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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 23 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SPIB SPDR SERIES TRUST 143.0 $5K 0.00% $33.54 -0.5%
442 IVOO VANGUARD ADMIRAL FDS INC 40.0 $5K 0.00% $114.33 +12.4%
443 FMB FIRST TR EXCH TRADED FD III 86.0 $4K 0.00% $50.66 +1.4%
444 O REALTY INCOME CORP Real Estate 68.0 $4K 0.00% -139.0 -67.2% $61.12 +0.7%
445 CERY SPDR SERIES TRUST 116.0 $4K 0.00% $35.24 -4.2%
446 TOL TOLL BROTHERS INC Consumer Cyclical 30.0 $4K 0.00% NEW $135.87 +12.1%
447 GTY GETTY RLTY CORP NEW Real Estate 126.0 $4K 0.00% NEW $31.92 +4.6%
448 UAL UNITED AIRLS HLDGS INC Industrials 44.0 $4K 0.00% NEW $91.16 +32.8%
449 MHO M/I HOMES INC Consumer Cyclical 32.0 $4K 0.00% NEW $124.09 +20.9%
450 DEM WISDOMTREE TR 79.0 $4K 0.00% $49.70 +10.8%
451 DGS WISDOMTREE TR 65.0 $4K 0.00% $60.11 +7.4%
452 VIOO VANGUARD ADMIRAL FDS INC 34.0 $4K 0.00% $114.82 +15.5%
453 DHI D R HORTON INC Consumer Cyclical 28.0 $4K 0.00% NEW $138.61 +13.3%
454 TECB ISHARES TR 68.0 $4K 0.00% -112.0 -62.2% $55.59 +25.8%
455 DES WISDOMTREE TR 103.0 $4K 0.00% $35.94 +10.4%
456 RUM RUMBLE INC Technology 711.0 $4K 0.00% $5.10 +33.5%
457 QYLD GLOBAL X FDS 210.0 $4K 0.00% $17.15 +5.1%
458 FUMB FIRST TR EXCH TRADED FD III 179.0 $4K 0.00% $20.05 +0.2%
459 DLS WISDOMTREE TR 44.0 $4K 0.00% $81.50 +4.2%
460 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 10.0 $3K 0.00% $341.40 +29.6%
Page 23 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%