Fund HoldingsCarrera Capital Advisors

Total Portfolio Value
$649.14M
Total Bought
$138.31M
Total Sold
$92.44M
Net Transaction
+$45.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AGF INVTS TR
US MARKET NETRL
494,8401,741,835+1,246,9957,29824,3163.75%+17,018
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
2,489,7842,825,109+335,325125,507142,18821.90%+16,681
SPDR SERIES TRUST
ST STR SP REGBNK
0194,623+194,623012,6801.95%+12,680
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
189,556354,019+164,4639,47617,6342.72%+8,158
NEXTERA ENERGY INC(NEE)2,79982,799+80,0002257,6901.18%+7,466
CONOCOPHILLIPS(COP)043,318+43,31805,7180.88%+5,718
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
1,071,1591,062,964-8,19524,88330,5184.70%+5,635
BORGWARNER INC085,553+85,55304,6420.72%+4,642
CHEVRON CORPORATION(CVX)022,710+22,71004,6990.72%+4,699
EQUINOR ASA(EQNR)090,287+90,28703,8100.59%+3,810
SPDR SERIES TRUST
SP O&G EXPL PRO
18,41731,748+13,3312,3255,7730.89%+3,447
INVESCO EXCH TRADED FD TR II074,576+74,57603,4320.53%+3,432
PATTERSON-UTI ENERGY INC(PTEN)0300,069+300,06903,2500.50%+3,250
ISHARES TR412,471431,995+19,52412,64315,3442.36%+2,702
PORTLAND GEN ELEC CO(POR)049,041+49,04102,6140.40%+2,614
RPC INC(RES)0348,722+348,72202,4690.38%+2,469
DIAMONDROCK HOSPITALITY CO(DRH)0254,799+254,79902,4100.37%+2,410
ECOPETROL S A(EC)0152,418+152,41802,2850.35%+2,285
ISHARES TR169,432196,390+26,95814,76817,0252.62%+2,257
SPDR SERIES TRUST
ST STR BLO 1 ETF
314,703338,084+23,38128,75830,9824.77%+2,225
TURKCELL ILETISIM(TKC)0292,749+292,74901,7650.27%+1,765
JINKOSOLAR HLDG CO LTD(JKS)068,160+68,16001,7320.27%+1,732
RIVIAN AUTOMOTIVE INC(RIVN)0103,528+103,52801,5580.24%+1,558
SOUTHWEST AIRLS CO(LUV)040,620+40,62001,5330.24%+1,533
PIMCO ETF TR
INTER MUN BD ACT
027,717+27,71701,4470.22%+1,447
OVINTIV INC(OVV)048,498+48,49802,8790.44%+2,879
ARDELYX INC0191,144+191,14401,1450.18%+1,145
VANGUARD TAX-MANAGED FDS257,967269,252+11,28516,11517,2542.66%+1,138
ARBUTUS BIOPHARMA CORP(ABUS)0252,159+252,15901,1350.17%+1,135
EXXON MOBIL CORP7,50211,778+4,2769031,9980.31%+1,095
ENERGY TRANSFER L P(ET)41,80390,668+48,8656891,7500.27%+1,061
AMERICAN CENTY ETF TR99,387106,735+7,3487,6558,6011.32%+946
ARCELORMITTAL SA LUXEMBOURG(MT)102,544107,655+5,1114,6735,5960.86%+923
ISHARES U S ETF TR
GSCI CMDTY STGY
75,98782,140+6,1531,8922,7770.43%+885
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
547,487599,828+52,34110,31211,1931.72%+881
BAKER HUGHES COMPANY(BKR)047,910+47,91002,9250.45%+2,925
ISHARES INC
MSCI MLY ETF NEW
303,773319,496+15,7238,3119,0771.40%+766
INNOVATOR ETFS TRUST
EQUI DUA 15 MARC
036,823+36,82306910.11%+691
UWM HOLDINGS CORPORATION(UWMC)0550,656+550,65602,0480.32%+2,048
TAKEDA PHARMACEUTICAL CO LTD(TAK)160,359165,122+4,7632,5003,0580.47%+558
ETF SER SOLUTIONS
US GLB JETS
022,554+22,55405560.09%+556
VENTAS INC(VTR)77,39179,740+2,3496,0266,5631.01%+537
VANGUARD INDEX FDS01,637+1,63705250.08%+525
