Fund HoldingsWick Capital Partners, LLC

Total Portfolio Value
$662.71M
Total Bought
$142.91M
Total Sold
$32.36M
Net Transaction
+$110.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR929,6521,036,086+106,434132,410170,19825.68%+37,787
VANGUARD INDEX FDS134,689147,295+12,60643,21052,7557.96%+9,545
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
73,29188,774+15,48317,41526,8964.06%+9,481
ISHARES TR40,64447,606+6,96226,54935,6515.38%+9,102
ISHARES TR
CORE MSCI EAFE
168,170198,294+30,12416,95422,3943.38%+5,440
ISHARES TR
CORE MSCI TOTAL
265,292294,580+29,28822,98528,1154.24%+5,130
BLACKROCK ETF TRUST II1,092,5361,136,138+43,60235,00539,3445.94%+4,340
INVESCO EXCH TRADED FD TR II13,60476,086+62,4823454,5080.68%+4,164
ISHARES TR42,63558,773+16,1385,3008,7171.32%+3,417
ISHARES TR
IBONDS 27 ETF
893,9641,021,785+127,82121,67024,7483.73%+3,078
QORVO INC(QRVO)136,955200,953+63,9984,5617,3311.11%+2,770
SELECT SECTOR SPDR TR
ST STR FINL ETF
044,637+44,63702,3930.36%+2,393
GOLDMAN SACHS ETF TR
NASDA 100 ETF
128,694140,128+11,4346,3698,3111.25%+1,942
MICRON TECHNOLOGY INC(MU)2,3062,181-1257792,5180.38%+1,738
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
204,977214,500+9,52310,25711,9201.80%+1,663
ISHARES TR13,60430,129+16,5253451,7110.26%+1,366
APPLE INC(AAPL)21,22523,263+2,0385,3876,7311.02%+1,345
STATE STR SPDR S&P 500 ETF T(SPY)10,57410,965+3916,8778,1881.24%+1,312
NVIDIA CORPORATION(NVDA)31,35332,615+1,2625,4686,5260.98%+1,058
VANGUARD INDEX FDS11,06411,102+386,6127,6251.15%+1,014
AMAZON COM INC(AMZN)13,49115,930+2,4392,8103,7970.57%+987
SANDISK CORP(SNDK)0417+41709480.14%+948
ISHARES TR
IBDS DEC28 ETF
189,941223,896+33,9554,8115,6530.85%+842
INTEL CORP(INTC)5,8187,358+1,5402571,0270.16%+771
VANGUARD INDEX FDS9,79058,547+48,7574,2765,0430.76%+767
WESTERN DIGITAL CORP(WDC)2,1662,118-485861,3530.20%+767
ISHARES INC
CORE MSCI EMKT
22,90125,114+2,2132,9263,6610.55%+734
BLACKSTONE INC(BX)012,855+12,85506730.10%+673
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
175,621175,600-2111,22411,8671.79%+643
INVESCO QQQ TR3,2193,368+1491,8582,4800.37%+622
VANGUARD INTL EQUITY INDEX F10,07419,447+9,3735451,1610.18%+616
ISHARES TR0832+83205330.08%+533
CAPITAL ONE FINL CORP(COF)02,506+2,50605030.08%+503
VANGUARD BD INDEX FDS8,02311,117+3,0945911,0840.16%+493
ALPHABET INC(GOOG)4,4034,896+4931,2661,7500.26%+484
TESLA INC(TSLA)4,4065,026+6201,6382,1140.32%+476
BROADCOM INC(AVGO)4,3814,849+4681,3561,8320.28%+476
ELI LILLY & CO(LLY)651891+2405981,0680.16%+470
GENERAL MILLS INC(GIS)012,924+12,92404500.07%+450
UNITEDHEALTH GROUP INC(UNH)01,073+1,07304460.07%+446
WASTE CONNECTIONS INC(WCN)02,620+2,62004370.07%+437
VANGUARD INDEX FDS12,13411,896-2383,1783,6060.54%+428
ISHARES TR5,74922,987+17,2382,4512,8540.43%+403
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0408+40803940.06%+394
