Fund Holdings

Williams & Novak, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SALESFORCE INC(CRM)011,227+11,22702,090,9561.57%+2,090,956
PIMCO ETF TR
MULTISECTOR BD
159,412222,949+63,5374,253,1235,832,3494.37%+1,579,226
PIMCO EQUITY SER
RAFI DYN EMERG
144,180169,057+24,8773,333,8724,229,6633.17%+895,791
SYPRIS SOLUTIONS INC2,222,3062,133,301-89,0055,422,4276,250,5724.69%+828,145
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
013,367+13,3670811,1120.61%+811,112
PIMCO ETF TR
ULTR SH GO AC FD
07,061+7,0610710,8090.53%+710,809
PIMCO ETF TR
INTER MUN BD ACT
21,61533,790+12,1751,132,8421,761,4731.32%+628,631
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
10,86725,023+14,156414,148989,4000.74%+575,252
CAPITAL GROUP CORE BALANCED
SHS
14,90129,406+14,505526,4631,017,7540.76%+491,291
FIDELITY COVINGTON TRUST156,702176,956+20,2545,981,3156,469,5044.85%+488,189
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
28,07434,198+6,1241,604,1762,073,0711.55%+468,895
AMPLIFY ETF TR09,232+9,2320414,7720.31%+414,772
ALPHABET INC(GOOG)1,7123,072+1,360535,945913,5180.68%+377,573
PIMCO EQUITY SER
RAFI DYN ML US
144,982146,339+1,3578,207,8768,571,0966.43%+363,220
BHP BILLITON LIMITED04,689+4,6890344,9470.26%+344,947
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
05,905+5,9050282,0230.21%+282,023
BP PLC(BP)06,008+6,0080277,4120.21%+277,412
NVIDIA CORPORATION(NVDA)1,8603,476+1,616346,890610,9670.46%+264,077
PIMCO MUN INCOME FD II339,643371,143+31,5002,560,9112,824,4012.12%+263,490
PIMCO EQUITY SER
RAFI DYN MULTI
64,29467,889+3,5952,470,5422,731,1742.05%+260,632
JOHNSON & JOHNSON(JNJ)01,033+1,0330252,2610.19%+252,261
PIMCO ETF TR
ACTIVE BD ETF
6,8789,543+2,665640,204878,1470.66%+237,943
PIMCO ETF TR
MTG BKD SECS ACT
04,800+4,8000237,3840.18%+237,384
SALESFORCE INC(CRM)(Put)010,500+10,5000229,425+229,425
PIMCO ETF TR
MUNI INCOME OPP
04,900+4,9000220,9900.17%+220,990
LAM RESEARCH CORP(LRCX)3,8633,969+106661,268881,0800.66%+219,812
APPLE INC(AAPL)9,99711,481+1,4842,717,8182,934,8272.20%+217,009
ARES MANAGEMENT CORPORATION(ARES)02,000+2,0000211,6000.16%+211,600
EXXON MOBIL CORP01,288+1,2880207,1370.16%+207,137
VANECK ETF TRUST
GOLD MINERS ETF
19,22019,070-1501,648,4991,830,9111.37%+182,412
FIDELITY COVINGTON TRUST
ENHANCED INTL
23,64527,438+3,793864,9251,040,4410.78%+175,516
HACKETT GROUP INC013,591+13,5910175,4600.13%+175,460
ISHARES TR
INTERNATIONAL SL
55,75758,374+2,6172,312,8002,484,3971.86%+171,597
MICRON TECHNOLOGY INC(MU)1,5811,686+105451,233620,3460.47%+169,113
BLACKROCK ETF TRUST II31,01134,244+3,2331,636,4291,775,2121.33%+138,783
HARVARD BIOSCIENCE INC027,052+27,0520137,6950.10%+137,695
RAPID7 INC025,150+25,1500136,8160.10%+136,816
ISHARES INC
MSCI GBL GOLD MN
22,64021,462-1,1781,667,2101,773,1901.33%+105,980
MODINE MFG CO(MOD)4,2673,005-1,262569,622670,0250.50%+100,403
ISHARES INC
MSCI EMRG CHN
14,41014,41001,047,3191,146,0270.86%+98,708
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,3202,331+11705,126795,8850.60%+90,759
TARGA RES CORP(TRGP)1,4001,408+8258,300344,7060.26%+86,406
ISHARES TR
CORE MSCI TOTAL
28,27828,27802,393,4502,477,4361.86%+83,986
HF FOODS GROUP INC040,515+40,515082,6510.06%+82,651
SPDR GOLD TR(GLD)1,7241,7240683,238754,8020.57%+71,564
WIPRO LTD(WIT)026,995+26,995056,9590.04%+56,959
AMKOR TECHNOLOGY INC10,95810,471-487432,622486,8140.36%+54,192
ISHARES INC
CORE MSCI EMKT
