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Portfolio (Quarterly) Guide ↗

Flaharty Asset Management, LLC

· CIK 0001697882
13F Portfolio $806M AUM 133 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 44 Added 48 Reduced 12 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWB ISHARES TR 3,388.0 $1.2M 0.15% -37.0 -1.1% $356.58 +14.5%
22 GLD SPDR GOLD TR Financial Services 2,586.0 $1.1M 0.14% -505.0 -16.3% $430.29 -10.0%
23 AGG ISHARES TR 9,865.0 $979K 0.12% -7K -40.1% $99.27 -0.4%
24 NXTG FIRST TR EXCHANGE-TRADED FD 8,633.0 $966K 0.12% -160.0 -1.8% $111.92 +41.3%
25 LLY ELI LILLY & CO Healthcare 1,019.0 $938K 0.12% -384.0 -27.4% $920.11 +19.4%
26 XOM EXXON MOBIL CORP Energy 4,405.0 $747K 0.09% -3K -42.5% $169.68 -18.8%
27 VXF VANGUARD INDEX FDS 3,546.0 $730K 0.09% -772.0 -17.9% $205.80 +17.1%
28 VONV VANGUARD SCOTTSDALE FDS 7,108.0 $666K 0.08% -4K -37.6% $93.74 +13.2%
29 GOOG ALPHABET INC Communication Services 2,230.0 $640K 0.08% -92.0 -4.0% $286.87 +28.1%
30 SCHF SCHWAB STRATEGIC TR 25,709.0 $636K 0.08% -8K -23.3% $24.75 +14.1%
31 SLDE SLIDE INS HLDGS INC Financial Services 33,755.0 $608K 0.07% -20K -37.4% $18.00 -7.9%
32 RWL INVESCO EXCH TRADED FD TR II 5,266.0 $605K 0.07% -84.0 -1.6% $114.90 +10.8%
33 VONG VANGUARD SCOTTSDALE FDS 5,235.0 $574K 0.07% -3K -33.2% $109.69 +15.7%
34 BERKSHIRE HATHAWAY INC DEL 1,178.0 $564K 0.07% -18.0 -1.5% $479.20
35 SUB ISHARES TR 5,167.0 $550K 0.07% -1K -18.1% $106.50 +0.1%
36 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 31,295.0 $432K 0.05% -1K -3.6% $13.79 +5.5%
37 SCHC SCHWAB STRATEGIC TR 8,944.0 $418K 0.05% -2K -17.5% $46.74 +5.6%
38 ORCL ORACLE CORP Technology 2,694.0 $396K 0.05% -167.0 -5.8% $147.10 +25.3%
39 SCHE SCHWAB STRATEGIC TR 10,573.0 $348K 0.04% -4K -27.5% $32.95 +11.9%
40 FTSM FIRST TR EXCHANGE-TRADED FD 5,826.0 $348K 0.04% -241K -97.6% $59.78 +0.2%
Page 2 of 3  ·  48 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
Financial Services 30.5%
Technology 29.6%
Healthcare 11.9%
Industrials 7.8%
Consumer Cyclical 5.7%
Communication Services 4.4%
Consumer Defensive 3.6%
Basic Materials 2.8%
Utilities 2.2%
Energy 1.7%