Fund HoldingsCarrera Capital Advisors

Total Portfolio Value
$674.85M
Total Bought
$110.99M
Total Sold
$73.14M
Net Transaction
+$37.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS8,376189,317+180,94174318,2562.71%+17,513
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
2,825,1092,997,085+171,976142,188150,75322.34%+8,566
PEPSICO INC(PEP)037,169+37,16905,0330.75%+5,033
ALKERMES PLC(ALKS)090,034+90,03404,7170.70%+4,717
LTC PPTYS INC(LTC)0108,132+108,13204,1580.62%+4,158
FEDERAL RLTY INVT TR NEW(FRT)029,412+29,41203,6310.54%+3,631
T-MOBILE US INC(TMUS)021,586+21,58603,6210.54%+3,621
CANADIAN NATL RY CO(CNI)022,862+22,86202,7260.40%+2,726
ANHEUSER BUSCH INBEV SA NV(BUD)030,296+30,29602,4960.37%+2,496
VANGUARD TAX-MANAGED FDS269,252276,585+7,33317,25419,7072.92%+2,453
FREEPORT MCMORAN INC(FCX)038,233+38,23302,4040.36%+2,404
SUNSTONE HOTEL INVS INC NEW(SHO)0201,948+201,94802,3300.35%+2,330
SCHWAB STRATEGIC TR27,12498,833+71,7098323,1340.46%+2,302
SPDR SERIES TRUST
ST STR SP REGBNK
194,623197,820+3,19712,68014,8072.19%+2,127
VALE S A14,999146,141+131,1422392,1980.33%+1,959
TREKOR METALS LTD0275,399+275,39901,8950.28%+1,895
PROSHARES TR
S&P 500 DV ARIST
224,050454,641+230,59123,75225,5333.78%+1,781
ADECOAGRO S A
COM
0184,326+184,32601,7600.26%+1,760
SELECT SECTOR SPDR TR
ST STR STAPL ETF
020,745+20,74501,7230.26%+1,723
APA CORPORATION(APA)047,874+47,87401,5590.23%+1,559
ISHARES TR
MSCI USA MIN ETF
138,278146,448+8,17012,82414,1262.09%+1,303
APPLE INC(AAPL)15,12816,838+1,7103,8394,8720.72%+1,033
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
354,019373,946+19,92717,63418,6152.76%+981
INVESCO EXCH TRADED FD TR II74,57676,509+1,9333,4324,3630.65%+931
ISHARES TR
CORE MSCI EAFE
65,26770,102+4,8355,9096,7701.00%+862
NVIDIA CORPORATION(NVDA)9,66712,288+2,6211,6862,4590.36%+773
DIAMONDROCK HOSPITALITY CO(DRH)254,799258,372+3,5732,4103,1700.47%+760
JPMORGAN CHASE & CO(JPM)21,00321,175+1726,1786,9311.03%+753
ISHARES TR24,46025,773+1,3133,4844,2340.63%+750
CATERPILLAR INC(CAT)1,4431,584+1411,0221,6870.25%+665
NOMURA HLDGS INC(NMR)575,559592,904+17,3454,5415,2060.77%+665
VENTAS INC(VTR)79,74080,819+1,0796,5637,2191.07%+656
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
1,9036,505+4,6022098310.12%+623
SOUTHWEST AIRLS CO(LUV)40,62041,611+9911,5332,1470.32%+614
ISHARES TR4,2769,544+5,2683379380.14%+601
INTEL CORP(INTC)04,253+4,25305940.09%+594
SCHWAB STRATEGIC TR017,387+17,38705880.09%+588
AFFILIATED MANAGERS GROUP9,1699,156-132,5373,0980.46%+561
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
04,876+4,87605180.08%+518
PIMCO ETF TR
25YR+ ZERO U S
23,76131,229+7,4681,5212,0020.30%+481
ISHARES INC
CORE MSCI EMKT
26,42527,971+1,5461,8432,3170.34%+474
INVESCO QQQ TR2,5722,655+831,4841,9570.29%+473
VANGUARD INDEX FDS12,31049,676+37,3663,5354,0020.59%+467
ELI LILLY & CO(LLY)8361,007+1717691,2080.18%+438
SPDR INDEX SHS FDS
ST PORT MARK ETF
08,345+8,34504320.06%+432
PALO ALTO NETWORKS INC(PANW)01,261+1,26104300.06%+430
