Fund HoldingsPMV Capital Advisers, LLC

Total Portfolio Value
$59.28M
Total Bought
$8.74M
Total Sold
$5.01M
Net Transaction
+$3.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PMV ADAPTIVE RISK PARITY ETF
PMV ADAPTIVE RSK
534,724596,088+61,36416,14918,70531.55%+2,556
PROSHARES ULTRA MSCI EAFE
ULTR MSCI ETF
8,03125,372+17,3415131,6142.72%+1,101
PROSHARES ULTRA MSCI EMERGING MARKETS
MSCI EMRG ETF
2,10013,781+11,6811691,1541.95%+985
DIREXION DAILY S&P 500 BULL 3X ETF
DA 500 BU 3X ETF
04,076+4,07607541.27%+754
SIMPLIFY MANAGED FUTURES STRATEGY ETF
MANAGED FUTURES
130,819138,001+7,1823,5664,1707.04%+604
DIREXION DAILY FTSE EUROPE BULL 3X ETF
DAIL FT EURO ETF
015,422+15,42205830.98%+583
ISHARES 20 YEAR TREASURY BOND ETF22,54627,857+5,3111,9652,4154.07%+450
DIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETF
DAI MAR BUL ETF
07,282+7,28204080.69%+408
DIREXION DAILY 20 YEAR TREASURY BULL 3X ETF
DLY 20 YR TRESUR
010,153+10,15303660.62%+366
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
US MARKET NETRL
216,387246,621+30,2343,1143,4435.81%+329
ISHARES CORE S&P 500 ETF9,67110,596+9256,6246,92211.68%+298
PROSHARES ULTRA 20 YEAR TREASURY
ULTRA 20YR TRE
47,67862,370+14,6927891,0171.71%+228
SPDR GOLD SHARES(GLD)6,4416,295-1462,5522,7094.57%+156
EXXON MOBIL CORP COM3,1623,062-1003815190.88%+139
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
0401+4010530.09%+53
PROSHARES ULTRA ENERGY
ULTRA ENERGY
12,9247,459-5,4654664980.84%+32
APPLIED MATLS INC COM192192049660.11%+16
COSTCO WHOLESALE CORPORATION COM(COST)4543-239430.07%+4
WALMART INC COM(WMT)300300033370.06%+4
AFLAC INC COM(AFL)026+26030.00%+3
TEXAS INSTRS INC COM(TXN)215204-1137400.07%+2
PROCTER & GAMBLE CO COM(PG)2,0002,00002872890.49%+2
SOUND ENHANCED FIXED INCOME ETF093+93020.00%+2
WESTERN DIGITAL CORP COM(WDC)05+5010.00%+1
SANDISK CORP COM(SNDK)02+2010.00%+1
STARBUCKS CORP COM(SBUX)347336-1129300.05%+1
SOUND EQUITY DIVIDEND INCOME ETF029+29010.00%+1
ENBRIDGE INC COM(ENB)014+14010.00%+1
AT&T INC COM(T)023+23010.00%+1
VALERO ENERGY CORP COM(VLO)03+3010.00%+1
BANK NEW YORK MELLON CORP COM05+5010.00%+1
ABBVIE INC COM(ABBV)03+3010.00%+1
TOTALENERGIES SE ACT(TTE)06+6010.00%+1
GREIF INC CL B(GEF)06+6010.00%+1
CISCO SYS INC COM(CSCO)06+6000.00%0
LYONDELLBASELL INDUSTRIES NV SHS - A -
SHS - A -
06+6000.00%0
BRINKS CO COM(BCO)04+4000.00%0
PFIZER INC COM(PFE)015+15000.00%0
M & T BK CORP COM(MTB)02+2000.00%0
OMNICOM GROUP INC COM(OMC)05+5000.00%0
PRINCIPAL FINANCIAL GROUP INC COM(PFG)04+4000.00%0
INTERNATIONAL BUSINESS MACHS COM(IBM)01+1000.00%0
AMCOR PLC COM NEW
COM NEW
08+8000.00%0
MOLSON COORS BEVERAGE CO CL B(TAP)07+7000.00%0
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
ST TERM HIGH ETF
011+11000.00%0
ADT INC DEL COM(ADT)040+40000.00%0
