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Portfolio (Quarterly) Guide ↗

Sachetta, LLC

· CIK 0002010574
13F Portfolio $206M AUM 1,224 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 239 New 518 Added 150 Reduced 241 Exited
Page 1 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 45,601.0 $33.6M 16.33% +1K +3.3% $736.46 -3.9%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 26,602.0 $19.9M 9.66% +221.0 +0.8% $746.80 +2.0%
3 FBND FIDELITY MERRIMACK STR TR 223,961.0 $10.2M 4.95% +35K +18.8% $45.49 -1.9%
4 TER TERADYNE INC Technology 15,304.0 $7.4M 3.60% +15K +10000.0% $483.84 -30.7%
5 IHDG WISDOMTREE TR 93,733.0 $4.9M 2.39% +7K +7.9% $52.38 +0.9%
6 IJH ISHARES TR 60,983.0 $4.7M 2.29% +2K +3.0% $77.11 -3.3%
7 SCHD SCHWAB STRATEGIC TR 134,733.0 $4.3M 2.08% +10K +8.2% $31.71 +9.8%
8 MINT PIMCO ETF TR 39,613.0 $4.0M 1.94% +5K +13.7% $100.81 -0.3%
9 MBB ISHARES TR 40,261.0 $3.8M 1.85% +5K +13.3% $94.52 -2.2%
10 HSCZ ISHARES TR 84,183.0 $3.6M 1.76% +425.0 +0.5% $42.98 +1.8%
11 SCHB SCHWAB STRATEGIC TR 122,890.0 $3.6M 1.73% +735.0 +0.6% $28.96 +1.5%
12 JEPI J P MORGAN EXCHANGE TRADED F 51,803.0 $2.9M 1.42% +7K +16.5% $56.48 +0.9%
13 SDY SPDR SERIES TRUST 17,771.0 $2.7M 1.31% +2K +9.3% $152.18 +2.3%
14 FREL FIDELITY COVINGTON TRUST 81,586.0 $2.4M 1.16% +11K +15.8% $29.30 -0.2%
15 AVUV AMERICAN CENTY ETF TR 16,208.0 $2.0M 0.98% +382.0 +2.4% $124.76 -0.5%
16 TSLA TESLA INC Consumer Cyclical 4,528.0 $1.9M 0.93% +255.0 +6.0% $420.55 -15.3%
17 MSFT MICROSOFT CORP Technology 5,027.0 $1.9M 0.91% +614.0 +13.9% $373.00 +34.3%
18 NVDA NVIDIA CORPORATION Technology 9,301.0 $1.9M 0.91% +2K +24.7% $200.09 +8.7%
19 VHT VANGUARD WORLD FD 5,917.0 $1.8M 0.86% +493.0 +9.1% $299.02 +7.5%
20 FBCG FIDELITY COVINGTON TRUST 25,532.0 $1.6M 0.77% +2K +10.6% $62.11 -2.0%
Page 1 of 26  ·  518 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 60.8%
Technology 18.4%
Healthcare 4.7%
Consumer Cyclical 4.4%
Industrials 3.3%
Communication Services 2.6%
Consumer Defensive 2.0%
Energy 1.5%
Utilities 1.4%
Real Estate 0.6%