Fund HoldingsAdvantage Trust Co

Total Portfolio Value
$284.26M
Total Bought
$57.53M
Total Sold
$4.92M
Net Transaction
+$52.61M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
iShares MSCI USA Momentum Factor ETF
MSCI USA MMENTM
015,062+15,06205,1641.82%+5,164
FlexShares US Quality Large Cap Index Fund ETF
US QUALITY CAP
37,95387,305+49,3522,9667,8462.76%+4,880
Fidelity Blue Chip Growth ETF0264,719+264,719016,4425.78%+16,442
Vanguard Growth ETF0313,684+313,684027,0219.51%+27,021
JP Morgan Active Growth ETF
ACTIVE GROWTH
0286,527+286,527028,2499.94%+28,249
WALMART Inc.(WMT)2,26833,137+30,8692823,7531.32%+3,471
Avantis US Large Cap Value ETF211,547222,996+11,44917,05320,3397.16%+3,287
Berkshire Hathaway Inc04+402,9951.05%+2,995
JP Morgan ActiveBuilders Emerging Markets Equity ETF
ACTIVEBLDRS EMER
174,425185,951+11,5269,07511,8794.18%+2,803
Vanguard Value ETF116,964114,408-2,55622,94824,9338.77%+1,985
Vanguard Information Technology ETF
INF TECH ETF
074,912+74,91208,9533.15%+8,953
Fidelity Enhanced International ETF
ENHANCED INTL
372,794389,586+16,79213,86815,6345.50%+1,766
First Trust SMID Cap Rising Dividend Achievers ETF
SMID RISNG ETF
443,500439,357-4,14317,48718,9546.67%+1,467
Vanguard Mid-Cap ETF0368,074+368,074029,65610.43%+29,656
Dimensional International Core Equity Market ETF
INTL CORE EQT MK
437,222442,318+5,09617,03418,2466.42%+1,211
Defiance Space and Connective Tech ETF
DEFIANCE SPACE A
37,25637,25602,5403,5411.25%+1,001
First Trust NASDAQ Cybersecurity ETF
NASDAQ CYB ETF
030,074+30,07402,7020.95%+2,702
Texas Pacific Land Corporation(TPL)01,780+1,78007790.27%+779
Main Sector Rotation ETF
MAIN SECTR ROTN
047,492+47,49203,4221.20%+3,422
Amplify Cybersecurity ETF05,430+5,43005700.20%+570
Invesco QQQ Trust0770+77005670.20%+567
Vanguard FTSE Developed Market ETF7338,438+7,705476010.21%+554
Alpha Architect U.S. Quantitative Momentum ETF
US QUAN MOMENTUM
44,56945,684+1,1153,0453,5971.27%+552
McDonalds Corp(MCD)8933,032+2,1392788200.29%+542
iShares MSCI EAFE Index ETF05,190+5,19005390.19%+539
Evergy Inc(EVRG)1005,350+5,25084620.16%+454
Caterpillar Inc(CAT)148518+3701055520.19%+447
SPDR S&P Regional Banking ETF
ST STR SP REGBNK
1,5007,150+5,650985350.19%+437
Eli Lilly & Co(LLY)0865+86501,0380.36%+1,038
Alphabet, Inc. Class C(GOOG)01,640+1,64005790.20%+579
Berkshire Hathaway Inc New02,363+2,36301,1820.42%+1,182
Vanguard Total Stock Market ETF03,749+3,74901,3870.49%+1,387
Schwab Strategic Trust US REIT ETF015,740+15,74003730.13%+373
iShares U.S. Medical Devices ETF07,140+7,14003530.12%+353
Microsoft Corp(MSFT)02,178+2,17808120.29%+812
SPDR S&P Kensho New Economies Composite ETF
SP KENSHO NEWEC
023,955+23,95501,7130.60%+1,713
Vanguard Health Care Index Fund ETF
HEALTH CAR ETF
6,6677,017+3501,8162,0980.74%+283
US Bancorp(USB)04,300+4,30002600.09%+260
International Business Machines(IBM)0900+90002530.09%+253
Union Pacific Corp(UNP)3861,226+840943330.12%+240
Exxon Mobil Corp4002,150+1,750682940.10%+226
SPDR S&P Pharmaceuticals ETF
ST STR SP PHARMA
03,250+3,25002150.08%+215
SPDR S&P Biotech ETF
ST STR SP BIOT
3,6454,245+6004666720.24%+206
