Fund HoldingsThree Seasons Wealth, LLC

Total Portfolio Value
$262.02M
Total Bought
$108.16M
Total Sold
$896.04M
Net Transaction
-$787.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PROSHARES TR
SHOR S&P 500 NEW
0540,662+540,662020,5077.83%+20,507
SPDR SERIES TRUST
ST STR BLO 1 ETF
085,486+85,48607,8342.99%+7,834
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0143,518+143,51807,2632.77%+7,263
GOLDMAN SACHS ETF TR0147,605+147,60507,4612.85%+7,461
PROSHARES TR
ULTRASHRT S&P500
066,230+66,23004,9841.90%+4,984
ISHARES TR031,293+31,29304,6171.76%+4,617
ISHARES TR064,694+64,69404,1901.60%+4,190
ISHARES TR5,20829,371+24,1635923,4791.33%+2,887
ISHARES TR022,216+22,21602,2350.85%+2,235
APPLIED MATLS INC1,7557,525+5,7704512,5720.98%+2,121
EXELIXIS INC(EXEL)059,519+59,51902,5530.97%+2,553
ALBEMARLE CORP(ALB)6,16515,178+9,0138732,7311.04%+1,858
TERADYNE INC(TER)4,6328,226+3,5948972,4390.93%+1,542
SPDR GOLD TR(GLD)025,545+25,545010,9924.20%+10,992
QUALCOMM INC(QCOM)011,468+11,46801,4770.56%+1,477
LAM RESEARCH CORP(LRCX)21,09623,704+2,6083,6175,0701.94%+1,454
EXPEDIA GROUP INC(EXPE)06,945+6,94501,6040.61%+1,604
SALESFORCE INC(CRM)07,802+7,80201,4560.56%+1,456
NVIDIA CORPORATION(NVDA)022,750+22,75003,9681.51%+3,968
NATIONAL FUEL GAS CO(NFG)010,889+10,88901,0290.39%+1,029
ARISTA NETWORKS INC(ANET)015,443+15,44301,8960.72%+1,896
ROIVANT SCIENCES LTD(ROIV)029,557+29,55708190.31%+819
CENCORA INC02,545+2,54507990.31%+799
MARZETTI COMPANY(MZTI)05,777+5,77707990.30%+799
MONOLITHIC PWR SYS INC(MPWR)0879+87909630.37%+963
AMKOR TECHNOLOGY INC015,632+15,63207040.27%+704
TAPESTRY INC(TPR)04,658+4,65806570.25%+657
DUPONT DE NEMOURS INC(DD)014,146+14,14606480.25%+648
SANDISK CORP(SNDK)0986+98606260.24%+626
SCHWAB STRATEGIC TR025,609+25,60906220.24%+622
INVESCO LTD(IVZ)025,369+25,36906160.24%+616
ALTRIA GROUP INC(MO)13,74421,181+7,4378071,4200.54%+613
CARDINAL HEALTH INC(CAH)1,7164,466+2,7503539440.36%+591
ARROWHEAD PHARMACEUTICALS IN(ARWR)09,315+9,31505840.22%+584
C H ROBINSON WORLDWIDE IN(CHRW)3,5606,876+3,3165741,1460.44%+572
COSTAR GROUP INC(CSGP)026,644+26,64401,0750.41%+1,075
BRISTOL-MYERS SQUIBB CO(BMY)16,16523,409+7,2448721,4200.54%+548
WW GRAINGER INC(GWW)0502+50205480.21%+548
CADENCE DESIGN SYSTEM INC(CDNS)01,942+1,94205400.21%+540
SPROUTS FMRS MKT INC(SFM)6,53713,515+6,9785211,0420.40%+522
HEALTHEQUITY INC(HQY)5,52111,966+6,4455061,0000.38%+494
DOLLAR GEN CORP(DG)04,139+4,13904910.19%+491
ALPHABET INC(GOOG)4,7666,831+2,0651,4921,9640.75%+473
HECLA MINING COMPANY(HL)024,822+24,82204620.18%+462
HALLIBURTON CO(HAL)011,684+11,68404560.17%+456
ULTA BEAUTY INC(ULTA)0859+85904490.17%+449
SHOPIFY INC(SHOP)018,489+18,48902,1930.84%+2,193
BAKER HUGHES COMPANY(BKR)06,941+6,94104240.16%+424
UNITED STS GASOLINE FD LP(UGA)04,090+4,09004230.16%+423
