Fund HoldingsSecond Line Capital, LLC

Total Portfolio Value
$536.99M
Total Bought
$51.47M
Total Sold
$46.38M
Net Transaction
+$5.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
20,800351,126+330,3261,24421,0443.92%+19,800
BROADCOM INC(AVGO)2,9279,937+7,0101,2223,7540.70%+2,532
ETF SER SOLUTIONS
APTUS COLLRD INV
1,266,7311,292,312+25,58157,29459,62711.10%+2,333
STATE STR SPDR S&P 500 ETF T(SPY)40,11441,556+1,44228,82831,1115.79%+2,283
ETF SER SOLUTIONS
APTUS INT ENH YL
1,389,5181,417,892+28,37437,15638,9757.26%+1,820
SPDR INDEX SHS FDS
ST STR PO EX ETF
584,407600,233+15,82628,61830,2465.63%+1,627
APPLOVIN CORP(APP)21,58521,752+1679,63411,2072.09%+1,573
ETF SER SOLUTIONS
APTUS LARGE CAP
497,908516,098+18,19019,92921,4954.00%+1,565
ETF SER SOLUTIONS
OPUS SML CP VL
592,935613,038+20,10324,49425,8644.82%+1,370
SERVICENOW INC(NOW)19,04930,561+11,5121,6823,0340.57%+1,352
OCULAR THERAPEUTIX INC(OCUL)528,290638,640+110,3504,9506,2711.17%+1,321
ETF SER SOLUTIONS
APTUS DRAWDOWN
437,300448,164+10,86423,61924,9404.64%+1,321
ETF SER SOLUTIONS
APTUS DEFINED
1,462,2651,495,309+33,04441,73342,9908.01%+1,257
AMPHENOL CORP19,45520,563+1,1082,8653,6310.68%+766
ADVANCED MICRO DEVICES INC(AMD)3,4863,437-491,2361,9970.37%+761
PROGRESSIVE CORP(PGR)13,95016,326+2,3762,8083,5660.66%+759
APPLE INC(AAPL)27,72528,057+3327,5238,1191.51%+595
SPDR INDEX SHS FDS
ST PORT MARK ETF
244,079251,929+7,85012,50713,0452.43%+538
COPART INC(CPRT)72,519103,691+31,1722,4012,9230.54%+522
CHEMED CORP NEW(CHE)7,1617,556+3953,0433,5190.66%+476
VANGUARD INDEX FDS3,3843,921+5372,2352,6930.50%+458
VANGUARD INDEX FDS01,219+1,21904510.08%+451
ROCKWELL AUTOMATION INC(ROK)0869+86904300.08%+430
MARA HOLDINGS INC(MARA)263,802258,225-5,5773,1633,5870.67%+424
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
19,11220,156+1,0443,8884,2890.80%+400
ETF SER SOLUTIONS
APTUS ENHANCED
899,234923,539+24,30519,91820,2993.78%+381
HOME DEPOT INC(HD)8,7039,132+4292,8623,2210.60%+359
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
9,3359,612+2772,5662,9120.54%+346
FRANKLIN TEMPLETON ETF TR
US EQUITY INDEX
04,966+4,96603250.06%+325
VISA INC(V)10,89611,400+5043,5943,9110.73%+318
APPLIED MATLS INC942952+103726880.13%+317
WILLIAMS SONOMA INC(WSM)01,031+1,03102400.04%+240
ASML HLDG NV
N Y REGISTRY SHS
0120+12002390.04%+239
CROWDSTRIKE HLDGS INC(CRWD)1,133968-1655057390.14%+234
VANGUARD INDEX FDS02,571+2,57102220.04%+222
NEOS ETF TRUST
NEOS S&P 500 HI
04,050+4,05002150.04%+215
POLARIS INC(PII)03,050+3,05002090.04%+209
ISHARES TR15,21315,420+2072,0862,2870.43%+201
S&P GLOBAL INC0492+49202000.04%+200
PALO ALTO NETWORKS INC(PANW)1,2561,232-242254200.08%+195
LOWES COS INC(LOW)2,5063,590+1,0845987920.15%+193
ISHARES TR29,22830,005+7772,1272,3140.43%+187
AMERICAN TOWER CORP(AMT)16,05018,630+2,5802,9333,0770.57%+144
COCA COLA CO(KO)8,2599,713+1,4546517950.15%+144
BERKSHIRE HATHAWAY INC DEL4,4694,529+602,1172,2600.42%+144
WISDOMTREE TR(WT)109,126111,437+2,3115,4945,6111.04%+116
CATERPILLAR INC(CAT)1,038972-669241,0350.19%+111
PUBLIC STORAGE(PSA)1,0031,300+2973034140.08%+110
