Fund HoldingsTHEORY FINANCIAL LLC

Total Portfolio Value
$296.86M
Total Bought
$75.35M
Total Sold
$63.11M
Net Transaction
+$12.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR SVC ETF
0205,097+205,097024,1548.14%+24,154
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
0197,148+197,14805,6231.89%+5,623
SPDR SERIES TRUST
ST STR P500ETF
066,662+66,66205,4341.83%+5,434
SELECT SECTOR SPDR TR
ST STR TECHN ETF
030,514+30,51404,4571.50%+4,457
SELECT SECTOR SPDR TR
ST STR CARE ETF
027,233+27,23304,3061.45%+4,306
ISHARES TR
CORE UNIVRSL USD
084,657+84,65703,9561.33%+3,956
ISHARES INC
MSCI GBL ETF NEW
046,922+46,92202,7960.94%+2,796
SPDR GOLD TR(GLD)6,46511,110+4,6452,6065,1631.74%+2,556
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0166,475+166,47502,4010.81%+2,401
TIDAL TRUST I296,365364,683+68,3187,5379,3503.15%+1,814
ISHARES TR20,06227,279+7,2174,1815,9232.00%+1,742
SPDR INDEX SHS FDS
ST PORT MARK ETF
026,595+26,59501,3190.44%+1,319
SPDR SERIES TRUST
ST SHO TREAS ETF
043,036+43,03601,2600.42%+1,260
BLACKROCK ETF TRUST
ISHA US AWAR ETF
014,226+14,22601,0670.36%+1,067
ALNYLAM PHARMACEUTICALS INC(ALNY)02,744+2,74409920.33%+992
ISHARES TR16,81417,075+2614,9265,8581.97%+932
AMERICAN CENTY ETF TR11,65621,561+9,9058981,7920.60%+894
INVESCO EXCH TRADED FD TR II10,64918,386+7,7371,2912,1850.74%+894
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
17,69920,753+3,0544,4565,3451.80%+889
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
60,91467,775+6,8614,8125,6351.90%+823
VANGUARD WORLD FD
INF TECH ETF
6,0627,144+1,0824,6205,4331.83%+812
ISHARES TR011,478+11,47805050.17%+505
ISHARES TR04,374+4,37403860.13%+386
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,505+4,50503730.13%+373
ISHARES TR
SYSTEMATIC BD ET
03,817+3,81703440.12%+344
DBX ETF TR222,052230,286+8,2348,2038,5412.88%+339
SPDR SERIES TRUST
ST STR MSCI USAQ
01,899+1,89903380.11%+338
ISHARES TR09,648+9,64803200.11%+320
BLACKROCK ETF TRUST
ISHARES US EQUIT
103,969106,128+2,1596,1846,5002.19%+316
ISHARES TR19,28722,157+2,8702,0742,3850.80%+312
VANECK ETF TRUST
URANI NUCLE ETF
19,48021,934+2,4542,9463,2571.10%+312
ISHARES INC
CORE MSCI EMKT
48,96649,824+8583,3203,6171.22%+297
NVIDIA CORPORATION(NVDA)01,313+1,31302450.08%+245
ISHARES TR41,35042,237+8875,0215,2501.77%+230
META PLATFORMS INC(META)0320+32002150.07%+215
FRANKLIN TEMPLETON HOLDINGS(FGDL)03,160+3,16002130.07%+213
WORLD GOLD TR(GLDM)20,99819,853-1,1451,8201,9860.67%+166
ALPHABET INC(GOOG)2,0202,02005186730.23%+155
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
72,22973,847+1,6184,2034,3581.47%+155
ISHARES TR2,9173,296+3799821,1330.38%+151
VANGUARD MUN BD FDS47,57450,438+2,8642,4042,5490.86%+145
BLACKROCK ETF TRUST
ISHA I IN TE ETF
63,33268,212+4,8802,2222,3570.79%+135
BLACKROCK ETF TRUST
ISHA US THEM ETF
61,38762,697+1,3102,3292,4540.83%+125
GLOBAL X FDS
DEFENSE TECH ETF
11,16811,479+3117508740.29%+125
ISHARES INC
ESG AWR MSCI EM
