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Portfolio (Quarterly) Guide ↗

Register Financial Advisors LLC

· CIK 0001962636
13F Portfolio $326M AUM 426 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 132 Added 61 Reduced 14 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 8,615.0 $260K 0.08% -2K -14.8% $30.14 +1.6%
42 CIEN CIENA CORP Technology 498.0 $244K 0.07% -120.0 -19.4% $490.56 -26.5%
43 UNP UNION PAC CORP Industrials 842.0 $229K 0.07% -50.0 -5.6% $272.09 +6.8%
44 KRE SPDR SERIES TRUST 2,669.0 $200K 0.06% -32.0 -1.2% $74.84 -3.0%
45 IJK ISHARES TR 933.0 $110K 0.03% -120.0 -11.4% $117.50 -5.0%
46 POWW OUTDOOR HOLDING CO Industrials 35,600.0 $81K 0.03% -1K -2.7% $2.28 -4.4%
47 MDXG MIMEDX GROUP INC Healthcare 19,800.0 $76K 0.02% -500.0 -2.5% $3.85 +17.4%
48 BIZD VANECK ETF TRUST 4,870.0 $62K 0.02% -1K -17.0% $12.66 +5.5%
49 XTN SPDR SERIES TRUST 524.0 $61K 0.02% -25.0 -4.5% $115.64 -11.2%
50 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 3,175.0 $40K 0.01% -2K -36.2% $12.52 -5.0%
51 SCZ ISHARES TR 288.0 $24K 0.01% -689.0 -70.5% $82.27 +4.6%
52 MDYG SPDR SERIES TRUST 181.0 $20K 0.01% -184.0 -50.4% $112.09 -4.9%
53 IAT ISHARES TR 300.0 $19K 0.01% -400.0 -57.1% $62.21 -2.2%
54 VTWO VANGUARD SCOTTSDALE FDS 123.0 $15K 0.01% -71.0 -36.6% $121.42 -3.2%
55 EFA ISHARES TR 114.0 $12K 0.00% -83.0 -42.1% $103.88 +2.5%
56 COPX GLOBAL X FDS 136.0 $10K 0.00% -65.0 -32.3% $76.97 +15.9%
57 SPYM SPDR SERIES TRUST 82.0 $7K 0.00% -239.0 -74.5% $87.88 +2.0%
58 VBR VANGUARD INDEX FDS 12.0 $3K 0.00% -9.0 -42.9% $243.00 +0.3%
59 IJS ISHARES TR 21.0 $3K 0.00% -169.0 -89.0% $136.67 -1.2%
60 USB US BANCORP Financial Services 21.0 $1K -43.0 -67.2% $60.38 +1.4%
Page 3 of 4  ·  61 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 30.8%
Industrials 22.4%
Financial Services 13.8%
Consumer Cyclical 7.4%
Healthcare 5.5%
Consumer Defensive 4.9%
Energy 4.9%
Real Estate 3.7%
Communication Services 2.7%
Utilities 2.3%