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Portfolio (Quarterly) Guide ↗

Trek Financial, LLC

· CIK 0001768195
13F Portfolio $1.9B AUM 472 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New 181 Added 140 Reduced 77 Exited
Page 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 B BARRICK MNG CORP Basic Materials 14,474.0 $590K 0.03% NEW $40.79 -0.3%
62 DDFJ INNOVATOR ETFS TRUST 30,870.0 $579K 0.03% NEW $18.76 +4.7%
63 ARM ARM HOLDINGS PLC Technology 3,570.0 $540K 0.03% NEW $151.28 +102.6%
64 AMLP ALPS ETF TR 8,805.0 $463K 0.03% NEW $52.64 +3.6%
65 EOG EOG RES INC Energy 3,062.0 $443K 0.02% NEW $144.58 -2.3%
66 VNQ VANGUARD INDEX FDS 4,979.0 $442K 0.02% NEW $88.70 +9.1%
67 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 680.0 $419K 0.02% NEW $616.76 +8.7%
68 SCHO SCHWAB STRATEGIC TR 17,240.0 $418K 0.02% NEW $24.27 -0.6%
69 TS TENARIS S A Energy 6,531.0 $380K 0.02% NEW $58.18 +5.9%
70 XOP SPDR SERIES TRUST 2,048.0 $372K 0.02% NEW $181.83 -5.4%
71 PDBC INVESCO ACTVELY MNGD ETC FD 21,233.0 $368K 0.02% NEW $17.32 +5.1%
72 AAXJ ISHARES TR 3,465.0 $334K 0.02% NEW $96.29 +18.5%
73 SCHE SCHWAB STRATEGIC TR 9,908.0 $326K 0.02% NEW $32.95 +8.5%
74 IYR ISHARES TR 3,396.0 $321K 0.02% NEW $94.56 +8.6%
75 IMAR INNOVATOR ETFS TRUST 10,650.0 $309K 0.02% NEW $29.03 +3.9%
76 UI UBIQUITI INC Technology 330.0 $261K 0.01% NEW $790.29 -22.7%
77 SNN SMITH & NEPHEW PLC Healthcare 8,001.0 $254K 0.01% NEW $31.78 -3.9%
78 CRWD CROWDSTRIKE HLDGS INC Technology 650.0 $254K 0.01% NEW $390.41 +69.9%
79 FMS FRESENIUS MEDICAL CARE AG Healthcare 11,112.0 $251K 0.01% NEW $22.56 -4.1%
80 IFEB INNOVATOR ETFS TRUST 8,394.0 $250K 0.01% NEW $29.81 +4.1%
Page 4 of 6  ·  101 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
Basic Materials 21.3%
Energy 20.0%
Technology 18.6%
Financial Services 16.9%
Industrials 5.7%
Consumer Cyclical 5.2%
Communication Services 4.3%
Healthcare 3.9%
Consumer Defensive 3.6%
Real Estate 0.3%