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Portfolio (Quarterly) Guide ↗

REAP Financial Group, LLC

· CIK 0002048581
13F Portfolio $507M AUM 533 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 191 Added 103 Reduced 69 Exited
Page 21 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MDLZ MONDELEZ INTL INC Consumer Defensive 180.0 $10K 0.00% NEW $57.64 +5.9%
402 AMBA AMBARELLA INC Technology 200.0 $10K 0.00% NEW $51.48 +27.3%
403 HDV ISHARES TR 75.0 $10K 0.00% $135.72 -79.8%
404 TT TRANE TECHNOLOGIES PLC Industrials 24.0 $10K 0.00% $416.75 +13.8%
405 DDWM WISDOMTREE TR 222.0 $10K 0.00% $44.11 +5.2%
406 CPT CAMDEN PPTY TR Real Estate 100.0 $10K 0.00% NEW $97.66 +13.1%
407 KOMP SPDR SERIES TRUST 160.0 $9K 0.00% -176.0 -52.4% $58.49 +17.8%
408 IAGG ISHARES TR 185.0 $9K 0.00% $50.04 +0.8%
409 AVRE AMERICAN CENTY ETF TR 208.0 $9K 0.00% $44.02 +8.1%
410 SLVP ISHARES INC 244.0 $9K 0.00% NEW $35.46 -12.9%
411 IGEB ISHARES TR 187.0 $8K 0.00% $45.06 -0.2%
412 STZ CONSTELLATION BRANDS INC Consumer Defensive 55.0 $8K 0.00% NEW $150.00 -4.4%
413 BIL SPDR SERIES TRUST 88.0 $8K 0.00% $91.64 -0.1%
414 BINC BLACKROCK ETF TRUST II 154.0 $8K 0.00% $51.93 +0.7%
415 SCHM SCHWAB STRATEGIC TR 255.0 $8K 0.00% -457.0 -64.2% $30.93 +15.5%
416 NUKZ EXCHANGE TRADED CONCEPTS TRU 119.0 $8K 0.00% -15.0 -11.2% $65.97 +4.9%
417 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 100.0 $8K 0.00% -31.0 -23.7% $76.24 +11.1%
418 SCHE SCHWAB STRATEGIC TR 226.0 $7K 0.00% -438.0 -66.0% $32.98 +9.4%
419 DHS WISDOMTREE TR 68.0 $7K 0.00% $109.22 +3.6%
420 SPYG SPDR SERIES TRUST 75.0 $7K 0.00% $98.17 +17.8%
Page 21 of 27  ·  533 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 32.7%
Financial Services 15.4%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.2%
Energy 7.3%
Consumer Cyclical 6.0%
Consumer Defensive 5.8%
Real Estate 2.0%
Utilities 1.7%