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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 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DMAR FIRST TR EXCHNG TRADED FD VI 38,060.0 $1.7M 0.29% +450.0 +1.2% $44.73 +1.5%
42 GOOGL ALPHABET INC Communication Services 4,253.0 $1.5M 0.26% +241.0 +6.0% $357.37 -3.5%
43 GRID FIRST TR EXCHANGE-TRADED FD 7,615.0 $1.5M 0.25% +3K +56.2% $191.76 -5.6%
44 IEFA ISHARES TR 14,516.0 $1.4M 0.24% -689.0 -4.5% $96.58 +4.4%
45 XOM EXXON MOBIL CORP Energy 10,055.0 $1.4M 0.23% $136.73 +20.8%
46 GMAR FIRST TR EXCHNG TRADED FD VI 29,350.0 $1.3M 0.22% -4K -12.9% $44.24 +1.5%
47 FLEX FLEX LTD Technology 7,886.0 $1.3M 0.22% +432.0 +5.8% $162.07 -31.9%
48 GNOV FIRST TR EXCHNG TRADED FD VI 29,305.0 $1.2M 0.21% -263.0 -0.9% $41.80 +1.8%
49 IEMG ISHARES INC 13,714.0 $1.1M 0.19% -391.0 -2.8% $82.84 -1.5%
50 VCIT VANGUARD SCOTTSDALE FDS 13,232.0 $1.1M 0.19% +311.0 +2.4% $82.65 -1.9%
51 GOOG ALPHABET INC 3,065.0 $1.1M 0.18% +16.0 +0.5% $353.39
52 WMT WALMART INC Consumer Defensive 8,883.0 $1.0M 0.17% +5K +114.9% $113.25 -8.4%
53 MSFT MICROSOFT CORP Technology 2,453.0 $915K 0.16% +26.0 +1.1% $372.96 +29.6%
54 AMD ADVANCED MICRO DEVICES INC Technology 1,519.0 $882K 0.15% -79.0 -4.9% $580.75 -18.5%
55 JNJ JOHNSON &JOHNSON Healthcare 3,097.0 $787K 0.13% -73.0 -2.3% $254.00 +6.4%
56 IWY ISHARES TR 2,698.0 $784K 0.13% $290.60 -1.7%
57 VGIT VANGUARD SCOTTSDALE FDS 13,242.0 $781K 0.13% -316.0 -2.3% $58.98 -1.1%
58 BSV VANGUARD BD INDEX FDS 10,000.0 $779K 0.13% $77.91 -0.4%
59 AMZN AMAZON COM INC Consumer Cyclical 3,269.0 $779K 0.13% +164.0 +5.3% $238.31 +8.5%
60 META META PLATFORMS INC Communication Services 1,286.0 $724K 0.12% -34.0 -2.6% $563.08 -2.3%
Page 3 of 28  ·  542 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%