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Portfolio (Quarterly) Guide ↗

Trailhead Planners LLC

· CIK 0002109534
13F Portfolio $103M AUM 57 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVSF AMERICAN CENTY ETF TR 8,197.0 $382K 0.37% NEW $46.57 -0.3%
42 ESML ISHARES TR 6,755.0 $378K 0.36% NEW $55.93 -0.9%
43 PRFZ INVESCO EXCHANGE TRADED FD T 6,685.0 $373K 0.36% NEW $55.77 -0.4%
44 MSFT MICROSOFT CORP Technology 919.0 $343K 0.33% NEW $373.09 +31.2%
45 EFV ISHARES TR 4,232.0 $324K 0.31% NEW $76.55 +7.6%
46 IJH ISHARES TR 4,000.0 $308K 0.30% NEW $77.11 -1.3%
47 NVDA NVIDIA CORPORATION Technology 1,499.0 $300K 0.29% NEW $200.09 +5.9%
48 AMZN AMAZON COM INC Consumer Cyclical 1,234.0 $294K 0.28% NEW $238.34 +9.4%
49 FRDM EA SERIES TRUST 4,007.0 $292K 0.28% NEW $72.90 -5.6%
50 UNH UNITEDHEALTH GROUP INC Healthcare 652.0 $271K 0.26% NEW $415.69 -4.3%
51 QQQ INVESCO QQQ TR Financial Services 363.0 $267K 0.26% NEW $735.80 -3.4%
52 MU MICRON TECHNOLOGY INC Technology 227.0 $262K 0.25% NEW $1154.29 -19.5%
53 VSS VANGUARD INTL EQUITY INDEX F 1,611.0 $249K 0.24% NEW $154.29 +4.0%
54 VUG VANGUARD INDEX FDS 2,676.0 $231K 0.22% NEW $86.14 +1.5%
55 AVIV AMERICAN CENTY ETF TR 2,916.0 $226K 0.22% NEW $77.42 +8.2%
56 VOO VANGUARD INDEX FDS 310.0 $213K 0.21% NEW $686.81 +2.5%
57 BERKSHIRE HATHAWAY INC DEL 420.0 $210K 0.20% NEW $500.39
Page 3 of 3  ·  57 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 49.9%
Energy 20.6%
Financial Services 13.2%
Communication Services 6.7%
Consumer Cyclical 5.0%
Healthcare 4.6%