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Portfolio (Quarterly) Guide ↗

Garrett Wealth Advisory Group, LLC

· CIK 0001729443
13F Portfolio $529M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New
Page 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ET ENERGY TRANSFER L P Energy 5,478,810.0 $90.3M 17.07% NEW $16.49 +13.7%
2 EPS WISDOMTREE TR 823,228.0 $58.3M 11.03% NEW $70.86 +10.3%
3 SPYG SPDR SERIES TRUST 399,911.0 $42.7M 8.06% NEW $106.70 +12.0%
4 PRF INVESCO EXCHANGE TRADED FD T 810,044.0 $38.0M 7.18% NEW $46.92 +14.8%
5 JHMM JOHN HANCOCK EXCHANGE TRADED 559,358.0 $36.6M 6.92% NEW $65.48 +12.7%
6 SPDW SPDR INDEX SHS FDS 811,349.0 $36.0M 6.81% NEW $44.41 +16.7%
7 QUS SPDR SERIES TRUST 178,546.0 $31.1M 5.88% NEW $174.18 +5.5%
8 SPSM SPDR SERIES TRUST 464,725.0 $21.8M 4.12% NEW $46.86 +19.2%
9 CGNG CAPITAL GROUP NEW GEOGRAPHY 466,674.0 $14.9M 2.82% NEW $31.93 +18.9%
10 AAPL APPLE INC Technology 53,002.0 $14.4M 2.72% NEW $271.86 +9.6%
11 QUAL ISHARES TR 66,528.0 $13.2M 2.50% NEW $198.62 +8.7%
12 EVSM MORGAN STANLEY ETF TRUST 245,592.0 $12.4M 2.34% NEW $50.37 +0.0%
13 USMV ISHARES TR 112,093.0 $10.6M 2.00% NEW $94.16 +0.1%
14 MTUM ISHARES TR 41,296.0 $10.3M 1.95% NEW $250.31 +35.2%
15 CDC VICTORY PORTFOLIOS II 114,343.0 $7.5M 1.42% NEW $65.89 +10.8%
16 BERKSHIRE HATHAWAY INC DEL 12,580.0 $6.3M 1.20% NEW $502.65
17 GOOG ALPHABET INC Communication Services 17,308.0 $5.4M 1.03% NEW $313.79 +17.1%
18 XOM EXXON MOBIL CORP Energy 43,518.0 $5.2M 0.99% NEW $120.34 +17.0%
19 VIG VANGUARD SPECIALIZED FUNDS 19,326.0 $4.2M 0.80% NEW $219.78 +7.0%
20 MSFT MICROSOFT CORP Technology 6,615.0 $3.2M 0.60% NEW $483.62 -21.5%
Page 1 of 6  ·  119 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 60.3%
Technology 15.3%
Financial Services 5.2%
Communication Services 4.4%
Industrials 4.4%
Consumer Cyclical 3.7%
Consumer Defensive 2.5%
Healthcare 2.2%
Utilities 1.5%
Basic Materials 0.2%