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Portfolio (Quarterly) Guide ↗

Sollinda Capital Management LLC

· CIK 0002012034
13F Portfolio $412M AUM 76 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 26 Added 24 Reduced 12 Exited
Page 1 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 865,955.0 $87.2M 21.18% +250K +40.5% $100.66 -0.0%
2 BIL SPDR SERIES TRUST 499,382.0 $45.8M 11.12% +80K +19.0% $91.64 -0.0%
3 RSP INVESCO EXCHANGE TRADED FD T 232,456.0 $44.6M 10.84% -62K -21.1% $191.92 +8.4%
4 IWM ISHARES TR 128,628.0 $31.9M 7.75% -949.0 -0.7% $248.00 +16.9%
5 J P MORGAN EXCHANGE TRADED F 502,626.0 $25.4M 6.18% $50.61
6 DFAU DIMENSIONAL ETF TRUST 335,300.0 $15.1M 3.68% +39K +13.3% $45.12 +14.8%
7 XLE SELECT SECTOR SPDR TR 232,874.0 $14.3M 3.47% NEW $61.26 -7.0%
8 IEF ISHARES TR 133,571.0 $12.7M 3.10% +10K +8.2% $95.44 -1.0%
9 IEI ISHARES TR 99,493.0 $11.8M 2.87% +18K +21.4% $118.60 -0.8%
10 VGSH VANGUARD SCOTTSDALE FDS 162,448.0 $9.5M 2.31% -8K -4.8% $58.54 -0.4%
11 VOE VANGUARD INDEX FDS 48,766.0 $9.0M 2.18% +15K +43.5% $184.28 +5.7%
12 AVUS AMERICAN CENTY ETF TR 76,550.0 $8.5M 2.07% +2K +2.7% $111.18 +14.3%
13 DUHP DIMENSIONAL ETF TRUST 226,599.0 $8.3M 2.02% +20K +9.9% $36.76 +12.1%
14 DFUV DIMENSIONAL ETF TRUST 113,730.0 $5.5M 1.34% +10K +9.2% $48.46 +10.6%
15 BCI ABRDN ETFS 199,221.0 $4.8M 1.18% NEW $24.29 +0.5%
16 UUP INVESCO DB US DLR INDEX TR Financial Services 170,038.0 $4.7M 1.15% NEW $27.78 -0.2%
17 SOXS DIREXION SHARES ETF TRUST 116,800.0 $4.7M 1.13% NEW $39.86 -83.6%
18 SRTY PROSHARES TR 116,566.0 $4.6M 1.13% NEW $39.74 -38.3%
19 DFAI DIMENSIONAL ETF TRUST 115,905.0 $4.5M 1.10% +5K +4.2% $38.96 +7.2%
20 SCHF SCHWAB STRATEGIC TR 172,990.0 $4.3M 1.04% +14K +9.0% $24.75 +11.8%
Page 1 of 4  ·  76 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 42.5%
Technology 30.9%
Consumer Cyclical 5.6%
Utilities 4.9%
Communication Services 4.5%
Healthcare 3.6%
Industrials 2.9%
Energy 2.4%
Consumer Defensive 1.2%
Basic Materials 1.0%