Fund HoldingsAmerican Capital Advisory, LLC

Total Portfolio Value
$246.87M
Total Bought
$28.42M
Total Sold
$10.38M
Net Transaction
+$18.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
350,439483,517+133,07817,75024,5199.93%+6,769
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
270,187392,050+121,86312,81218,3607.44%+5,547
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
312,060353,079+41,01910,75412,5455.08%+1,791
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
235,262267,323+32,06117,44918,9567.68%+1,506
SHELL PLC(SHEL)19,24529,571+10,3261,4142,7501.11%+1,336
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
109,924144,948+35,0243,5804,9081.99%+1,328
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
284,729306,109+21,38010,85111,9264.83%+1,075
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
107,694124,174+16,4803,5634,2901.74%+728
BECTON DICKINSON & CO(BDX)04,412+4,41206940.28%+694
UBER TECHNOLOGIES INC(UBER)021,410+21,41001,5400.62%+1,540
SALESFORCE INC(CRM)2,1534,908+2,7555709160.37%+346
ZETA GLOBAL HOLDINGS CORP(ZETA)019,970+19,97003180.13%+318
AMAZON COM INC(AMZN)10,28012,858+2,5782,3732,6781.08%+305
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
703,849724,910+21,06127,86528,17011.41%+305
TOAST INC(TOST)032,601+32,60108640.35%+864
NORTHROP GRUMMAN CORP(NOC)02,443+2,44301,6670.68%+1,667
EXXON MOBIL CORP5,0555,016-396088510.34%+243
LABCORP HOLDINGS INC(LH)010,940+10,94002,9191.18%+2,919
WALMART INC(WMT)15,23015,156-741,6971,8840.76%+187
ROCKY MTN CHOCOLATE FACTORY70,759134,867+64,1081343030.12%+169
ARCOS DORADOS HLDGS INC(ARCO)0185,836+185,83601,5330.62%+1,533
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
03,656+3,65601500.06%+150
HERCULES CAPITAL INC(HCXY)010,000+10,00001480.06%+148
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
01,498+1,49801480.06%+148
SCHWAB STRATEGIC TR5,6628,246+2,5842583850.16%+128
COSTCO WHOLESALE CORPORATION(COST)0895+89508920.36%+892
AST SPACEMOBILE INC(ASTS)(Call)000726829+102
ISHARES TR0888+8880980.04%+98
ISHARES TR01,815+1,8150970.04%+97
DIMENSIONAL ETF TRUST
INTERNATIONAL
02,267+2,2670960.04%+96
DIMENSIONAL ETF TRUST
US TARGETED VLU
012,022+12,02207510.30%+751
HOME DEPOT INC(HD)0404+40401330.05%+133
PAN AMERN SILVER CORP(PAAS)30,76430,770+61,5941,6810.68%+87
SPDR INDEX SHS FDS
ST STR PO EX ETF
01,900+1,9000870.04%+87
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
02,370+2,3700830.03%+83
SCHWAB STRATEGIC TR025,134+25,13407710.31%+771
VANGUARD INTL EQUITY INDEX F08,658+8,65804680.19%+468
ISHARES TR27,97227,833-1391,1031,1850.48%+81
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
07,806+7,8060810.03%+81
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
01,867+1,8670790.03%+79
PHILIP MORRIS INTL INC(PM)017,456+17,45602,8861.17%+2,886
CAMECO CORP(CCJ)01,500+1,50001630.07%+163