9,6129,912+300646,119696,6150.52%+50,496
ISHARES GOLD TR(IAU)5,9245,9240480,851531,2640.40%+50,413
BIOTE CORP031,410+31,410044,9160.03%+44,916
EVOLENT HEALTH INC017,130+17,130038,0290.03%+38,029
ISHARES TR
CORE MSCI EAFE
23,36323,112-2512,090,0542,124,2241.59%+34,170
TELEFONAKTIEBOLAGET LM ERICS(ERIC)11,10012,283+1,183107,115140,6420.11%+33,527
DEFINITIVE HEALTHCARE CORP030,730+30,730033,4960.03%+33,496
SIEBERT FINL CORP015,800+15,800028,5980.02%+28,598
FIDELITY COVINGTON TRUST
ENH MID COR ETF
7,2588,021+763264,046291,3230.22%+27,277
ISHARES TR9,5659,5650642,098663,7150.50%+21,617
INVESCO EXCH TRADED FD TR II10,75510,7550453,708474,2960.36%+20,588
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
14,56514,364-201678,591698,0990.52%+19,508
FIDELITY COVINGTON TRUST9,29910,029+730352,909371,2560.28%+18,347
ISHARES TR9,0609,043-17702,422720,5460.54%+18,124
ISHARES TR
CORE MSCI INTL
6,4506,4500531,996547,1540.41%+15,158
ISHARES TR9,3658,365-1,000317,474330,1670.25%+12,693
SYNERGY CHC CORP011,945+11,945012,1840.01%+12,184
ISHARES INC
ESG AWR MSCI EM
7,8727,846-26347,706359,3470.27%+11,641
PUMA BIOTECHNOLOGY INC10,56010,639+7962,83271,9200.05%+9,088
ISHARES TR
MSCI EAFE SMCP
5,6805,6800221,022229,3020.17%+8,280
SCHWAB STRATEGIC TR7,0007,0000220,570228,4100.17%+7,840
NEXTERA ENERGY INC(NEE)4,8774,287-590391,526398,0160.30%+6,490
VANGUARD INDEX FDS1,1001,1000210,089216,3370.16%+6,248
ISHARES TR
ESG AW MSCI EAFE
16,22515,920-3051,542,8351,548,2201.16%+5,385
DIMENSIONAL ETF TRUST
GLOBAL CR ETF
5,7875,864+77313,874317,8870.24%+4,013
AMGEN INC(AMGN)778732-46254,775258,7530.19%+3,978
ADT INC DEL(ADT)12,30815,741+3,43399,326103,1040.08%+3,778
AERCAP HOLDINGS NV(AER)1,4001,463+63201,264204,7730.15%+3,509
JPMORGAN CHASE & CO(JPM)1,2901,418+128415,539418,9560.31%+3,417
EXPENSIFY INC34,94064,250+29,31052,75956,0000.04%+3,241
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
5,5705,5700253,491255,6070.19%+2,116
WISDOMTREE TR(WT)5,4535,353-100441,748443,7370.33%+1,989
MY SIZE INC22,73527,030+4,29517,23517,8130.01%+578
VANGUARD INDEX FDS1,6821,752+701,054,9211,055,3150.79%+394
ACCENDRA HEALTH INC51,19057,710+6,520143,332143,1210.11%-211
PIMCO EQUITY SER
RAFI ESG US
5,0005,0000209,950208,2000.16%-1,750
XEROX HOLDINGS CORP11,29019,615+8,32526,75724,7150.02%-2,042
CONDUENT INC12,00515,265+3,26023,05020,3020.02%-2,748
SBC MED GROUP HLDGS INC15,18014,237-94365,42662,6430.05%-2,783
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
6,8726,8720272,078268,8480.20%-3,230
TABOOLA.COM LTD(TBLA)14,88919,340+4,45168,63862,4680.05%-6,170
CERUS CORP14,29512,405-1,89029,44823,1970.02%-6,251
VANGUARD SPECIALIZED FUNDS1,5841,5840348,132341,6370.26%-6,495
TRINITY BIOTECH INVT LTD93,300107,643+14,34373,80064,3710.05%-9,429
XPERI INC15,30014,140-1,16089,65880,0320.06%-9,626
ISHARES INC21,10420,264-8401,424,1311,413,6501.06%-10,481
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,9493,064+115424,568413,3640.31%-11,204
AVANOS MED INC(AVNS)34,31226,348-7,964385,324371,2430.28%-14,081
KLX ENERGY SERVICES HOLDINGS23,20011,837-11,36343,84828,5270.02%-15,321
VANGUARD WORLD FD
INF TECH ETF
367369+2276,637260,8680.20%-15,769
PLAYSTUDIOS INC104,900110,800+5,90068,34252,0430.04%-16,299
ENSYSCE BIOSCIENCES INC17,8500-17,85016,4220-16,422
ISHARES INC
EMNG MKTS EQT
10,3289,498-830597,475580,6130.44%-16,862
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