Fund Holdings — SFM, LLC

Total Portfolio Value
$165.48M
Total Bought
$8.22M
Total Sold
$6.58M
Net Transaction
+$1.64M
Filing Period:
Securities
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SharesValue ($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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SCHWAB STRATEGIC TR134,468142,368+7,9003,6884,3682.64%+679
ISHARES GOLD TR(IAU)224,879216,857-8,0229,66810,1276.12%+460
VANGUARD INDEX FDS33,72735,573+1,8469,78810,2166.17%+428
BLUEROCK PVT REAL ESTATE FD(BPRE)025,260+25,26004200.25%+420
REPUBLIC SVCS INC(RSG)5,5037,102+1,5991,1661,5560.94%+389
VANGUARD MALVERN FDS72,98180,009+7,0283,6103,9962.42%+387
PROGRESSIVE CORP(PGR)01,299+1,29902580.16%+258
EXXON MOBIL CORP01,493+1,49302530.15%+253
AGNICO EAGLE MINES LTD(AEM)01,073+1,07302180.13%+218
ISHARES TR
MSCI INTL QUALTY
84,89687,709+2,8133,8594,0552.45%+196
LINDE PLC(LIN)1,4711,638+1676278120.49%+185
VANGUARD INDEX FDS57,36360,500+3,13735,97436,15221.85%+178
WISDOMTREE TR(WT)182,098184,965+2,8679,1639,3115.63%+148
ISHARES TR30,22031,500+1,2801,9952,1271.29%+133
AUTOZONE INC(AZO)327367+401,1091,2400.75%+131
BROWN & BROWN INC(BRO)6,2349,178+2,9444975990.36%+102
COSTCO WHOLESALE CORPORATION(COST)684672-125906700.40%+80
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
21,07521,295+2201,2041,2830.78%+79
ANALOG DEVICES INC(ADI)1,0801,08002933440.21%+51
ISHARES GOLD TR(IAU)4,3094,294-153503790.23%+29
STATE STR SPDR S&P MIDCAP 40(MDY)1,7651,764-11,0651,0880.66%+23
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,1545,575+4211,3041,3250.80%+21
GLOBAL X FDS
GLOBAL X SILVER
3,0273,02702532730.16%+20
AMPLIFY ETF TR8,5178,51702362530.15%+17
VANECK ETF TRUST
GOLD MINERS ETF
2,4232,42302082220.13%+15
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,3294,390+618298430.51%+13
GE AEROSPACE(GE)1,4791,647+1684564680.28%+12
VANGUARD MUN BD FDS4,4264,42602232210.13%-2
ISHARES TR5,4915,238-2536606510.39%-9
HOME DEPOT INC(HD)3,5913,717+1261,2361,2230.74%-13
INVESCO EXCH TRADED FD TR II
ESG NASDAQ 100
5,8875,895+82492330.14%-16
NUSHARES ETF TR
NUVEEN ESG LRGCP
2,6362,609-272582370.14%-21
VANGUARD WORLD FD
INF TECH ETF
41341303112880.17%-23
GALLAGHER ARTHUR J & CO(AJG)3,9654,608+6431,0269980.60%-28
BROADCOM INC(AVGO)1,2381,280+424293960.24%-32
VANGUARD INDEX FDS7,4207,176-2441,9141,8791.14%-35
SHERWIN WILLIAMS CO(SHW)4,2744,206-681,3851,3480.81%-37
STATE STR SPDR S&P 500 ETF T(SPY)1,3981,39809539090.55%-44
VANGUARD WORLD FD1,0591,05904373890.24%-48
SPDR SERIES TRUST
ST STR P400MID
7,4976,497-1,0004343850.23%-49
META PLATFORMS INC(META)4,0834,609+5262,6952,6371.59%-58
VANGUARD WORLD FD8,8898,895+61,0759990.60%-77
STRYKER CORPORATION(SYK)3,9803,968-121,3991,3040.79%-95
TESLA INC(TSLA)1,1911,149-425364270.26%-108
NVIDIA CORPORATION(NVDA)25,22026,257+1,0374,7044,5792.77%-124
S&P GLOBAL INC(SPGI)1,5631,568+58176670.40%-150
INTUIT(INTU)755748-75003230.20%-177
JPMORGAN CHASE & CO(JPM)1,378891-4874442620.16%-182
INVESCO QQQ TR3,6183,509-1092,2232,0261.22%-197
APPLE INC(AAPL)9,5089,372-1362,5852,3781.44%-206
VANGUARD INDEX FDS4,0193,979-401,9611,7381.05%-223
ELI LILLY & CO(LLY)2130-2132290—-229
VANGUARD INDEX FDS7,7377,348-3892,5942,3571.42%-237
BERKSHIRE HATHAWAY INC DEL5,8115,549-2622,9212,6591.61%-262
VISA INC(V)7,0897,221+1322,4862,1821.32%-304
SERVICENOW INC(NOW)6,9387,217+2791,0637550.46%-308
T ROWE PRICE ETF INC
CAP APPRECIATION
94,52392,582-1,9413,6133,2951.99%-318
MASTERCARD INCORPORATED(MA)4,7704,748-222,7232,3721.43%-351
ALPHABET INC(GOOG)8,6527,611-1,0412,7152,1831.32%-532
ALPHABET INC(GOOG)17,85317,368-4855,5884,9943.02%-593
AMAZON COM INC(AMZN)33,47634,166+6907,7277,1164.30%-611
ISHARES TR15,23914,925-31410,4389,7495.89%-689
SPDR SERIES TRUST
ST STR P500ETF
28,68011,249-17,4312,3018610.52%-1,440
MICROSOFT CORP(MSFT)20,42220,542+1209,8777,6044.60%-2,273
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SFM, LLC — 13F Holdings — Q1 2026 | TickerTrail