SMART Wealth
Omaha, NEfiles as SMART Wealth LLC
$464m in 222 US stocks at the end of 30 June 2026. The top 10 are 24.5% of the money. It changed about 35.9% of the portfolio this quarter.
Value
$464m
Stocks
222
Top 10 share
24.5%
Turnover
35.9%
What changed this quarter
New
Bought for the first time this quarter.
- Ssga Active TRXLSR1.5% of the fund
- Spdr Index SHS FDSSPDW1.4% of the fund
- AIM ETF Products TrustSIXD1.3% of the fund
- Fidelity Covington TrustFBCG1.1% of the fund
- AIM ETF Products TrustMAYT1.0% of the fund
- Spdr Index SHS FDSSPEM0.9% of the fund
- CienaCIEN0.8% of the fund
- Tidal Trust ISSCP0.8% of the fund
- Tidal Trust ISMCP0.7% of the fund
- EA Series TrustFMTM0.7% of the fund
- First TR Exchange-Traded FDGRID0.7% of the fund
- AIM ETF Products TrustJUNT0.6% of the fund
- Dell TechnologiesDELL0.6% of the fund
- AIM ETF Products TrustFEBT0.5% of the fund
- Arrow ElectronicsARW0.5% of the fund
- Roundhill ETF TrustDRAM0.4% of the fund
- Spdr Series TrustSPSM0.4% of the fund
- AIM ETF Products TrustMAYW0.4% of the fund
- Tidal Trust IIDARP0.4% of the fund
- Spdr Series TrustCERY0.3% of the fund
- Spdr Series TrustSPMD0.3% of the fund
- AIM ETF Products TrustJUNW0.3% of the fund
- Schwab Strategic TRSCHC0.2% of the fund
- CitigroupC0.2% of the fund
- Morgan StanleyMS0.2% of the fund
Added
Bought more of a stock they already held.
- Pimco ETF TRBILZ6.3% of the fund+88%
- Ishares TRIVV2.3% of the fund+135%
- State STR Spdr S&P 500 ETF TSPY2.1% of the fund+942%
- Tidal Trust ISGRT1.9% of the fund+114%
- Tidal Trust ISTRN1.9% of the fund+114%
- J P Morgan Exchange Traded FJEPI1.7% of the fund+32%
- Invesco Exch Traded FD TR IISPMO1.6% of the fund+1734%
- Ssga Active TRALLW1.4% of the fund+100%
- Vanguard Scottsdale FDSVGIT1.3% of the fund+50%
- Elevation Series TrustONEZ1.2% of the fund+59%
- Western DigitalWDC1.1% of the fund+21%
- IsharesIEMG1.0% of the fund+153%
- Blackrock ETF TrustDYNF1.0% of the fund+188%
- Spdr Gold TRGLD0.9% of the fund+9%
- Vanguard Scottsdale FDSVGSH0.9% of the fund+98%
- Spdr Series TrustSPYM0.8% of the fund+42%
- Ishares TRIVW0.8% of the fund+145%
- Ishares TRLMUB0.8% of the fund+153%
- Ishares TRMUB0.7% of the fund+43%
- Ishares TREFV0.7% of the fund+122%
- Southern CopperSCCO0.6% of the fund+367%
- Lumentum HoldingsLITE0.6% of the fund+74%
- Ishares TREFG0.6% of the fund+119%
- First TR Exchng Traded FD VIQSPT0.5% of the fund+18%
- First TR Exchng Traded FD VIQMAR0.5% of the fund+18%
Cut
Sold some of their stake.
