Fund HoldingsSunpointe, LLC

Total Portfolio Value
$301.59M
Total Bought
$44.54M
Total Sold
$18.81M
Net Transaction
+$25.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
82,728200,827+118,0992,1995,3261.77%+3,127
APPLE INC(AAPL)36,68842,786+6,0989,34211,6323.86%+2,290
VANGUARD INDEX FDS32,07038,128+6,05810,55212,7834.24%+2,231
ALPHABET INC(GOOG)13,44316,239+2,7963,2685,0831.69%+1,815
QUANTA SVCS INC1,2494,592+3,3435181,9380.64%+1,420
DOMINOS PIZZA INC(DPZ)02,245+2,24509360.31%+936
AMAZON COM INC(AMZN)024,788+24,78805,7221.90%+5,722
BROADCOM INC(AVGO)25,04326,443+1,4008,2629,1523.03%+890
LAS VEGAS SANDS CORP(LVS)6,40018,600+12,2003441,2110.40%+866
VANGUARD SPECIALIZED FUNDS21,22224,730+3,5084,5975,4351.80%+838
SPDR SERIES TRUST
ST STR BLO 1 ETF
09,078+9,07808300.28%+830
NEWMONT CORP(NEM)20,61625,212+4,5961,7382,5170.83%+779
VANECK ETF TRUST
MRNGSTR WDE MOAT
52,22557,442+5,2175,1765,9491.97%+773
GLOBAL X FDS
ARTIFICIAL ETF
014,625+14,62507440.25%+744
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
59,32570,226+10,9013,4124,1221.37%+710
VANGUARD MUN BD FDS18,30027,516+9,2161,3772,0790.69%+702
ETF SER SOLUTIONS
APTUS COLLRD INV
152,991167,993+15,0026,6447,3412.43%+697
ALPHABET INC(GOOG)11,64611,178-4682,8363,5081.16%+671
VANGUARD STAR FDS08,823+8,82306660.22%+666
WARBY PARKER INC(WRBY)030,052+30,05206550.22%+655
ALASKA AIR GROUP INC012,738+12,73806410.21%+641
NVIDIA CORPORATION(NVDA)108,072111,384+3,31220,16520,7736.89%+608
STARBUCKS CORP(SBUX)06,748+6,74805680.19%+568
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,5067,732+1,2261,8222,3540.78%+532
MICRON TECHNOLOGY INC(MU)4,0114,136+1256711,1810.39%+510
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
020,506+20,50605000.17%+500
VIKING HOLDINGS LTD(VIK)06,400+6,40004570.15%+457
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
53,26160,416+7,1553,0413,4841.16%+443
ELI LILLY & CO(LLY)01,227+1,22701,3190.44%+1,319
SPDR SERIES TRUST
ST STR SP600 SML
08,631+8,63104040.13%+404
AMERICAN EXPRESS CO(AXP)01,831+1,83106770.22%+677
LULULEMON ATHLETICA INC(LULU)01,820+1,82003780.13%+378
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
21,61624,449+2,8332,6052,9770.99%+372
GAP INC(GAP)014,138+14,13803620.12%+362
DRAFTKINGS INC NEW(DKNG)24,01136,520+12,5098981,2580.42%+360
UNION PAC CORP(UNP)04,709+4,70901,0890.36%+1,089
MGM RESORTS INTERNATIONAL(MGM)08,896+8,89603250.11%+325
AMERICAN CENTY ETF TR49,33449,33405,9426,2582.07%+316
LAM RESEARCH CORP(LRCX)8,2138,256+431,1021,4150.47%+314
ISHARES TR
GLOBAL REIT ETF
13,27925,498+12,2193396360.21%+297
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
22,64523,900+1,2554,2964,5781.52%+283
APA CORPORATION(APA)14,69425,986+11,2923576360.21%+279
THERMO FISHER SCIENTIFIC INC(TMO)0475+47502750.09%+275
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
07,771+7,77102680.09%+268
INTUITIVE SURGICAL INC0471+47102670.09%+267
