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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
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLGR FRANKLIN FTSE GERMANY ETF 84,886.0 $2.7M 1.46% $32.20 +8.0%
22 SPYV SPDR PORT S&P 500 VALUE 44,798.0 $2.7M 1.45% $60.79 +4.5%
23 IWM ISHARES RUSSELL 2000 ETF 9,002.0 $2.7M 1.44% $300.45 -1.6%
24 FLCH FRANKLIN FTSE CHINA ETF 122,989.0 $2.5M 1.34% $20.41 +7.3%
25 EWZ ISHARES MSCI BRAZIL ETF 70,529.0 $2.4M 1.30% +24K +51.1% $34.50 +3.0%
26 EWW ISHARES MSCI MEXICO ETF 31,114.0 $2.3M 1.25% $75.27 +1.6%
27 EWP ISHARES MSCI SPAIN ETF 39,315.0 $2.3M 1.25% $59.39 +5.0%
28 FLKR FRANKLIN FTSE SOUTH KOREA 35,006.0 $2.3M 1.23% $66.08 -10.0%
29 IJH ISHARES CORE S&P MIDCAP ETF 24,567.0 $1.9M 1.01% +125.0 +0.5% $77.11 -1.8%
30 VWO VANGUARD FTSE EMERGING MARKE 31,633.0 $1.9M 1.01% $59.69 +1.8%
31 EZA ISHARES MSCI SOUTH AFRICA ET 29,808.0 $1.9M 1.00% $63.19 +11.9%
32 EPU ISHARES MSCI PERU AND GLOBAL 21,881.0 $1.8M 0.97% +1K +5.4% $83.50 +10.5%
33 FLIN FRANKLIN FTSE INDIA ETF 50,486.0 $1.8M 0.96% $35.57 +0.3%
34 FLSW FRANKLIN FTSE SWITZERLAND 35,164.0 $1.5M 0.81% $43.33 +1.1%
35 ECH ISHARES MSCI CHILE ETF 36,844.0 $1.5M 0.78% $39.70 +3.2%
36 EMXC ISHARES MSCI EMR MRK EX CHNA 12,756.0 $1.3M 0.70% +406.0 +3.3% $102.30 -4.1%
37 EWN ISHARES MSCI NETHERLANDS ETF 18,392.0 $1.3M 0.69% $70.34 -2.6%
38 IJR ISHARES CORE S&P SMALL-CAP E 8,481.0 $1.3M 0.67% +296.0 +3.6% $148.31 -1.8%
39 FLAU FRANKLIN FTSE AUSTRALIA ETF 37,289.0 $1.3M 0.67% $33.66 +6.5%
40 JPIB JPMORGAN INTL BND ETF 25,726.0 $1.2M 0.66% -139.0 -0.5% $48.35 -1.1%
Page 2 of 5  ·  91 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
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%