ATAIBECKLEY INC(ATAI)0137,560+137,56004870.08%+487
ISHARES TR
MSCI PHILIPS ETF
104,662121,626+16,9642,6083,0200.47%+412
SPROTT FDS TR
URANI MINER ETF
038,152+38,15202,4090.37%+2,409
STATE STR SPDR S&P 500 ETF T(SPY)01,667+1,66701,0870.17%+1,087
ISHARES INC09,237+9,23703570.05%+357
ROCKET COS INC(RKT)020,597+20,59702940.05%+294
SCHWAB STRATEGIC TR61,01962,284+1,2652,7593,0480.47%+289
BANCO SANTANDER CHILE NEW(BSAC)88,17890,339+2,1612,7433,0170.46%+274
JANUS DETROIT STR TR
B-BBB CLO ETF
05,744+5,74402690.04%+269
AMERICA MOVIL SAB DE CV(AMX)09,745+9,74502480.04%+248
APPLIED MATLS INC0645+64502210.03%+221
SPIRE INC(SR)02,308+2,30802110.03%+211
GILEAD SCIENCES INC(GILD)01,505+1,50502100.03%+210
SCHWAB STRATEGIC TR08,428+8,42802050.03%+205
VANGUARD WORLD FD03,118+3,11802030.03%+203
CATERPILLAR INC(CAT)1,4441,443-18271,0220.16%+195
ISHARES U S ETF TR
SHOR DURA BD ETF
10,75514,606+3,8515507420.11%+193
COSTCO WHOLESALE CORPORATION(COST)1,1961,201+51,0311,1970.18%+166
GLOBAL X FDS
GLOBAL X URANIUM
016,854+16,85408160.13%+816
ISHARES TR0243,806+243,80608,7531.35%+8,753
ENI SPA(E)5,4305,43002063110.05%+105
INFUSYSTEM HLDGS INC11,30820,238+8,9301011870.03%+85
ISHARES INC
CORE MSCI EMKT
26,36726,425+581,7721,8430.28%+71
BANK AMERICA CORP11,60214,389+2,7876387010.11%+63
INVESCO QQQ TR2,3162,572+2561,4231,4840.23%+62
COMSTOCK RES INC(CRK)82,91094,009+11,0991,9221,9820.31%+60
DTE ENERGY CO(DTB)03,960+3,96005840.09%+584
VALE S A13,96114,999+1,0381912390.04%+48
COCA COLA CO(KO)7,6207,492-1285335740.09%+41
KT CORP(KT)012,286+12,28602660.04%+266
CMS ENERGY CORP(CMS)04,293+4,29303330.05%+333
ISHARES TR014,484+14,48401,8010.28%+1,801
WALMART INC(WMT)3,5233,416-1073934250.07%+32
ISHARES TR
CORE MSCI EAFE
65,69565,267-4285,8775,9090.91%+32
ACADEMY SPORTS & OUTDOORS IN(ASO)4,6674,672+52342640.04%+31
SCHWAB STRATEGIC TR29,22827,124-2,1048028320.13%+30
HONEYWELL INTL INC(HON)01,716+1,71603880.06%+388
ISHARES TR04,831+4,83102740.04%+274
ISHARES GOLD TR(IAU)03,193+3,19302810.04%+281
TEXAS INSTRS INC(TXN)01,555+1,55503020.05%+302
EXELON CORP(EXC)05,210+5,21002550.04%+255
BJS WHSL CLUB HLDGS INC(BJ)2,6192,61902362580.04%+22
COPA HOLDINGS SA(CPA)037,977+37,97704,3150.66%+4,315
MERCK & CO INC(MRK)1,9271,867-602042260.03%+22
ISHARES TR0759+75902500.04%+250
RTX CORPORATION(RTX)1,8871,891+43463650.06%+19
GLOBAL NET LEASE INC(GNL)17,18717,542+3551481640.03%+16
VANGUARD WORLD FD
UTILITIES ETF
01,146+1,14602270.03%+227
ISHARES TR
MSCI USA VALUE
4,9034,819-846706850.11%+15
ISHARES TR04,130+4,13004010.06%+401
FIFTH THIRD BANCORP(FITB)011,346+11,34605320.08%+532
VANGUARD INTL EQUITY INDEX F013,642+13,64207370.11%+737
SCHWAB STRATEGIC TR77,96376,091-1,8721,8741,8830.29%+9
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
4,8985,079+1812492570.04%+8
EQT CORP(EQT)04,580+4,58002910.04%+291
ISHARES TR24,46723,999-4681,6151,6210.25%+6
FOSSIL GROUP INC010,068+10,0680430.01%+43
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