CME GROUP INC(CME)0973+97302660.09%+266
MERCK & CO INC(MRK)07,227+7,22707670.25%+767
ALIBABA GROUP HLDG LTD(BABA)01,783+1,78302610.09%+261
VANGUARD BD INDEX FDS03,516+3,51602600.09%+260
CISCO SYS INC(CSCO)03,311+3,31102550.08%+255
GLOBAL X FDS
RBTCS ARTFL INTE
07,000+7,00002550.08%+255
NUVEEN QUALITY MUNCP INCOME(NAD)041,324+41,32404970.16%+497
MARRIOTT INTL INC NEW(MAR)0803+80302490.08%+249
VANGUARD INTL EQUITY INDEX F01,716+1,71602420.08%+242
HUNTINGTON BANCSHARES INC(HBAN)027,226+27,22604770.16%+477
ISHARES INC
MSCI SINGPOR ETF
08,378+8,37802300.08%+230
CARPENTER TECHNOLOGY CORP(CRS)5,5255,038-4871,3571,5860.53%+230
WEC ENERGY GROUP INC(WEC)02,175+2,17502290.08%+229
TEXAS INSTRS INC(TXN)01,293+1,29302240.07%+224
CAPITAL ONE FINL CORP(COF)04,205+4,20501,0190.34%+1,019
JOHNSON & JOHNSON(JNJ)17,13116,402-7293,1763,3941.13%+218
GLOBAL X FDS
MSCI GREECE ETF
03,219+3,21902170.07%+217
TOYOTA MOTOR CORP(TM)0999+99902140.07%+214
WISDOMTREE TR(WT)05,462+5,46202130.07%+213
FREEPORT-MCMORAN INC(FCX)04,179+4,17902120.07%+212
ISHARES TR04,677+4,67702120.07%+212
VANGUARD INDEX FDS05,952+5,95203,7331.24%+3,733
EXELON CORP(EXC)04,695+4,69502050.07%+205
UGI CORP NEW(UGI)05,409+5,40902040.07%+204
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
010,382+10,38202030.07%+203
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
16,81317,939+1,1261,4671,6680.55%+202
ISHARES TR31,13933,813+2,6742,0322,2320.74%+200
DIAMONDBACK ENERGY INC(FANG)5,8616,852+9918391,0300.34%+191
AMERICAN CENTY ETF TR56,65956,844+1853,4763,6501.21%+174
PARKER-HANNIFIN CORP(PH)1,3111,325+149941,1650.39%+171
JPMORGAN CHASE & CO.(JPM)12,13312,388+2553,8273,9921.32%+165
EXXON MOBIL CORP010,609+10,60901,2770.42%+1,277
CATERPILLAR INC(CAT)01,543+1,54308840.29%+884
CARNIVAL CORP60,39162,010+1,6191,7461,8940.63%+148
DELTA AIR LINES INC DEL(DAL)07,666+7,66605320.18%+532
CITIGROUP INC(C)03,737+3,73704360.14%+436
SALESFORCE INC(CRM)02,280+2,28006050.20%+605
RTX CORPORATION(RTX)03,639+3,63906670.22%+667
WALMART INC(WMT)29,92528,713-1,2123,0843,2061.06%+122
VANGUARD INDEX FDS5,0206,560+1,5404595800.19%+122
US BANCORP DEL(USB)15,71016,477+7677678880.29%+120
BANK AMERICA CORP015,409+15,40908470.28%+847
ADVANCED MICRO DEVICES INC(AMD)01,760+1,76003770.12%+377
PAYCHEX INC(PAYX)04,672+4,67205240.17%+524
APPLIED MATLS INC01,609+1,60904130.14%+413
AMERICAN CENTY ETF TR30,32230,32202,3922,4960.83%+104
TJX COS INC NEW(TJX)07,032+7,03201,0800.36%+1,080
LOWES COS INC(LOW)4,6675,276+6091,1731,2720.42%+99
PROLOGIS INC.(PLD)2,8603,328+4683284250.14%+97
SPDR S&P 500 ETF TR(SPY)3,2643,321+572,1802,2710.75%+91
GOLDMAN SACHS GROUP INC(GS)0582+58205120.17%+512
INTERNATIONAL BUSINESS MACHS(IBM)01,293+1,29303830.13%+383
SCHWAB CHARLES CORP(SCHW)6,5357,108+5736247100.24%+86
NORTHRIM BANCORP INC017,388+17,38804630.15%+463
ISHARES TR03,351+3,35104980.17%+498
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