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Portfolio (Quarterly) Guide ↗

Asset Dedication, LLC

· CIK 0001475896
13F Portfolio $1.6B AUM 1,243 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1242 New
Page 11 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,981.0 $734K 0.05% NEW — $370.59 -2.4%
202 Q QNITY ELECTRONICS INC Technology 4,483.0 $732K 0.05% NEW — $163.31 -23.1%
203 SCZ ISHARES TR — 8,806.0 $724K 0.05% NEW — $82.27 +2.5%
204 RSPH INVESCO EXCHANGE TRADED FD T — 21,825.0 $724K 0.05% NEW — $33.19 +12.7%
205 ESGE ISHARES INC — 13,237.0 $724K 0.05% NEW — $54.69 -0.2%
206 FNDF SCHWAB STRATEGIC TR — 13,461.0 $710K 0.04% NEW — $52.76 +2.6%
207 DON WISDOMTREE TR — 12,303.0 $695K 0.04% NEW — $56.52 -3.8%
208 PH PARKER-HANNIFIN CORP Industrials 702.0 $687K 0.04% NEW — $978.12 -0.8%
209 GLD SPDR GOLD TR Financial Services 1,852.0 $682K 0.04% NEW — $368.38 +3.9%
210 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,998.0 $666K 0.04% NEW — $33.29 +42.2%
211 IVW ISHARES TR — 4,740.0 $652K 0.04% NEW — $137.52 +3.5%
212 XVV ISHARES TR — 11,454.0 $650K 0.04% NEW — $56.79 +2.7%
213 NOC NORTHROP GRUMMAN CORP Industrials 1,267.0 $645K 0.04% NEW — $509.31 -0.9%
214 VXUS VANGUARD STAR FDS — 7,547.0 $645K 0.04% NEW — $85.49 +0.0%
215 PDN INVESCO EXCH TRADED FD TR II — 14,181.0 $638K 0.04% NEW — $44.98 +1.9%
216 QQQM INVESCO EXCH TRADED FD TR II — 2,075.0 $629K 0.04% NEW — $303.00 +0.3%
217 DFAE DIMENSIONAL ETF TRUST — 15,627.0 $628K 0.04% NEW — $40.21 -1.4%
218 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,993.0 $625K 0.04% NEW — $52.15 -0.1%
219 CI THE CIGNA GROUP Healthcare 2,261.0 $623K 0.04% NEW — $275.69 -0.2%
220 ARM ARM HOLDINGS PLC Technology 1,710.0 $606K 0.04% NEW — $354.57 -17.2%
Page 11 of 63  ·  1,242 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 20.5%
Industrials 11.0%
Healthcare 7.9%
Consumer Cyclical 7.6%
Consumer Defensive 7.0%
Communication Services 6.1%
Energy 3.3%
Basic Materials 1.6%
Utilities 0.6%