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Portfolio (Quarterly) Guide ↗

Note Advisors, LLC

· CIK 0002056243
13F Portfolio $231M AUM 86 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 86 New
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COMT ISHARES U S ETF TR 80,288.0 $2.4M 1.06% NEW $30.37 +18.4%
22 SCHD SCHWAB STRATEGIC TR 76,417.0 $2.4M 1.05% NEW $31.71 +9.7%
23 JEPI J P MORGAN EXCHANGE TRADED F 41,575.0 $2.3M 1.02% NEW $56.48 +1.3%
24 VIG VANGUARD SPECIALIZED FUNDS 9,769.0 $2.3M 1.00% NEW $236.62 +2.3%
25 GOOG ALPHABET INC 6,326.0 $2.2M 0.97% NEW $353.34
26 VTEB VANGUARD MUN BD FDS 38,465.0 $1.9M 0.84% NEW $50.58 -3.4%
27 PZT INVESCO EXCH TRADED FD TR II 81,448.0 $1.9M 0.80% NEW $22.73 -5.7%
28 EMHY ISHARES INC 36,663.0 $1.5M 0.65% NEW $40.66 -1.4%
29 IXUS ISHARES TR 13,852.0 $1.3M 0.57% NEW $95.44 +3.4%
30 IWB ISHARES TR 3,165.0 $1.3M 0.56% NEW $409.50 +2.9%
31 DFIC DIMENSIONAL ETF TRUST 32,307.0 $1.2M 0.52% NEW $37.26 +5.9%
32 SPHY SPDR SERIES TRUST 50,622.0 $1.2M 0.52% NEW $23.44 -1.2%
33 TIP ISHARES TR 10,763.0 $1.2M 0.51% NEW $109.43 -2.2%
34 AAPL APPLE INC Technology 3,791.0 $1.1M 0.48% NEW $289.34 +10.6%
35 MCD MCDONALDS CORP Consumer Cyclical 4,027.0 $1.1M 0.47% NEW $270.32 -5.4%
36 MUB ISHARES TR 9,677.0 $1.0M 0.45% NEW $107.62 -3.3%
37 IAGG ISHARES TR 19,332.0 $978K 0.42% NEW $50.60 -1.7%
38 GIGB GOLDMAN SACHS ETF TR 19,971.0 $917K 0.40% NEW $45.91 -2.7%
39 NBTB NBT BANCORP INC Financial Services 18,048.0 $891K 0.39% NEW $49.37 +5.9%
40 MSFT MICROSOFT CORP Technology 2,125.0 $793K 0.34% NEW $372.99 +34.0%
Page 2 of 5  ·  86 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 32.3%
Financial Services 23.8%
Consumer Cyclical 20.9%
Communication Services 9.6%
Industrials 8.3%
Energy 2.7%
Consumer Defensive 2.5%