EVERSOURCE ENERGY(ES)05,436+5,43603930.06%+393
SYNOPSYS INC(SNPS)0845+84503770.06%+377
CARPENTER TECHNOLOGY CORP(CRS)0603+60303720.06%+372
AON PLC(AON)01,109+1,10903680.06%+368
CISCO SYS INC(CSCO)03,119+3,11903660.06%+366
CHEVRON CORPORATION(CVX)02,191+2,19103630.05%+363
ISHARES TR13,60431,494+17,8903457050.11%+360
ISHARES TR6,5326,564+322,3292,6880.41%+359
ADVANCED MICRO DEVICES INC(AMD)0609+60903540.05%+354
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,9052,074+1696449900.15%+347
ISHARES TR
IBONDS DEC 2030
013,258+13,25803430.05%+343
ISHARES TR013,428+13,42803410.05%+341
VISA INC(V)0989+98903390.05%+339
JPMORGAN CHASE & CO(JPM)1,0922,006+9143216570.10%+335
HEWLETT PACKARD ENTERPRISE C(HPE)07,239+7,23903270.05%+327
TERADYNE INC(TER)1,4801,568+884397580.11%+320
FACTSET RESH SYS INC(FDS)01,351+1,35103110.05%+311
VANGUARD INTL EQUITY INDEX F2,0463,781+1,7352835930.09%+310
QUALCOMM INC(QCOM)01,678+1,67803100.05%+310
CATERPILLAR INC(CAT)689736+474887840.12%+296
PAYCHEX INC(PAYX)02,944+2,94402890.04%+289
CENTENE CORP DEL(CNC)11,42310,321-1,1023746630.10%+289
T-MOBILE US INC(TMUS)1,5623,674+2,1123286160.09%+288
EOG RES INC(EOG)02,221+2,22102880.04%+288
ISHARES TR8,6499,873+1,2245848670.13%+283
SYSCO CORP(SYY)03,359+3,35902810.04%+281
ISHARES TR6,6776,67701,6621,9400.29%+279
ATLASSIAN CORPORATION03,497+3,49702720.04%+272
NORTHERN TR CORP(NTRS)01,560+1,56002710.04%+271
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,690+1,69002680.04%+268
BERKSHIRE HATHAWAY INC DEL2,2462,686+4401,0761,3440.20%+268
NVR INC(NVR)039+3902660.04%+266
TEXAS ROADHOUSE INC(TXRH)01,364+1,36402640.04%+264
MILLROSE PPTYS INC(MRP)08,723+8,72302620.04%+262
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,048+1,04802620.04%+262
ISHARES TR04,962+4,96202600.04%+260
DATADOG INC(DDOG)0993+99302590.04%+259
MONGODB INC(MDB)0751+75102520.04%+252
DANAHER CORP DEL(DHR)01,321+1,32102520.04%+252
MUELLER INDS INC(MLI)02,036+2,03602500.04%+250
PFIZER INC(PFE)010,317+10,31702480.04%+248
HUNT J B TRANS SVCS INC(JBHT)2,0082,324+3164256730.10%+247
ISHARES TR04,995+4,99502470.04%+247
MID-AMER APT CMNTYS INC(MAA)01,775+1,77502470.04%+247
LYONDELLBASELL INDUSTRIES NV
SHS - A -
04,660+4,66002450.04%+245
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
21,97921,97901,5591,8010.27%+242
COOPER COS INC(COO)03,380+3,38002420.04%+242
BANK OF NY MELLON CORP01,662+1,66202400.04%+240
FORTINET INC(FTNT)3,5073,415-922875250.08%+238
CUBESMART(CUBE)05,955+5,95502370.04%+237
CIENA CORP(CIEN)0482+48202360.04%+236
LUMENTUM HLDGS INC(LITE)0274+27402350.04%+235
PUBLIC SVC ENTERPRISE GROUP(PEG)02,884+2,88402340.04%+234
MOSAIC CO(MOS)010,993+10,99302330.04%+233
MOLINA HEALTHCARE INC(MOH)1,9012,117+2162534840.07%+231
DTE ENERGY CO(DTB)01,512+1,51202300.03%+230
Page 1 of 3
Wick Capital Partners, LLC — 13F Holdings — Q2 2026 | TickerTrail