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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DE DEERE & CO Industrials 451.0 $254K 0.04% NEW $563.30 +4.6%
122 MU MICRON TECHNOLOGY INC Technology 702.0 $237K 0.04% NEW $337.89 +235.6%
123 HTH HILLTOP HLDGS INC Financial Services 6,600.0 $236K 0.04% $35.82 +5.7%
124 VTI VANGUARD INDEX FDS 726.0 $233K 0.04% $320.68 +15.4%
125 AXP AMERICAN EXPRESS CO Financial Services 759.0 $230K 0.04% NEW $302.48 +11.8%
126 WFC WELLS FARGO & CO Financial Services 2,740.0 $218K 0.04% NEW $79.61 +5.3%
127 MPC MARATHON PETE CORP Energy 890.0 $217K 0.04% NEW $244.18 -0.5%
128 QQEW FIRST TR EXCHANGE-TRADED FD 1,639.0 $208K 0.04% -99.0 -5.7% $126.97 +23.5%
129 IWM ISHARES TR 839.0 $208K 0.04% $247.92 +19.2%
130 EUFN ISHARES TR 5,882.0 $205K 0.04% $34.85 +11.1%
131 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 328.0 $202K 0.04% NEW $616.76 +12.0%
132 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 1,000.0 $146K 0.03% NEW $146.28 -12.2%
133 AUR AURORA INNOVATION INC Technology 21,055.0 $87K 0.01% NEW $4.12 +52.4%
134 VGZ VISTA GOLD CORP Basic Materials 10,000.0 $20K 0.00% $1.96 +21.9%
Page 7 of 7  ·  134 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%