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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 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOVT ISHARES TR 171,555.0 $3.9M 0.95% +10K +6.2% $22.91 -0.7%
22 QUAL ISHARES TR 20,052.0 $3.8M 0.94% +1K +7.8% $191.81 +12.4%
23 QQQ INVESCO QQQ TR Financial Services 6,404.0 $3.7M 0.90% +6K +742.6% $577.19 +26.9%
24 SCHE SCHWAB STRATEGIC TR 99,172.0 $3.3M 0.79% +10K +10.7% $32.95 +10.2%
25 AAPL APPLE INC Technology 10,906.0 $2.8M 0.67% -118.0 -1.1% $253.78 +22.7%
26 TQQQ PROSHARES TR 65,402.0 $2.7M 0.66% NEW $41.68 +98.3%
27 NVDL GRANITESHARES ETF TR 30,999.0 $2.2M 0.55% NEW $72.57 +42.7%
28 DFAE DIMENSIONAL ETF TRUST 65,314.0 $2.2M 0.54% +3K +5.0% $33.86 +19.1%
29 SSO PROSHARES TR 42,070.0 $2.2M 0.53% -494K -92.2% $51.88 +32.5%
30 DIHP DIMENSIONAL ETF TRUST 59,945.0 $1.9M 0.47% +5K +8.9% $32.22 +6.3%
31 DFAS DIMENSIONAL ETF TRUST 24,120.0 $1.7M 0.42% +3K +14.8% $71.13 +10.4%
32 NVDA NVIDIA CORPORATION Technology 9,318.0 $1.6M 0.40% +5K +99.8% $174.40 +21.6%
33 BERKSHIRE HATHAWAY INC DEL 3,264.0 $1.6M 0.38% $479.20
34 MTUM ISHARES TR 6,402.0 $1.5M 0.37% +457.0 +7.7% $239.98 +30.7%
35 DFIS DIMENSIONAL ETF TRUST 37,801.0 $1.3M 0.31% +3K +9.1% $33.67 +9.0%
36 MU MICRON TECHNOLOGY INC Technology 3,500.0 $1.2M 0.29% NEW $337.84 +177.9%
37 DUK DUKE ENERGY CORP NEW Utilities 8,916.0 $1.2M 0.28% -207.0 -2.3% $130.94 -4.7%
38 DEHP DIMENSIONAL ETF TRUST 29,606.0 $1.0M 0.24% +2K +8.3% $33.79 +27.2%
39 AMZU DIREXION SHARES ETF TRUST 28,500.0 $766K 0.19% NEW $26.86 +63.6%
40 AUSF GLOBAL X FDS 13,036.0 $630K 0.15% -450.0 -3.3% $48.35 +2.2%
Page 2 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%