- First TR Exchange Traded FDRDVY1.8% of the fund-11%
- Innovator Etfs TrustEALT1.3% of the fund-11%
- Innovator Etfs TrustQBUF1.2% of the fund-14%
- Micron TechnologyMU1.1% of the fund-32%
- Berkshire HathawayBRK-B1.1% of the fund-16%
- First TR Exchng Traded FD VIDHDG1.1% of the fund-11%
- First TR Exchng Traded FD VIFJUL1.0% of the fund-19%
- First TR Exchng Traded FD VIFJAN1.0% of the fund-19%
- Sterling CAP FDSSCNM1.0% of the fund-7%
- First TR Exchng Traded FD VIDJAN0.9% of the fund-22%
- Vanguard Index FDSVOO0.9% of the fund-56%
- AppleAAPL0.9% of the fund-16%
- Alps ETF TRAMLP0.8% of the fund-9%
- AIM ETF Products TrustDECT0.7% of the fund-16%
- Vanguard Index FDSVNQ0.7% of the fund-17%
- First TR Exchange-Traded FDFGD0.7% of the fund-11%
- Global X FDSDIV0.7% of the fund-9%
- Vanguard Scottsdale FDSVGLT0.6% of the fund-6%
- First TR Exchng Traded FD VIQDEC0.6% of the fund-37%
- First TR Exchng Traded FD VIQJUN0.6% of the fund-35%
- Sprott Asset Management LPPSLV0.6% of the fund-3%
- Tidal Trust IIFIAX0.5% of the fund-5%
- Abrdn Silver ETF TrustSIVR0.5% of the fund-6%
- Vaneck ETF TrustNLR0.5% of the fund-11%
- First TR Exch Traded FD IIIFTLS0.5% of the fund-16%
Sold out
Sold their entire stake.
- AIM ETF Products TrustSIXO-100%
- AIM ETF Products TrustDECU-100%
- AIM ETF Products TrustSEPT-100%
- AIM ETF Products TrustJULU-100%
- First TR Exchng Traded FD VIGSEP-100%
- AIM ETF Products TrustOCTW-100%
- AIM ETF Products TrustSEPW-100%
- AIM ETF Products TrustSIXZ-100%
- AmphenolAPH-100%
- Elevation Series TrustJANZ-100%
- CarvanaCVNA-100%
- Elevation Series TrustAUGZ-100%
- Elevation Series TrustOCTZ-100%
- AIM ETF Products TrustJULW-100%
- Elevation Series TrustDECZ-100%
- Monster BeverageMNST-100%
- MastecMTZ-100%
- KeycorpKEY-100%
- Simon Property GroupSPG-100%
- Hecla MiningHL-100%
- Coeur MiningCDE-100%
- AIM ETF Products Trust Allianzim US Equity Buffer15 Uncapped SESEPU-100%
- Williams CompaniesWMB-100%
- Kratos Defense & Security SolutionsKTOS-100%
- Edison InternationalEIX-100%
Holdings
- Pimco ETF TRBILZ
- Share
- 6.3%
- Value
- $29m
- Shares
- 287,474
+88%
- Ishares TRIVV
- Share
- 2.3%
- Value
- $11m
- Shares
- 14,406
+135%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.1%
- Value
- $10m
- Shares
- 13,093
+942%
- Tidal Trust ISGRT
- Share
- 1.9%
- Value
- $9m
- Shares
- 240,266
+114%
- Tidal Trust ISTRN
- Share
- 1.9%
- Value
- $9m
- Shares
- 306,434
+114%
- First TR Exchange Traded FDRDVY
- Share
- 1.8%
- Value
- $8m
- Shares
- 103,047
-11%
- J P Morgan Exchange Traded FJEPI
- Share
- 1.7%
- Value
- $8m
- Shares
- 143,327
+32%
- Invesco Exch Traded FD TR IISPMO
- Share
- 1.6%
- Value
- $7m
- Shares
- 45,954
+1734%
- Ssga Active TRXLSR
- Share
- 1.5%
- Value
- $7m
- Shares
- 109,367
New
- Ssga Active TRALLW
- Share
- 1.4%
- Value
- $6m
- Shares
- 216,960
+100%
- Spdr Index SHS FDSSPDW
- Share
- 1.4%
- Value
- $6m
- Shares
- 125,434
New
- Innovator Etfs TrustEALT
