Fund HoldingsCarrera Capital Advisors

Total Portfolio Value
$594.75M
Total Bought
$121.10M
Total Sold
$89.64M
Net Transaction
+$31.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0314,703+314,703028,7584.84%+28,758
ISHARES TR36,640169,432+132,7923,27514,7682.48%+11,493
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
7,433189,556+182,1233709,4761.59%+9,106
AMERICAN CENTY ETF TR099,387+99,38707,6551.29%+7,655
AGF INVTS TR
US MARKET NETRL
0494,840+494,84007,2981.23%+7,298
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
2,353,8492,489,784+135,935118,681125,50721.10%+6,826
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
0195,638+195,63805,4900.92%+5,490
ARCELORMITTAL SA LUXEMBOURG(MT)0102,544+102,54404,6730.79%+4,673
JPMORGAN CHASE & CO.(JPM)5,76920,073+14,3041,8206,4681.09%+4,648
SPDR SERIES TRUST
ST STR BL 12 ETF
042,853+42,85304,2520.71%+4,252
SPDR SERIES TRUST
SP O&G EXPL PRO
018,417+18,41702,3250.39%+2,325
ISHARES SILVER TR(SLV)443,019319,089-123,93018,77120,5563.46%+1,785
APPLE INC(AAPL)10,42114,626+4,2052,6533,9760.67%+1,323
JOHNSON & JOHNSON(JNJ)24,68728,333+3,6464,5775,8640.99%+1,286
VERIZON COMMUNICATIONS INC(VZ)144,345180,419+36,0746,3447,3481.24%+1,005
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
922,2291,071,159+148,93023,88624,8834.18%+997
ISHARES TR403,346412,471+9,12511,65312,6432.13%+990
ALPHABET INC(GOOG)4,5876,679+2,0921,1152,0910.35%+975
AFFILIATED MANAGERS GROUP IN18,01417,573-4414,2955,0660.85%+771
INVESCO QQQ TR1,1622,316+1,1546981,4230.24%+724
VANGUARD TAX-MANAGED FDS256,878257,967+1,08915,39216,1152.71%+723
VENTAS INC(VTR)75,42277,391+1,9695,3156,0261.01%+711
ENERGY TRANSFER L P(ET)041,803+41,80306890.12%+689
NOMURA HLDGS INC(NMR)764,710738,664-26,0465,5596,1971.04%+638
NVIDIA CORPORATION(NVDA)6,3809,797+3,4171,1901,8270.31%+637
ISHARES INC
MSCI MLY ETF NEW
296,407303,773+7,3667,6838,3111.40%+628
VANGUARD SPECIALIZED FUNDS02,607+2,60705730.10%+573
ISHARES U S ETF TR
SHOR DURA BD ETF
010,755+10,75505500.09%+550
PROSHARES TR
S&P 500 DV ARIST
331,676333,532+1,85634,18634,7115.84%+525
ISHARES TR23,32926,340+3,0113,3983,9160.66%+519
EXXON MOBIL CORP3,6917,502+3,8114169030.15%+487
COSTCO WHSL CORP NEW(COST)01,196+1,19601,0310.17%+1,031
SPDR GOLD TR(GLD)01,121+1,12104440.07%+444
BANCO SANTANDER CHILE NEW(BSAC)86,97688,178+1,2022,3052,7430.46%+438
HUDBAY MINERALS INC(HBM)178,700158,385-20,3152,7093,1440.53%+435
ISHARES TR0904+90404280.07%+428
TASEKO MINES LTD(TGB)706,110601,712-104,3982,9873,4060.57%+419
ISHARES TR04,936+4,93603940.07%+394
ELI LILLY & CO(LLY)729873+1445579390.16%+382
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
02,959+2,95903600.06%+360
PACER FDS TR
US SM CAP CA ETF
07,869+7,86903520.06%+352
ISHARES TR
CORE MSCI EAFE
63,31465,695+2,3815,5285,8770.99%+349
SCHWAB STRATEGIC TR029,228+29,22808020.13%+802
PACER FDS TR
US CASH COWS 100
05,569+5,56903390.06%+339
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
