Fund Holdings — SIERRA OCEAN, LLC

Total Portfolio Value
$120.82M
Total Bought
$5.24M
Total Sold
$3.92M
Net Transaction
+$1.32M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
198,331205,138+6,80714,53615,39612.74%+860
LEGG MASON ETF INVT
FRANKLIN INTL LW
258,743266,584+7,8418,9919,8168.12%+824
INVESCO EXCH TRADED FD TR II120,824125,531+4,70714,62714,97812.40%+351
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
232,005240,127+8,12211,03211,3709.41%+338
PIMCO ETF TR
SHTRM MUN BD ACT
9,05514,207+5,1524587160.59%+259
GLOBAL X FDS
ADAPTIVE US
168,095174,116+6,0217,8188,0746.68%+256
ISHARES TR52,78954,755+1,9665,0255,2724.36%+247
BANK AMERICA CORP04,204+4,20402310.19%+231
ISHARES TR02,438+2,43802290.19%+229
APPLE INC(AAPL)11,98411,989+53,0513,2592.70%+208
CATERPILLAR INC(CAT)0357+35702040.17%+204
ISHARES TR03,057+3,05702020.17%+202
ALPHABET INC(GOOG)2,2562,268+125497120.59%+162
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
57,68059,715+2,0353,2943,4182.83%+125
AMPLIFY ETF TR122,314125,233+2,9195,4525,5734.61%+121
ELI LILLY & CO(LLY)557505-524255430.45%+118
ISHARES TR84,45487,942+3,4887,5487,6656.34%+117
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
16,19717,559+1,3621,0531,1660.97%+114
ALPHABET INC(GOOG)4,3823,742-6401,0651,1710.97%+106
SCHWAB STRATEGIC TR219,231225,814+6,5837,3167,3956.12%+80
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,0712,088+175786350.53%+56
AMAZON COM INC(AMZN)4,5274,549+229941,0500.87%+56
IMMUNITYBIO INC(IBRX)020,000+20,0000400.03%+40
BROADCOM INC(AVGO)2,0082,027+196627010.58%+39
VANECK ETF TRUST
MRNGSTR WDE MOAT
16,66616,323-3431,6521,6901.40%+39
EXXON MOBIL CORP2,6362,697+612973250.27%+27
TESLA INC(TSLA)1,0111,058+474504760.39%+26
VANGUARD TAX-MANAGED FDS10,26310,26306156410.53%+26
DBX ETF TR10,91110,91105065250.43%+18
ISHARES TR2,5212,52103033190.26%+17
VANGUARD INDEX FDS1,7731,77308508650.72%+15
JPMORGAN CHASE & CO.(JPM)1,9951,99506296430.53%+14
VANGUARD INDEX FDS2,9202,92005455580.46%+13
ISHARES TR
HDG MSCI EAFE
5,2475,24702082170.18%+9
MIZUHO FINANCIAL GROUP INC(MFG)10,63410,634071780.06%+7
GE AEROSPACE(GE)72572502182230.18%+5
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
6,1856,241+563123150.26%+3
ISHARES TR1,8411,84102192210.18%+2
ISHARES TR2,0111,984-273943960.33%+2
VANGUARD INDEX FDS1,7431,705-381,0681,0690.89%+2
ROYCE SMALL CAP TRUST INC(RVT)17,37717,37702802800.23%-1
SEMPRA(SRE)2,8802,88002592540.21%-5
WALMART INC(WMT)3,1322,841-2913233170.26%-6
MASTERCARD INCORPORATED(MA)468454-142662590.21%-7
ISHARES TR
MSCI USA MMENTM
1,1441,100-442932750.23%-18
VISA INC(V)934822-1123192880.24%-31
RTX CORPORATION(RTX)2,2331,835-3983743360.28%-37
ROYAL CARIBBEAN GROUP
COM
1,2811,28104143570.30%-57
PROCTER AND GAMBLE CO(PG)1,7561,450-3062702080.17%-62
NVIDIA CORPORATION(NVDA)13,95213,620-3322,6032,5402.10%-63
NETFLIX INC(NFLX)2362,330+2,0942832180.18%-64
GENERAL DYNAMICS CORP(GD)806601-2052752020.17%-73
HOME DEPOT INC(HD)827743-843352560.21%-79
JOHNSON & JOHNSON(JNJ)1,8951,312-5833512710.22%-80
META PLATFORMS INC(META)1,0681,060-87847000.58%-85
COSTCO WHSL CORP NEW(COST)375299-763472580.21%-89
NOVO-NORDISK A S(NVO)7,2235,555-1,6684012830.23%-118
BERKSHIRE HATHAWAY INC DEL3,0532,807-2461,5351,4111.17%-124
ASML HOLDING N V
N Y REGISTRY SHS
2190-2192120—-212
GALLAGHER ARTHUR J & CO(AJG)6970-6972160—-216
STARBUCKS CORP(SBUX)2,5940-2,5942190—-219
MEDTRONIC PLC(MDT)2,6040-2,6042480—-248
MICROSOFT CORP(MSFT)4,2353,941-2942,1931,9061.58%-288
DISNEY WALT CO(DIS)2,5700-2,5702940—-294
UNILEVER PLC(UL)5,0340-5,0342980—-298
ISHARES TR2,4501,950-5001,6401,3361.11%-304
ORACLE CORP(ORCL)2,9052,469-4368174810.40%-336
ISHARES TR1,1090-1,1093690—-369
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SIERRA OCEAN, LLC — 13F Holdings — Q4 2025 | TickerTrail