- Share
- 1.3%
- Value
- $6m
- Shares
- 167,620
-11%
- Vanguard Scottsdale FDSVGIT
- Share
- 1.3%
- Value
- $6m
- Shares
- 101,787
+50%
- AIM ETF Products TrustSIXD
- Share
- 1.3%
- Value
- $6m
- Shares
- 189,841
New
- Innovator Etfs TrustQBUF
- Share
- 1.2%
- Value
- $6m
- Shares
- 179,444
-14%
- Elevation Series TrustONEZ
- Share
- 1.2%
- Value
- $5m
- Shares
- 195,065
+59%
- First TR Exchng Traded FD VIDHDG
- Share
- 1.1%
- Value
- $5m
- Shares
- 139,786
-11%
- Fidelity Covington TrustFBCG
- Share
- 1.1%
- Value
- $5m
- Shares
- 79,452
New
- First TR Exchng Traded FD VIFJUL
- Share
- 1.0%
- Value
- $5m
- Shares
- 80,703
-19%
- First TR Exchng Traded FD VIFJAN
- Share
- 1.0%
- Value
- $5m
- Shares
- 87,156
-19%
- AIM ETF Products TrustMAYT
- Share
- 1.0%
- Value
- $5m
- Shares
- 121,864
New
- IsharesIEMG
- Share
- 1.0%
- Value
- $5m
- Shares
- 56,698
+153%
- Blackrock ETF TrustDYNF
- Share
- 1.0%
- Value
- $5m
- Shares
- 66,537
+188%
- Sterling CAP FDSSCNM
- Share
- 1.0%
- Value
- $4m
- Shares
- 177,111
-7%
- Spdr Index SHS FDSSPEM
- Share
- 0.9%
- Value
- $4m
- Shares
- 84,793
New
- Spdr Gold TRGLD
- Share
- 0.9%
- Value
- $4m
- Shares
- 11,746
+9%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.9%
- Value
- $4m
- Shares
- 71,824
+98%
- First TR Exchng Traded FD VIDJAN
- Share
- 0.9%
- Value
- $4m
- Shares
- 90,896
-22%
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $4m
- Shares
- 5,943
-56%
- Spdr Series TrustSPYM
- Share
- 0.8%
- Value
- $4m
- Shares
- 44,687
+42%
- Alps ETF TRAMLP
- Share
- 0.8%
- Value
- $4m
- Shares
- 74,141
-9%
- Tidal Trust ISSCP
- Share
- 0.8%
- Value
- $4m
- Shares
- 137,533
New
- Ishares TRIVW
- Share
- 0.8%
- Value
- $4m
- Shares
- 25,649
+145%
- Ishares TRLMUB
- Share
- 0.8%
- Value
- $4m
- Shares
- 68,464
+153%
- Tidal Trust ISMCP
- Share
- 0.7%
- Value
- $3m
- Shares
- 139,030
New
- EA Series TrustFMTM
- Share
- 0.7%
- Value
- $3m
- Shares
- 78,391
New
- AIM ETF Products TrustDECT
- Share
- 0.7%
- Value
- $3m
- Shares
- 86,727
-16%
- Ishares TRMUB
- Share
- 0.7%
- Value
- $3m
- Shares
- 31,597
+43%
- Vanguard Index FDSVNQ
- Share
- 0.7%
- Value
- $3m
- Shares
- 33,365
-17%
- First TR Exchange-Traded FDFGD
- Share
- 0.7%
- Value
- $3m
- Shares
- 99,371
-11%
- First TR Exchange-Traded FDGRID
- Share
- 0.7%
- Value
- $3m
- Shares
- 16,384
New
- Ishares TREFV
- Share
- 0.7%
- Value
- $3m
- Shares
- 40,479
+122%
- Global X FDSDIV
- Share
- 0.7%
- Value
- $3m
- Shares
- 161,278
-9%
- Vanguard Scottsdale FDSVGLT
- Share
- 0.6%
- Value
- $3m
- Shares
- 54,045
-6%
- AIM ETF Products TrustJUNT
- Share
- 0.6%
- Value
- $3m
- Shares
- 74,836
New
- First TR Exchng Traded FD VIQDEC
- Share
- 0.6%
- Value
- $3m
- Shares
- 77,903
-37%
- First TR Exchng Traded FD VIQJUN
- Share
- 0.6%
- Value
- $3m
- Shares
- 80,056
-35%
- Ishares TREFG
- Share
- 0.6%
- Value
- $3m
- Shares
- 21,547
+119%
- Sprott Asset Management LPPSLV
- Share
- 0.6%
- Value
- $3m
- Shares