GENERAL MTRS CO(GM)3,1178,903+5,7862536630.25%+410
MODERNA INC(MRNA)08,016+8,01604070.16%+407
VIATRIS INC(VTRS)030,000+30,00004050.15%+405
FEDEX CORP(FDX)01,111+1,11103970.15%+397
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
9,5427,721-1,8212,6353,0301.16%+396
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,4953,237+1,7423787690.29%+391
ASML HLDG NV
N Y REGISTRY SHS
0294+29403880.15%+388
PACIRA BIOSCIENCES INC(PCRX)23,33143,835+20,5046049910.38%+387
CUMMINS INC(CMI)5041,195+6912576430.25%+386
LANTHEUS HLDGS INC(LNTH)9,60213,495+3,8936391,0240.39%+385
HUNTINGTON INGALLS INDS INC(HII)01,755+1,75506670.25%+667
CATERPILLAR INC(CAT)1,1901,485+2956821,0520.40%+370
FREEPORT MCMORAN INC(FCX)06,225+6,22503660.14%+366
SOUTHWEST AIRLS CO(LUV)09,363+9,36303530.13%+353
SPDR INDEX SHS FDS
ST STR PO EX ETF
07,690+7,69003510.13%+351
PRESTIGE CONSMR HEALTHCARE I(PBH)8,57314,419+5,8465298550.33%+326
ISHARES TR09,061+9,06103220.12%+322
HUNT J B TRANS SVCS INC(JBHT)1,1202,529+1,4092185360.20%+318
VANGUARD BD INDEX FDS24,71929,057+4,3381,8312,1400.82%+309
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,595+1,59503060.12%+306
SYNOPSYS INC(SNPS)1,7062,788+1,0828011,1050.42%+304
SPDR SERIES TRUST
ST BLOO HIGH ETF
03,120+3,12002990.11%+299
CHEVRON CORPORATION(CVX)04,895+4,89501,0130.39%+1,013
WARNER BROS DISCOVERY INC(WBD)109,473125,334+15,8613,1553,4421.31%+287
KLA CORP(KLAC)452557+1055498200.31%+271
SPDR SERIES TRUST
ST LON TREAS ETF
010,261+10,26102700.10%+270
VODAFONE GROUP PLC(VOD)015,454+15,45402320.09%+232
RYDER SYS INC(R)01,132+1,13202320.09%+232
POWER INTEGRATIONS INC(POWI)04,523+4,52302320.09%+232
PHILLIPS 66(PSX)03,958+3,95807210.28%+721
JOHNSON & JOHNSON(JNJ)0928+92802270.09%+227
WYNN RESORTS LTD(WYNN)02,232+2,23202270.09%+227
INNOVATOR ETFS TRUST
EQUITY DEFINED P
08,113+8,11302240.09%+224
AXON ENTERPRISE INC(AXON)0520+52002210.08%+221
SERVICENOW INC(NOW)012,948+12,94801,3540.52%+1,354
LATAM AIRLINES GROUP SA(LTM)04,427+4,42702190.08%+219
DOLLAR TREE INC(DLTR)01,930+1,93002110.08%+211
INNOVATOR ETFS TRUST
US EQT ULTRA BF
05,216+5,21602070.08%+207
FS KKR CAP CORP(FSK)019,404+19,40402070.08%+207
CROCS INC(CROX)02,426+2,42602010.08%+201
ISHARES TR19,58922,380+2,7911,0721,2710.49%+199
WESTERN DIGITAL CORP(WDC)8,3686,044-2,3241,4421,6350.62%+193
COTY INC(COTY)078,562+78,56201580.06%+158
ISHARES TR4,2515,579+1,3284686080.23%+140
INTUITIVE SURGICAL INC1,0751,604+5296097390.28%+131
EATON CORP PLC(ETN)01,795+1,79506420.25%+642
SPDR SERIES TRUST
ST STR P500ETF
7,3668,782+1,4165916720.26%+81
VISTA GOLD CORP037,000+37,0000730.03%+73
MERCK & CO INC(MRK)3,6973,805+1083924610.18%+69
SCHOLAR ROCK HLDG CORP(SRRK)10,96811,148+1804835480.21%+65
COCA COLA CO(KO)08,228+8,22806300.24%+630
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