Fund Holdings — Kellett Wealth Advisors, LLC

Total Portfolio Value
$184.49M
Total Bought
$40.49M
Total Sold
$15.94M
Net Transaction
+$24.55M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II2,222328,741+326,51922318,49610.03%+18,273
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
0152,848+152,84807,1963.90%+7,196
VANGUARD SPECIALIZED FUNDS28,46747,508+19,0416,25710,2175.54%+3,960
SCHWAB STRATEGIC TR251,806342,490+90,6846,90710,5085.70%+3,601
INNOVATOR ETFS TRUST
US EQT ULTRA BF
047,893+47,89301,9031.03%+1,903
PROCTER & GAMBLE CO(PG)54,24758,813+4,5667,7748,4954.60%+721
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
35,49837,215+1,7174,9155,3972.93%+482
EXXON MOBIL CORP7,5667,780+2149101,3200.72%+410
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,1883,929+1,7415539340.51%+380
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
65,18868,120+2,9323,7254,1052.22%+380
VANGUARD WORLD FD
INDUSTRIAL ETF
0963+96303010.16%+301
CHEVRON CORPORATION(CVX)01,305+1,30502700.15%+270
CATERPILLAR INC(CAT)0343+34302430.13%+243
ADVANCED MICRO DEVICES INC(AMD)01,042+1,04202120.11%+212
SPDR SERIES TRUST
ST STR SP500DIV
04,600+4,60002090.11%+209
SPDR GOLD TR(GLD)1,2241,592+3684856850.37%+200
JOHNSON & JOHNSON(JNJ)2,1102,406+2964375880.32%+151
ISHARES TR53,98656,619+2,6334,3104,4602.42%+150
DUKE ENERGY CORP NEW(DUK)9,5229,427-951,1161,2340.67%+118
MCKESSON CORP(MCK)2,3142,31401,8982,0021.09%+104
WALMART INC(WMT)5,0315,304+2735616590.36%+99
MERCK & CO INC(MRK)2,5092,822+3132643390.18%+75
PEPSICO INC(PEP)2,5042,731+2273594240.23%+65
COCA COLA CO(KO)4,9585,396+4383474100.22%+64
WILLIAMS COS INC(WMB)4,2004,20002523060.17%+53
ISHARES TR13,51613,450-661,6241,6720.91%+48
ALTRIA GROUP INC(MO)4,0624,240+1782342800.15%+46
JPMORGAN CHASE & CO(JPM)2,5032,875+3728078460.46%+39
PEMBINA PIPELINE CORP(PBA)5,4005,40002062420.13%+36
INNOVATOR ETFS TRUST
US EQT ULTRA BF
77,77877,377-4012,5492,5821.40%+33
VANGUARD WORLD FD
UTILITIES ETF
1,6821,68203113330.18%+22
HOME DEPOT INC(HD)757850+932612800.15%+19
US BANCORP(USB)8,3688,885+5174474620.25%+16
ALPHABET INC(GOOG)2,6882,993+3058448580.47%+15
TESLA INC(TSLA)1,4821,825+3436666780.37%+12
WASTE MGMT INC DEL(WM)1,0021,00202202300.12%+10
ANALOG DEVICES INC(ADI)831731-1002252330.13%+7
INTERNATIONAL BUSINESS MACHS(IBM)1,2691,579+3103763830.21%+7
PROSHARES TR
S&P 500 DV ARIST
7,2787,178-1007577610.41%+4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,0901,09002092090.11%0
HYPERSCALE DATA INC(GPUS)10,0000-10,00020—-2
NVIDIA CORPORATION(NVDA)9,1479,771+6241,7061,7040.92%-2
CISCO SYS INC(CSCO)3,9403,876-643033010.16%-3
INNOVATOR ETFS TRUST
US EQTY ULTRA B
5,9235,944+212352310.13%-4
ABBVIE INC(ABBV)3,1873,330+1437287240.39%-4
SPROTT ASSET MANAGEMENT LP(CEF)16,25215,472-7807447380.40%-6
AMERICAN FINANCIAL GROUP INC2,7212,820+993723600.20%-12
VANGUARD INDEX FDS4,1464,147+11,2031,1910.65%-12
ISHARES TR534538+43663510.19%-14
STATE STR SPDR DOW JONES IND(DIA)1,0941,099+55265090.28%-17
VANGUARD INDEX FDS1,3391,33904494300.23%-19
ENBRIDGE INC(ENB)14,04612,046-2,0006726520.35%-20
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,6104,616+62532280.12%-25
VANGUARD INDEX FDS1,0021,007+56286020.33%-27
CALAMOS STRATEGIC TOTAL RETU(CSQ)13,47713,47702592310.13%-28
ABRDN PALLADIUM ETF TRUST2,6682,66803883590.19%-28
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,6582,659+13833530.19%-29
ISHARES TR758759+13593240.18%-35
META PLATFORMS INC(META)45245202982590.14%-40
VANGUARD WORLD FD
INF TECH ETF
2,1372,244+1071,6111,5660.85%-45
ELI LILLY & CO(LLY)341343+23663150.17%-51
CINTAS CORP(CTAS)3,1623,178+165955370.29%-57
ISHARES TR
CORE DIVID ETF
31,57029,850-1,7201,6781,6100.87%-68
UNITEDHEALTH GROUP INC(UNH)1,7461,834+885764960.27%-80
ALPHABET INC(GOOG)4,6154,702+871,4441,3520.73%-92
ISHARES TR
MSCI USA QLT FCT
5,4885,113-3751,0909810.53%-109
AMERICAN EXPRESS CO(AXP)1,097907-1904062740.15%-132
BROADCOM INC(AVGO)4,5294,612+831,5681,4280.77%-140
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
54,22752,372-1,8551,9991,8541.01%-144
AMAZON COM INC(AMZN)8,9909,267+2772,0751,9301.05%-145
WEDBUSH SER TR12,2417,880-4,3613872240.12%-163
VISA INC(V)2,3432,079-2648226280.34%-193
APPLE INC(AAPL)14,50114,743+2423,9423,7422.03%-200
MORGAN STANLEY(MS)1,1450-1,1452030—-203
ELEVANCE HEALTH INC FORMERLY(ELV)6430-6432250—-225
PALANTIR TECHNOLOGIES INC(PLTR)1,3760-1,3762450—-245
BLACKSTONE INC(BX)1,6470-1,6472540—-254
GOLDMAN SACHS GROUP INC(GS)3130-3132750—-275
INNOVATOR ETFS TRUST
US EQTY ULTRA B
22,29211,459-10,8338704380.24%-432
INNOVATOR ETFS TRUST
US EQTY ULTRA BU
80,90070,769-10,1313,0792,6381.43%-441
INVESCO QQQ TR14,76714,290-4779,0728,2484.47%-824
MICROSOFT CORP(MSFT)7,4376,614-8233,5972,4481.33%-1,149
BERKSHIRE HATHAWAY INC DEL5,3621,140-4,2222,6955460.30%-2,149
INNOVATOR ETFS TRUST
US EQTY ULTRA B
589,233515,316-73,91723,17519,92710.80%-3,248
STATE STR SPDR S&P 500 ETF T(SPY)56,07450,431-5,64338,23832,79717.78%-5,441
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Kellett Wealth Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail