Fund Holdings — Kraft, Davis & Associates, LLC

Total Portfolio Value
$469.33M
Total Bought
$75.74M
Total Sold
$68.50M
Net Transaction
+$7.24M
Filing Period:
Securities
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SharesValue ($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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ETF SER SOLUTIONS
DEFIA QUANT ETF
0106,351+106,351014,2103.03%+14,210
VANECK ETF TRUST
RARE EAR STR ETF
094,972+94,97209,9932.13%+9,993
VANECK ETF TRUST
SEMICONDUCTR ETF
79,27173,667-5,60431,02737,2367.93%+6,209
ISHARES TR9,01138,014+29,0032,1418,2691.76%+6,128
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
0127,147+127,14704,3190.92%+4,319
ISHARES TR99,525172,840+73,3155,1728,8631.89%+3,691
PRINCIPAL EXCHANGE TRADED FD
INTL EQUITY ETF
0105,769+105,76903,6860.79%+3,686
AMERICAN CENTY ETF TR034,512+34,51203,1070.66%+3,107
GLOBAL X FDS
1 3 MO T BI ET
029,327+29,32702,9430.63%+2,943
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
044,274+44,27402,3170.49%+2,317
WORLD GOLD TR(GLDM)94,685113,386+18,7018,59410,3692.21%+1,776
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
61,39085,567+24,1773,1314,7211.01%+1,590
VANGUARD WHITEHALL FDS131,210136,491+5,28112,03913,5002.88%+1,461
SPDR SERIES TRUST
ST STR SP AERO
05,322+5,32201,3720.29%+1,372
VANECK ETF TRUST
URANI NUCLE ETF
28,06036,669+8,6093,9555,3221.13%+1,367
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
171,938182,494+10,55613,00414,2863.04%+1,282
VANGUARD INDEX FDS016,023+16,02301,2360.26%+1,236
STATE STR SPDR S&P 500 ETF T(SPY)9,24310,624+1,3816,4107,6341.63%+1,224
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
76,14191,938+15,7976,0797,2901.55%+1,211
ISHARES INC
MSCI EMRG CHN
77,17778,042+8655,8787,0751.51%+1,198
VANGUARD TAX-MANAGED FDS162,567164,998+2,43110,49511,3562.42%+861
ISHARES TR
MSCI USA QLT FCT
70,60773,225+2,61814,36715,1853.24%+817
GOLDMAN SACHS ETF TR
NASDA 100 ETF
60,68973,083+12,3943,2354,0390.86%+804
VANGUARD INTL EQUITY INDEX F122,107124,865+2,7589,30910,1022.15%+793
FIDELITY COVINGTON TRUST81,38478,202-3,18218,54719,2714.11%+724
VANGUARD SPECIALIZED FUNDS71,66973,434+1,76516,10816,7993.58%+691
VANGUARD INDEX FDS14,48616,986+2,5002,8473,5080.75%+661
SSGA ACTIVE TR
STATE STREET US
5,96115,958+9,9973741,0090.21%+635
MP MATERIALS CORP(MP)09,004+9,00405890.13%+589
NVIDIA CORPORATION(NVDA)34,42034,069-3516,3886,8751.46%+487
ETFIS SER TR I
VIRTUS REAVES UT
133,121131,502-1,61910,58111,0132.35%+432
ALPHABET INC(GOOG)7,7507,917+1672,6033,0260.64%+423
SPDR INDEX SHS FDS
ST PORT MARK ETF
4,93412,199+7,2652406240.13%+384
NEUBERGER BERMAN ETF TRUST
SHORT DURATION I
06,411+6,41103250.07%+325
BLACKROCK ETF TRUST
ISHARES US EQUIT
04,349+4,34902780.06%+278
MICRON TECHNOLOGY INC(MU)0535+53502740.06%+274
CAMTEK LTD(CAMT)01,432+1,43202720.06%+272
BROADCOM INC(AVGO)1,6862,055+3695988550.18%+257
SPDR SERIES TRUST
ST STR SP600 SML
04,799+4,79902560.05%+256
ISHARES TR03,197+3,19702480.05%+248
FIRST TR EXCHANGE-TRADED FD2,16612,172+10,0062184590.10%+242
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
01,800+1,80002390.05%+239
AMAZON COM INC(AMZN)8,2088,437+2291,9902,2220.47%+232
WP CAREY INC(WPC)02,977+2,97702170.05%+217
VANGUARD INDEX FDS30,447182,061+151,61414,94815,1563.23%+207
