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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IUSG ISHARES TR 1,981.0 $373K 0.06% -31.0 -1.5% $188.12 +0.9%
102 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,364.0 $367K 0.06% +332.0 +5.5% $57.62 +16.3%
103 BAC BANK OF AMER CORP Financial Services 6,353.0 $362K 0.06% +127.0 +2.0% $56.98 +8.3%
104 SCHW SCHWAB CHARLES CORP Financial Services 3,812.0 $352K 0.05% +71.0 +1.9% $92.27 +21.7%
105 ENB ENBRIDGE INC Energy 6,416.0 $348K 0.05% -217.0 -3.3% $54.21 -6.9%
106 IUSV ISHARES TR 3,133.0 $345K 0.05% -94.0 -2.9% $110.17 +4.3%
107 HAL HALLIBURTON CO Energy 9,905.0 $336K 0.05% $33.95 +4.1%
108 SMH VANECK ETF TRUST 510.0 $335K 0.05% NEW $655.89 -14.6%
109 NEE NEXTERA ENERGY INC Utilities 3,805.0 $334K 0.05% -61.0 -1.6% $87.77 -4.7%
110 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,933.0 $333K 0.05% $67.50 +12.4%
111 DGRO ISHARES TR 4,388.0 $333K 0.05% -55.0 -1.2% $75.79 +5.0%
112 MET METLIFE INC Financial Services 3,929.0 $332K 0.05% +238.0 +6.5% $84.61 +11.5%
113 MO ALTRIA GROUP INC Consumer Defensive 4,609.0 $332K 0.05% +253.0 +5.8% $71.95 -8.1%
114 GLD SPDR GOLD TR Financial Services 882.0 $325K 0.05% -63.0 -6.7% $368.38 +14.9%
115 WTAI WISDOMTREE TR 6,698.0 $318K 0.05% NEW $47.47 -13.3%
116 SPY STATE STR SPDR S&P 500 ETF T Financial Services 424.0 $317K 0.05% $746.77 +2.5%
117 NFLX NETFLIX INC. Communication Services 4,357.0 $311K 0.05% -222.0 -4.8% $71.40 +11.5%
118 RTX RTX CORPORATION Industrials 1,612.0 $306K 0.05% +81.0 +5.3% $189.77 +10.6%
119 IGV ISHARES TR 3,201.0 $290K 0.04% $90.60 +14.1%
120 VTR VENTAS INC Real Estate 3,137.0 $279K 0.04% -226.0 -6.7% $88.80 +4.8%
Page 6 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%