Fund HoldingsSFM, LLC

Total Portfolio Value
$195.07M
Total Bought
$44.93M
Total Sold
$24.12M
Net Transaction
+$20.81M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES GOLD TRUST MICRO(IAU)0220,012+220,01208,8034.51%+8,803
VANGUARD INDEX FDS60,50064,334+3,83436,15244,18522.65%+8,033
WISDOMTREE TR(WT)184,965320,992+136,0279,31116,1628.29%+6,851
VANGUARD WORLD FD010,870+10,87002,9741.52%+2,974
VANGUARD INDEX FDS35,573157,364+121,79110,21612,6796.50%+2,463
ISHARES TR014,284+14,28402,3461.20%+2,346
SPDR SERIES TRUST
ST STR P500ETF
025,432+25,43202,2351.15%+2,235
AMERICAN CENTY ETF TR020,816+20,81601,8990.97%+1,899
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,57510,299+4,7241,3253,1201.60%+1,795
VANGUARD TAX-MANAGED FDS018,590+18,59001,3250.68%+1,325
VANGUARD WORLD FD1,05918,445+17,3863891,6220.83%+1,232
ISHARES TR14,92514,296-6299,74910,7065.49%+957
ALPHABET INC(GOOG)17,36816,450-9184,9945,8793.01%+884
ISHARES TR
MSCI INTL QUALTY
87,70997,261+9,5524,0554,8192.47%+764
INVESCO QQQ TR3,5093,475-342,0262,5591.31%+534
ALPHABET INC(GOOG)7,6117,571-402,1832,6751.37%+492
AMERICAN CENTY ETF TR04,708+4,70804850.25%+485
VANGUARD INDEX FDS7,1767,673+4971,8792,3261.19%+446
SPDR SERIES TRUST
ST STR P400MID
06,497+6,49704390.23%+439
APPLE INC(AAPL)9,3729,666+2942,3782,7971.43%+419
ISHARES TR04,206+4,20603810.20%+381
NVIDIA CORPORATION(NVDA)26,25724,743-1,5144,5794,9512.54%+371
VANGUARD INDEX FDS7,3487,120-2282,3572,6351.35%+277
ELI LILLY & CO(LLY)0209+20902500.13%+250
AMAZON COM INC(AMZN)34,16630,895-3,2717,1167,3643.77%+248
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
05,769+5,76902460.13%+246
ADVANCED MICRO DEVICES INC(AMD)0389+38902260.12%+226
AMPLIFY ETF TR08,517+8,51702210.11%+221
ISHARES TR31,50030,393-1,1072,1272,3441.20%+216
VANGUARD INDEX FDS3,97922,662+18,6831,7381,9521.00%+214
AMERICAN CENTY ETF TR01,667+1,66702080.11%+208
VANGUARD MALVERN FDS80,00983,134+3,1253,9964,1762.14%+179
VANGUARD WORLD FD8,8958,862-339991,1720.60%+173
STATE STR SPDR S&P 500 ETF T(SPY)1,3981,401+39091,0460.54%+137
STATE STR SPDR S&P MIDCAP 40(MDY)1,7641,728-361,0881,2150.62%+127
VANGUARD WORLD FD
INF TECH ETF
4133,304+2,8912883950.20%+107
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,3904,443+538439450.48%+103
ISHARES TR5,2385,079-1596517530.39%+102
ANALOG DEVICES INC(ADI)1,0801,08003444290.22%+85
NUSHARES ETF TR
NUVEEN ESG LRGCP
2,6092,631+222373080.16%+71
INVESCO EXCH TRADED FD TR II
ESG NASDAQ 100
5,8955,633-2622332890.15%+55
GE AEROSPACE(GE)1,6471,270-3774684750.24%+7
VANGUARD MUN BD FDS4,4264,42602212240.11%+3
BROADCOM INC(AVGO)1,280988-2923963730.19%-23
COSTCO WHOLESALE CORPORATION(COST)672682+106706380.33%-32
GLOBAL X FDS
GLOBAL X SILVER
3,0273,02702732340.12%-38
EXXON MOBIL CORP1,4931,499+62532050.11%-48
JPMORGAN CHASE & CO(JPM)891649-2422622130.11%-50
LINDE PLC(LIN)1,6381,463-1758127590.39%-53
ISHARES GOLD TR(IAU)4,2944,284-103793230.17%-55
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
21,29517,617-3,6781,2831,2260.63%-57
TESLA INC(TSLA)1,149783-3664273290.17%-98
BLUEROCK PVT REAL ESTATE FD(BPRE)25,26024,396-8644203170.16%-102
S&P GLOBAL INC(SPGI)1,5681,286-2826675240.27%-143
HOME DEPOT INC(HD)3,7173,029-6881,2231,0680.55%-154
SHERWIN WILLIAMS CO(SHW)4,2063,436-7701,3481,1830.61%-165
AGNICO EAGLE MINES LTD(AEM)1,0730-1,0732180-218
VANECK ETF TRUST
GOLD MINERS ETF
2,4230-2,4232220-222
AMPLIFY ETF TR8,5170-8,5172530-253
PROGRESSIVE CORP(PGR)1,2990-1,2992580-258
MASTERCARD INCORPORATED(MA)4,7484,071-6772,3722,0911.07%-281
BROWN & BROWN INC(BRO)9,1784,829-4,3495993100.16%-289
VISA INC(V)7,2215,509-1,7122,1821,8900.97%-292
SCHWAB STRATEGIC TR142,368127,787-14,5814,3684,0522.08%-316
BERKSHIRE HATHAWAY INC DEL5,5494,673-8762,6592,3381.20%-321
INTUIT(INTU)7480-7483230-323
STRYKER CORPORATION(SYK)3,9683,108-8601,3049780.50%-325
AUTOZONE INC(AZO)367272-951,2408690.45%-370
GALLAGHER ARTHUR J & CO(AJG)4,6082,701-1,9079986200.32%-378
SPDR SERIES TRUST
ST STR P400MID
6,4970-6,4973850-385
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
92,58269,764-22,8183,2952,8671.47%-428
REPUBLIC SVCS INC(RSG)7,1024,964-2,1381,5561,0580.54%-498
SERVICENOW INC(NOW)7,2172,093-5,1247552080.11%-547
META PLATFORMS INC(META)4,6093,236-1,3732,6371,8230.93%-814
SPDR SERIES TRUST
ST STR P500ETF
11,2490-11,2498610-861
MICROSOFT CORP(MSFT)20,54216,972-3,5707,6046,3313.25%-1,273
ISHARES GOLD TR(IAU)216,8570-216,85710,1270-10,127
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