Fund HoldingsSecond Line Capital, LLC

Total Portfolio Value
$527.98M
Total Bought
$527.98M
Total Sold
$486.59M
Net Transaction
+$41.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
APTUS COLLRD INV
01,266,731+1,266,731057,29410.85%+57,294
APTUS DEFINED RISK ETF
APTUS DEFINED
01,462,265+1,462,265041,7337.90%+41,733
APTUS INTERNATIONAL ENHANCED YIELD
APTUS INT ENH YL
01,389,518+1,389,518037,1567.04%+37,156
STATE STREET SPDR S&P 500 ETF(SPY)040,114+40,114028,8285.46%+28,828
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
0584,407+584,407028,6185.42%+28,618
OPUS SMALL CAP VALUE ETF
OPUS SML CP VL
0592,935+592,935024,4944.64%+24,494
APTUS DRAWDOWN MANAGED EQUITY ETF
APTUS DRAWDOWN
0437,300+437,300023,6194.47%+23,619
APTUS LARGE CAP ENHANCED YIELD ETF
APTUS LARGE CAP
0497,908+497,908019,9293.77%+19,929
APTUS ENHANCED YIELD ETF
APTUS ENHANCED
0899,234+899,234019,9183.77%+19,918
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
0244,079+244,079012,5072.37%+12,507
NVIDIA CORPORATION COM(NVDA)048,385+48,38509,6561.83%+9,656
APPLOVIN CORP COM CL A(APP)021,585+21,58509,6341.82%+9,634
MICROSOFT CORP COM(MSFT)019,193+19,19307,8261.48%+7,826
APPLE INC COM(AAPL)027,725+27,72507,5231.42%+7,523
COREWEAVE INC COM CL A(CRWV)066,244+66,24407,3931.40%+7,393
JPMORGAN CHASE & CO COM(JPM)021,627+21,62706,7741.28%+6,774
AMAZON COM INC COM(AMZN)024,773+24,77306,5661.24%+6,566
EXXON MOBIL CORP COM041,264+41,26406,3681.21%+6,368
QUANTA SVCS INC COM08,625+8,62506,2771.19%+6,277
WALMART INC COM(WMT)043,387+43,38705,7241.08%+5,724
WISDOMTREE FLOATING RATE TREASURY FUND(WT)0109,126+109,12605,4941.04%+5,494
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
ORDINARY SHARES
029,617+29,61705,1540.98%+5,154
DIAMONDBACK ENERGY INC COM(FANG)024,149+24,14904,9660.94%+4,966
OCULAR THERAPEUTIX INC COM(OCUL)0528,290+528,29004,9500.94%+4,950
META PLATFORMS INC CL A(META)07,616+7,61604,6600.88%+4,660
CHEVRON CORPORATION COM(CVX)023,613+23,61304,5650.86%+4,565
BNY MELLON CORE BOND ETF
CORE BOND ETF
0104,032+104,03204,3710.83%+4,371
GALAXY DIGITAL INC. CL A(GLXY)0156,098+156,09804,2830.81%+4,283
TESLA INC COM(TSLA)011,073+11,07304,2260.80%+4,226
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
019,112+19,11203,8880.74%+3,888
VISA INC COM CL A(V)010,896+10,89603,5940.68%+3,594
MARA HOLDINGS INC COM(MARA)0263,802+263,80203,1630.60%+3,163
CHEMED CORP NEW COM(CHE)07,161+7,16103,0430.58%+3,043
APPLIED DIGITAL CORP COM NEW086,703+86,70302,9700.56%+2,970
AMERICAN TOWER CORP COM(AMT)016,050+16,05002,9330.56%+2,933
AMPHENOL CORP CL A019,455+19,45502,8650.54%+2,865
HOME DEPOT INC COM(HD)08,703+8,70302,8620.54%+2,862
PROGRESSIVE CORP COM(PGR)013,950+13,95002,8080.53%+2,808
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
09,335+9,33502,5660.49%+2,566
APTUS LARGE CAP UPSIDE ETF
APTUS LRG CAP UP
093,551+93,55102,5340.48%+2,534
COPART INC COM(CPRT)072,519+72,51902,4010.45%+2,401
BROADRIDGE FINL SOLUTIONS INC COM(BR)014,806+14,80602,2800.43%+2,280
ISHARES MSCI EAFE ETF022,031+22,03102,2540.43%+2,254
VANGUARD S&P 500 ETF03,384+3,38402,2350.42%+2,235
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
043,508+43,50802,2180.42%+2,218
ISHARES CORE S&P MID-CAP ETF029,228+29,22802,1270.40%+2,127
