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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNDK SANDISK CORP Technology 94.0 $214K 0.03% NEW $2273.73 -29.8%
142 UNH UNITEDHEALTH GROUP INC Healthcare 493.0 $205K 0.03% NEW $415.63 -6.1%
143 ALB ALBEMARLE CORP Basic Materials 1,507.0 $203K 0.03% $134.99 +6.1%
144 GLW CORNING INC Technology 795.0 $203K 0.03% NEW $255.43 -41.4%
145 ANET ARISTA NETWORKS INC Technology 1,192.0 $202K 0.03% NEW $169.88 +11.0%
146 YDES YD BIO LTD Healthcare 84,630.0 $190K 0.03% NEW $2.25 +108.4%
147 AUR AURORA INNOVATION INC Technology 21,055.0 $144K 0.02% $6.82 -8.5%
148 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 1,000.0 $117K 0.02% $116.67 +54.2%
149 GAB GABELLI EQUITY TR INC Financial Services 10,670.0 $60K 0.01% NEW $5.66 -0.2%
150 VGZ VISTA GOLD CORP Basic Materials 10,000.0 $19K 0.00% $1.91 +30.4%
Page 8 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%