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Portfolio (Quarterly) Guide ↗

Timbuktu Capital Management, LLC

· CIK 0002150168
13F Portfolio $67M AUM 243 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 243 New
Page 11 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IVW ISHARES TR 24.0 $3K 0.01% NEW $137.54 +0.9%
202 AVDV AMERICAN CENTY ETF TR 31.0 $3K 0.01% NEW $103.06 +8.6%
203 EFAV ISHARES TR 36.0 $3K 0.01% NEW $87.72 +7.9%
204 TLH ISHARES TR 31.0 $3K 0.01% NEW $99.48 -2.8%
205 ICVT ISHARES TR 24.0 $3K 0.00% NEW $121.21 -4.4%
206 BNDX VANGUARD CHARLOTTE FDS 55.0 $3K 0.00% NEW $48.44 -1.6%
207 VFH VANGUARD WORLD FD 20.0 $3K 0.00% NEW $131.60 +6.9%
208 AGG ISHARES TR 26.0 $3K 0.00% NEW $98.96 -1.6%
209 USIG ISHARES TR 50.0 $3K 0.00% NEW $51.30 -2.1%
210 XLE SELECT SECTOR SPDR TR 47.0 $3K 0.00% NEW $53.60 +18.7%
211 EBND SPDR SERIES TRUST 119.0 $2K 0.00% NEW $20.92 +1.5%
212 TAN INVESCO EXCH TRADED FD TR II 38.0 $2K 0.00% NEW $59.16 -16.6%
213 SPYD SPDR SERIES TRUST 45.0 $2K 0.00% NEW $47.71 +5.7%
214 SPYV SPDR SERIES TRUST 35.0 $2K 0.00% NEW $60.80 +4.5%
215 SPACE EXPLORATION TECHN CORP 12.0 $2K 0.00% NEW $170.83
216 IVE ISHARES TR 9.0 $2K 0.00% NEW $227.11 +4.5%
217 EMB ISHARES TR 21.0 $2K 0.00% NEW $96.43 -1.8%
218 SCHA SCHWAB STRATEGIC TR 56.0 $2K 0.00% NEW $36.12 -3.6%
219 VGSH VANGUARD SCOTTSDALE FDS 34.0 $2K 0.00% NEW $58.21 -0.1%
220 VGLT VANGUARD SCOTTSDALE FDS 35.0 $2K 0.00% NEW $55.17 -4.4%
Page 11 of 13  ·  243 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 77.6%
Technology 7.6%
Industrials 3.4%
Consumer Cyclical 3.2%
Communication Services 2.9%
Healthcare 2.0%
Consumer Defensive 1.8%
Utilities 0.9%
Energy 0.5%
Real Estate 0.1%