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Portfolio (Quarterly) Guide ↗

INNEALTA CAPITAL, LLC

· CIK 0001752579
13F Portfolio $161M AUM 75 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 17 Added 29 Reduced 24 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLRE REAL ESTATE SELECT SECT SPDR 25,356.0 $1.0M 0.64% $40.83 +9.1%
42 IJR ISHARES CORE S&P SMALL-CAP E 8,185.0 $1.0M 0.63% NEW $124.31 +10.5%
43 EMXC ISHARES MSCI EMR MRK EX CHNA 12,350.0 $971K 0.60% NEW $78.66 +21.5%
44 EWH ISHARES MSCI HONG KONG ETF 40,610.0 $938K 0.58% -33K -44.5% $23.09 +1.7%
45 BND VANGUARD TOTAL BOND MARKET 12,227.0 $900K 0.56% -10K -45.0% $73.64 -0.9%
46 BOXX ALPHA ARCHITECT 1-3 MNTH BOX 7,197.0 $837K 0.52% +5K +307.1% $116.29 +0.5%
47 EWU ISHARES MSCI UNITED KINGDOM 17,889.0 $815K 0.51% NEW $45.56 +3.4%
48 EWD ISHARES MSCI SWEDEN ETF 14,078.0 $686K 0.43% -6K -28.5% $48.72 +7.6%
49 BBCA JPMORGAN BETABUILDERS CANADA 6,249.0 $588K 0.36% -3K -29.8% $94.06 +6.9%
50 FLBR FRANKLIN FTSE BRAZIL ETF 24,594.0 $588K 0.36% +286.0 +1.2% $23.89 -4.4%
51 EMB ISHARES JP MORGAN USD EMERGI 6,136.0 $576K 0.36% $93.93 +1.3%
52 EWI ISHARES MSCI ITALY ETF 10,644.0 $569K 0.35% -35K -76.8% $53.42 +9.7%
53 RWO SPDR DJ GLOBAL REAL ESTATE E 9,064.0 $415K 0.26% +245.0 +2.8% $45.77 +8.1%
54 EWT ISHARES MSCI TAIWAN ETF 5,771.0 $409K 0.25% -14K -70.7% $70.92 +36.5%
55 EDEN ISHARES MSCI DENMARK ETF 3,534.0 $370K 0.23% -216.0 -5.8% $104.69 +7.5%
56 COKE COCA-COLA CONSOLIDATED INC Consumer Defensive 1,873.0 $359K 0.22% NEW $191.74 -8.5%
57 EWA ISHARES MSCI AUSTRALIA ETF 11,158.0 $310K 0.19% NEW $27.76 +3.7%
58 FXI ISHARES CHINA LARGE-CAP ETF 7,610.0 $273K 0.17% -46K -85.8% $35.90 -1.1%
59 EWM ISHARES MSCI MALAYSIA ETF 8,792.0 $250K 0.15% NEW $28.41 +2.9%
60 DDS DILLARDS INC-CL A Consumer Cyclical 423.0 $242K 0.15% $572.11 -1.8%
Page 3 of 4  ·  75 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 45.3%
Energy 20.3%
Consumer Cyclical 11.8%
Consumer Defensive 9.2%
Industrials 8.1%
Technology 4.0%
Communication Services 1.3%