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Portfolio (Quarterly) Guide ↗

Trivium Point Advisory, LLC

· CIK 0001766564
13F Portfolio $1.1B AUM 354 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 94 New 197 Added 40 Reduced 10 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSX BOSTON SCIENTIFIC CORP Healthcare 34,578.0 $1.5M 0.13% NEW $42.68 +15.7%
22 XLI SELECT SECTOR SPDR TR 7,792.0 $1.4M 0.13% NEW $185.22 -2.9%
23 RSG REPUBLIC SVCS INC Industrials 6,665.0 $1.4M 0.13% NEW $213.08 +3.0%
24 EDV VANGUARD WORLD FD 19,109.0 $1.2M 0.11% NEW $65.08 -8.1%
25 SJNK SPDR SERIES TRUST 47,578.0 $1.2M 0.11% NEW $25.03 -0.7%
26 ANNALY CAPITAL MANAGEMENT IN 52,247.0 $1.2M 0.11% NEW $22.36
27 COWZ PACER FDS TR 18,478.0 $1.1M 0.10% NEW $62.20 +14.5%
28 VV VANGUARD INDEX FDS 3,248.0 $1.1M 0.10% NEW $343.93 +2.2%
29 SCHR SCHWAB STRATEGIC TR 39,144.0 $965K 0.09% NEW $24.66 -1.0%
30 IYT ISHARES TR 10,177.0 $883K 0.08% NEW $86.75 -0.6%
31 XLE SELECT SECTOR SPDR TR 16,330.0 $867K 0.08% NEW $53.11 +20.0%
32 GLW CORNING INC Technology 3,361.0 $859K 0.08% NEW $255.45 -40.7%
33 USHY ISHARES TR 23,165.0 $858K 0.08% NEW $37.02 -0.6%
34 SPSB SPDR SERIES TRUST 28,506.0 $855K 0.08% NEW $30.01 -0.2%
35 MBSF VALUED ADVISERS TR 32,769.0 $841K 0.08% NEW $25.67 +0.1%
36 LQD ISHARES TR 7,528.0 $821K 0.07% NEW $109.08 -2.8%
37 IGIB ISHARES TR 14,843.0 $789K 0.07% NEW $53.17 -1.8%
38 VGSH VANGUARD SCOTTSDALE FDS 13,452.0 $783K 0.07% NEW $58.20 -0.1%
39 ARKF ARK ETF TR 19,547.0 $771K 0.07% NEW $39.46 +11.9%
40 UBER UBER TECHNOLOGIES INC Technology 10,675.0 $770K 0.07% NEW $72.16 +8.9%
Page 2 of 5  ·  94 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
Technology 30.7%
Communication Services 16.0%
Financial Services 13.9%
Industrials 9.1%
Energy 8.0%
Healthcare 6.5%
Consumer Cyclical 6.5%
Consumer Defensive 3.6%
Real Estate 2.8%
Utilities 2.5%