Fund HoldingsSecond Line Capital, LLC

Total Portfolio Value
$486.59M
Total Bought
$39.38M
Total Sold
$29.82M
Net Transaction
+$9.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
120,501233,841+113,3407,24514,0142.88%+6,769
AMPHENOL CORP NEW018,247+18,24702,4700.51%+2,470
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
043,311+43,31102,2110.45%+2,211
ETF SER SOLUTIONS
APTUS INT ENH YL
1,314,2111,357,122+42,91130,95033,0196.79%+2,069
ETF SER SOLUTIONS
APTUS COLLRD INV
1,223,2251,251,085+27,86053,12554,67911.24%+1,555
OCULAR THERAPEUTIX INC(OCUL)402,467500,746+98,2794,7056,0791.25%+1,374
SPDR INDEX SHS FDS
ST STR PO EX ETF
583,398592,352+8,95424,96426,3065.41%+1,343
FUBOTV INC0397,612+397,61201,0020.21%+1,002
SPDR SERIES TRUST
ST STR P400MID
014,806+14,80608570.18%+857
ETF SER SOLUTIONS
APTUS DEFINED
1,293,6431,338,657+45,01437,29638,1127.83%+816
APPLE INC(AAPL)26,96228,137+1,1756,8657,6491.57%+784
SPDR S&P 500 ETF TR(SPY)32,46932,602+13321,68922,2974.58%+608
ETF SER SOLUTIONS
APTUS LARGE CAP
308,587315,474+6,88711,27911,8842.44%+605
ETF SER SOLUTIONS
APTUS DRAWDOWN
429,923438,269+8,34621,95422,4884.62%+534
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
73,93675,984+2,04814,02614,5552.99%+530
ELI LILLY & CO(LLY)0478+47805140.11%+514
SPDR SERIES TRUST
ST STR SP600 SML
010,196+10,19604780.10%+478
WISDOMTREE TR(WT)87,94497,198+9,2544,4214,8911.01%+470
WALMART INC(WMT)43,82644,338+5124,5174,9501.02%+433
AMAZON COM INC(AMZN)25,35925,836+4775,5685,9631.23%+395
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,485+2,48503580.07%+358
SPDR SERIES TRUST
ST STR R1K LOWV
02,006+2,00603520.07%+352
ALPHABET INC(GOOG)4,4174,526+1091,0741,4170.29%+343
ISHARES TR3,1097,240+4,1312586000.12%+342
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,961+5,96103260.07%+326
ISHARES TR02,990+2,99003190.07%+319
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,46212,581+6,1193286370.13%+309
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,931+1,93102990.06%+299
BERKSHIRE HATHAWAY INC DEL3,8034,395+5921,9122,2090.45%+297
EXXON MOBIL CORP43,43343,063-3704,8975,1821.07%+285
SPDR SERIES TRUST
ST STR P500VAL
04,681+4,68102660.05%+266
ALPHABET INC(GOOG)0820+82002570.05%+257
SPDR SERIES TRUST
ST STR P500GRW
02,409+2,40902570.05%+257
SPDR SERIES TRUST
ST STR BLO 1 ETF
02,810+2,81002570.05%+257
ETF SER SOLUTIONS
APTUS ENHANCED
810,496825,140+14,64418,06218,3183.76%+256
SPDR SERIES TRUST
ST STR SP AERO
01,043+1,04302510.05%+251
SPDR SERIES TRUST
ST STR SP600GRWO
02,613+2,61302460.05%+246
ISHARES TR02,277+2,27702440.05%+244
ISHARES TR
CORE UNIVRSL USD
05,178+5,17802410.05%+241
SPDR SERIES TRUST
ST STR P500ETF
02,882+2,88202310.05%+231
DIAMONDBACK ENERGY INC(FANG)25,40525,702+2973,6353,8640.79%+228
THERMO FISHER SCIENTIFIC INC(TMO)0393+39302280.05%+228
WASTE MGMT INC DEL(WM)01,036+1,03602280.05%+228
APPLIED MATLS INC0882+88202270.05%+227
