Flaharty Asset Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$805.5M
Q ending 2026-03-31
Prior quarter
$800.7M
Q ending 2025-12-31
Change
+0.6% QoQ · +16.2% YoY
Positions
133
reported holdings

Largest positions

Top 100 of 133 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Pimco Etf TrMINTShares$46.8M466K
Janus Detroit Str TrJAAAShares$38.4M762K
First Tr Exchange-Traded FdFTSLShares$35.8M800K
Select Sector Spdr TrXLFShares$31.6M641K
American Centy Etf TrKORPShares$31.5M677K
Columbia Etf Tr IiXCEMShares$30.9M757K
First Tr Exchange Trad Fd ViFTGCShares$29.9M1.0M
Spdr Series TrustSDYShares$28.8M197K
Franklin Templeton Etf TrFLGVShares$28.6M1.4M
Ishares TrIWFShares$28.3M66K
Select Sector Spdr TrXLIShares$27.6M170K
Invesco Exchange Traded Fd TRSPGShares$26.6M243K
Pimco Etf TrBONDShares$26.6M289K
Ishares TrIWDShares$26.6M124K
Invesco Exchange Traded Fd TPFMShares$25.5M500K
First Tr Exchange Traded FdTDIVShares$24.7M264K
American Centy Etf TrAVUVShares$22.8M206K
Spdr Series TrustSPBOShares$21.7M746K
Global X FdsPFFDShares$21.1M1.1M
Janus Detroit Str TrJSIShares$20.3M393K
First Tr Exchange-Traded FdSKYYShares$17.9M164K
T Rowe Price Etf IncTVALShares$17.8M492K
First Tr Exchange-Traded FdKNGShares$17.5M359K
Global X FdsEMBDShares$17.4M744K
J P Morgan Exchange Traded FJPSTShares$16.8M332K
American Centy Etf TrQGROShares$15.9M151K
Etfis Ser Tr IUTESShares$9.1M114K
Ishares TrIWOShares$8.4M27K
Ishares TrIJJShares$7.9M59K
Janus Detroit Str TrJSMDShares$6.7M85K
Invesco Exchange Traded Fd TRPVShares$6.6M62K
Mfs Active Exchange Traded FMFSIShares$6.2M209K
Invesco Qqq TrQQQShares$5.5M9K
Microsoft CorpMSFTShares$3.6M10K
First Tr Exchange Traded FdRDVYShares$3.5M52K
Caterpillar IncCATShares$2.7M4K
State Str Spdr S&P 500 Etf TSPYShares$2.6M4K
Nvidia CorporationNVDAShares$2.3M13K
Ishares TrDVYShares$2.3M15K
Global X FdsXYLDShares$2.3M58K
Global X FdsQYLDShares$2.1M124K
First Tr Exchange-Traded FdGRIDShares$2.1M13K
Apple IncAAPLShares$2.1M8K
Johnson & JohnsonJNJShares$1.9M8K
Vanguard Index FdsVNQShares$1.9M21K
First Tr Exchange-Traded FdFDNShares$1.8M7K
Invesco Exchange Traded Fd TRSPUShares$1.5M18K
Global X FdsMLPAShares$1.4M27K
Invesco Exch Trd Slf Idx FdBSCQShares$1.3M68K
Vulcan Matls CoVMCShares$1.2M5K
Ishares TrIWBShares$1.2M3K
Astrazeneca PlcShares$1.2M6K
Spdr Gold TrGLDShares$1.1M3K
Invesco Exch Trd Slf Idx FdBSCRShares$1.1M56K
Amazon Com IncAMZNShares$1.1M5K
Jpmorgan Chase & CoJPMShares$1.1M4K
Ishares TrAGGShares$979K10K
First Tr Exchange-Traded FdNXTGShares$966K9K
Eli Lilly & CoLLYShares$938K1K
Walmart IncWMTShares$774K6K
Micron Technology IncMUShares$773K2K
Ishares TrMUBShares$764K7K
Exxon Mobil CorpXOMShares$747K4K
Invesco Exch Trd Slf Idx FdBSCSShares$747K37K
Vanguard Index FdsVXFShares$730K4K
First Tr Exchange-Traded FdLMBSShares$724K15K
Broadcom IncAVGOShares$713K2K
Home Depot IncHDShares$708K2K
Invesco Exchange Traded Fd TRSPShares$678K4K
Vanguard Scottsdale FdsVONVShares$666K7K
Jabil IncJBLShares$658K2K
Alphabet IncGOOGShares$640K2K
Schwab Strategic TrSCHFShares$636K26K
Unitedhealth Group IncUNHShares$633K2K
Ishares TrIWMShares$623K3K
Slide Ins Hldgs IncSLDEShares$608K34K
Invesco Exch Traded Fd Tr IiRWLShares$605K5K
Janus Detroit Str TrJMBSShares$604K13K
Strategy IncMSTRShares$593K5K
Vanguard Scottsdale FdsVONGShares$574K5K
Berkshire Hathaway Inc DelBRK/BShares$564K1K
Ishares TrSUBShares$550K5K
Bloom Energy CorpBEShares$528K4K
Procter & Gamble CoPGShares$509K4K
Ishares TrTIPShares$493K4K
Bitmine Immersion TecnologieBMNRShares$455K23K
Invesco Exch Traded Fd Tr IiSPLVShares$433K6K
Eaton Vance Tax-Managed DiveXETYXShares$432K31K
Mcdonalds CorpMCDShares$430K1K
Schwab Strategic TrSCHCShares$418K9K
Morgan StanleyMSShares$413K3K
Public Svc Enterprise GroupPEGShares$410K5K
Bank America CorpBACShares$399K8K
Oracle CorpORCLShares$396K3K
Cisco Sys IncCSCOShares$391K5K
Merck & Co IncMRKShares$378K3K
Global X FdsPAVEShares$375K7K
Palantir Technologies IncPLTRShares$372K3K
Goldman Sachs Group IncGSShares$367K434
Vanguard Index FdsVTIShares$351K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.