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
VIRTUS INFRCAP
013+13000.00%0
PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF
HGH YLD INT RATE
04+4000.00%0
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
ST BLOO HIGH ETF
03+3000.00%0
PRUDENTIAL FINL INC COM(PFH)03+3000.00%0
ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF
INT RT HD LONG
010+10000.00%0
SEALED AIR CORP NEW COM06+6000.00%0
LKQ CORP COM(LKQ)08+8000.00%0
SANOFI SA SPONSORED ADR(SNY)05+5000.00%0
VIATRIS INC COM(VTRS)018+18000.00%0
GLOBAL PMTS INC COM(GPN)04+4000.00%0
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
PREFERRED SECURT
012+12000.00%0
GLOBAL X SUPERINCOME PREFERRED ETF022+22000.00%0
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
EMERGING MRKT HI
010+10000.00%0
FIRST TRUST PREFERRED SECURITIES & INCOME ETF011+11000.00%0
DENTSPLY SIRONA INC COM(XRAY)017+17000.00%0
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
S&P500 EQL REL
05+5000.00%0
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF05+5000.00%0
STELLANTIS N.V SHS(STLA)025+25000.00%0
SENSATA TECHNOLOGIES HLDG PLC SHS
SHS
05+5000.00%0
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
06+6000.00%0
GLOBAL X U.S. PREFERRED ETF
US PFD ETF
09+9000.00%0
INVESCO PREFERRED ETF016+16000.00%0
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF
AAM LW DUR PFD
09+9000.00%0
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
04+4000.00%0
ARES CAPITAL CORP COM(ARCC)09+9000.00%0
DOW HLDGS INC COM(DOW)04+4000.00%0
VANGUARD REAL ESTATE ETF02+2000.00%0
GOLUB CAP BDC INC COM(GBDC)012+12000.00%0
SIXTH STREET SPECIALTY LENDING COM(TSLX)08+8000.00%0
BLOCK H & R INC COM04+4000.00%0
BLUE OWL CAPITAL CORPORATION COM(OBDC)011+11000.00%0
NOMAD FOODS LTD USD ORD SHS(NOMD)013+13000.00%0
MAIN STR CAP CORP COM(MAIN)02+2000.00%0
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
02+2000.00%0
PENNANTPARK FLOATING RATE CAP COM(PFLA)012+12000.00%0
HERCULES CAPITAL INC COM(HCXY)06+6000.00%0
CONAGRA BRANDS INC COM(CAG)06+6000.00%0
CAPITAL SOUTHWEST CORP COM(CSWC)02+2000.00%0
WHITEHORSE FIN INC COM04+4000.00%0
RUNWAY GROWTH FINANCE CORP COM03+3000.00%0
KENVUE INC COM(KVUE)01+1000.00%0
AURORA CANNABIS INC COM990000.00%-0
NUVEEN MUN VALUE FD INC COM(NUV)2,2352,251+1620200.03%-0
T-MOBILE US INC COM(TMUS)230219-1147460.08%-1
NETFLIX INC. COM(NFLX)540510-3051490.08%-2
DELTA AIR LINES INC COM NEW(DAL)1,3011,301090860.15%-4
ISHARES TR350-3540-4
SELECT SECTOR SPDR TR
ST STR FINL ETF
740-7440-4
SPDR S&P 500 ETF TR(SPY)60-640-4
NVIDIA CORPORATION COM(NVDA)358358067620.11%-4
APTIV PLC(APTV)640-6450-5
PAYPAL HLDGS INC(PYPL)1080-10860-6
ALPHABET INC CAP STK CL C(GOOG)247247078710.12%-7
GENERAL MLS INC(GIS)1480-14870-7
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