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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FMF FIRST TR EXCHANGE-TRADED FD 5,803.0 $294K 0.05% +268.0 +4.8% $50.62 +2.3%
142 PCY INVESCO EXCH TRADED FD TR II 13,989.0 $292K 0.05% -4K -21.9% $20.90 +1.5%
143 SCHR SCHWAB STRATEGIC TR 11,589.0 $289K 0.05% +419.0 +3.8% $24.91 -1.5%
144 GLDM WORLD GOLD TR Financial Services 3,110.0 $288K 0.05% +206.0 +7.1% $92.69 -2.9%
145 CAT CATERPILLAR INC Industrials 398.0 $282K 0.05% +31.0 +8.4% $709.13 +25.3%
146 FIRST TR EXCHANGE TRADED FD 12,186.0 $280K 0.05% NEW $22.95
147 JNJ JOHNSON & JOHNSON Healthcare 1,140.0 $279K 0.05% +152.0 +15.4% $244.41 -5.6%
148 RIO RIO TINTO PLC Basic Materials 2,893.0 $270K 0.05% -57.0 -1.9% $93.30 +17.5%
149 FIVA FIDELITY COVINGTON TRUST 7,626.0 $265K 0.05% +1K +22.6% $34.81 +6.6%
150 DIVO AMPLIFY ETF TR 5,776.0 $259K 0.05% $44.85 +1.1%
151 DVN DEVON ENERGY CORP NEW Energy 5,138.0 $259K 0.05% NEW $50.32 -6.1%
152 COF CAPITAL ONE FINL CORP Financial Services 1,397.0 $255K 0.04% +76.0 +5.8% $182.41 +1.9%
153 DAL DELTA AIR LINES INC Industrials 3,748.0 $249K 0.04% $66.48 +7.6%
154 UCON FIRST TR EXCHNG TRADED FD VI 9,486.0 $235K 0.04% -754.0 -7.4% $24.77 -0.1%
155 PFE PFIZER INC Healthcare 8,284.0 $233K 0.04% NEW $28.08 -8.3%
156 HD HOME DEPOT INC Consumer Cyclical 707.0 $233K 0.04% +87.0 +14.0% $328.99 -7.5%
157 FIRST TR EXCHANGE-TRADED FD 993.0 $232K 0.04% NEW $234.04
158 FIRST TR EXCHANGE-TRADED FD 2,498.0 $232K 0.04% NEW $92.76
159 META META PLATFORMS INC Communication Services 385.0 $220K 0.04% NEW $571.83 +8.1%
160 CASY CASEYS GEN STORES INC Consumer Cyclical 300.0 $218K 0.04% NEW $727.86 +17.2%
Page 8 of 9  ·  167 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%