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Portfolio (Quarterly) Guide ↗

Asset Allocation Strategies LLC

· CIK 0001922879
13F Portfolio $563.1B AUM 168 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 74 Added 58 Reduced 14 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIG VANGUARD SPECIALIZED FUNDS 7,260.0 $1.6M 0.28% -2K -23.2% $215.06 +6.5%
22 FXU FIRST TR EXCHANGE-TRADED FD 29,458.0 $1.5M 0.26% -895.0 -3.0% $49.59 -3.8%
23 VOO VANGUARD INDEX FDS 2,394.0 $1.4M 0.25% -187.0 -7.2% $597.66 +13.6%
24 NVDA NVIDIA CORPORATION Technology 8,059.0 $1.4M 0.25% -1K -11.6% $174.40 +30.4%
25 FTSL FIRST TR EXCHANGE-TRADED FD 28,969.0 $1.3M 0.23% -2K -7.2% $44.80 +0.7%
26 JAAA JANUS DETROIT STR TR 20,591.0 $1.0M 0.18% -25K -55.1% $50.37 +0.6%
27 VSS VANGUARD INTL EQUITY INDEX F 6,925.0 $1.0M 0.18% -5K -40.6% $145.79 +8.7%
28 IVV ISHARES TR 1,500.0 $980K 0.17% -350.0 -18.9% $653.29 +13.5%
29 FPXI FIRST TR EXCHANGE-TRADED FD 15,494.0 $957K 0.17% -1K -7.2% $61.75 +16.8%
30 IWL ISHARES TR 5,955.0 $956K 0.17% -340.0 -5.4% $160.49 +14.6%
31 DIA STATE STR SPDR DOW JONES IND Financial Services 2,023.0 $937K 0.17% -330.0 -14.0% $463.30 +6.8%
32 FDLO FIDELITY COVINGTON TRUST 14,232.0 $919K 0.16% -2K -11.3% $64.59 +7.1%
33 XSVM INVESCO EXCHANGE TRADED FD T 15,135.0 $912K 0.16% -1K -6.3% $60.26 +6.9%
34 JEPQ J P MORGAN EXCHANGE TRADED F 14,778.0 $820K 0.15% -2K -13.4% $55.52 +7.7%
35 BIV VANGUARD BD INDEX FDS 9,641.0 $744K 0.13% -883.0 -8.4% $77.18 -1.4%
36 XLRE SELECT SECTOR SPDR TR 15,727.0 $642K 0.11% -490.0 -3.0% $40.83 +6.5%
37 FTGC FIRST TR EXCHANGE TRAD FD VI 22,042.0 $633K 0.11% -494.0 -2.2% $28.71 +4.3%
38 IWF ISHARES TR 1,421.0 $606K 0.11% -221.0 -13.5% $426.46 -70.9%
39 VNQ VANGUARD INDEX FDS 6,785.0 $602K 0.11% -724.0 -9.6% $88.70 +6.4%
40 SPYV SPDR SERIES TRUST 8,683.0 $491K 0.09% -87K -90.9% $56.58 +5.8%
Page 2 of 3  ·  58 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 66.6%
Technology 12.2%
Energy 5.4%
Consumer Cyclical 4.3%
Communication Services 3.5%
Industrials 3.4%
Consumer Defensive 1.9%
Healthcare 1.3%
Utilities 0.8%
Basic Materials 0.7%