ENTERPRISE PRODS PARTNERS L(EPD)07,008+7,00802250.05%+225
ACCENTURE PLC IRELAND
SHS CLASS A
0816+81602190.05%+219
ETF SER SOLUTIONS
APTU DEFD IN ETF
32,09739,726+7,6298431,0610.22%+218
MPLX LP(MPLX)04,052+4,05202160.04%+216
VISA INC(V)011,302+11,30203,9640.81%+3,964
S&P GLOBAL INC(SPGI)0398+39802080.04%+208
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,833+4,83302060.04%+206
FEDEX CORP(FDX)0701+70102040.04%+204
JPMORGAN CHASE & CO.(JPM)22,53722,645+1087,1097,2971.50%+188
TESLA INC(TSLA)10,64910,874+2254,7364,8901.01%+154
SPDR INDEX SHS FDS
ST PORT MARK ETF
235,333238,354+3,02111,01611,1572.29%+141
BNY MELLON ETF TRUST
CORE BOND ETF
91,81695,067+3,2513,9114,0380.83%+126
QUANTA SVCS INC9,3809,488+1083,8874,0050.82%+117
ADVANCED MICRO DEVICES INC(AMD)02,301+2,30104930.10%+493
MERCK & CO INC(MRK)05,650+5,65006000.12%+600
JOHNSON & JOHNSON(JNJ)04,253+4,25308800.18%+880
CATERPILLAR INC(CAT)920939+194395380.11%+99
VANGUARD INDEX FDS1,0961,262+1665256160.13%+90
ISHARES TR03,279+3,27903080.06%+308
INTUITIVE SURGICAL INC0616+61603490.07%+349
ETF SER SOLUTIONS
APTUS LRG CAP UP
70,48473,262+2,7781,8791,9620.40%+82
VERTEX PHARMACEUTICALS INC(VRTX)1,1151,144+294375190.11%+82
NVIDIA CORPORATION(NVDA)46,97347,395+4228,7658,8391.82%+74
CITIGROUP INC(C)3,2803,426+1463334000.08%+67
INVESCO QQQ TR2,4642,519+551,4811,5480.32%+67
COCA COLA CO(KO)09,622+9,62206730.14%+673
BANK AMERICA CORP11,89611,906+106146550.13%+41
ROCKWELL AUTOMATION INC(ROK)91691603203560.07%+36
CISCO SYS INC(CSCO)03,755+3,75502890.06%+289
SPDR GOLD TR(GLD)1,4381,376-625115450.11%+34
AMERICAN BITCOIN CORP.019,675+19,6750330.01%+33
INTERNATIONAL BUSINESS MACHS(IBM)01,579+1,57904680.10%+468
NEXTERA ENERGY INC(NEE)3,4443,609+1652602900.06%+30
INTEL CORP(INTC)6,0466,04602032230.05%+20
VANGUARD INDEX FDS4,1854,129-562,5702,5890.53%+19
DEVON ENERGY CORP NEW(DVN)6,4966,696+2002282450.05%+18
VANGUARD STAR FDS8,5108,500-106256410.13%+16
ISHARES TR
CORE MSCI INTL
4,0584,133+753253410.07%+16
VANGUARD INDEX FDS1,1291,153+243723870.08%+15
VANGUARD SPECIALIZED FUNDS2,8712,897+266226370.13%+15
STRYKER CORPORATION(SYK)0636+63602240.05%+224
BROADCOM INC(AVGO)2,6332,550-838698820.18%+14
ISHARES TR
CORE DIV GRWTH
3,0493,169+1202082200.05%+12
GE AEROSPACE(GE)01,133+1,13303500.07%+350
ISHARES TR
INTL DIV GRWTH
04,244+4,24403510.07%+351
CROWDSTRIKE HLDGS INC(CRWD)1,0961,162+665375450.11%+7
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,5163,51603403460.07%+6
VANGUARD WHITEHALL FDS01,844+1,84402650.05%+265
RTX CORPORATION(RTX)2,8732,647-2264814850.10%+5
VANGUARD WORLD FD
INF TECH ETF
59059004414450.09%+4
ISHARES TR914916+22212250.05%+4
ISHARES TR20,79420,260-5341,9421,9460.40%+4
CONOCOPHILLIPS(COP)5,7495,850+1015445480.11%+4
KINDER MORGAN INC DEL(KMI)016,501+16,50104540.09%+454
BP PLC(BP)11,81311,817+44074100.08%+3
MCDONALDS CORP(MCD)01,288+1,28803940.08%+394
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