- 135,919
-3%
- First TR Exchng Traded FD VIQSPT
- Share
- 0.5%
- Value
- $2m
- Shares
- 71,436
+18%
- First TR Exchng Traded FD VIQMAR
- Share
- 0.5%
- Value
- $2m
- Shares
- 66,415
+18%
- Goldman Sachs ETF TRGPIX
- Share
- 0.5%
- Value
- $2m
- Shares
- 44,456
+102%
- First TR Exchange-Traded FDLMBS
- Share
- 0.5%
- Value
- $2m
- Shares
- 48,850
+112%
- First TR Exchng Traded FD VIFOCT
- Share
- 0.5%
- Value
- $2m
- Shares
- 46,405
+20%
- First TR Exchng Traded FD VIFAPR
- Share
- 0.5%
- Value
- $2m
- Shares
- 50,916
+22%
- AIM ETF Products TrustFEBT
- Share
- 0.5%
- Value
- $2m
- Shares
- 56,854
New
- Tidal Trust IIFIAX
- Share
- 0.5%
- Value
- $2m
- Shares
- 132,287
-5%
- Ishares TRIVE
- Share
- 0.5%
- Value
- $2m
- Shares
- 10,087
+155%
- Abrdn Silver ETF TrustSIVR
- Share
- 0.5%
- Value
- $2m
- Shares
- 40,592
-6%
- Vaneck ETF TrustNLR
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,244
-11%
- First TR Exch Traded FD IIIFTLS
- Share
- 0.5%
- Value
- $2m
- Shares
- 29,117
-16%
- First TR Exchng Traded FD VIFAUG
- Share
- 0.5%
- Value
- $2m
- Shares
- 37,007
-39%
- Roundhill ETF TrustDRAM
- Share
- 0.4%
- Value
- $2m
- Shares
- 27,943
New
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,676
-67%
- Spdr Series TrustSPSM
- Share
- 0.4%
- Value
- $2m
- Shares
- 33,592
New
- Simplify Exchange Traded FUNBUCK
- Share
- 0.4%
- Value
- $2m
- Shares
- 80,602
-7%
- Flexshares TRLKOR
- Share
- 0.4%
- Value
- $2m
- Shares
- 44,900
-7%
- J P Morgan Exchange Traded FBBCB
- Share
- 0.4%
- Value
- $2m
- Shares
- 41,371
-7%
- AIM ETF Products TrustMAYW
- Share
- 0.4%
- Value
- $2m
- Shares
- 53,419
New
- First TR Exchng Traded FD VIDOCT
- Share
- 0.4%
- Value
- $2m
- Shares
- 38,853
+20%
- Vaneck ETF TrustGDX
- Share
- 0.4%
- Value
- $2m
- Shares
- 24,012
-12%
- First TR Exchng Traded FD VIDJUL
- Share
- 0.4%
- Value
- $2m
- Shares
- 36,052
+20%
- Ishares TRQUAL
- Share
- 0.4%
- Value
- $2m
- Shares
- 8,177
+126%
- First TR Exchng Traded FD VIDAPR
- Share
- 0.4%
- Value
- $2m
- Shares
- 43,392
+22%
- Global X FDSURA
- Share
- 0.4%
- Value
- $2m
- Shares
- 39,234
-12%
- Tidal Trust IIDARP
- Share
- 0.4%
- Value
- $2m
- Shares
- 27,858
New
- Blackrock ETF TrustTHRO
- Share
- 0.4%
- Value
- $2m
- Shares
- 38,575
+174%
- Ishares TRIWY
- Share
- 0.3%
- Value
- $2m
- Shares
- 5,515
-4%
- Spdr Series TrustCERY
- Share
- 0.3%
- Value
- $2m
- Shares
- 47,069
New
- Fidelity Wise Origin BitcoinFBTC
- Share
- 0.3%
- Value
- $2m
- Shares
- 30,610
-18%
- Blackrock ETF TrustBAI
- Share
- 0.3%
- Value
- $2m
- Shares
- 29,459
+131%
- Elevation Series TrustSEPZ
- Share
- 0.3%
- Value
- $2m
- Shares
- 34,096
-28%
- First TR Exchng Traded FD VIDFEB
- Share
- 0.3%
- Value
- $2m
- Shares
- 30,537
-39%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Pimco ETF TRBILZ | 6.3% | $29m | 287,474 | +88% |
| NvidiaNVDA | 3.3% | $15m | 76,294 | Held |
| Ishares TRIVV | 2.3% | $11m | 14,406 | +135% |
