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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPGM SPDR INDEX SHS FDS 6,578.0 $564K 0.09% $85.66 +2.5%
82 COP CONOCOPHILLIPS Energy 5,281.0 $549K 0.08% -182.0 -3.3% $103.95 +29.7%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 4,671.0 $545K 0.08% -375.0 -7.4% $116.67 +54.2%
84 VUG VANGUARD INDEX FDS 6,201.0 $534K 0.08% +5K +520.1% $86.14 +1.6%
85 CSCO CISCO SYS INC Technology 4,546.0 $534K 0.08% +44.0 +1.0% $117.47 -5.5%
86 UNILEVER PLC 8,838.0 $531K 0.08% -533.0 -5.7% $60.12
87 TXN TEXAS INSTRS INC Technology 1,762.0 $525K 0.08% +20.0 +1.1% $298.07 -11.3%
88 KO COCA COLA CO Consumer Defensive 6,167.0 $501K 0.08% -724.0 -10.5% $81.27 +12.1%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 1,712.0 $481K 0.07% NEW $281.20 -16.2%
90 ATO ATMOS ENERGY CORP Utilities 2,791.0 $481K 0.07% -35.0 -1.2% $172.30 -3.2%
91 XLC SELECT SECTOR SPDR TR 4,428.0 $474K 0.07% $107.13 +4.0%
92 CFR CULLEN FROST BANKERS INC Financial Services 3,010.0 $465K 0.07% +751.0 +33.2% $154.52 +6.3%
93 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,602.0 $464K 0.07% +2K +2378.1% $178.24 +17.6%
94 INTC INTEL CORP Technology 3,259.0 $455K 0.07% NEW $139.63 -35.5%
95 SLB SLB LIMITED Energy 9,760.0 $454K 0.07% $46.49 +15.9%
96 HD HOME DEPOT INC Consumer Cyclical 1,276.0 $450K 0.07% -307.0 -19.4% $352.78 -4.9%
97 EBAY EBAY INC. Consumer Cyclical 3,780.0 $422K 0.07% $111.75 -6.8%
98 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 434.0 $406K 0.06% -5.0 -1.1% $935.47 +1.3%
99 EPD ENTERPRISE PRODS PARTNERS L 10,499.0 $386K 0.06% +2K +23.5% $36.76
100 DLN WISDOMTREE TR 3,873.0 $373K 0.06% -95.0 -2.4% $96.31 +4.6%
Page 5 of 8  ·  150 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%