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Portfolio (Quarterly) Guide ↗

Register Financial Advisors LLC

· CIK 0001962636
13F Portfolio $257M AUM 351 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 351 New
Page 8 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 2,110.0 $361K 0.14% NEW $171.18 +127.3%
142 USMV ISHARES TR 3,832.0 $361K 0.14% NEW $94.16 +0.1%
143 XLV SELECT SECTOR SPDR TR 2,278.0 $353K 0.14% NEW $154.83 -3.5%
144 GILD GILEAD SCIENCES INC Healthcare 2,838.0 $348K 0.14% NEW $122.74 +0.8%
145 WELL WELLTOWER INC Real Estate 1,859.0 $345K 0.13% NEW $185.61 +11.3%
146 PR PERMIAN RESOURCES CORP Energy 24,593.0 $345K 0.13% NEW $14.03 +31.4%
147 TGT TARGET CORP Consumer Defensive 3,522.0 $344K 0.13% NEW $97.75 +33.7%
148 FESM FIDELITY COVINGTON TRUST 9,100.0 $344K 0.13% NEW $37.78 +23.8%
149 SPYD SPDR SERIES TRUST 7,905.0 $342K 0.13% NEW $43.25 +9.8%
150 RDVY FIRST TR EXCHANGE TRADED FD 4,793.0 $333K 0.13% NEW $69.47 +13.9%
151 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 32,560.0 $331K 0.13% NEW $10.18 -4.7%
152 TXN TEXAS INSTRS INC Technology 1,901.0 $330K 0.13% NEW $173.51 +86.1%
153 KMI KINDER MORGAN INC DEL Energy 11,777.0 $324K 0.13% NEW $27.49 +14.9%
154 VB VANGUARD INDEX FDS 1,240.0 $320K 0.12% NEW $257.95 +14.9%
155 PNC PNC FINL SVCS GROUP INC Financial Services 1,500.0 $313K 0.12% NEW $208.73 +11.2%
156 VRT VERTIV HOLDINGS CO Industrials 1,920.0 $311K 0.12% NEW $162.04 +105.5%
157 BLK BLACKROCK INC Financial Services 290.0 $310K 0.12% NEW $1069.99 -1.9%
158 PAAA PGIM ETF TR 6,053.0 $310K 0.12% NEW $51.26 +0.3%
159 EXACT SCIENCES CORP 2,970.0 $302K 0.12% NEW $101.56
160 VT VANGUARD INTL EQUITY INDEX F 2,117.0 $299K 0.12% NEW $141.03 +11.8%
Page 8 of 18  ·  351 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
Technology 26.3%
Industrials 22.4%
Financial Services 17.4%
Consumer Cyclical 6.8%
Healthcare 6.0%
Energy 5.2%
Consumer Defensive 4.9%
Communication Services 3.4%
Real Estate 3.1%
Utilities 2.2%