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Portfolio (Quarterly) Guide ↗

REAP Financial Group, LLC

· CIK 0002048581
13F Portfolio $586M AUM 542 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 56 New 158 Added 147 Reduced 47 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYMI VANGUARD WHITEHALL FDS 27.0 $3K NEW $99.44 +5.8%
42 KTOS KRATOS DEFENSE &SEC SOLUTIO Industrials 50.0 $2K NEW $49.86 +14.7%
43 CHAT TIDAL TRUST II 24.0 $2K NEW $98.67 -10.8%
44 KGC KINROSS GOLD CORP Basic Materials 100.0 $2K NEW $23.62 +38.7%
45 ANGLOGOLD ASHANTI PLC 25.0 $2K NEW $80.88
46 RDW REDWIRE CORPORATION Industrials 129.0 $2K NEW $12.22 -1.7%
47 RGEN REPLIGEN CORP Healthcare 10.0 $1K NEW $136.40 +32.8%
48 IONQ IONQ INC Technology 25.0 $1K NEW $53.28 -15.8%
49 VSS VANGUARD INTL EQUITY INDEX F 8.0 $1K NEW $155.12 +3.2%
50 SE SEA LTD Consumer Cyclical 10.0 $958.0 NEW $95.80 +22.7%
51 XOVR ENTREPRENEURSHARES SERIES TR 35.0 $737.0 NEW $21.06 -3.4%
52 CPNG COUPANG INC Consumer Cyclical 35.0 $608.0 NEW $17.37 -5.3%
53 NOV NOV INC Energy 25.0 $464.0 NEW $18.56 +10.0%
54 VELO3D INC 25.0 $439.0 NEW $17.56
55 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5.0 $320.0 NEW $64.00 +16.9%
56 DSX DIANA SHIPPING INC Industrials 100.0 $210.0 NEW $2.10 +29.0%
Page 3 of 3  ·  56 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 40.3%
Financial Services 14.3%
Industrials 8.8%
Healthcare 8.7%
Communication Services 6.8%
Consumer Defensive 6.3%
Consumer Cyclical 5.6%
Energy 5.3%
Real Estate 1.7%
Utilities 1.6%