Fund HoldingsStegent Equity Advisors, Inc.

Total Portfolio Value
$117.35M
Total Bought
$24.23M
Total Sold
$38.65M
Net Transaction
-$14.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD WORLD FD
ENERGY ETF
032,409+32,40905,6084.78%+5,608
EA SERIES TRUST
SARMA THEMA ETF
10,67287,587+76,9154124,0143.42%+3,602
PACER FDS TR
US CASH COWS 100
040,600+40,60002,5402.16%+2,540
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
054,653+54,65302,1551.84%+2,155
CHORD ENERGY CORPORATION(CHRD)07,998+7,99801,1370.97%+1,137
VANECK ETF TRUST
URANI NUCLE ETF
7,29813,994+6,6969061,8641.59%+957
COSTCO WHOLESALE CORPORATION(COST)0839+83908360.71%+836
TEXAS PACIFIC LAND CORPORATI(TPL)4,2434,24301,2192,0131.72%+795
SPROTT FDS TR
SPROTT CRITICAL
20,32636,467+16,1415881,2061.03%+618
CONOCOPHILLIPS(COP)15,71015,721+111,4712,0751.77%+605
QUEST DIAGNOSTICS INC(DGX)03,061+3,06106000.51%+600
WALMART INC(WMT)5,2068,178+2,9725801,0160.87%+436
ETF SER SOLUTIONS
US GBL GLD PRE
0129,807+129,80705,7584.91%+5,758
SPROTT FDS TR
URANI MINER ETF
062,731+62,73103,9613.38%+3,961
PUBLIC STORAGE OPER CO(PSA)01,560+1,56004230.36%+423
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
23,31624,364+1,0482,2922,6992.30%+407
PHILLIPS 66(PSX)8,1577,889-2681,0531,4371.22%+385
BWX TECHNOLOGIES INC(BWXT)01,699+1,69903470.30%+347
MERCK & CO INC(MRK)02,709+2,70903260.28%+326
EOG RES INC(EOG)02,135+2,13503090.26%+309
NOVARTIS AG(NVS)2,6564,343+1,6873666630.57%+297
CARNIVAL CORP010,110+10,11002620.22%+262
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
11,81712,640+8231,8082,0681.76%+259
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
14,04516,246+2,2011,8862,1321.82%+246
JOHNSON & JOHNSON(JNJ)0979+97902390.20%+239
TIDAL TRUST I52,24464,631+12,3871,1271,3311.13%+204
PEPSICO INC(PEP)01,300+1,30002020.17%+202
QUANTA SVCS INC1,5531,554+16558530.73%+198
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
12,67613,145+4691,9852,1781.86%+193
EXXON MOBIL CORP4,6244,308-3165567310.62%+174
NORTHROP GRUMMAN CORP(NOC)1,5361,538+28761,0490.89%+173
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
51,13354,468+3,3351,4141,5721.34%+159
INTEL CORP(INTC)6,1618,678+2,5172273830.33%+156
APPLE INC(AAPL)8,3189,522+1,2042,2612,4172.06%+155
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
7,5997,575-249841,1170.95%+133
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
19,99119,99107578730.74%+116
ETF SER SOLUTIONS
DEFIA QUANT ETF
10,78311,985+1,2021,1821,2861.10%+104
VERISK ANALYTICS INC(VRSK)03,166+3,16606010.51%+601
TELEFONICA BRASIL SA(VIV)154,027120,707-33,3201,8271,9201.64%+94
ISHARES GOLD TR(IAU)7,8327,83206366900.59%+55
NVIDIA CORPORATION(NVDA)1,5311,897+3662863310.28%+45
WHEATON PRECIOUS METALS CORP(WPM)2,7012,70103173540.30%+36
FRANCO NEV CORP(FNV)2,5452,281-2645285640.48%+36
LOCKHEED MARTIN CORP(LMT)937803-1344534850.41%+32
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
