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Portfolio (Quarterly) Guide ↗

TOUNJIAN ADVISORY PARTNERS, LLC

· CIK 0002039850
13F Portfolio $234M AUM 795 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 646 New 14 Added 129 Reduced 7 Exited
Page 2 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 23,173.0 $3.4M 1.45% +21K +1255.2% $146.55 +8.4%
22 UNH UNITEDHEALTH GROUP INC Healthcare 7,748.0 $3.2M 1.38% NEW $415.62 -4.4%
23 SPYM SPDR SERIES TRUST 36,543.0 $3.2M 1.37% NEW $87.88 +3.2%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,264.0 $3.2M 1.36% NEW $746.76 +3.1%
25 VOO VANGUARD INDEX FDS 4,619.0 $3.2M 1.36% +4K +455.2% $686.76 +3.1%
26 ELEVATION SERIES TRUST 100,246.0 $2.8M 1.18% NEW $27.59
27 SIXD AIM ETF PRODUCTS TRUST 87,315.0 $2.7M 1.15% NEW $30.84 +2.3%
28 JUNW AIM ETF PRODUCTS TRUST 67,402.0 $2.3M 0.99% NEW $34.39 +1.8%
29 SMMD ISHARES TR 24,573.0 $2.3M 0.96% NEW $91.63 -1.0%
30 EMLP FIRST TR EXCHANGE-TRADED FD 49,262.0 $2.1M 0.92% NEW $43.50 +1.5%
31 VXUS VANGUARD STAR FDS 24,282.0 $2.1M 0.89% NEW $85.49 +3.4%
32 EIPX FIRST TR EXCHANGE-TRADED FD 64,012.0 $2.0M 0.86% NEW $31.30 +7.5%
33 FDL FIRST TR EXCHANGE-TRADED FD 38,820.0 $1.9M 0.81% NEW $48.66 +8.8%
34 CRPT FIRST TR EXCHNG TRADED FD VI 161,312.0 $1.8M 0.78% NEW $11.36 +37.9%
35 BILZ PIMCO ETF TR 16,421.0 $1.7M 0.71% +12K +278.7% $100.93 -0.2%
36 GOOG ALPHABET INC 4,086.0 $1.4M 0.62% NEW $353.37
37 FVD FIRST TR EXCHANGE-TRADED FD 29,809.0 $1.4M 0.61% NEW $48.18 +4.0%
38 GMAY FIRST TR EXCHNG TRADED FD VI 31,708.0 $1.4M 0.58% NEW $43.04 +2.2%
39 UFEB INNOVATOR ETFS TRUST 34,677.0 $1.3M 0.57% NEW $38.65 +2.2%
40 MAYT AIM ETF PRODUCTS TRUST 32,802.0 $1.3M 0.55% NEW $39.00 -5.6%
Page 2 of 40  ·  789 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 38.7%
Consumer Cyclical 20.5%
Industrials 11.9%
Consumer Defensive 9.1%
Financial Services 6.1%
Healthcare 5.7%
Communication Services 5.2%
Utilities 1.3%
Energy 0.7%
Real Estate 0.4%