All Terrain Financial Advisors
COON RAPIDS, MNfiles as All Terrain Financial Advisors, LLC
$476m in 106 US stocks at the end of 30 June 2026. The top 10 are 60.6% of the money. It changed about 21.3% of the portfolio this quarter.
Value
$476m
Stocks
106
Top 10 share
60.6%
Turnover
21.3%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRTIP2.0% of the fund
- Blackstone Secured Lending FundBXSL1.9% of the fund
- Blackrock ETF Trust IISECU1.3% of the fund
- Honeywell InternationalHON0.4% of the fund
- Honeywell AerospaceHONA0.4% of the fund
- MerckMRK0.3% of the fund
- Ishares TRICLN0.3% of the fund
- QualcommQCOM0.2% of the fund
- Occidental PetroleumOXY0.2% of the fund
- Goldman Sachs BDCGSBD0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- StarbucksSBUX<0.1% of the fund
- Vaneck ETF TrustSMH<0.1% of the fund
- Vanguard Index FDSVUG<0.1% of the fund
- Vanguard World FDVHT<0.1% of the fund
- VisaV<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIWM16.8% of the fund+99%
- State STR Spdr S&P 500 ETF TSPY15.5% of the fund+4%
- Ishares TREEM5.3% of the fund+255%
- Invesco QQQ TRQQQ2.6% of the fund+9%
- Ishares TREFA2.6% of the fund+59%
- NvidiaNVDA2.4% of the fund+11%
- Vaneck ETF TrustFLTR2.4% of the fund+140%
- MicrosoftMSFT1.9% of the fund+32%
- AlphabetGOOG1.0% of the fund+55%
- TeslaTSLA0.7% of the fund+62%
- Prudential FinancialPRU0.6% of the fund+50%
- Berkshire HathawayBRK-B0.6% of the fund+56%
- Ishares Silver TRSLV0.4% of the fund+177%
- Spdr Gold TRGLD0.4% of the fund+124%
- TargetTGT0.3% of the fund+467%
- OracleORCL0.2% of the fund+10%
- Equinox GoldEQX0.1% of the fund+60%
- Eli LillyLLY<0.1% of the fund+32%
- Ishares Ethereum TRETHA<0.1% of the fund+7%
- Bank of AmericaBAC<0.1% of the fund+8%
Cut
Sold some of their stake.
- IntelINTC2.3% of the fund-32%
- Stanley Black & DeckerSWK0.5% of the fund-13%
- UnitedHealth GroupUNH0.5% of the fund-14%
- CloroxCLX0.2% of the fund-3%
- AlphabetGOOGL0.2% of the fund-3%
- Vanguard Index FDSVTI0.2% of the fund-6%
- Cisco SystemsCSCO0.2% of the fund-5%
- WalmartWMT0.2% of the fund-15%
- Wells Fargo & CompanyWFC0.1% of the fund-11%
- Select Sector Spdr TRXLV<0.1% of the fund-2%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Lamb Weston HoldingsLW-100%
- Trade DeskTTD-100%
- MP MaterialsMP-100%
- Vaneck ETF TrustGDX-100%
- Abbott LaboratoriesABT-100%
- OneokOKE-100%
Holdings
- Ishares TRIWM
- Share
- 16.8%
- Value
- $80m
- Shares
- 265,529
+99%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 15.5%
- Value
- $74m
- Shares
- 98,649
+4%
- Ishares TREEM
- Share
- 5.3%
- Value
- $25m
- Shares
- 369,473
+255%
- State STR Spdr DOW Jones INDDIA
- Share
- 3.5%
- Value
- $16m
- Shares
- 31,539
Held
- Invesco QQQ TRQQQ
- Share
- 2.6%
- Value
- $13m
- Shares
- 17,102
+9%
- Ishares TREFA
- Share
- 2.6%
- Value
- $12m
- Shares
- 117,231
+59%
- Vaneck ETF TrustFLTR
- Share
- 2.4%
- Value
- $11m
- Shares
- 442,042
+140%
- Ishares TRTIP
- Share
- 2.0%
- Value
- $9m
- Shares
- 86,243
New
- Ishares TRAGG
- Share
- 1.5%
- Value
- $7m
- Shares
- 73,969
Held
- Blackrock ETF Trust IISECU
- Share
- 1.3%
- Value
- $6m
- Shares
- 122,105
New
- Spdr Series TrustSPSB
- Share
- 1.0%
- Value
- $5m
- Shares
- 166,168
Held
- Ishares TRSHY
- Share
- 0.7%
- Value
- $3m
- Shares
- 40,483
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.6%
- Value
- $3m
- Shares
- 3,918
Held