Schwab Strategic Trust US Small Cap ETF05,620+5,62002030.07%+203
Tesla Inc(TSLA)0481+48102020.07%+202
Capitol Federal Financial Inc(CFFN)020,572+20,57201750.06%+175
Vanguard Real Estate ETF2,7284,288+1,5602424130.15%+172
Vanguard Small Cap ETF1,0651,405+3402794260.15%+147
Deere & Co(DE)535695+1603014410.16%+139
Packaging Corp Amer(PKG)0575+57501370.05%+137
iShares Biotechnology ETF4,6774,817+1407909160.32%+126
W.W. Grainger, Inc.(GWW)090+9001220.04%+122
Bitwise Funds Trust Crypto
CRYPTO INDUSTRY
04,700+4,70001150.04%+115
GE Aerospace(GE)0300+30001120.04%+112
ConocoPhillips(COP)01,000+1,00001040.04%+104
iShares Russell 1000 Growth ETF0800+8000990.03%+99
Procter & Gamble Co(PG)75749+674111100.04%+99
ARK ETF Trust - ARK Space Exploration ETF
SPACE & DEFENSE
02,800+2,8000960.03%+96
Amplify Digital Payments ETF02,000+2,0000920.03%+92
Merck & Co Inc New(MRK)0709+7090910.03%+91
GE Vernova Inc.(GEV)075+750880.03%+88
Johnson & Johnson(JNJ)495786+2911212000.07%+79
Duke Energy Corp New(DUK)3991,029+630521300.05%+78
Altria Group Inc(MO)8001,803+1,003531300.05%+77
BankAmerica Corp1,1252,250+1,125551280.05%+73
Oracle Corp(ORCL)01,557+1,55702280.08%+228
Global X Autonomous & Electric Vehicles ETF
AUTONMOUS EV ETF
01,880+1,8800730.03%+73
AGCO Corp0500+5000600.02%+60
Abbvie Inc(ABBV)814939+1251772360.08%+59
Starbucks Corp(SBUX)1,0551,455+400951490.05%+54
Vanguard Large-Cap Index Fund ETF01,930+1,93006640.23%+664
Vanguard Total World Stock Index ETF0327+3270510.02%+51
Corning Inc(GLW)0200+2000510.02%+51
Global X Robotics & Artificial Intelligence ETF
RBTCS ARTFL INTE
010,376+10,37603940.14%+394
Alphabet, Inc. Class A(GOOG)0680+68002430.09%+243
CNH Industrial N.V.
SHS
04,160+4,1600470.02%+47
Vanguard S&P 500 ETF819780-394895360.19%+46
ADR America Movil S A F(AMX)01,680+1,6800440.02%+44
Coca Cola Co(KO)7121,159+44754940.03%+40
SPDR SSGA US Large Cap Low Volatility Index ETF
ST STR R1K LOWV
0219+2190400.01%+40
Apple Inc(AAPL)01,075+1,07503110.11%+311
iShares Core Dividend Growth ETF
CORE DIV GRWTH
0503+5030380.01%+38
Kraneshares Electric Vehicles and Future Mobility Index ETF01,190+1,1900380.01%+38
iShares Russell 1000 Value ETF0149+1490360.01%+36
Tractor Supply Company(TSCO)01,125+1,1250360.01%+36
iShares U.S. Aerospace & Defense ETF1,4901,49003263610.13%+35
Capital One Financial Corp(COF)0175+1750350.01%+35
RTX Corporation(RTX)2,5632,788+2254945290.19%+35
Vanguard Russell 1000 Growth Index ETF
VNG RUS1000GRW
0268+2680340.01%+34
iShares Russell Midcap ETF0304+3040340.01%+34
American Century U.S. Quality Growth ETF0284+2840340.01%+34
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
0400+4000330.01%+33
Invesco Dorsey Wright Energy Momentum ETF
DORSEY WRGT ENRG
0600+6000330.01%+33
WisdomTree Emerging Markets Equity Income ETF(WT)0600+6000320.01%+32
Colgate Palmolive(CL)498798+30042730.03%+31
Dell Technologies Inc(DELL)113113019490.02%+30
AT&T Inc(T)501,523+1,4731320.01%+30
iShares Core S&P 500 ETF039+390290.01%+29
Southern Co(SO)21321+3002310.01%+29
Meta Platforms, Inc(META)050+500280.01%+28
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