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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 16 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ARM ARM HOLDINGS PLC Technology 3,570.0 $540K 0.03% NEW $151.28 +102.6%
302 BUFF INNOVATOR ETFS TRUST 10,629.0 $525K 0.03% $49.41 +6.0%
303 IYW ISHARES TR 2,838.0 $515K 0.03% -28K -90.7% $181.42 +33.3%
304 CDE COEUR MNG INC Basic Materials 26,272.0 $493K 0.03% -6K -19.8% $18.77 -6.1%
305 MCD MCDONALDS CORP Consumer Cyclical 1,555.0 $483K 0.03% +138.0 +9.7% $310.85 -9.2%
306 INNOVATOR ETFS TRUST 16,252.0 $471K 0.03% -547.0 -3.3% $29.00
307 BNOV INNOVATOR ETFS TRUST 10,906.0 $469K 0.03% -958.0 -8.1% $43.02 +10.3%
308 KJAN INNOVATOR ETFS TRUST 11,222.0 $468K 0.03% -1K -9.2% $41.72 +7.1%
309 AMLP ALPS ETF TR 8,805.0 $463K 0.03% NEW $52.64 +3.6%
310 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 29,896.0 $461K 0.02% $15.42 +3.0%
311 DFAX DIMENSIONAL ETF TRUST 13,503.0 $459K 0.02% $33.97 +9.3%
312 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 11,200.0 $454K 0.02% +3K +41.8% $40.56 +1738.5%
313 VTV VANGUARD INDEX FDS 2,294.0 $450K 0.02% -782.0 -25.4% $196.18 +7.5%
314 UMAR INNOVATOR ETFS TRUST 11,313.0 $450K 0.02% -400.0 -3.4% $39.74 +5.6%
315 EOG EOG RES INC Energy 3,062.0 $443K 0.02% NEW $144.58 -2.3%
316 VNQ VANGUARD INDEX FDS 4,979.0 $442K 0.02% NEW $88.70 +9.1%
317 IWF ISHARES TR 1,031.0 $440K 0.02% +56.0 +5.7% $426.40 -70.7%
318 PSEP INNOVATOR ETFS TRUST 10,188.0 $439K 0.02% $43.06 +6.0%
319 INNOVATOR ETFS TRUST 16,191.0 $430K 0.02% -1K -6.9% $26.55
320 SMH VANECK ETF TRUST 1,116.0 $428K 0.02% -239.0 -17.6% $383.40 +50.3%
Page 16 of 24  ·  472 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%