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Portfolio (Quarterly) Guide ↗

Garrett Wealth Advisory Group, LLC

· CIK 0001729443
13F Portfolio $651M AUM 150 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 35 Added 55 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVIG AMERICAN CENTY ETF TR 497,752.0 $20.6M 3.17% NEW $41.41 -1.7%
2 BSMR INVESCO EXCH TRD SLF IDX FD 49,731.0 $1.2M 0.18% NEW $23.64 +0.2%
3 BSMS INVESCO EXCH TRD SLF IDX FD 40,566.0 $951K 0.15% NEW $23.44 +0.1%
4 BSMT INVESCO EXCH TRD SLF IDX FD 38,098.0 $877K 0.14% NEW $23.03 -0.2%
5 BSMV INVESCO EXCH TRD SLF IDX FD 29,282.0 $614K 0.09% NEW $20.98 -0.9%
6 BSMU INVESCO EXCH TRD SLF IDX FD 27,988.0 $613K 0.09% NEW $21.92 -0.7%
7 IBM INTERNATIONAL BUSINESS MACHS Technology 1,712.0 $481K 0.07% NEW $281.20 -16.2%
8 INTC INTEL CORP Technology 3,259.0 $455K 0.07% NEW $139.63 -35.5%
9 SMH VANECK ETF TRUST 510.0 $335K 0.05% NEW $655.89 -14.6%
10 WTAI WISDOMTREE TR 6,698.0 $318K 0.05% NEW $47.47 -13.3%
11 PANW PALO ALTO NETWORKS INC Technology 717.0 $245K 0.04% NEW $341.02 +4.9%
12 WDC WESTERN DIGITAL CORP Technology 368.0 $235K 0.04% NEW $638.72 -28.1%
13 RF REGIONS FINANCIAL CORP NEW Financial Services 7,734.0 $234K 0.04% NEW $30.20 +0.7%
14 MS MORGAN STANLEY Financial Services 1,069.0 $223K 0.03% NEW $209.04 +2.5%
15 SNDK SANDISK CORP Technology 94.0 $214K 0.03% NEW $2273.73 -29.8%
16 UNH UNITEDHEALTH GROUP INC Healthcare 493.0 $205K 0.03% NEW $415.63 -6.1%
17 GLW CORNING INC Technology 795.0 $203K 0.03% NEW $255.43 -41.4%
18 ANET ARISTA NETWORKS INC Technology 1,192.0 $202K 0.03% NEW $169.88 +11.0%
19 YDES YD BIO LTD Healthcare 84,630.0 $190K 0.03% NEW $2.25 +108.4%
20 GAB GABELLI EQUITY TR INC Financial Services 10,670.0 $60K 0.01% NEW $5.66 -0.2%

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
Energy 55.0%
Technology 19.6%
Financial Services 5.6%
Industrials 5.5%
Consumer Cyclical 4.2%
Consumer Defensive 2.7%
Communication Services 2.6%
Healthcare 2.5%
Utilities 2.0%
Basic Materials 0.2%