- Ssga Active ETF TRTOTL
- Share
- 0.5%
- Value
- $2m
- Shares
- 54,832
Held
- Ishares Silver TRSLV
- Share
- 0.4%
- Value
- $2m
- Shares
- 34,442
+177%
- Spdr Gold TRGLD
- Share
- 0.4%
- Value
- $2m
- Shares
- 4,878
+124%
- Honeywell AerospaceHONA
- Share
- 0.4%
- Value
- $2m
- Shares
- 8,118
New
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.3%
- Value
- $1m
- Shares
- 40,916
Held
- Ishares TRICLN
- Share
- 0.3%
- Value
- $1m
- Shares
- 65,469
New
- Ishares TRIVW
- Share
- 0.2%
- Value
- $1m
- Shares
- 7,318
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $936,680
- Shares
- 2,531
-6%
- Equinox GoldEQX
- Share
- 0.1%
- Value
- $696,875
- Shares
- 71,695
+60%
- Ishares TRIJK
- Share
- 0.1%
- Value
- $480,105
- Shares
- 4,086
Held
- Ishares TRIJT
- Share
- 0.1%
- Value
- $476,683
- Shares
- 2,669
Held
- Select Sector Spdr TRXLF
- Share
- <0.1%
- Value
- $451,871
- Shares
- 8,429
Held
- Ishares Ethereum TRETHA
- Share
- <0.1%
- Value
- $404,355
- Shares
- 34,008
+7%
- Select Sector Spdr TRXLU
- Share
- <0.1%
- Value
- $356,817
- Shares
- 7,870
Held
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $328,950
- Shares
- 1,727
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $319,365
- Shares
- 2,572
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $224,314
- Shares
- 342
New
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $216,728
- Shares
- 2,516
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIWM | 16.8% | $80m | 265,529 | +99% |
| State STR Spdr S&P 500 ETF TSPY | 15.5% | $74m | 98,649 | +4% |
| Lowe's CompaniesLOW | 5.5% | $26m | 119,715 | Held |
| Ishares TREEM | 5.3% | $25m | 369,473 | +255% |
| AppleAAPL | 4.1% | $19m | 66,655 | Held |
| State STR Spdr DOW Jones INDDIA | 3.5% | $16m | 31,539 | Held |
| Invesco QQQ TRQQQ | 2.6% | $13m | 17,102 | +9% |
| Ishares TREFA | 2.6% | $12m | 117,231 | +59% |
| NvidiaNVDA | 2.4% | $12m | 57,534 | +11% |
| Vaneck ETF TrustFLTR | 2.4% | $11m | 442,042 | +140% |
| IntelINTC | 2.3% | $11m | 77,323 | -32% |
| Ishares TRTIP | 2.0% | $9m | 86,243 | New |
| Blackstone Secured Lending FundBXSL | 1.9% | $9m | 389,924 | New |
| MicrosoftMSFT | 1.9% | $9m | 24,248 | +32% |
| Union PacificUNP | 1.8% | $9m | 31,360 | Held |
| Amazon.comAMZN | 1.7% | $8m | 34,383 | Held |
| Ishares TRAGG | 1.5% | $7m | 73,969 | Held |
| Blackrock ETF Trust IISECU | 1.3% | $6m | 122,105 | New |
| Spdr Series TrustSPSB | 1.0% | $5m | 166,168 | Held |
| Micron TechnologyMU | 1.0% | $5m | 4,200 | Held |
| AlphabetGOOG | 1.0% | $5m | 13,521 | +55% |
| US BancorpUSB | 0.9% | $4m | 74,102 | Held |
| Southern CompanySO | 0.7% | $4m | 36,682 | Held |
| Ishares TRSHY | 0.7% | $3m | 40,483 | Held |
| Colgate-PalmoliveCL | 0.7% | $3m | 36,152 | Held |
| Advanced Micro DevicesAMD | 0.7% | $3m | 5,534 | Held |
| TeslaTSLA | 0.7% | $3m | 7,613 | +62% |
| Prudential FinancialPRU | 0.6% | $3m | 28,526 | +50% |
| Berkshire HathawayBRK-B | 0.6% | $3m | 5,552 | +56% |
| MedtronicMDT | 0.6% | $3m | 35,276 | Held |
| State STR Spdr S&P Midcap 40MDY | 0.6% | $3m | 3,918 | Held |
| PepsiCoPEP | 0.6% | $3m | 19,548 | Held |
| Stanley Black & DeckerSWK | 0.5% | $3m | 27,180 | -13% |
| Kimberly-ClarkKMB | 0.5% | $2m | 22,215 | Held |
| Dominion EnergyD | 0.5% | $2m | 35,566 | Held |
| AbbVieABBV | 0.5% | $2m | 9,550 | Held |
| UnitedHealth GroupUNH | 0.5% | $2m | 5,339 | -14% |
| Conagra BrandsCAG | 0.5% | $2m | 163,266 | Held |
