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Portfolio (Quarterly) Guide ↗

Sollinda Capital Management LLC

· CIK 0002012034
13F Portfolio $468M AUM 81 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 32 Added 19 Reduced 12 Exited
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 778,780.0 $78.4M 16.74% -87K -10.1% $100.67 -0.0%
2 VT VANGUARD INTL EQUITY INDEX F 371,259.0 $58.3M 12.44% NEW $156.95 +2.0%
3 BIL SPDR SERIES TRUST 468,486.0 $42.9M 9.16% -31K -6.2% $91.64 -0.0%
4 RSP INVESCO EXCHANGE TRADED FD T 168,744.0 $35.9M 7.66% -64K -27.4% $212.77 +4.3%
5 IEI ISHARES TR 271,334.0 $31.9M 6.80% +172K +172.7% $117.45 -0.8%
6 J P MORGAN EXCHANGE TRADED F 504,872.0 $25.5M 5.45% $50.57
7 DFAU DIMENSIONAL ETF TRUST 377,167.0 $19.5M 4.16% +42K +12.5% $51.69 +2.3%
8 SHY ISHARES TR 225,674.0 $18.5M 3.96% +222K +6767.7% $82.11 -0.1%
9 IEF ISHARES TR 137,700.0 $13.0M 2.78% +4K +3.1% $94.57 -1.6%
10 XLE SELECT SECTOR SPDR TR 216,098.0 $11.5M 2.45% -17K -7.2% $53.11 +18.8%
11 DUHP DIMENSIONAL ETF TRUST 265,378.0 $11.1M 2.36% +39K +17.1% $41.73 +1.4%
12 IWM ISHARES TR 34,135.0 $10.3M 2.19% -94K -73.5% $300.45 -0.8%
13 AVUS AMERICAN CENTY ETF TR 77,984.0 $10.0M 2.13% +1K +1.9% $128.08 +1.7%
14 VGSH VANGUARD SCOTTSDALE FDS 166,057.0 $9.7M 2.06% +4K +2.2% $58.20 -0.1%
15 XLI SELECT SECTOR SPDR TR 46,069.0 $8.5M 1.82% NEW $185.23 -3.4%
16 DFUV DIMENSIONAL ETF TRUST 136,915.0 $7.5M 1.61% +23K +20.4% $55.01 +4.3%
17 MTUM ISHARES TR 21,699.0 $7.4M 1.59% +15K +238.9% $342.83 -12.3%
18 DFAI DIMENSIONAL ETF TRUST 121,942.0 $5.0M 1.07% +6K +5.2% $41.25 +4.9%
19 SCHF SCHWAB STRATEGIC TR 180,902.0 $5.0M 1.07% +8K +4.6% $27.70 +2.2%
20 QUAL ISHARES TR 21,101.0 $4.6M 0.99% +1K +5.2% $219.43 +2.0%
Page 1 of 4  ·  80 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 39.7%
Consumer Cyclical 18.3%
Financial Services 14.4%
Healthcare 5.6%
Communication Services 5.6%
Utilities 5.3%
Industrials 4.6%
Consumer Defensive 2.6%
Energy 2.0%
Basic Materials 1.4%