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Portfolio (Quarterly) Guide ↗

Garrett Wealth Advisory Group, LLC

· CIK 0001729443
13F Portfolio $562M AUM 134 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 69 Added 26 Reduced 9 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ENB ENBRIDGE INC Energy 6,633.0 $359K 0.06% -233.0 -3.4% $54.14 +0.8%
22 DLN WISDOMTREE TR 3,968.0 $354K 0.06% -523.0 -11.7% $89.34 +7.7%
23 EPD ENTERPRISE PRODS PARTNERS L Energy 8,499.0 $322K 0.06% -1K -10.5% $37.84 -3.3%
24 DGRO ISHARES TR 4,443.0 $312K 0.06% -2K -31.5% $70.18 +6.6%
25 NSC NORFOLK SOUTHN CORP Industrials 913.0 $262K 0.05% -210.0 -18.7% $287.04 +4.5%
26 QQEW FIRST TR EXCHANGE-TRADED FD 1,639.0 $208K 0.04% -99.0 -5.7% $126.97 +23.5%
Page 2 of 2  ·  26 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
Energy 58.1%
Technology 15.3%
Communication Services 5.1%
Financial Services 5.1%
Industrials 4.9%
Consumer Cyclical 4.0%
Consumer Defensive 2.8%
Healthcare 2.5%
Utilities 1.8%
Basic Materials 0.3%