| Ssga Active ETF TRTOTL | 0.5% | $2m | 54,832 | Held |
| AmgenAMGN | 0.4% | $2m | 5,665 | Held |
| 3MMMM | 0.4% | $2m | 12,639 | Held |
| Ishares Silver TRSLV | 0.4% | $2m | 34,442 | +177% |
| Honeywell InternationalHON | 0.4% | $2m | 8,118 | New |
| Spdr Gold TRGLD | 0.4% | $2m | 4,878 | +124% |
| Honeywell AerospaceHONA | 0.4% | $2m | 8,118 | New |
| AT&TT | 0.4% | $2m | 81,865 | Held |
| Meta PlatformsMETA | 0.3% | $2m | 2,829 | Held |
| Intuitive SurgicalISRG | 0.3% | $2m | 3,899 | Held |
| TargetTGT | 0.3% | $2m | 11,776 | +467% |
| MerckMRK | 0.3% | $2m | 11,900 | New |
| ChevronCVX | 0.3% | $2m | 9,136 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.3% | $1m | 40,916 | Held |
| Ishares TRICLN | 0.3% | $1m | 65,469 | New |
| Procter & GamblePG | 0.3% | $1m | 8,853 | Held |
| CloroxCLX | 0.2% | $1m | 12,423 | -3% |
| QualcommQCOM | 0.2% | $1m | 6,404 | New |
| RTXRTX | 0.2% | $1m | 6,051 | Held |
| Occidental PetroleumOXY | 0.2% | $1m | 22,600 | New |
| AlphabetGOOGL | 0.2% | $1m | 2,862 | -3% |
| Ishares TRIVW | 0.2% | $1m | 7,318 | Held |
| OracleORCL | 0.2% | $967,377 | 6,601 | +10% |
| Vanguard Index FDSVTI | 0.2% | $936,680 | 2,531 | -6% |
| NetflixNFLX | 0.2% | $873,579 | 12,235 | Held |
| Cisco SystemsCSCO | 0.2% | $852,290 | 7,256 | -5% |
| Goldman Sachs GroupGS | 0.2% | $839,437 | 830 | Held |
| American ExpressAXP | 0.2% | $764,107 | 2,259 | Held |
| Applied MaterialsAMAT | 0.2% | $723,000 | 1,000 | Held |
| WalmartWMT | 0.2% | $714,472 | 6,308 | -15% |
| Equinox GoldEQX | 0.1% | $696,875 | 71,695 | +60% |
| ExxonMobil HoldingsXOM | 0.1% | $691,940 | 5,061 | Held |
| Wells Fargo & CompanyWFC | 0.1% | $690,127 | 8,351 | -11% |
| JPMorgan ChaseJPM | 0.1% | $655,677 | 2,003 | Held |
| Hims & Hers HealthHIMS | 0.1% | $617,126 | 17,800 | Held |
| Goldman Sachs BDCGSBD | 0.1% | $601,923 | 63,494 | New |
| Taiwan Semiconductor ManufacturingTSM | 0.1% | $583,113 | 1,221 | Held |
| Arista NetworksANET | 0.1% | $543,616 | 3,200 | Held |
| MercadoLibreMELI | 0.1% | $509,217 | 300 | Held |
| Travelers CompaniesTRV | 0.1% | $493,529 | 1,495 | Held |
| Ishares TRIJK | 0.1% | $480,105 | 4,086 | Held |
| Ishares TRIJT | 0.1% | $476,683 | 2,669 | Held |
| Eli LillyLLY | <0.1% | $473,775 | 395 | +32% |
| Select Sector Spdr TRXLF | <0.1% | $451,871 | 8,429 | Held |
| CitigroupC | <0.1% | $433,596 | 3,098 | Held |
| Ishares Ethereum TRETHA | <0.1% | $404,355 | 34,008 | +7% |
| Palantir TechnologiesPLTR | <0.1% | $393,295 | 3,371 | Held |
| Coca-ColaKO | <0.1% | $363,765 | 4,476 | Held |
| Select Sector Spdr TRXLU | <0.1% | $356,817 | 7,870 | Held |
| CaterpillarCAT | <0.1% | $350,352 | 329 | Held |
| BlackstoneBX | <0.1% | $337,616 | 2,869 | Held |
| Select Sector Spdr TRXLK | <0.1% | $328,950 | 1,727 | Held |
| Bank of AmericaBAC | <0.1% | $324,786 | 5,700 | +8% |
| BoeingBA | <0.1% | $324,705 | 1,500 | Held |
| Ishares TRIWF | <0.1% | $319,365 | 2,572 | Held |
| Ameriprise FinancialAMP | <0.1% | $285,807 | 623 | Held |
| ShopifySHOP | <0.1% | $263,185 | 2,305 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $244,205 | 320 | New |
| StarbucksSBUX | <0.1% | $225,636 | 2,208 | New |
| Vaneck ETF TrustSMH | <0.1% | $224,314 | 342 | New |
| Verizon CommunicationsVZ | <0.1% | $218,559 | 5,162 | Held |
| Vanguard Index FDSVUG | <0.1% | $216,728 | 2,516 | New |
Showing the largest 100 of 106.
