Fund Holdings

O'ROURKE & COMPANY, Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC COM(AAPL)077,188+77,188019,589,5687.75%+19,589,568
JPMORGAN INCOME ETF
INCOME ETF
0241,622+241,622011,131,5244.41%+11,131,524
INVESCO S&P 500 LOW VOLATILITY ETF0133,188+133,18809,741,3713.86%+9,741,371
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
071,788+71,78809,540,6873.78%+9,540,687
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
088,389+88,38908,789,3543.48%+8,789,354
JPMORGAN CHASE & CO COM(JPM)021,686+21,68606,379,1592.53%+6,379,159
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
059,607+59,60706,318,9582.50%+6,318,958
BLACKSTONE INC COM(BX)052,369+52,36906,021,8942.38%+6,021,894
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
092,073+92,07305,218,7062.07%+5,218,706
ALPHABET INC CAP STK CL A(GOOG)017,205+17,20504,947,3981.96%+4,947,398
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
025,770+25,77004,945,7281.96%+4,945,728
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
059,717+59,71704,941,5671.96%+4,941,567
MICROSOFT CORP COM(MSFT)013,049+13,04904,830,1731.91%+4,830,173
ALPHABET INC CAP STK CL C(GOOG)015,618+15,61804,480,1121.77%+4,480,112
VANGUARD TOTAL STOCK MARKET ETF013,870+13,87004,449,5151.76%+4,449,515
ISHARES FLEXIBLE INCOME ACTIVE ETF075,754+75,75403,933,9151.56%+3,933,915
AMAZON COM INC COM(AMZN)016,630+16,63003,463,4411.37%+3,463,441
KKR & CO INC COM(KKR)037,156+37,15603,436,9251.36%+3,436,925
VANGUARD UTILITIES ETF
UTILITIES ETF
017,308+17,30803,429,4531.36%+3,429,453
WELLTOWER INC COM(WELL)013,924+13,92402,752,9731.09%+2,752,973
GOLDMAN SACHS GROUP INC COM(GS)03,242+3,24202,742,2911.09%+2,742,291
VANGUARD SMALL CAP VALUE ETF012,477+12,47702,710,6661.07%+2,710,666
STATE STREET SPDR S&P 500 ETF(SPY)04,064+4,06402,643,1331.05%+2,643,133
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
09,540+9,54002,598,0891.03%+2,598,089
VANGUARD FINANCIALS ETF
FINANCIALS ETF
021,436+21,43602,589,7221.03%+2,589,722
VANGUARD TAX-EXEMPT BOND ETF050,253+50,25302,507,1380.99%+2,507,138
APOLLO GLOBAL MGMT INC COM(APO)022,308+22,30802,485,5130.98%+2,485,513
VANGUARD HIGH DIVIDEND YIELD INDEX ETF016,521+16,52102,446,7560.97%+2,446,756
SPDR GOLD SHARES(GLD)05,684+5,68402,445,7680.97%+2,445,768
BERKSHIRE HATHAWAY INC DEL CL B NEW04,982+4,98202,387,1350.94%+2,387,135
STATE STREET BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
080,943+80,94302,335,2090.92%+2,335,209
INTERNATIONAL BUSINESS MACHS COM(IBM)09,517+9,51702,306,8540.91%+2,306,854
VANGUARD ENERGY ETF
ENERGY ETF
013,265+13,26502,295,3030.91%+2,295,303
JOHNSON & JOHNSON COM(JNJ)08,475+8,47502,071,5230.82%+2,071,523
NVIDIA CORPORATION COM(NVDA)011,441+11,44101,995,3680.79%+1,995,368
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
ST STR CONV ETF
021,784+21,78401,993,6690.79%+1,993,669
INVESCO WATER RESOURCES ETF
WATER RES ETF
029,661+29,66101,983,1130.79%+1,983,113
FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF0199,512+199,51201,788,6250.71%+1,788,625
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
033,553+33,55301,709,5420.68%+1,709,542
SCHWAB MUNICIPAL BOND ETF066,658+66,65801,698,4350.67%+1,698,435
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
032,667+32,66701,659,7890.66%+1,659,789
WALMART INC COM(WMT)013,225+13,22501,643,5680.65%+1,643,568
DAN IVES WEDBUSH AI REVOLUTION ETF056,756+56,75601,610,1620.64%+1,610,162
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
012,025+12,02501,601,5490.63%+1,601,549
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF016,788+16,78801,421,2350.56%+1,421,235
ISHARES SILVER TRUST(SLV)020,470+20,47001,394,8260.55%+1,394,826
COCA COLA CO COM(KO)017,830+17,83001,355,9560.54%+1,355,956
