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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EWQ ISHARES MSCI FRANCE ETF 26,393.0 $1.2M 0.64% $45.43 +1.7%
42 ISHARES CORE S&P 500 1,444.0 $1.2M 0.62% NEW $811.30
43 GLD SPDR GOLD SHARES Financial Services 3,088.0 $1.1M 0.61% -91.0 -2.9% $368.38 +11.0%
44 LQD ISHARES IBOXX INVESTMENT GRA 9,889.0 $1.1M 0.58% -124.0 -1.2% $109.07 -2.5%
45 BOXX ALPHA ARCHITECT 1-3 MNTH BOX 8,461.0 $991K 0.53% +1K +17.6% $117.09 +0.8%
46 BND VANGUARD TOTAL BOND MARKET 12,092.0 $888K 0.47% -135.0 -1.1% $73.41 -1.5%
47 EWH ISHARES MSCI HONG KONG ETF 40,610.0 $850K 0.45% $20.92 +9.7%
48 EWU ISHARES MSCI UNITED KINGDOM 17,889.0 $825K 0.44% $46.14 +5.2%
49 EWD ISHARES MSCI SWEDEN ETF 14,078.0 $704K 0.38% $49.98 +7.4%
50 ISHARES NASDAQ 100 USD ACC 377.0 $652K 0.35% NEW $1729.80
51 EWI ISHARES MSCI ITALY ETF 10,644.0 $631K 0.34% $59.24 +5.0%
52 EWT ISHARES MSCI TAIWAN ETF 5,771.0 $627K 0.33% $108.61 -0.7%
53 BBCA JPMORGAN BETABUILDERS CANADA 6,249.0 $621K 0.33% $99.40 +7.0%
54 EMB ISHARES JP MORGAN USD EMERGI 6,037.0 $582K 0.31% -99.0 -1.6% $96.44 -1.6%
55 FLBR FRANKLIN FTSE BRAZIL ETF 24,594.0 $527K 0.28% $21.41 +2.7%
56 RWO SPDR DJ GLOBAL REAL ESTATE E 9,157.0 $455K 0.24% +93.0 +1.0% $49.71 +0.3%
57 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 6,762.0 $428K 0.23% NEW $63.30 -16.2%
58 WAL WESTERN ALLIANCE BANCORP Financial Services 4,706.0 $387K 0.21% NEW $82.20 -4.5%
59 ISH DIVERS COMMOD SWAP ETF 40,447.0 $368K 0.20% NEW $9.10
60 CRGY CRESCENT ENERGY INC-A Energy 37,371.0 $367K 0.20% +27K +263.0% $9.82 +37.9%
Page 3 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%