ALPHABET INC(GOOG)6,6156,513-1021,9022,3280.34%+425
SCHWAB STRATEGIC TR015,898+15,89804100.06%+410
ADVANCED MICRO DEVICES INC(AMD)0694+69404030.06%+403
ISHARES U S ETF TR
SHOR DURA BD ETF
14,60622,363+7,7577421,1330.17%+390
VANGUARD ADMIRAL FDS INC03,130+3,13003670.05%+367
ISHARES TR14,48414,438-461,8012,1410.32%+341
AMAZON COM INC(AMZN)8,2828,621+3391,7252,0550.30%+330
LAM RESEARCH CORP(LRCX)1,0981,299+2012355630.08%+328
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
599,828620,177+20,34911,19311,5201.71%+327
MICROSOFT CORP(MSFT)7,2388,054+8162,6793,0040.45%+325
VANECK ETF TRUST
SEMICONDUCTR ETF
0491+49103220.05%+322
ISHARES TR4,0853,980-1052,6682,9810.44%+313
KLA CORP(KLAC)01,023+1,02303080.05%+308
JOHNSON & JOHNSON(JNJ)19,65120,094+4434,8035,1030.76%+300
ISHARES TR5,0775,088+111,8102,0830.31%+273
QUALCOMM INC(QCOM)01,381+1,38102550.04%+255
ISHARES TR
MSCI USA VALUE
4,8194,686-1336859360.14%+251
VANECK ETF TRUST
ALTE ASSE MA ETF
011,571+11,57102480.04%+248
APPLIED MATLS INC645646+12214670.07%+246
PIMCO ETF TR
INTER MUN BD ACT
27,71732,183+4,4661,4471,6930.25%+246
UNITEDHEALTH GROUP INC(UNH)0576+57602390.04%+239
ATAIBECKLEY INC(ATAI)137,560137,56004877250.11%+238
ISHARES TR759760+12504870.07%+237
SCHWAB STRATEGIC TR62,28461,949-3353,0483,2680.48%+221
ALPHABET INC(GOOG)9691,409+4402784980.07%+220
DEERE & CO(DE)0343+34302180.03%+218
STATE STR SPDR DOW JONES IND(DIA)0414+41402170.03%+217
AMERICAN EXPRESS CO(AXP)0638+63802160.03%+216
STATE STR SPDR S&P 500 ETF T(SPY)1,6671,735+681,0871,2990.19%+212
VANGUARD INDEX FDS0666+66602020.03%+202
ISHARES TR23,99923,431-5681,6211,8070.27%+186
ETF SER SOLUTIONS
US GLB JETS
22,55422,098-4565567340.11%+179
CALAMOS CONV OPPORTUNITIES &(CHI)013,000+13,00001750.03%+175
TESLA INC(TSLA)2,3312,459+1288671,0340.15%+168
SCHWAB STRATEGIC TR76,09173,759-2,3321,8832,0430.30%+160
ROCKET COS INC(RKT)20,59728,127+7,5302944430.07%+149
GOLDMAN SACHS GROUP INC(GS)403480+773414850.07%+144
TEXAS INSTRS INC(TXN)1,5551,484-713024420.07%+140
BANK OF AMER CORP14,38914,750+3617018400.12%+139
VANGUARD INDEX FDS1,6141,605-99641,1020.16%+138
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,0553,05503855150.08%+130
MASTERCARD INCORPORATED(MA)587817+2302934200.06%+126
JANUS DETROIT STR TR
B-BBB CLO ETF
5,7448,221+2,4772693910.06%+122
ISHARES TR2,3142,297-175746900.10%+116
FIFTH THIRD BANCORP(FITB)11,34611,348+25326440.10%+113
VISA INC(V)1,6041,740+1364855970.09%+112
VANGUARD INTL EQUITY INDEX F8,3528,753+4016277330.11%+106
ISHARES TR9123,967+3,0553894930.07%+104
ISHARES INC16,15116,037-1141,0121,1150.17%+103
ARBUTUS BIOPHARMA CORP(ABUS)252,159257,167+5,0081,1351,2340.18%+100
VANGUARD WORLD FD
INF TECH ETF
3803,038+2,6582653630.05%+98
STATE STR SPDR S&P MIDCAP 40(MDY)1,0911,093+26757700.11%+96
BROADCOM INC(AVGO)1,4941,449-454625470.08%+85
VANGUARD INDEX FDS1,6371,642+55256080.09%+82
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Carrera Capital Advisors — 13F Holdings — Q2 2026 | TickerTrail