ISHARES SEMICONDUCTOR ETF04,115+4,11501,352,4850.54%+1,352,485
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
032,092+32,09201,310,3340.52%+1,310,334
ELI LILLY & CO COM(LLY)01,423+1,42301,308,7190.52%+1,308,719
VANGUARD SMALL-CAP ETF04,952+4,95201,297,0530.51%+1,297,053
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
020,652+20,65201,294,4830.51%+1,294,483
ISHARES SELECT DIVIDEND ETF08,012+8,01201,213,0480.48%+1,213,048
VANGUARD TOTAL INTERNATIONAL STOCK ETF015,636+15,63601,205,6930.48%+1,205,693
VERIZON COMMUNICATIONS INC COM(VZ)023,183+23,18301,163,7970.46%+1,163,797
DIGITAL RLTY TR INC COM(DLR)06,282+6,28201,132,1370.45%+1,132,137
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
ST STR CARE ETF
01,605+1,60501,114,9000.44%+1,114,900
ISHARES BIOTECHNOLOGY ETF06,521+6,52101,101,1550.44%+1,101,155
VANGUARD DIVIDEND APPRECIATION ETF04,885+4,88501,050,4630.42%+1,050,463
SCHWAB CHARLES CORP COM(SCHW)011,009+11,00901,034,6150.41%+1,034,615
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
02,678+2,67801,026,8890.41%+1,026,889
PFIZER INC COM(PFE)036,410+36,41001,022,3990.40%+1,022,399
VANGUARD MID-CAP VALUE ETF05,473+5,47301,008,5790.40%+1,008,579
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
021,046+21,0460965,8100.38%+965,810
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF
S&P 500 EQUA ETF
019,290+19,2900964,4100.38%+964,410
VANGUARD REAL ESTATE ETF010,865+10,8650963,7600.38%+963,760
SCHWAB US DIVIDEND EQUITY ETF031,103+31,1030954,2260.38%+954,226
KINDER MORGAN INC DEL COM(KMI)028,130+28,1300943,1840.37%+943,184
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
011,389+11,3890933,6830.37%+933,683
PROCTER & GAMBLE CO COM(PG)06,178+6,1780892,3910.35%+892,391
ANALOG DEVICES INC COM(ADI)02,800+2,8000890,7920.35%+890,792
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
017,905+17,9050883,9480.35%+883,948
INVESCO QQQ TRUST SERIES I01,506+1,5060869,4510.34%+869,451
VANGUARD MID-CAP ETF02,934+2,9340842,6940.33%+842,694
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF
GBL LISTED PVT
014,798+14,7980836,3980.33%+836,398
AMPLIFY CYBERSECURITY ETF01,116+1,1160834,6870.33%+834,687
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF09,202+9,2020813,9650.32%+813,965
MCDONALDS CORP COM(MCD)02,576+2,5760800,4940.32%+800,494
EVERCORE INC CLASS A(EVR)02,680+2,6800799,9490.32%+799,949
VANGUARD MEGA CAP VALUE ETF05,327+5,3270772,2160.31%+772,216
CARLYLE GROUP INC COM(CG)015,512+15,5120750,6350.30%+750,635
APPLIED MATLS INC COM02,138+2,1380730,8740.29%+730,874
ISHARES PREFERRED & INCOME SECURITIES ETF023,907+23,9070724,8700.29%+724,870
BERKSHIRE HATHAWAY INC DEL CL A01+10718,1400.28%+718,140
VANGUARD S&P MID-CAP 400 ETF06,173+6,1730705,6800.28%+705,680
BRISTOL-MYERS SQUIBB CO COM(BMY)011,628+11,6280705,2520.28%+705,252
MARRIOTT INTL INC NEW CL A(MAR)02,075+2,0750678,6700.27%+678,670
BROADCOM INC COM(AVGO)02,173+2,1730672,5110.27%+672,511
VANGUARD SMALL-CAP GROWTH ETF02,157+2,1570651,8420.26%+651,842
CATERPILLAR INC COM(CAT)0920+9200651,5610.26%+651,561
MERCK & CO INC COM(MRK)05,415+5,4150651,4270.26%+651,427
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
06,011+6,0110611,8170.24%+611,817
DUKE ENERGY CORP NEW COM NEW(DUK)04,575+4,5750598,9870.24%+598,987
SOUTHERN CO COM(SO)05,739+5,7390553,9590.22%+553,959
ABBVIE INC COM(ABBV)02,546+2,5460553,6600.22%+553,660
VANGUARD S&P SMALL-CAP 600 ETF04,732+4,7320543,3780.22%+543,378
ISHARES MSCI EMERGING MARKETS ETF09,357+9,3570531,3730.21%+531,373
ISHARES CORE S&P 500 ETF0809+8090528,5860.21%+528,586
WATERS CORP COM(WAT)01,751+1,7510521,4480.21%+521,448
ALTRIA GROUP INC COM(MO)07,460+7,4600492,2610.19%+492,261
Page 1 of 4