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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
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DLN WISDOMTREE TR 3,873.0 $373K 0.06% -95.0 -2.4% $96.31 +4.6%
42 IUSG ISHARES TR 1,981.0 $373K 0.06% -31.0 -1.5% $188.12 +0.9%
43 ENB ENBRIDGE INC Energy 6,416.0 $348K 0.05% -217.0 -3.3% $54.21 -6.9%
44 IUSV ISHARES TR 3,133.0 $345K 0.05% -94.0 -2.9% $110.17 +4.3%
45 NEE NEXTERA ENERGY INC Utilities 3,805.0 $334K 0.05% -61.0 -1.6% $87.77 -4.7%
46 DGRO ISHARES TR 4,388.0 $333K 0.05% -55.0 -1.2% $75.79 +5.0%
47 GLD SPDR GOLD TR Financial Services 882.0 $325K 0.05% -63.0 -6.7% $368.38 +14.9%
48 NFLX NETFLIX INC. Communication Services 4,357.0 $311K 0.05% -222.0 -4.8% $71.40 +11.5%
49 VTR VENTAS INC Real Estate 3,137.0 $279K 0.04% -226.0 -6.7% $88.80 +4.8%
50 MCD MCDONALDS CORP Consumer Cyclical 1,001.0 $271K 0.04% -71.0 -6.6% $270.38 +0.2%
51 MCK MCKESSON CORP Healthcare 351.0 $265K 0.04% -6.0 -1.7% $756.01 +13.6%
52 SO SOUTHERN CO Utilities 2,668.0 $255K 0.04% -24.0 -0.9% $95.71 -7.1%
53 QQEW FIRST TR EXCHANGE-TRADED FD 1,413.0 $226K 0.04% -226.0 -13.8% $159.60 +3.0%
54 NSC NORFOLK SOUTHN CORP Industrials 713.0 $224K 0.03% -200.0 -21.9% $314.64 +11.5%
55 MPC MARATHON PETE CORP Energy 857.0 $219K 0.03% -33.0 -3.7% $255.67 +41.1%
Page 3 of 3  ·  55 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 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%