| State STR Spdr S&P 500 ETF TSPY | 2.1% | $10m | 13,093 | +942% |
| Tidal Trust ISGRT | 1.9% | $9m | 240,266 | +114% |
| Tidal Trust ISTRN | 1.9% | $9m | 306,434 | +114% |
| First TR Exchange Traded FDRDVY | 1.8% | $8m | 103,047 | -11% |
| J P Morgan Exchange Traded FJEPI | 1.7% | $8m | 143,327 | +32% |
| Invesco Exch Traded FD TR IISPMO | 1.6% | $7m | 45,954 | +1734% |
| Ssga Active TRXLSR | 1.5% | $7m | 109,367 | New |
| Ssga Active TRALLW | 1.4% | $6m | 216,960 | +100% |
| Spdr Index SHS FDSSPDW | 1.4% | $6m | 125,434 | New |
| Innovator Etfs TrustEALT | 1.3% | $6m | 167,620 | -11% |
| Vanguard Scottsdale FDSVGIT | 1.3% | $6m | 101,787 | +50% |
| AIM ETF Products TrustSIXD | 1.3% | $6m | 189,841 | New |
| Innovator Etfs TrustQBUF | 1.2% | $6m | 179,444 | -14% |
| Elevation Series TrustONEZ | 1.2% | $5m | 195,065 | +59% |
| Western DigitalWDC | 1.1% | $5m | 8,197 | +21% |
| Micron TechnologyMU | 1.1% | $5m | 4,530 | -32% |
| Berkshire HathawayBRK-B | 1.1% | $5m | 10,258 | -16% |
| First TR Exchng Traded FD VIDHDG | 1.1% | $5m | 139,786 | -11% |
| Fidelity Covington TrustFBCG | 1.1% | $5m | 79,452 | New |
| First TR Exchng Traded FD VIFJUL | 1.0% | $5m | 80,703 | -19% |
| First TR Exchng Traded FD VIFJAN | 1.0% | $5m | 87,156 | -19% |
| AIM ETF Products TrustMAYT | 1.0% | $5m | 121,864 | New |
| IsharesIEMG | 1.0% | $5m | 56,698 | +153% |
| Blackrock ETF TrustDYNF | 1.0% | $5m | 66,537 | +188% |
| Sterling CAP FDSSCNM | 1.0% | $4m | 177,111 | -7% |
| Spdr Index SHS FDSSPEM | 0.9% | $4m | 84,793 | New |
| Spdr Gold TRGLD | 0.9% | $4m | 11,746 | +9% |
| Vanguard Scottsdale FDSVGSH | 0.9% | $4m | 71,824 | +98% |
| First TR Exchng Traded FD VIDJAN | 0.9% | $4m | 90,896 | -22% |
| Vanguard Index FDSVOO | 0.9% | $4m | 5,943 | -56% |
| AppleAAPL | 0.9% | $4m | 13,782 | -16% |
| Spdr Series TrustSPYM | 0.8% | $4m | 44,687 | +42% |
| Alps ETF TRAMLP | 0.8% | $4m | 74,141 | -9% |
| CienaCIEN | 0.8% | $4m | 7,558 | New |
| Tidal Trust ISSCP | 0.8% | $4m | 137,533 | New |
| Ishares TRIVW | 0.8% | $4m | 25,649 | +145% |
| Ishares TRLMUB | 0.8% | $4m | 68,464 | +153% |
| Tidal Trust ISMCP | 0.7% | $3m | 139,030 | New |
| EA Series TrustFMTM | 0.7% | $3m | 78,391 | New |
| AIM ETF Products TrustDECT | 0.7% | $3m | 86,727 | -16% |
| Ishares TRMUB | 0.7% | $3m | 31,597 | +43% |
| Vanguard Index FDSVNQ | 0.7% | $3m | 33,365 | -17% |
| First TR Exchange-Traded FDFGD | 0.7% | $3m | 99,371 | -11% |
| First TR Exchange-Traded FDGRID | 0.7% | $3m | 16,384 | New |
| Ishares TREFV | 0.7% | $3m | 40,479 | +122% |
| Global X FDSDIV | 0.7% | $3m | 161,278 | -9% |
| Vanguard Scottsdale FDSVGLT | 0.6% | $3m | 54,045 | -6% |
| Southern CopperSCCO | 0.6% | $3m | 17,054 | +367% |
| AIM ETF Products TrustJUNT | 0.6% | $3m | 74,836 | New |
| Dell TechnologiesDELL | 0.6% | $3m | 6,530 | New |
| Lumentum HoldingsLITE | 0.6% | $3m | 3,258 | +74% |
| First TR Exchng Traded FD VIQDEC | 0.6% | $3m | 77,903 | -37% |