Options (50)
- State STR Spdr S&P 500 ETF T
- Type
- Put
- Value
- $56m
- Contracts
- 74,400
- Ishares TR
- Type
- Put
- Value
- $30m
- Contracts
- 127,100
- State STR Spdr DOW Jones IND
- Type
- Put
- Value
- $5m
- Contracts
- 9,100
- Nvidia
- Type
- Put
- Value
- $5m
- Contracts
- 23,400
- Ishares TR
- Type
- Put
- Value
- $4m
- Contracts
- 59,600
- Invesco QQQ TR
- Type
- Put
- Value
- $4m
- Contracts
- 5,300
- Intel
- Type
- Put
- Value
- $3m
- Contracts
- 24,900
- Alphabet
- Type
- Put
- Value
- $3m
- Contracts
- 9,000
- Tesla
- Type
- Put
- Value
- $3m
- Contracts
- 7,200
- Microsoft
- Type
- Put
- Value
- $2m
- Contracts
- 6,300
- Advanced Micro Devices
- Type
- Put
- Value
- $2m
- Contracts
- 3,700
- UnitedHealth Group
- Type
- Put
- Value
- $2m
- Contracts
- 5,100
- Apple
- Type
- Put
- Value
- $2m
- Contracts
- 6,100
- Ishares Silver TR
- Type
- Put
- Value
- $2m
- Contracts
- 29,000
- Merck
- Type
- Put
- Value
- $2m
- Contracts
- 11,800
- Target
- Type
- Put
- Value
- $1m
- Contracts
- 10,900
- Ishares Bitcoin Trust ETF
- Type
- Put
- Value
- $1m
- Contracts
- 38,300
- Spdr Gold TR
- Type
- Put
- Value
- $1m
- Contracts
- 3,300
- Qualcomm
- Type
- Put
- Value
- $1m
- Contracts
- 6,300
- Berkshire Hathaway INC DEL
- Type
- Put
- Value
- $1m
- Contracts
- 2,100
- Amazon.com
- Type
- Put
- Value
- $1m
- Contracts
- 4,400
- Oracle
- Type
- Put
- Value
- $806,025
- Contracts
- 5,500
- RTX
- Type
- Put
- Value
- $664,055
- Contracts
- 3,500
- Hims & Hers Health
- Type
- Put
- Value
- $617,126
- Contracts
- 17,800
- Netflix
- Type
- Put
- Value
- $471,240
- Contracts
- 6,600
- Ishares Ethereum TR
- Type
- Put
- Value
- $391,181
- Contracts
- 32,900
- AT&T
- Type
- Put
- Value
- $376,740
- Contracts
- 18,200
- Dominion Energy
- Type
- Put
- Value
- $355,108
- Contracts
- 5,200
- Micron Technology
- Type
- Put
- Value
- $346,287
- Contracts
- 300
- Intuitive Surgical
- Type
- Put
- Value
- $318,144
- Contracts
- 800
- Amgen
- Type
- Put
- Value
- $253,484
- Contracts
- 700
- State STR Spdr S&P 500 ETF T
- Type
- Call
- Value
- $224,031
- Contracts
- 300
- Southern Company
- Type
- Put
- Value
- $220,133
- Contracts
- 2,300
- Palantir Technologies
- Type
- Put
- Value
- $186,672
- Contracts
- 1,600
- Prudential Finl
- Type
- Put
- Value
- $183,481
- Contracts
- 1,700
- Alphabet
- Type
- Put
- Value
- $178,685
- Contracts
- 500
- Wells Fargo
- Type
- Put
- Value
- $165,280
- Contracts
- 2,000
- Global X FDS
- Type
- Put
- Value
- $161,690
- Contracts
- 3,700
- Abbvie
- Type
- Put
- Value
- $150,984
- Contracts
- 600
- Stanley Black & Decker
- Type
- Put
- Value
- $141,180
- Contracts
- 1,500
- Medtronic
- Type
- Put
- Value
- $117,345
- Contracts
- 1,500
- Meta Platforms
- Type
- Put
- Value
- $112,658
- Contracts
- 200
- Microsoft
- Type
- Call
- Value
- $111,906
- Contracts
- 300
- Caterpillar
- Type
- Put