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,3982,538+1403834840.09%+101
BNY MELLON ETF TRUST
CORE BOND ETF
104,032106,590+2,5584,3714,4710.83%+100
GE AEROSPACE(GE)1,1591,161+23364340.08%+98
ELI LILLY & CO(LLY)478450-284475400.10%+93
JPMORGAN CHASE & CO(JPM)21,62720,969-6586,7746,8641.28%+90
ETF SER SOLUTIONS
APTUS LRG CAP UP
93,55192,867-6842,5342,6190.49%+85
VANGUARD WORLD FD
INF TECH ETF
4,6484,657+94805570.10%+77
MERCK & CO INC(MRK)5,8745,534-3406417160.13%+75
FIRST TR EXCHANGE-TRADED FD2,7492,74904995670.11%+68
ABBVIE INC(ABBV)1,3041,307+32763290.06%+53
VERTEX PHARMACEUTICALS INC(VRTX)1,1891,125-645085590.10%+51
SPDR SERIES TRUST
ST STR SP600 SML
9,98910,074+855335810.11%+48
VANGUARD SPECIALIZED FUNDS2,9083,008+1006657120.13%+47
SPDR SERIES TRUST
ST STR P400MID
14,17414,068-1069049500.18%+46
TAIWAN SEMICONDUCTOR MANUFAC(TSM)523518-52072480.05%+41
SPDR SERIES TRUST
ST STR P500GRW
2,4882,685+1972803190.06%+40
JOHNSON & JOHNSON(JNJ)4,2173,969-2489691,0080.19%+39
CITIGROUP INC(C)3,4643,441-234434820.09%+38
INVESCO QQQ TR2,6142,419-1951,7451,7830.33%+38
ETF SER SOLUTIONS
APTU DEFD IN ETF
52,55653,709+1,1531,3991,4360.27%+37
UNITEDHEALTH GROUP INC(UNH)1,1031,066-374094430.08%+34
RTX CORPORATION(RTX)2,5472,544-34494830.09%+34
COLGATE PALMOLIVE CO(CL)4,7854,774-114084380.08%+29
PULTE GROUP INC(PHM)2,4552,395-603003290.06%+29
SPDR SERIES TRUST
ST STR P500VAL
5,7196,073+3543423690.07%+27
APTERA MOTORS CORP(SEV)010,229+10,2290250.00%+25
PHILIP MORRIS INTL INC(PM)1,4441,426-182382600.05%+22
ISHARES TR920918-22562760.05%+20
SPDR SERIES TRUST
ST STR SP600GRWO
2,4862,413-732682870.05%+19
SPDR SERIES TRUST
ST STR SP AERO
973956-172522710.05%+19
VANGUARD WHITEHALL FDS1,8271,937+1102873060.06%+19
VANGUARD STAR FDS8,5258,500-257087270.14%+19
ISHARES TR
CORE DIV GRWTH
3,3603,448+882482610.05%+14
BANK OF AMER CORP11,27610,801-4756036150.11%+13
ISHARES TR
INTL DIV GRWTH
4,3504,437+873823900.07%+8
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
43,50843,654+1462,2182,2260.41%+8
ISHARES TR
CORE MSCI INTL
4,1334,195+623653730.07%+8
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,6031,526-772342420.05%+8
MARATHON PETE CORP(MPC)1,1531,149-42862940.05%+7
FORD MTR CO(F)11,94910,923-1,0261441520.03%+7
ANTERO MIDSTREAM CORP(AM)15,67515,380-2953433500.07%+7
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,8235,787-363043100.06%+7
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,4743,992+5182072120.04%+5
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,4104,41002122140.04%+2
ISHARES TR2,2732,277+42442450.05%+2
IRON MTN INC DEL(IRM)1,6611,657-42092110.04%+1
MPLX LP(MPLX)4,0534,055+22282280.04%0
ISHARES TR3,1943,19403403400.06%-0
SILA REALTY TRUST INC6,9996,99902132120.04%-0
BROOKFIELD REAL ASSETS INCOM(RA)15,97715,999+222072060.04%-1
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
13,03513,037+21601580.03%-2
INTEL CORP(INTC)10,8767,342-3,5341,0281,0250.19%-2
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Second Line Capital, LLC — 13F Holdings — Q2 2026 | TickerTrail