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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 7 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VV VANGUARD INDEX FDS 272.0 $94K 0.05% $343.91 +3.1%
122 VZ VERIZON COMMUNICATIONS INC Communication Services 2,207.0 $93K 0.05% -1K -34.5% $42.35 +18.3%
123 SMH VANECK ETF TRUST 142.0 $93K 0.05% -122.0 -46.2% $655.89 -15.7%
124 DISV DIMENSIONAL ETF TRUST 2,292.0 $92K 0.05% $40.13 +11.1%
125 DFSV DIMENSIONAL ETF TRUST 2,342.0 $91K 0.05% $38.79 +3.0%
126 HELO J P MORGAN EXCHANGE TRADED F 1,344.0 $91K 0.05% $67.56 +3.2%
127 MEDP MEDPACE HLDGS INC Healthcare 171.0 $91K 0.05% +23.0 +15.5% $529.59 +13.4%
128 TLT ISHARES TR 1,033.0 $89K 0.05% +1K +10000.0% $86.42 -4.1%
129 CRUS CIRRUS LOGIC INC Technology 600.0 $89K 0.05% +78.0 +14.9% $148.53 -27.0%
130 EXEL EXELIXIS INC Healthcare 1,624.0 $88K 0.05% +348.0 +27.3% $54.41 +0.1%
131 XLE SELECT SECTOR SPDR TR 1,632.0 $87K 0.05% -1K -47.9% $53.11 +18.0%
132 FOXA FOX CORP Communication Services 1,644.0 $86K 0.05% +748.0 +83.5% $52.16 +31.2%
133 COLB COLUMBIA BKG SYS INC Financial Services 2,668.0 $86K 0.05% -757.0 -22.1% $32.05 -6.2%
134 COIN COINBASE GLOBAL INC Financial Services 580.0 $85K 0.05% -90.0 -13.4% $146.19 +22.2%
135 CSCO CISCO SYS INC Technology 715.0 $84K 0.05% -400.0 -35.9% $117.46 -6.4%
136 CFR CULLEN FROST BANKERS INC Financial Services 534.0 $83K 0.05% +118.0 +28.4% $154.52 +4.6%
137 PLTR PALANTIR TECHNOLOGIES INC Technology 697.0 $81K 0.05% +71.0 +11.3% $116.67 +59.7%
138 HUBB HUBBELL INC Industrials 155.0 $81K 0.04% -18.0 -10.4% $523.20 -12.1%
139 BLOK AMPLIFY ETF TR 1,252.0 $78K 0.04% NEW $62.63 -0.9%
140 DOCU DOCUSIGN INC Technology 1,749.0 $78K 0.04% +651.0 +59.3% $44.42 +44.1%
Page 7 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%