10,90610,90602172450.21%+29
BRITISH AMERN TOB PLC(BTI)6,4566,735+2793663940.34%+28
COCA COLA CO(KO)5,3235,252-713723990.34%+27
BECTON DICKINSON & CO(BDX)1,4791,987+5082873120.27%+25
T-MOBILE US INC(TMUS)2,5242,538+145125330.45%+21
INTUIT(INTU)7291,163+4344835030.43%+20
CAL MAINE FOODS INC(CALM)05,279+5,27904180.36%+418
RBB FUND TRUST
FIRST EAGLE GBL
13,19913,19906086200.53%+13
AMERICAN CENTY ETF TR04,256+4,25603160.27%+316
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
6,7796,77904724820.41%+10
SPDR SERIES TRUST
ST STR SP600 SML
5,3715,37102522600.22%+8
AMPLIFY ETF TR6,6066,60602942960.25%+2
INTERCONTINENTAL EXCHANGE IN(ICE)02,072+2,07203260.28%+326
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
06,460+6,46003190.27%+319
INNOVATOR ETFS TRUST
POWER BUFFER SET
6,1546,15402182120.18%-5
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,1688,073-954684580.39%-10
VIKING HOLDINGS LTD(VIK)4,9214,586-3353513370.29%-14
PACER FDS TR
TRENDPILOT 100
3,1973,19702512330.20%-18
ISHARES TR8,8458,726-1191,4931,4731.26%-19
HERSHEY CO(HSY)5,0494,320-7299198980.77%-21
CME GROUP INC(CME)1,3941,213-1813813580.31%-22
ATOUR LIFESTYLE HLDGS LTD(ATAT)13,10913,325+2165164900.42%-26
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
51,30651,175-1313,6423,6013.07%-42
PAYPAL HLDGS INC(PYPL)5,9135,934+213452680.23%-77
INVESCO EXCH TRADED FD TR II04,542+4,54205400.46%+540
AMERICAN CENTY ETF TR29,72626,375-3,3513,0312,9142.48%-118
ALPHABET INC(GOOG)2,0801,863-2176535340.46%-118
ALPHABET INC(GOOG)4,7564,740-161,4891,3631.16%-126
AMERICAN CENTY ETF TR8,7546,666-2,0886635370.46%-126
SPDR SERIES TRUST
ST STR P500ETF
27,59127,013-5782,2132,0681.76%-146
ELI LILLY & CO(LLY)379223-1564072050.17%-202
CONSTELLATION ENERGY CORP(CEG)5740-5742030-203
MONSTER BEVERAGE CORP NEW(MNST)2,7120-2,7122080-208
PAN AMERN SILVER CORP(PAAS)11,1016,505-4,5965753550.30%-220
GENMAB A/S(GMAB)7,2550-7,2552230-223
VALUED ADVISERS TR
REGAN FLTG RATE
8,7700-8,7702250-225
TRAVELERS COMPANIES INC(TRV)2,2671,467-8006584280.36%-230
ISHARES SILVER TR(SLV)3,6350-3,6352340-234
BERKLEY W R CORP22,67820,432-2,2461,5901,3541.15%-236
BITWISE BITCOIN ETF TR(BITB)000000
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
3,7780-3,7782470-247
COLGATE PALMOLIVE CO(CL)3,2730-3,2732590-259
AMAZON COM INC(AMZN)2,4831,433-1,0505732980.25%-275
BERKSHIRE HATHAWAY INC DEL1,327805-5226673860.33%-281
SPDR SERIES TRUST
ST STR P400MID
11,6756,427-5,2486763810.32%-295
MCDONALDS CORP(MCD)5,6094,543-1,0661,7141,4121.20%-302
SOFI TECHNOLOGIES INC(SOFI)11,5890-11,5893030-303
CARNIVAL CORP10,0340-10,0343060-306
GRAND CANYON ED INC(LOPE)000000
HOME DEPOT INC(HD)9070-9073120-312
UNITEDHEALTH GROUP INC(UNH)9910-9913270-327
AUTOZONE INC(AZO)970-973290-329
S&P GLOBAL INC(SPGI)6790-6793550-355
AMPLIFY ETF TR6,3930-6,3933640-364
VISA INC(V)1,1030-1,1033870-387
CINTAS CORP(CTAS)2,0680-2,0683890-389
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