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
01,654+1,6540650.03%+65
ISHARES TR
ESG AWRE USD ETF
02,785+2,7850640.03%+64
MERCK & CO INC(MRK)5,8395,617-2226156760.27%+61
PHILLIPS 66(PSX)01,068+1,06801950.08%+195
PEPSICO INC(PEP)4,5894,601+126597140.29%+56
MORGAN STANLEY(MS)0405+4050670.03%+67
EQUINOX GOLD CORP(EQX)99,795100,048+2531,4011,4470.59%+46
WISDOMTREE TR(WT)15,31415,343+298779220.37%+46
AMCOR PLC
COM NEW
01,105+1,1050440.02%+44
NETFLIX INC.(NFLX)013,990+13,99001,3450.54%+1,345
CONOCOPHILLIPS(COP)01,033+1,03301360.06%+136
WHITE MTNS INS GROUP LTD
COM
34234207117510.30%+41
MGM RESORTS INTERNATIONAL(MGM)58,33958,547+2082,1292,1670.88%+38
ISHARES TR07,339+7,33909120.37%+912
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
07,014+7,01402580.10%+258
STATE STR SPDR S&P MIDCAP 40(MDY)2,2792,283+41,3751,4080.57%+33
VANGUARD INTL EQUITY INDEX F27,31027,188-1222,0092,0420.83%+33
SLB LIMITED(SLB)02,360+2,36001210.05%+121
MASTEC INC(MTZ)0289+2890930.04%+93
INTEL CORP(INTC)3,7693,813+441391680.07%+29
PLANET LABS PBC(PL)01,000+1,0000280.01%+28
AXT INC(AXTI)0470+4700270.01%+27
MICRON TECHNOLOGY INC(MU)246282+3670950.04%+25
AMGEN INC(AMGN)876885+92873110.13%+25
CHEVRON CORPORATION(CVX)0387+3870800.03%+80
ENERGY TRANSFER L P(ET)08,698+8,69801680.07%+168
JOHNSON & JOHNSON(JNJ)1,2411,150-912572810.11%+24
VALERO ENERGY CORP(VLO)0282+2820700.03%+70
ASTRAZENECA PLC(AZN)0118+1180230.01%+23
YUM CHINA HLDGS INC(YUMC)21,66821,676+81,0341,0570.43%+23
TJX COS INC NEW(TJX)3,2663,281+155025240.21%+22
CATERPILLAR INC(CAT)0140+1400990.04%+99
ALTRIA GROUP INC(MO)5,3484,982-3663083290.13%+20
UNITED PARCEL SVCS INC(UPS)8211,024+203811010.04%+19
EVOLUTION METALS & TECH CORP(EMAT)02,500+2,5000190.01%+19
BRISTOL-MYERS SQUIBB CO(BMY)2,3682,397+291281450.06%+18
UNITED STATES ANTIMONY CORP02,000+2,0000170.01%+17
HUNTINGTON INGALLS INDS INC(HII)42542501451610.07%+17
GILEAD SCIENCES INC(GILD)958965+71181340.05%+17
ENTERPRISE PRODS PARTNERS L(EPD)02,747+2,74701040.04%+104
ASML HLDG NV
N Y REGISTRY SHS
016+160210.01%+21
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0459+45901550.06%+155
VERIZON COMMUNICATIONS INC(VZ)01,553+1,5530780.03%+78
USA RARE EARTH INC(USAR)01,000+1,0000150.01%+15
LOCKHEED MARTIN CORP(LMT)0109+1090660.03%+66
COMPANHIA DE SANEAMENTO BASI(SBS)8131,114+30119340.01%+15
URANIUM ENERGY CORP(UEC)01,000+1,0000140.01%+14
VODAFONE GROUP PLC(VOD)2,4002,903+50332440.02%+12
SOUTHERN CO(SO)0997+9970960.04%+96
NOVARTIS AG(NVS)096+960150.01%+15
PFIZER INC(PFE)02,876+2,8760810.03%+81
HSBC HLDGS PLC(HSBC)0170+1700140.01%+14
HASBRO INC(HAS)0741+7410690.03%+69
AT&T INC(T)01,682+1,6820490.02%+49
SEMPRA(SRE)01,129+1,12901100.04%+110
MONDELEZ INTL INC(MDLZ)02,076+2,07601200.05%+120
RTX CORPORATION(RTX)761771+101401490.06%+9
IMMUNITYBIO INC(IBRX)01,167+1,167090.00%+9
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