BERKSHIRE HATHAWAY INC DEL CL B NEW04,469+4,46902,1170.40%+2,117
ISHARES CORE S&P SMALL CAP ETF015,213+15,21302,0860.40%+2,086
ALPHABET INC CAP STK CL A(GOOG)05,053+5,05301,9440.37%+1,944
INVESCO QQQ TRUST SERIES I02,614+2,61401,7450.33%+1,745
ISHARES CORE S&P 500 ETF02,373+2,37301,7130.32%+1,713
SERVICENOW INC COM(NOW)019,049+19,04901,6820.32%+1,682
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
028,138+28,13801,4220.27%+1,422
FREEPORT MCMORAN INC CL B(FCX)024,466+24,46601,4140.27%+1,414
APTUS DEFERRED INCOME ETF
APTU DEFD IN ETF
052,556+52,55601,3990.26%+1,399
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
020,800+20,80001,2440.24%+1,244
ADVANCED MICRO DEVICES INC COM(AMD)03,486+3,48601,2360.23%+1,236
BROADCOM INC COM(AVGO)02,927+2,92701,2220.23%+1,222
PROCTER & GAMBLE CO COM(PG)07,584+7,58401,1160.21%+1,116
SOUTHERN CO COM(SO)011,453+11,45301,1070.21%+1,107
CHURCHILL DOWNS INC COM(CHDN)010,200+10,20001,0300.20%+1,030
INTEL CORP COM(INTC)010,876+10,87601,0280.19%+1,028
BP PLC SPONSORED ADR(BP)021,427+21,42701,0150.19%+1,015
AUTOZONE INC COM(AZO)0269+26909960.19%+996
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
019,427+19,42709830.19%+983
JOHNSON & JOHNSON COM(JNJ)04,217+4,21709690.18%+969
ORACLE CORP COM(ORCL)05,889+5,88909500.18%+950
CATERPILLAR INC COM(CAT)01,038+1,03809240.17%+924
CISCO SYS INC COM(CSCO)010,009+10,00909160.17%+916
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
014,174+14,17409040.17%+904
CONOCOPHILLIPS COM(COP)06,425+6,42508080.15%+808
AT&T INC COM(T)029,206+29,20607630.14%+763
VANGUARD TOTAL INTERNATIONAL STOCK ETF08,525+8,52507080.13%+708
VANGUARD DIVIDEND APPRECIATION ETF02,908+2,90806650.13%+665
COCA COLA CO COM(KO)08,259+8,25906510.12%+651
MERCK & CO INC COM(MRK)05,874+5,87406410.12%+641
PHILLIPS 66 COM(PSX)03,438+3,43806160.12%+616
ENERGY TRANSFER L P COM UT LTD PTN(ET)030,222+30,22206100.12%+610
INTERNATIONAL BUSINESS MACHS COM(IBM)02,635+2,63506090.12%+609
BANK OF AMER CORP COM011,276+11,27606030.11%+603
LOWES COS INC COM(LOW)02,506+2,50605980.11%+598
SPDR GOLD SHARES(GLD)01,390+1,39005890.11%+589
ALTRIA GROUP INC COM(MO)07,520+7,52005460.10%+546
KINDER MORGAN INC DEL COM(KMI)016,574+16,57405450.10%+545
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
09,989+9,98905330.10%+533
VERTEX PHARMACEUTICALS INC COM(VRTX)01,189+1,18905080.10%+508
CROWDSTRIKE HLDGS INC CL A(CRWD)01,133+1,13305050.10%+505
FIRST TRUST US EQUITY OPPORTUNITIES ETF02,749+2,74904990.09%+499
HANCOCK JOHN PREM DIVID FD COM SH BEN INT037,165+37,16504920.09%+492
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
04,648+4,64804800.09%+480
LINDE PLC SHS(LIN)0928+92804650.09%+465
VERIZON COMMUNICATIONS INC COM(VZ)09,679+9,67904650.09%+465
SCHWAB US DIVIDEND EQUITY ETF013,997+13,99704490.09%+449
RTX CORPORATION COM(RTX)02,547+2,54704490.08%+449
ELI LILLY & CO COM(LLY)0478+47804470.08%+447
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
03,516+3,51604460.08%+446
CITIGROUP INC COM NEW(C)03,464+3,46404430.08%+443
TRANE TECHNOLOGIES PLC SHS(TT)0897+89704420.08%+442
ALLSTATE CORP COM(ALL)01,940+1,94004210.08%+421
UNITEDHEALTH GROUP INC COM(UNH)01,103+1,10304090.08%+409
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