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Portfolio (Quarterly) Guide ↗

Bauman Advisory Group, LLC

· CIK 0002111802
13F Portfolio $189M AUM 81 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 81 New
Page 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 899.0 $317K 0.17% NEW $352.87 -7.1%
62 FLEX FLEX LTD Technology 1,900.0 $308K 0.16% NEW $162.07 -32.6%
63 IJH ISHARES TR 3,992.0 $308K 0.16% NEW $77.11 -2.3%
64 REMX VANECK ETF TRUST 3,429.0 $303K 0.16% NEW $88.50 -12.4%
65 IVV ISHARES TR 395.0 $296K 0.16% NEW $748.84 +2.9%
66 ROBO EXCHANGE TRADED CONCEPTS TRU 3,374.0 $289K 0.15% NEW $85.66 -6.1%
67 TSLA TESLA INC Consumer Cyclical 668.0 $281K 0.15% NEW $420.60 -12.5%
68 VYM VANGUARD WHITEHALL FDS 1,729.0 $273K 0.14% NEW $158.07 +3.7%
69 FDIS FIDELITY COVINGTON TRUST 2,655.0 $273K 0.14% NEW $102.83 -1.2%
70 SCHD SCHWAB STRATEGIC TR 8,354.0 $265K 0.14% NEW $31.71 +10.0%
71 QQQI NEOS ETF TRUST 4,530.0 $257K 0.14% NEW $56.79 -3.9%
72 VUG VANGUARD INDEX FDS 2,978.0 $257K 0.14% NEW $86.13 +2.4%
73 IJR ISHARES TR 1,588.0 $236K 0.12% NEW $148.35 -2.6%
74 CSCO CISCO SYS INC Technology 1,998.0 $235K 0.12% NEW $117.45 -5.9%
75 SGOV ISHARES TR 2,319.0 $233K 0.12% NEW $100.66 +0.0%
76 DTCR GLOBAL X FDS 7,654.0 $232K 0.12% NEW $30.37 -8.2%
77 ANET ARISTA NETWORKS INC Technology 1,367.0 $232K 0.12% NEW $169.88 +15.2%
78 VOO VANGUARD INDEX FDS 299.0 $205K 0.11% NEW $686.20 +2.7%
79 QQQ INVESCO QQQ TR Financial Services 276.0 $203K 0.11% NEW $737.16 -2.8%
80 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 10,812.0 $111K 0.06% NEW $10.31 +5.0%
Page 4 of 5  ·  81 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 31.6%
Industrials 12.3%
Consumer Defensive 11.3%
Consumer Cyclical 5.0%
Communication Services 3.9%
Healthcare 1.8%
Utilities 1.5%