| First TR Exchng Traded FD VIQJUN | 0.6% | $3m | 80,056 | -35% |
| Ishares TREFG | 0.6% | $3m | 21,547 | +119% |
| Sprott Asset Management LPPSLV | 0.6% | $3m | 135,919 | -3% |
| First TR Exchng Traded FD VIQSPT | 0.5% | $2m | 71,436 | +18% |
| First TR Exchng Traded FD VIQMAR | 0.5% | $2m | 66,415 | +18% |
| Goldman Sachs ETF TRGPIX | 0.5% | $2m | 44,456 | +102% |
| First TR Exchange-Traded FDLMBS | 0.5% | $2m | 48,850 | +112% |
| First TR Exchng Traded FD VIFOCT | 0.5% | $2m | 46,405 | +20% |
| First TR Exchng Traded FD VIFAPR | 0.5% | $2m | 50,916 | +22% |
| AlphabetGOOGL | 0.5% | $2m | 6,627 | +14% |
| AIM ETF Products TrustFEBT | 0.5% | $2m | 56,854 | New |
| Tidal Trust IIFIAX | 0.5% | $2m | 132,287 | -5% |
| Advanced Micro DevicesAMD | 0.5% | $2m | 3,955 | +235% |
| Ishares TRIVE | 0.5% | $2m | 10,087 | +155% |
| Abrdn Silver ETF TrustSIVR | 0.5% | $2m | 40,592 | -6% |
| Vaneck ETF TrustNLR | 0.5% | $2m | 19,244 | -11% |
| Arrow ElectronicsARW | 0.5% | $2m | 10,079 | New |
| First TR Exch Traded FD IIIFTLS | 0.5% | $2m | 29,117 | -16% |
| Vertiv HoldingsVRT | 0.5% | $2m | 6,316 | -26% |
| First TR Exchng Traded FD VIFAUG | 0.5% | $2m | 37,007 | -39% |
| Roundhill ETF TrustDRAM | 0.4% | $2m | 27,943 | New |
| Invesco QQQ TRQQQ | 0.4% | $2m | 2,676 | -67% |
| Spdr Series TrustSPSM | 0.4% | $2m | 33,592 | New |
| Valmont IndustriesVMI | 0.4% | $2m | 3,349 | -34% |
| Simplify Exchange Traded FUNBUCK | 0.4% | $2m | 80,602 | -7% |
| Flexshares TRLKOR | 0.4% | $2m | 44,900 | -7% |
| J P Morgan Exchange Traded FBBCB | 0.4% | $2m | 41,371 | -7% |
| AIM ETF Products TrustMAYW | 0.4% | $2m | 53,419 | New |
| First TR Exchng Traded FD VIDOCT | 0.4% | $2m | 38,853 | +20% |
| Vaneck ETF TrustGDX | 0.4% | $2m | 24,012 | -12% |
| First TR Exchng Traded FD VIDJUL | 0.4% | $2m | 36,052 | +20% |
| Ishares TRQUAL | 0.4% | $2m | 8,177 | +126% |
| First TR Exchng Traded FD VIDAPR | 0.4% | $2m | 43,392 | +22% |
| Amazon.comAMZN | 0.4% | $2m | 7,427 | +16% |
| Global X FDSURA | 0.4% | $2m | 39,234 | -12% |
| Tidal Trust IIDARP | 0.4% | $2m | 27,858 | New |
| Blackrock ETF TrustTHRO | 0.4% | $2m | 38,575 | +174% |
| BrightSpring Health ServicesBTSG | 0.4% | $2m | 23,639 | +191% |
| AlphabetGOOG | 0.3% | $2m | 4,592 | +22% |
| Ishares TRIWY | 0.3% | $2m | 5,515 | -4% |
| Spdr Series TrustCERY | 0.3% | $2m | 47,069 | New |
| Fidelity Wise Origin BitcoinFBTC | 0.3% | $2m | 30,610 | -18% |
| Blackrock ETF TrustBAI | 0.3% | $2m | 29,459 | +131% |
| Elevation Series TrustSEPZ | 0.3% | $2m | 34,096 | -28% |
| First TR Exchng Traded FD VIDFEB | 0.3% | $2m | 30,537 | -39% |
Showing the largest 100 of 222.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 45.5% since 30 June 2025.
Where the money is
Technology11.8%
Financial services2.1%
Industrials2.1%
Media & telecom1.0%
Health care0.8%
Retail & consumer0.7%
Materials0.6%
Everyday goods0.3%
Energy0.2%
Real estate0.1%
Other80.3%
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.