ADVANCED ENERGY INDS0529+52902030.04%+203
ISHARES TR0906+90602020.04%+202
ALPHABET INC(GOOG)5,8455,718-1271,9662,1670.46%+201
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
2,7253,235+5104276170.13%+190
ISHARES U S ETF TR
SHOR DURA BD ETF
252,831257,870+5,03912,93113,1122.79%+181
ADVANCED MICRO DEVICES INC(AMD)1,2061,267+612664460.10%+180
KLA CORP(KLAC)458466+86608140.17%+154
WALMART INC(WMT)6,5026,752+2507828900.19%+108
ASML HLDG NV
N Y REGISTRY SHS
316348+324025000.11%+98
INVESCO QQQ TR5,2665,066-2003,2963,3820.72%+86
ISHARES TR5,3155,31502653350.07%+71
CENTURY ALUM CO(CENX)5,0005,058+582323020.06%+71
ONEOK INC NEW(OKE)3,7693,76902803460.07%+66
LAM RESEARCH CORP(LRCX)1,6111,61103454110.09%+66
CHEVRON CORPORATION(CVX)2,2482,237-113684320.09%+64
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
2,1682,159-92382910.06%+53
ALBEMARLE CORP(ALB)2,3192,31904104570.10%+48
ISHARES TR
INTL DIV GRWTH
25,88725,387-5002,1902,2270.47%+37
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
4,2534,25304234580.10%+35
NXP SEMICONDUCTORS N V
COM
998932-662382720.06%+34
FIRST TR EXCHANGE-TRADED ALP
COM SHS
5,1315,134+34544870.10%+34
GLOBAL X FDS
GLBL X MLP ETF
5,6685,66802853130.07%+28
AT&T INC(T)9,6779,687+102252540.05%+28
GLOBAL X FDS
US INFR DEV ETF
4,4544,424-302262510.05%+25
FIRST TR EXCHANGE-TRADED FD4,6584,509-1497908140.17%+23
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,9685,96802562780.06%+23
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
2,1102,11003703900.08%+20
VANGUARD INDEX FDS875874-15585780.12%+19
APPLE INC(AAPL)5,2675,091-1761,3751,3940.30%+19
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
5,2005,20004254430.09%+18
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
9,2419,24106336510.14%+18
ISHARES TR4,5914,59106526700.14%+18
VANECK ETF TRUST
LONG/FLAT TREND
8,8308,83004875020.11%+14
VANGUARD INDEX FDS1,2191,21902702830.06%+13
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
4,4954,49503243360.07%+12
VANGUARD STAR FDS4,8744,710-1643813910.08%+10
GOLDMAN SACHS ETF TR3,5313,53104754840.10%+10
UNITED RENTALS INC(URI)42542503994080.09%+9
SPDR SERIES TRUST
ST STR SP DIV
1,5261,52602202290.05%+8
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,4062,286-1206206280.13%+8
ISHARES TR
LOW CA OP MS ETF
93193102192270.05%+8
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
3,4253,42502953000.06%+5
ETFS GOLD TR(SGOL)13,19713,19705775810.12%+4
GRANITESHARES GOLD TR(BAR)12,76712,76705775810.12%+4
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
7,8177,81702122150.05%+3
VANGUARD BD INDEX FDS3,5043,572+682602630.06%+2
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
3,7333,73304004000.09%0
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
2,8132,81302192160.05%-3
FIRST TR EXCHANGE-TRADED FD2,1662,16602182140.05%-3
WISDOMTREE TR(WT)4,0814,08102072030.04%-5
ISHARES TR6,0206,02002942890.06%-5
INVESCO EXCH TRD SLF IDX FD
INVSCO 28 HYCORP
24,02424,043+195305250.11%-5
FIDELITY MERRIMACK STR TR11,33011,33005235170.11%-7
FIRST TR EXCHANGE-TRADED FD6,1606,161+15865780.12%-8
NETFLIX INC.(NFLX)3,6103,363-2473263160.07%-10
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Kraft, Davis & Associates, LLC — 13F Holdings — Q1 2026 | TickerTrail