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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 XLK TECHNOLOGY SELECT SECT SPDR 70,838.0 $13.5M 7.20% -24K -25.6% $190.52 -2.5%
2 XLE ENERGY SELECT SECTOR SPDR 75,787.0 $4.0M 2.15% -51K -40.3% $53.11 +18.0%
3 JPIB JPMORGAN INTL BND ETF 25,726.0 $1.2M 0.66% -139.0 -0.5% $48.35 -1.1%
4 GLD SPDR GOLD SHARES Financial Services 3,088.0 $1.1M 0.61% -91.0 -2.9% $368.38 +11.0%
5 LQD ISHARES IBOXX INVESTMENT GRA 9,889.0 $1.1M 0.58% -124.0 -1.2% $109.07 -2.5%
6 BND VANGUARD TOTAL BOND MARKET 12,092.0 $888K 0.47% -135.0 -1.1% $73.41 -1.5%
7 EMB ISHARES JP MORGAN USD EMERGI 6,037.0 $582K 0.31% -99.0 -1.6% $96.44 -1.6%
8 EDEN ISHARES MSCI DENMARK ETF 3,009.0 $332K 0.18% -525.0 -14.9% $110.35 +6.8%

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%