Q3 Asset Management

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

Reported value
$412K
Q ending 2026-03-31
Prior quarter
$437K
Q ending 2025-12-31
Change
-5.7% QoQ · +181.9% YoY
Positions
64
reported holdings

Largest positions

All 64 reported positions, 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
Bondbloxx 6Month TreasuryShares$255K5.1M
Q3 All Season Tactical Advantage EQTACShares$23K993K
Q3 All Season Active Rotation EtfQVOYShares$18K639K
Stf Tactical Growth & Income EtfTUGNShares$7K288K
Proshares Tr Ultrapro QqqTQQQShares$6K136K
Invesco Nasdaq 100 EtfQQQMShares$5K22K
Goldman Sachs Treas Acc 0-1 Yr EtfGBILShares$5K51K
State Street Spdr S&P 500 Etf TrusSPYShares$5K8K
Ultra Qqq ProsharesQLDShares$4K72K
Rio Tinto PlcRIOShares$4K42K
Vanguard Mid-Cap Value EtfVOEShares$4K21K
Schwab Strategic Tr Us Large Cap VSCHVShares$4K124K
Freeport-Mcmoran IncFCXShares$4K62K
Newmont CorporationNEMShares$4K34K
Phillips 66 ComPSXShares$4K20K
Energy Select Sector Spdr FundXLEShares$4K58K
Intel CorpINTCShares$4K80K
Vaneck Vectors Oil Services EtfOIHShares$3K8K
Fidelity Covington Tr Msci Utils IFUTYShares$3K56K
Direxion Shs Etf Tr Daily S&P 500 SPXLShares$3K17K
Ishares Tr Russell Mid-Cap ValueIWSShares$3K19K
Ishares Tr Russell 1000 Value EtfIWDShares$3K12K
State Street Spdr Portfolio S&P 50SPYMShares$3K34K
Ishares Broad Usd High Yield CorpoUSHYShares$2K63K
Vanguard Whitehall Fds Emerging MkVWOBShares$2K34K
Vaneck Gold Miners EtfGDXShares$2K19K
Ishares North American Natural ResIGEShares$2K28K
Fidelity Covington Tr Msci Energy FENYShares$2K49K
Global X Fds Lithium Etf NewLITShares$2K22K
Invesco Solar EtfTANShares$2K29K
Global X Autonumous & Electic VehiDRIVShares$2K50K
Amplify Lithium & Battery TechnoloBATTShares$2K103K
Invesco Wilderhill Clean Energy EtPBWShares$2K48K
Aberdeen Bloomberg All Commodity SShares$1K59K
Ishares Silver TrustSLVShares$1K19K
Western Digital CorpWDCShares$1K4K
Seagate Technology Hldgs Pub LtdShares$1K3K
Applied MaterialsAMATShares$1K3K
Lam Research Corp NewLRCXShares$1K5K
Micron Technology, Inc.MUShares$9903K
Vaneck Semiconductor EtfSMHShares$8572K
First Trust Tcw Opp Fixed Income EFIXDShares$77718K
Angel Oak Mortgage Backed SecuritiMBSShares$65976K
State Street Spdr S&P Aerospace & XARShares$6533K
Invesco Qqq TrustQQQShares$6421K
Invesco S&P 500 Equal Weight EtfRSPShares$6363K
Vaneck Ig Floating Rate EtfFLTRShares$60724K
Albemarle CorporationALBShares$5683K
Regan Floating Rate Mbs EtfMBSFShares$49419K
Coinbase GlobalCOINShares$4883K
Nicholas Fixed Income Alternative FIAXShares$48628K
Spdr Gold Tr Gold ShsGLDShares$4481K
State Street Spdr Bloomberg 1 3 MoBILShares$4335K
First Trust Tcw Unconstrained PlusUCONShares$42117K
Stanley Black & Decker Inc ComSWKShares$4146K
Nucor CorpNUEShares$4122K
Expeditors International Of WashinEXPDShares$3983K
Volatility Xrp EtfXRPIShares$39752K
Dover CorporationDOVShares$3932K
Summit Therapeutics IncSMMTShares$37820K
Paypal Hldgs IncPYPLShares$3528K
Invesco Pharmaceuticals EtfPJPShares$2843K
Tesla IncTSLAShares$218587
Analog DevicesADIShares$132417

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.