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Portfolio (Quarterly) Guide ↗

Reyes Financial Architecture, Inc.

· CIK 0002047201
13F Portfolio $179M AUM 317 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 66 Added 96 Reduced 64 Exited
Page 3 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 1,663.0 $468K 0.26% -540.0 -24.5% $281.21 -16.2%
42 LRCX LAM RESEARCH CORP Technology 1,037.0 $449K 0.25% +14.0 +1.4% $433.33 -30.3%
43 MRK MERCK & CO INC Healthcare 3,379.0 $434K 0.24% -209.0 -5.8% $128.50 +15.4%
44 MCD MCDONALDS CORP Consumer Cyclical 1,587.0 $429K 0.24% -386.0 -19.6% $270.28 -2.0%
45 AMGN AMGEN INC Healthcare 1,155.0 $418K 0.23% -60.0 -4.9% $362.12 +19.4%
46 VOO VANGUARD INDEX FDS 601.0 $413K 0.23% -618.0 -50.7% $686.81 +3.0%
47 RTX RTX CORPORATION Industrials 2,159.0 $410K 0.23% -970.0 -31.0% $189.73 +11.6%
48 AXP AMERICAN EXPRESS CO Financial Services 1,202.0 $407K 0.23% -337.0 -21.9% $338.25 -1.5%
49 HD HOME DEPOT INC Consumer Cyclical 1,149.0 $405K 0.23% -343.0 -23.0% $352.68 -6.4%
50 CME CME GROUP INC Financial Services 1,734.0 $383K 0.21% -39.0 -2.2% $220.83 +29.4%
51 DFUS DIMENSIONAL ETF TRUST 4,612.0 $378K 0.21% $81.94 +2.4%
52 MU MICRON TECHNOLOGY INC Technology 321.0 $371K 0.21% NEW $1154.29 -19.2%
53 AMZN AMAZON COM INC Consumer Cyclical 1,526.0 $364K 0.20% -598.0 -28.1% $238.34 +11.8%
54 SPYV SPDR SERIES TRUST 5,743.0 $349K 0.20% $60.79 +4.5%
55 KO COCA COLA CO Consumer Defensive 4,288.0 $348K 0.20% +25.0 +0.6% $81.27 +10.3%
56 USDU WISDOMTREE TR 12,879.0 $345K 0.19% -292K -95.8% $26.75 -1.4%
57 CRWD CROWDSTRIKE HLDGS INC Technology 447.0 $341K 0.19% -138.0 -23.6% $190.79 +14.5%
58 SPYG SPDR SERIES TRUST 2,785.0 $331K 0.19% -198.0 -6.6% $118.99 +1.9%
59 LLY ELI LILLY & CO Healthcare 266.0 $319K 0.18% +120.0 +82.2% $1199.43 -2.2%
60 QCOM QUALCOMM INC Technology 1,718.0 $317K 0.18% -332.0 -16.2% $184.79 -11.1%
Page 3 of 16  ·  317 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 54.7%
Technology 17.1%
Consumer Cyclical 8.2%
Communication Services 6.7%
Industrials 4.8%
Healthcare 3.3%
Consumer Defensive 2.1%
Energy 1.6%
Utilities 1.0%
Basic Materials 0.7%