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Holdings (Monthly) Guide ↗

Adaptive Hedged Multi-Asset Income ETF

· Starboard Investment Trust
Monthly Holdings $78M AUM 25 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 5 New 12 Added 3 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Fidelity Investments FIGXX Feb 2026 21,424,809 +21,146,765 $21.4M +7605.6% 33.56% STIV
2 iShares 20+ Year Tre 464287432 Feb 2026 155,379 +156,479 $13.3M -13865.8% 20.87% EC
3 RH Hedged Multi-Asse N/A Feb 2026 756,279 +361,722 $10.9M +86.0% 17.00%
4 State Street SPDR 78462F103 Feb 2026 11,083 +1,890 $8.4M +32.9% 13.13% EC
5 FT Vest Gold Strateg 33733E856 Feb 2026 198,415 $4.8M -17.2% 7.47% EC
6 MicroStrategy Inc MSTR Feb 2026 29,412 +29,632 $4.7M -4253877.3% 7.33% EC
7 SPDR Portfolio S&P 5 78464A409 May 2026 33,259 NEW $4.0M 6.33% EC
8 VanEck Vectors Gold GDX Feb 2026 35,407 +8,729 $3.2M +2.5% 4.96% EC
9 YieldMax GOOGL Optio 88634T790 Feb 2026 57,881 +14,413 $838K +39.4% 1.31% EC
10 YieldMax AAPL Option 88634T857 Feb 2026 51,518 +12,789 $659K +38.9% 1.03% EC
11 YieldMax NVDA Option 88634T774 Feb 2026 41,069 +10,150 $551K +34.0% 0.86% EC
12 Yieldmax Amzn Option 88634T840 Feb 2026 44,017 +10,962 $540K +44.5% 0.85% EC
13 YieldMax MSFT Option 88634T428 Feb 2026 39,742 +9,947 $504K +35.5% 0.79% EC
14 Yieldmax Meta Option 88634T816 Feb 2026 41,680 +10,353 $423K +16.4% 0.66% EC
15 MicroStrategy Inc 594972408 Feb 2026 260 NEW $339K 0.53% DE
16 CWALT 2006-28CB A15 02147TAQ9 Feb 2026 516,992 -2,234 $190K +0.6% 0.30% ABS-MBS
17 AHM 2004-1 4M1 02660TAS2 Feb 2026 103,964 -13,264 $100K -6.8% 0.16% ABS-MBS
18 CWALT 2005-J11 12668AJS5 Feb 2026 23,854 -1,022 $24K -2.8% 0.04% ABS-MBS
19 State Street SPDR 78462F103 Feb 2026 -97 NEW $-48 0.00% DE
20 MicroStrategy Inc 594972408 Feb 2026 -280 NEW $-140 0.00% DE
21 iShares 20+ Year Tre 464287432 Feb 2026 -1,400 NEW $-30100 -0.05% DE
Vanguard Value ETF 922908744 15,375 SOLD $3.2M
X-Links Crude Oil Sh 22539U602 48,654 SOLD $2.5M
Invesco QQQ Trust Se 46090E103 56 SOLD $0.0M
Yieldmax Tsla Option 88636X880 100 SOLD $0.0M