDEX FDS9345,613+4,6794084840.15%+76
SCHWAB STRATEGIC TR15,61815,61804765440.17%+67
AMAZON COM INC(AMZN)2,2182,21804625290.17%+67
GLOBAL X FDS
DEFENSE TECH ETF
19,68624,468+4,7821,3951,4610.46%+66
APPLE INC(AAPL)1,9781,948-305025640.18%+62
ISHARES TR5,1714,823-3486276870.22%+60
FATE THERAPEUTICS INC(FATE)022,222+22,2220600.02%+60
ISHARES TR
CORE MSCI EAFE
4,6044,935+3314174770.15%+60
INVESCO QQQ TR35635602052620.08%+57
BROADCOM INC(AVGO)80980902503060.10%+55
ISHARES TR22,96323,102+1392,4382,4860.78%+49
ISHARES TR8,8719,408+5372823300.10%+48
NVIDIA CORPORATION(NVDA)1,3921,432+402432870.09%+44
ISHARES TR2,2932,29303343770.12%+43
ISHARES TR3,5733,541-323984410.14%+43
WORLD GOLD TR(GLDM)6,9048,470+1,5666406730.21%+33
ABBVIE INC(ABBV)94494402052380.07%+32
JPMORGAN CHASE & CO(JPM)93993902763070.10%+31
VANGUARD TAX-MANAGED FDS3,9373,93702522810.09%+28
ISHARES TR
SYSTEMATIC BD ET
4,1974,527+3303744020.13%+28
VANGUARD INDEX FDS1,4061,40602592780.09%+19
ISHARES TR
ESG AWR US AGRGT
22,83823,298+4601,0861,1050.35%+19
BERKSHIRE HATHAWAY INC DEL1,2231,208-155866040.19%+18
ISHARES INC
ESG AWR MSCI EM
8,2717,180-1,0913763930.12%+17
ISHARES TR
MSCI INTL VLU FT
7,8917,762-1293133250.10%+11
SPDR SERIES TRUST
ST SHO TREAS ETF
15,12515,037-884414360.14%-5
MICROSOFT CORP(MSFT)781583-1982892180.07%-72
CHEVRON CORPORATION(CVX)1,8281,82803783030.10%-75
ISHARES TR168,331166,224-2,1078,9598,8382.79%-120
ISHARES TR
ESG AWRE USD ETF
47,39041,371-6,0191,0969580.30%-139
ISHARES TR8,2213,305-4,9164542800.09%-174
GRAYSCALE BITCOIN MINI TR ET(BTC)48,47648,919+4431,4541,2690.40%-184
ALNYLAM PHARMACEUTICALS INC(ALNY)2,7441,719-1,0259085170.16%-390
BLACKROCK ETF TRUST
ISHA US THEM ETF
63,22143,363-19,8582,2901,8690.59%-421
EXXON MOBIL CORP3,1830-3,1835400—-540
SPDR GOLD TR(GLD)15,01016,041+1,0316,4595,9091.86%-549
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
10,5120-10,5126260—-626
ISHARES TR25,70521,138-4,5675,4284,8001.51%-628
AMERICAN CENTY ETF TR27,02714,911-12,1162,1781,4390.45%-739
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
338,200361,176+22,97610,2209,3692.95%-851
WISDOMTREE TR(WT)26,6240-26,6241,0860—-1,086
BLACKROCK ETF TRUST II36,13211,984-24,1481,8766270.20%-1,249
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
89,02855,634-33,3944,0832,5360.80%-1,547
SELECT SECTOR SPDR TR
ST STR CARE ETF
44,76230,610-14,1526,5634,8571.53%-1,706
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