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Portfolio (Quarterly) Guide ↗

Gunpowder Capital Management, LLC dba Oliver Wealth Management

· CIK 0002114795
13F Portfolio $142M AUM 408 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 408 New
Page 2 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLV ISHARES SILVER TRUST Financial Services 21,281.0 $1.1M 0.80% NEW $53.47 +12.2%
22 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 17,473.0 $1.1M 0.79% NEW $64.50 +0.4%
23 XOM EXXON MOBIL CORPORATION Energy 7,651.0 $1.0M 0.73% NEW $136.72 +14.6%
24 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 24,620.0 $1.0M 0.71% NEW $41.25 +4.7%
25 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 2,686.0 $960K 0.67% NEW $357.37 -3.0%
26 MSFT MICROSOFT CORPORATION Technology 2,535.0 $946K 0.66% NEW $373.02 +37.7%
27 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,325.0 $932K 0.66% NEW $703.34 -1.8%
28 ETHA ISHARES ETHEREUM TR SHS Financial Services 70,134.0 $834K 0.59% NEW $11.89 +54.5%
29 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 7,547.0 $811K 0.57% NEW $107.50 -2.0%
30 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 14,625.0 $737K 0.52% NEW $50.39 +2.9%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 730.0 $683K 0.48% NEW $935.47 +1.1%
32 AKRE AKRE FOCUS ETF 12,361.0 $657K 0.46% NEW $53.19 +16.3%
33 DFCF DIMENSIONAL CORE FIXED INCOME ETF 15,520.0 $655K 0.46% NEW $42.21 -1.6%
34 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 3,000.0 $652K 0.46% NEW $217.22 -1.1%
35 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 15,531.0 $625K 0.44% NEW $40.21 -1.0%
36 BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS Consumer Cyclical 6,186.0 $594K 0.42% NEW $95.98 +23.9%
37 V VISA INCORPORATED COM CLASS A Financial Services 1,680.0 $576K 0.41% NEW $343.09 +11.2%
38 BX BLACKSTONE INCORPORATED Financial Services 4,782.0 $563K 0.40% NEW $117.67 +21.0%
39 AMZN AMAZON COM INCORPORATED Consumer Cyclical 2,358.0 $562K 0.40% NEW $238.34 +11.8%
40 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 21,858.0 $558K 0.39% NEW $25.52 -1.6%
Page 2 of 21  ·  408 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
Financial Services 46.7%
Technology 28.2%
Communication Services 6.9%
Consumer Defensive 6.0%
Consumer Cyclical 3.2%
Industrials 2.8%
Healthcare 2.2%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%