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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 7 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PYLD PIMCO ETF TR 143,341.0 $3.8M 0.20% +67K +87.2% $26.20 +0.5%
122 PDEC INNOVATOR ETFS TRUST 86,581.0 $3.7M 0.20% -6K -6.9% $42.50 +7.2%
123 VGSH VANGUARD SCOTTSDALE FDS 62,605.0 $3.7M 0.20% +45K +253.2% $58.54 -0.5%
124 NOBL PROSHARES TR 33,624.0 $3.6M 0.19% +191.0 +0.6% $106.01 +1.7%
125 UDEC INNOVATOR ETFS TRUST 90,890.0 $3.5M 0.19% -4K -4.2% $38.84 +6.7%
126 AVT AVNET INC Technology 56,413.0 $3.5M 0.18% NEW $61.62 +39.4%
127 PAUG INNOVATOR ETFS TRUST 80,886.0 $3.5M 0.18% -1K -1.5% $42.72 +5.8%
128 NE NOBLE CORP PLC Energy 69,849.0 $3.4M 0.18% NEW $49.07 +6.0%
129 ROG ROGERS CORP Technology 31,328.0 $3.4M 0.18% NEW $107.33 +25.9%
130 MEOH METHANEX CORP Basic Materials 55,390.0 $3.3M 0.17% NEW $59.54 +1.0%
131 LLY ELI LILLY & CO Healthcare 3,583.0 $3.3M 0.17% -3K -41.2% $919.78 +15.8%
132 IUSG ISHARES TR 21,090.0 $3.3M 0.17% $155.11 +20.3%
133 XES SPDR SERIES TRUST 27,668.0 $3.2M 0.17% +569.0 +2.1% $116.33 +11.4%
134 SHLD GLOBAL X FDS 44,839.0 $3.2M 0.17% +34K +327.2% $70.84 -8.0%
135 SHY ISHARES TR 36,876.0 $3.0M 0.16% -5K -11.3% $82.57 -0.5%
136 JNJ JOHNSON & JOHNSON Healthcare 12,379.0 $3.0M 0.16% +1K +9.7% $244.45 -4.1%
137 EMXC ISHARES INC 38,047.0 $3.0M 0.16% +412.0 +1.1% $78.66 +21.5%
138 DE DEERE & CO Industrials 5,239.0 $3.0M 0.16% +395.0 +8.2% $563.27 -6.1%
139 VEA VANGUARD TAX-MANAGED FDS 46,021.0 $2.9M 0.16% -790.0 -1.7% $64.08 +10.0%
140 FTAG FIRST TR EXCHANGE-TRADED FD 96,339.0 $2.8M 0.15% NEW $29.55 -1.4%
Page 7 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%