6,8688,825+1,9573064200.14%+114
BLACKROCK ETF TRUST II45,34247,672+2,3302,4172,5290.85%+112
ISHARES TR2,6562,705+491,7921,8820.63%+91
EXXON MOBIL CORP3,1833,18303594290.14%+70
ISHARES GOLD TR(IAU)4,1774,234+573454030.14%+58
ELI LILLY & CO(LLY)255247-82062620.09%+56
ISHARES TR8,7349,185+4518408890.30%+49
SPDR S&P 500 ETF TR(SPY)1,8081,821+131,2141,2610.42%+48
ISHARES TR5,7395,882+1437297740.26%+46
ISHARES TR
US TREAS BD ETF
16,26518,087+1,8223794170.14%+38
AMAZON COM INC(AMZN)2,2682,218-504915290.18%+38
MICROSOFT CORP(MSFT)587712+1253033350.11%+31
ISHARES TR
MSCI INTL VLU FT
8,1338,051-822913230.11%+31
SCHWAB STRATEGIC TR15,61815,61804564820.16%+27
ISHARES TR
CORE MSCI EAFE
4,6044,60404094320.15%+23
ISHARES TR
CORE INTL AGGR
37,13738,657+1,5201,9201,9420.65%+22
ISHARES TR8,0848,251+1674654860.16%+21
ISHARES TR2,2932,29303203400.11%+20
VANGUARD TAX-MANAGED FDS3,9373,93702412600.09%+19
CHEVRON CORP NEW(CVX)2,4852,403-823844030.14%+19
ISHARES TR1,7731,842+693543710.12%+17
VANGUARD INDEX FDS1,4061,40602442600.09%+16
BLACKROCK ETF TRUST II13,84114,043+2026836890.23%+5
INVESCO QQQ TR35635602182230.08%+5
VANGUARD INDEX FDS18,64017,327-1,3133,8853,8881.31%+3
VANGUARD INDEX FDS93493404534550.15%+2
ALPHABET INC(GOOG)807627-1802072090.07%+2
ISHARES TR
ESG AWR US AGRGT
19,99320,166+1739689690.33%+1
JPMORGAN CHASE & CO.(JPM)935939+42832830.10%-0
ISHARES TR2,5672,56701,2131,2100.41%-4
ISHARES TR1,4641,46402092040.07%-4
ISHARES TR2,8502,720-1303353270.11%-8
ABBVIE INC(ABBV)94494402192080.07%-11
ISHARES TR
ESG AWR MSCI USA
5,5065,271-2358087970.27%-12
BERKSHIRE HATHAWAY INC DEL1,2231,22306045910.20%-13
ISHARES TR
ESG AWRE USD ETF
43,78843,488-3001,0401,0220.34%-18
APPLE INC(AAPL)2,0231,978-455315050.17%-25
BROADCOM INC(AVGO)878854-243072770.09%-29
ISHARES TR58,67753,710-4,9674,0213,9891.34%-32
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
31,38828,319-3,0693,6963,6451.23%-52
EXACT SCIENCES CORP(EXK)5,0072,498-2,5093142560.09%-58
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
51,12547,708-3,4173,7523,6731.24%-79
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
86,04685,604-4424,0713,9731.34%-98
VANGUARD WORLD FD
FINANCIALS ETF
147,051143,424-3,62718,88918,7896.33%-100
ISHARES TR10,0597,453-2,6061,0557640.26%-291
VANGUARD INDEX FDS11,9719,630-2,3412,2391,9090.64%-330
WISDOMTREE TR(WT)82,84470,629-12,2155,4164,9311.66%-485
ISHARES TR11,4930-11,4935090-509
ISHARES TR179,217170,072-9,1459,7519,1873.09%-564
WISDOMTREE TR(WT)79,76970,557-9,2123,7083,1181.05%-590
ISHARES TR
0-5 YR TIPS ETF
6,0170-6,0176220-622
VANGUARD STAR FDS89,52874,792-14,7366,7085,9732.01%-735
ISHARES TR118,779110,574-8,20511,39810,5873.57%-811
GRAYSCALE BITCOIN MINI TR ET(BTC)64,34559,542-4,8033,1592,3070.78%-852
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
46,94531,269-15,6762,8391,8710.63%-967
BLACKROCK ETF TRUST
ISHA US AWAR ETF
13,8460-13,8461,0150-1,015
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