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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 2 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 8,954.0 $2.0M 0.99% $227.06 +3.8%
22 SCHG SCHWAB STRATEGIC TR 59,907.0 $2.0M 0.98% $33.84 +4.2%
23 AVUV AMERICAN CENTY ETF TR 16,208.0 $2.0M 0.98% +382.0 +2.4% $124.76 -0.5%
24 TSLA TESLA INC Consumer Cyclical 4,528.0 $1.9M 0.93% +255.0 +6.0% $420.55 -15.3%
25 MSFT MICROSOFT CORP Technology 5,027.0 $1.9M 0.91% +614.0 +13.9% $373.00 +34.3%
26 NVDA NVIDIA CORPORATION Technology 9,301.0 $1.9M 0.91% +2K +24.7% $200.09 +8.7%
27 VHT VANGUARD WORLD FD 5,917.0 $1.8M 0.86% +493.0 +9.1% $299.02 +7.5%
28 FBCG FIDELITY COVINGTON TRUST 25,532.0 $1.6M 0.77% +2K +10.6% $62.11 -2.0%
29 QQEW FIRST TR EXCHANGE-TRADED FD 8,841.0 $1.4M 0.69% -757.0 -7.9% $159.61 +1.5%
30 IAGG ISHARES TR 24,998.0 $1.3M 0.61% +3K +13.9% $50.60 -2.0%
31 GOOGL ALPHABET INC Communication Services 3,445.0 $1.2M 0.60% +910.0 +35.9% $357.40 -6.3%
32 SRLN SSGA ACTIVE ETF TR 30,393.0 $1.2M 0.59% +4K +14.7% $40.29 +0.4%
33 VTI VANGUARD INDEX FDS 2,974.0 $1.1M 0.54% +2K +168.4% $370.03 +1.4%
34 AMZN AMAZON COM INC Consumer Cyclical 4,457.0 $1.1M 0.52% +837.0 +23.1% $238.34 +7.0%
35 SCHV SCHWAB STRATEGIC TR 30,489.0 $1.1M 0.52% -257.0 -0.8% $34.81 -1.4%
36 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,435.0 $1.0M 0.49% -114.0 -7.4% $703.49 -3.3%
37 DIVO AMPLIFY ETF TR 21,590.0 $987K 0.48% +501.0 +2.4% $45.70 +5.3%
38 IWM ISHARES TR 3,194.0 $960K 0.47% $300.48 -3.3%
39 SCHM SCHWAB STRATEGIC TR 25,959.0 $957K 0.47% +240.0 +0.9% $36.87 -4.6%
40 VEA VANGUARD TAX-MANAGED FDS 13,356.0 $952K 0.46% +2K +13.5% $71.25 +1.2%
Page 2 of 52  ·  1,025 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%