- Value
- $106,490
- Contracts
- 100
- Conagra Brands
- Type
- Put
- Value
- $100,950
- Contracts
- 7,500
- JPMorgan Chase
- Type
- Put
- Value
- $98,199
- Contracts
- 300
- Taiwan Semiconductor Manufac
- Type
- Put
- Value
- $95,514
- Contracts
- 200
- Texas Instrs
- Type
- Put
- Value
- $59,614
- Contracts
- 200
- Intel
- Type
- Call
- Value
- $27,926
- Contracts
- 200
- Exxon Mobil
- Type
- Put
- Value
- $27,344
- Contracts
- 200
| Company | Type | Value | Contracts |
|---|---|---|---|
| State STR Spdr S&P 500 ETF T | Put | $56m | 74,400 |
| Ishares TR | Put | $30m | 127,100 |
| State STR Spdr DOW Jones IND | Put | $5m | 9,100 |
| Nvidia | Put | $5m | 23,400 |
| Ishares TR | Put | $4m | 59,600 |
| Invesco QQQ TR | Put | $4m | 5,300 |
| Intel | Put | $3m | 24,900 |
| Alphabet | Put | $3m | 9,000 |
| Tesla | Put | $3m | 7,200 |
| Microsoft | Put | $2m | 6,300 |
| Advanced Micro Devices | Put | $2m | 3,700 |
| UnitedHealth Group | Put | $2m | 5,100 |
| Apple | Put | $2m | 6,100 |
| Ishares Silver TR | Put | $2m | 29,000 |
| Merck | Put | $2m | 11,800 |
| Target | Put | $1m | 10,900 |
| Ishares Bitcoin Trust ETF | Put | $1m | 38,300 |
| Spdr Gold TR | Put | $1m | 3,300 |
| Qualcomm | Put | $1m | 6,300 |
| Berkshire Hathaway INC DEL | Put | $1m | 2,100 |
| Amazon.com | Put | $1m | 4,400 |
| Oracle | Put | $806,025 | 5,500 |
| RTX | Put | $664,055 | 3,500 |
| Hims & Hers Health | Put | $617,126 | 17,800 |
| Netflix | Put | $471,240 | 6,600 |
| Ishares Ethereum TR | Put | $391,181 | 32,900 |
| AT&T | Put | $376,740 | 18,200 |
| Dominion Energy | Put | $355,108 | 5,200 |
| Micron Technology | Put | $346,287 | 300 |
| Intuitive Surgical | Put | $318,144 | 800 |
| Amgen | Put | $253,484 | 700 |
| State STR Spdr S&P 500 ETF T | Call | $224,031 | 300 |
| Southern Company | Put | $220,133 | 2,300 |
| Palantir Technologies | Put | $186,672 | 1,600 |
| Prudential Finl | Put | $183,481 | 1,700 |
| Alphabet | Put | $178,685 | 500 |
| Wells Fargo | Put | $165,280 | 2,000 |
| Global X FDS | Put | $161,690 | 3,700 |
| Abbvie | Put | $150,984 | 600 |
| Stanley Black & Decker | Put | $141,180 | 1,500 |
| Medtronic | Put | $117,345 | 1,500 |
| Meta Platforms | Put | $112,658 | 200 |
| Microsoft | Call | $111,906 | 300 |
| Caterpillar | Put | $106,490 | 100 |
| Conagra Brands | Put | $100,950 | 7,500 |
| JPMorgan Chase | Put | $98,199 | 300 |
| Taiwan Semiconductor Manufac | Put | $95,514 | 200 |
| Texas Instrs | Put | $59,614 | 200 |
| Intel | Call | $27,926 | 200 |
| Exxon Mobil | Put | $27,344 | 200 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 72.6% since 30 June 2025.
Where the money is
Technology13.7%
Retail & consumer8.0%
Industrials3.9%
Everyday goods3.3%
Financial services3.2%
Health care2.9%
Media & telecom2.1%
Utilities1.2%
Energy0.7%
Materials0.2%
Other60.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.