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Portfolio (Quarterly) Guide ↗

RED REEF ADVISORS LLC

· CIK 0002122970
13F Portfolio $96M AUM 179 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 45 Added 56 Reduced 7 Exited
Page 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG VANGUARD INDEX FDS 31.0 $14K 0.01% $436.77 -80.2%
162 BMAY INNOVATOR ETFS TRUST 290.0 $13K 0.01% $44.87 +4.1%
163 ICSH ISHARES TR 240.0 $12K 0.01% $50.62 -0.2%
164 INDA ISHARES TR 250.0 $12K 0.01% $46.84 +1.0%
165 IEFA ISHARES TR 111.0 $10K 0.01% $90.75 +5.2%
166 QSI QUANTUM SI INC Healthcare 10,000.0 $8K 0.01% $0.77 +6.6%
167 QTJL INNOVATOR ETFS TRUST 190.0 $7K 0.01% $38.46 +9.0%
168 EJAN INNOVATOR ETFS TRUST 211.0 $7K 0.01% $33.93 +5.0%
169 NBFR INNOVATOR ETFS TRUST 285.0 $7K 0.01% NEW $24.27 +7.3%
170 SHM SPDR SERIES TRUST 116.0 $6K 0.01% $47.83 -0.4%
171 JAJL INNOVATOR ETFS TRUST 180.0 $5K 0.01% $29.07 +2.1%
172 SCHH SCHWAB STRATEGIC TR 241.0 $5K 0.01% +2.0 +0.8% $21.45 +8.1%
173 XT ISHARES TR 35.0 $2K 0.00% $68.14 +15.4%
174 EMB ISHARES TR 24.0 $2K 0.00% $92.88 +1.5%
175 EWJ ISHARES INC 15.0 $1K 0.00% -5.0 -25.0% $84.47 +6.8%
176 QTAP INNOVATOR ETFS TRUST 21.0 $952.0 0.00% $45.33 +11.9%
177 QTOC INNOVATOR ETFS TRUST 20.0 $663.0 0.00% $33.15 +12.6%
178 QEMM SPDR INDEX SHS FDS 8.0 $572.0 0.00% $71.50 +8.8%
179 QQQJ INVESCO EXCH TRADED FD TR II 8.0 $290.0 $36.25 +12.2%
Page 9 of 9  ·  179 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 40.2%
Financial Services 15.8%
Industrials 11.5%
Consumer Cyclical 11.2%
Communication Services 8.7%
Healthcare 7.2%
Utilities 2.8%
Basic Materials 1.2%
Consumer Defensive 0.9%
Energy 0.5%