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Portfolio (Quarterly) Guide ↗

INNEALTA CAPITAL, LLC

· CIK 0001752579
13F Portfolio $187M AUM 91 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 14 Added 8 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLF FINANCIAL SELECT SECTOR SPDR 162,938.0 $8.7M 4.66% +19K +13.1% $53.61 +8.4%
2 FLTW FRANKLIN FTSE TAIWAN ETF 64,965.0 $6.9M 3.66% +10K +17.4% $105.53 -2.0%
3 VTI VANGUARD TOTAL STOCK MKT ETF 14,344.0 $5.3M 2.83% +170.0 +1.2% $370.04 +2.5%
4 JBND JPMORGAN ACTIVE BOND ETF 94,973.0 $5.1M 2.71% +4K +3.9% $53.50 -1.5%
5 EWY ISHARES MSCI SOUTH KOREA ETF 24,034.0 $4.9M 2.59% +5K +25.0% $201.90 -10.7%
6 EWZ ISHARES MSCI BRAZIL ETF 70,529.0 $2.4M 1.30% +24K +51.1% $34.50 +3.0%
7 IJH ISHARES CORE S&P MIDCAP ETF 24,567.0 $1.9M 1.01% +125.0 +0.5% $77.11 -1.8%
8 EPU ISHARES MSCI PERU AND GLOBAL 21,881.0 $1.8M 0.97% +1K +5.4% $83.50 +10.5%
9 EMXC ISHARES MSCI EMR MRK EX CHNA 12,756.0 $1.3M 0.70% +406.0 +3.3% $102.30 -4.1%
10 IJR ISHARES CORE S&P SMALL-CAP E 8,481.0 $1.3M 0.67% +296.0 +3.6% $148.31 -1.8%
11 BOXX ALPHA ARCHITECT 1-3 MNTH BOX 8,461.0 $991K 0.53% +1K +17.6% $117.09 +0.8%
12 RWO SPDR DJ GLOBAL REAL ESTATE E 9,157.0 $455K 0.24% +93.0 +1.0% $49.71 +0.3%
13 CRGY CRESCENT ENERGY INC-A Energy 37,371.0 $367K 0.20% +27K +263.0% $9.82 +37.9%
14 VOO VANGUARD S&P 500 ETF 414.0 $284K 0.15% +54.0 +15.0% $686.81 +3.0%

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
Financial Services 42.6%
Consumer Cyclical 19.3%
Industrials 13.4%
Energy 5.7%
Consumer Defensive 5.6%
Technology 5.1%
Healthcare 4.4%
Basic Materials 3.4%
Communication Services 0.7%