531,195547,487+16,2929,99210,3121.73%+320
TAKEDA PHARMACEUTICAL CO LTD(TAK)150,598160,359+9,7612,2052,5000.42%+295
AMAZON COM INC(AMZN)08,827+8,82702,0370.34%+2,037
ISHARES TR20,27824,467+4,1891,3231,6150.27%+291
COMSTOCK RES INC(CRK)082,910+82,91001,9220.32%+1,922
ATAI BECKLEY NV066,810+66,81002730.05%+273
AMPLIFY ETF TR09,470+9,47002620.04%+262
GRAYSCALE BITCOIN TRUST ETF(GBTC)03,735+3,73502550.04%+255
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
02,744+2,74402530.04%+253
ISHARES TR
MSCI INDONIA ETF
128,903134,362+5,4592,2622,5150.42%+253
ALLSTATE CORP(ALL)01,207+1,20702510.04%+251
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
04,898+4,89802490.04%+249
UNILEVER PLC(UL)03,780+3,78002470.04%+247
META PLATFORMS INC(META)01,391+1,39109180.15%+918
BJS WHSL CLUB HLDGS INC(BJ)02,619+2,61902360.04%+236
AMERICAN EXPRESS CO(AXP)0635+63502350.04%+235
ACADEMY SPORTS & OUTDOORS IN(ASO)04,667+4,66702340.04%+234
LAM RESEARCH CORP(LRCX)01,347+1,34702310.04%+231
ABRDN PLATINUM ETF TRUST08,922+8,92201,6630.28%+1,663
NEXTERA ENERGY INC(NEE)02,799+2,79902250.04%+225
BROADCOM INC(AVGO)01,440+1,44004980.08%+498
BERKSHIRE HATHAWAY INC DEL01,529+1,52907690.13%+769
ENI S P A(E)05,430+5,43002060.03%+206
MERCK & CO INC(MRK)01,927+1,92702040.03%+204
ISHARES TR16,61918,504+1,8851,6661,8480.31%+182
WALMART INC(WMT)2,0743,523+1,4492143930.07%+180
TESLA INC(TSLA)1,9462,313+3678661,0400.17%+175
BANK AMERICA CORP9,09111,602+2,5114696380.11%+169
CATERPILLAR INC(CAT)1,3821,444+626608270.14%+168
GLOBAL NET LEASE INC(GNL)017,187+17,18701480.02%+148
VISA INC(V)02,004+2,00407030.12%+703
AT&T INC(T)017,656+17,65604390.07%+439
VANGUARD INDEX FDS11,60012,266+6663,4193,5600.60%+140
WELLS FARGO CO NEW(WFC)10,37010,761+3918691,0030.17%+134
ISHARES TR
MSCI PHILIPS ETF
99,936104,662+4,7262,4822,6080.44%+126
THERMO FISHER SCIENTIFIC INC(TMO)682779+973314520.08%+121
SCHWAB STRATEGIC TR61,77761,019-7582,6542,7590.46%+105
INFUSYSTEM HLDGS INC011,308+11,30801010.02%+101
HOME DEPOT INC(HD)534904+3702163110.05%+95
RTX CORPORATION(RTX)1,5111,887+3762533460.06%+93
VANGUARD INTL EQUITY INDEX F8,2629,251+9895906800.11%+91
MASTERCARD INCORPORATED(MA)0631+63103600.06%+360
COCA COLA CO(KO)07,620+7,62005330.09%+533
VANGUARD INDEX FDS1,6621,758+961,0211,1030.19%+82
ISHARES TR
MSCI USA VALUE
4,7704,903+1335976700.11%+74
SALESFORCE INC(CRM)01,069+1,06902840.05%+284
ISHARES U S ETF TR
GSCI CMDTY STGY
68,11675,987+7,8711,8291,8920.32%+63
ALPHABET INC(GOOG)1,0571,013-442573180.05%+61
VODAFONE GROUP PLC NEW(VOD)019,507+19,50702620.04%+262
ISHARES INC
CORE MSCI EMKT
26,05126,367+3161,7171,7720.30%+55
VALE S A12,99713,961+9641411910.03%+49
INVESCO LTD(IVZ)11,05911,467+4082543010.05%+48
GOLDMAN SACHS GROUP INC(GS)385401+163063530.06%+46
ISHARES TR5,0505,065+151,8461,8920.32%+46
SCHWAB STRATEGIC TR78,54777,963-5841,8291,8740.32%+46
PROCTER AND GAMBLE CO(PG)02,284+2,28403270.06%+327
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