Freegulliver Llc

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

Reported value
$237.2M
Q ending 2026-03-31
Prior quarter
$271.7M
Q ending 2025-12-31
Change
-12.7% QoQ · +17.0% YoY
Positions
115
reported holdings

Largest positions

Top 100 of 115 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
Jpmorgan Chase & Co ComJPMShares$47.0M160K
Ishares Russell Top 200 EtfIWLShares$34.6M216K
Goldman Sachs Ultra Short Bond EtfGSSTShares$15.1M300K
Invesco S&P Midcap Momentum EtfXMMOShares$10.8M75K
Capital Group Dividend Value EtfCGDVShares$9.6M225K
Ft Vest Laddered Buffer EtfBUFRShares$7.8M231K
State Street Spdr Portfolio S&P 15SPTMShares$7.8M99K
Ft Vest Buffered Allocation GrowthBUFGShares$6.8M254K
State Street Spdr S&P 500 EtfSPYShares$6.0M9K
Vanguard International Dividend ApVIGIShares$6.0M68K
Vanguard Total Stock Market EtfVTIShares$5.6M18K
Spdr Gold SharesGLDShares$5.2M12K
Schwab 1000 Index EtfSCHKShares$4.6M147K
Ishares 7-10 Year Treasury Bond EtIEFShares$4.3M45K
Vanguard Mid-Cap EtfVOShares$3.8M13K
Apple Inc ComAAPLShares$3.5M14K
Nvidia Corporation ComNVDAShares$3.0M17K
Dimensional Us Core Equity Market DFAUShares$3.0M65K
Ishares Investment Grade SystematiIGEBShares$2.5M55K
Alphabet Inc Cap Stk Cl AGOOGLShares$1.8M6K
Coca Cola Co ComKOShares$1.8M23K
Microsoft Corp ComMSFTShares$1.7M5K
Amazon Com Inc ComAMZNShares$1.7M8K
Ishares Short Duration Bond ActiveNEARShares$1.6M31K
State Street Spdr Portfolio DeveloSPDWShares$1.5M33K
Broadcom Inc ComAVGOShares$1.5M5K
Pimco Multisector Bond Active ExchPYLDShares$1.4M54K
Vanguard Intermediate-Term Bond EtBIVShares$1.4M18K
Pimco Ultra Short Government ActivBILZShares$1.3M13K
Pimco Enhanced Short Maturity ActiMINTShares$1.2M11K
John Hancock Multifactor Mid Cap EJHMMShares$1.1M17K
Alphabet Inc Cap Stk Cl CGOOGShares$1.1M4K
Vanguard S&P 500 EtfVOOShares$998K2K
Vanguard Small-Cap EtfVBShares$954K4K
State Street Spdr Portfolio S&P 50SPYGShares$915K9K
Globalstar Inc Com NewGSATShares$863K13K
Invesco Optimum Yield Diversified PDBCShares$849K49K
First Trust Water EtfFIWShares$832K8K
Business First Bancshares Inc ComBFSTShares$812K30K
Meta Platforms Inc Cl AMETAShares$790K1K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$766K2K
Innovator U.S. Equity Power BufferPFEBShares$734K18K
State Street Spdr Portfolio S&P 50SPYMShares$722K9K
Tesla Inc ComTSLAShares$705K2K
Visa Inc Com Cl AVShares$642K2K
Walmart Inc ComWMTShares$641K5K
Eli Lilly & Co ComLLYShares$590K642
Vanguard Energy EtfVDEShares$526K3K
Wisdomtree Us Quality Dividend GroDGRWShares$522K6K
State Street Spdr Portfolio AggregSPABShares$513K20K
Costco Wholesale Corporation ComCOSTShares$508K510
Oracle Corp ComORCLShares$496K3K
Vanguard Dividend Appreciation EtfVIGShares$495K2K
Johnson & Johnson ComJNJShares$465K2K
Exxon Mobil Corp ComXOMShares$461K3K
Chevron Corporation ComCVXShares$427K2K
State Street Spdr Portfolio EmergiSPEMShares$410K9K
Ishares National Muni Bond EtfMUBShares$405K4K
Ishares Russell Mid-Cap Growth EtfIWPShares$402K3K
Kkr & Co Inc ComKKRShares$394K4K
Allianzim U.S. Equity Buffer20 OctOCTWShares$382K10K
Ge Aerospace Com NewGEShares$382K1K
Sun Life Financial Inc. ComSLFShares$371K6K
Palantir Technologies Inc Cl APLTRShares$364K2K
America Movil Sab De Cv Spon Ads RAMXShares$357K14K
Schwab Us Dividend Equity EtfSCHDShares$352K11K
Lockheed Martin Corp ComLMTShares$346K572
Mastercard Incorporated Cl AMAShares$333K666
Vici Pptys Inc ComVICIShares$315K12K
Innovator U.S. Small Cap Power BufKSEPShares$313K11K
Ge Vernova Inc ComGEVShares$307K352
Vanguard Large-Cap EtfVVShares$303K1K
Allianzim U.S. Equity Buffer20 MarMARWShares$296K9K
Netflix Inc. ComNFLXShares$294K3K
Texas Pacific Land Corporation ComTPLShares$294K619
Abbvie Inc ComABBVShares$285K1K
Schwab U.S. Small-Cap EtfSCHAShares$283K10K
Innovator Equity Dual Directional DDTSShares$281K13K
Metlife IncMETShares$275K4K
Cisco Sys Inc ComCSCOShares$272K4K
Ishares Iboxx $ Investment Grade CLQDShares$271K2K
Vanguard Mega Cap Growth EtfMGKShares$270K734
Micron Technology Inc ComMUShares$269K795
Disney Walt Co ComDISShares$265K3K
Pimco Intermediate Municipal Bond MUNIShares$261K5K
Gilead Sciences Inc ComGILDShares$257K2K
Hancock Whitney Corporation ComHWCShares$255K4K
Qnity Electronics Inc Common StockQShares$252K2K
Enterprise Prods Partners L P ComEPDShares$248K7K
Nextera Energy Inc ComNEEShares$244K3K
Mcdonalds Corp ComMCDShares$243K781
Caterpillar Inc ComCATShares$241K340
Linde Plc ShsShares$238K481
Advanced Micro Devices Inc ComAMDShares$232K1K
Rtx Corporation ComRTXShares$220K1K
Citigroup Inc Com NewCShares$214K2K
Merck & Co Inc ComMRKShares$214K2K
Vanguard Value EtfVTVShares$208K1K
Applied Matls Inc ComAMATShares$207K606
Philip Morris Intl Inc ComPMShares$206K1K

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.