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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 17 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCHF SCHWAB STRATEGIC TR 20,306.0 $503K 0.01% -3K -12.4% $24.75 +10.5%
322 TLT ISHARES TR 5,796.0 $503K 0.01% +1K +31.3% $86.70 -2.9%
323 HGER HARBOR ETF TRUST 16,199.0 $502K 0.01% $31.01 +3.8%
324 EWJ ISHARES INC 5,933.0 $501K 0.01% NEW $84.44 +8.2%
325 IEFA ISHARES TR 5,512.0 $499K 0.01% +1K +31.7% $90.54 +7.5%
326 SPMO INVESCO EXCH TRADED FD TR II 4,429.0 $497K 0.01% NEW $112.13 +29.0%
327 PDEC INNOVATOR ETFS TRUST 11,680.0 $496K 0.01% -350.0 -2.9% $42.50 +7.1%
328 TRMB TRIMBLE INC Technology 7,565.0 $493K 0.01% +2K +24.9% $65.23 -14.2%
329 FCX FREEPORT MCMORAN INC Basic Materials 8,353.0 $491K 0.01% +629.0 +8.1% $58.78 +6.0%
330 DFUS DIMENSIONAL ETF TRUST 6,922.0 $491K 0.01% +1K +26.6% $70.93 +13.9%
331 GVI ISHARES TR 4,588.0 $489K 0.01% -231.0 -4.8% $106.68 -0.8%
332 GIS GENERAL MILLS INC Consumer Defensive 13,075.0 $487K 0.01% +762.0 +6.2% $37.23 -10.1%
333 WDC WESTERN DIGITAL CORP Technology 1,793.0 $485K 0.01% NEW $270.49 +69.9%
334 VT VANGUARD INTL EQUITY INDEX F 3,496.0 $484K 0.01% NEW $138.32 +12.2%
335 VYM VANGUARD WHITEHALL FDS 3,262.0 $483K 0.01% -134.0 -4.0% $148.17 +6.1%
336 ALLE ALLEGION PLC Industrials 3,294.0 $479K 0.01% +554.0 +20.2% $145.30 -10.0%
337 CBOE CBOE GLOBAL MKTS INC Financial Services 1,696.0 $477K 0.01% +136.0 +8.7% $281.11 +25.2%
338 CMS CMS ENERGY CORP Utilities 6,114.0 $474K 0.01% -59.0 -1.0% $77.61 -5.1%
339 CVS CVS HEALTH CORP Healthcare 6,586.0 $473K 0.01% +1K +23.2% $71.83 +29.9%
340 VTEB VANGUARD MUN BD FDS 9,459.0 $472K 0.01% +118.0 +1.3% $49.90 -0.1%
Page 17 of 28  ·  545 positions

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 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%