Fund Holdings — Three Cord True Wealth Management, LLC

Total Portfolio Value
$179.96M
Total Bought
$10.95M
Total Sold
$868.8K
Net Transaction
+$10.08M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AMERICAN CENTY ETF TR280,189296,162+15,97321,23023,87413.27%+2,644
AMERICAN CENTY ETF TR114,585121,338+6,75311,68513,4047.45%+1,719
FIRST TR EXCHANGE-TRADED ALP
COM SHS
130,118136,778+6,66016,39217,5419.75%+1,149
VANECK MERK GOLD ETF(OUNZ)154,665163,191+8,5266,4157,3524.09%+936
INVESCO EXCH TRADED FD TR II272,325290,011+17,68615,13315,9048.84%+771
JANUS DETROIT STR TR
HENDRSON AAA CL
370,270385,471+15,20118,72819,41610.79%+688
SPDR INDEX SHS FDS
ST MAR DIVID ETF
185,388196,601+11,2137,2587,7624.31%+504
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
180,737193,221+12,4846,1926,5253.63%+333
GLOBAL X FDS
GLOBAL X SILVER
03,398+3,39803060.17%+306
COSTCO WHOLESALE CORPORATION(COST)0224+22402230.12%+223
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
010,856+10,85602130.12%+213
COLUMBIA ETF TR I
RESH ENHNC COR
632,410665,786+33,37625,82825,95214.42%+125
PGIM ETF TR
AAA CLO ETF
9,98212,015+2,0335126150.34%+103
ISHARES GOLD TR(IAU)8,8438,956+1137187900.44%+72
VANECK ETF TRUST
GOLD MINERS ETF
9,1399,140+17848390.47%+55
SPDR SERIES TRUST
ST STR BLO 1 ETF
29,81030,275+4652,7242,7741.54%+50
ISHARES TR711795+842142610.15%+47
PROSHARES TR
S&P 500 DV ARIST
28,04527,935-1102,9192,9611.65%+43
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV
8,7758,77505015240.29%+23
SNAP ON INC(SNA)60760702092200.12%+11
ISHARES TR1,0601,06002282320.13%+4
ISHARES TR3,1033,10302993020.17%+3
SPDR INDEX SHS FDS
ST PORT MARK ETF
19,91619,911-59329340.52%+2
INVESCO QQQ TR822877+555055060.28%+1
ISHARES TR439461+223013010.17%+1
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,6363,827+1919209090.51%-10
MONSTER BEVERAGE CORP NEW(MNST)3,2023,20202452320.13%-13
INTERDIGITAL INC(IDCC)85885802732590.14%-14
ALPHABET INC(GOOG)73373302302100.12%-20
ISHARES TR1,1151,11502232020.11%-20
FIRST TR EXCHANGE-TRADED FD1,5671,56703613380.19%-22
AMAZON COM INC(AMZN)1,0551,061+62442210.12%-23
NVIDIA CORPORATION(NVDA)1,6251,597-283032790.15%-25
APPLE INC(AAPL)2,7012,783+827347060.39%-28
ISHARES TR2,8672,86703533240.18%-29
FIRST TR EXCHANGE TRADED FD
TR SM GR ST ETF
27,42827,412-168358010.44%-34
ISHARES TR7,0337,03308918510.47%-40
MICROSOFT CORP(MSFT)1,1661,354+1885645010.28%-62
BOEING CO(BA)9720-9722110—-211
JPMORGAN CHASE & CO.(JPM)6550-6552110—-211
SPDR GOLD TR(GLD)8670-8673440—-344
SPDR SERIES TRUST
ST STR P500GRW
236,886249,121+12,23525,27624,39113.55%-884
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