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Wealth Watch Advisors, INC

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13F filer, CIK 2040515, ENGLEWOOD, CO

Wealth Watch Advisors, INC reported $308,200,587 across 142 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 55.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010335

Period
2026-06-30
Reported value
$308M
Holdings
142
Top 10 weight
55.68%
New
27
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CWBnew+206,138$22.2M
AIRRadded+100,044$13.3M
CAIEadded+465,034$12.7M
SPYGnew+43,660$5.2M
SPABadded+165,826$4.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILexited-240,725-$22.1M
SPYreduced-5,920-$4.42M
QQQreduced-4,952-$3.65M
QQHreduced-39,325-$3.37M
LGHreduced-47,048-$3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010335, largest first. % of portfolio is the value over $307,599,071, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716,519 shares; 2025Q4: 830,881 shares; 2026Q1: 830,059 shares; 2026Q2: 1,295,093 shares 1,295,093$35.2M11.46%+465,034Timeline
QQHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 355,575 shares; 2025Q1: 348,883 shares; 2025Q2: 347,604 shares; 2025Q3: 345,572 shares; 2025Q4: 347,372 shares; 2026Q1: 362,022 shares; 2026Q2: 322,697 shares 322,697$27.6M8.98%-39,325Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 231,611 shares; 2025Q1: 225,041 shares; 2025Q2: 222,502 shares; 2025Q3: 228,589 shares; 2025Q4: 238,038 shares; 2026Q1: not reported; 2026Q2: 206,138 shares 206,138$22.2M7.23%newTimeline
LGHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 341,241 shares; 2025Q1: 330,394 shares; 2025Q2: 327,224 shares; 2025Q3: 324,239 shares; 2025Q4: 328,905 shares; 2026Q1: 339,788 shares; 2026Q2: 292,740 shares 292,740$18.7M6.07%-47,048Timeline
HCMTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 448,507 shares; 2025Q1: 440,335 shares; 2025Q2: 461,520 shares; 2025Q3: 344,621 shares; 2025Q4: 361,465 shares; 2026Q1: 392,248 shares; 2026Q2: 390,601 shares 390,601$16.4M5.33%-1,647Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 4,143 shares; 2025Q3: 2,777 shares; 2025Q4: 14,598 shares; 2026Q1: 11,403 shares; 2026Q2: 111,447 shares 111,447$14.9M4.83%+100,044Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,510 shares; 2025Q1: 13,483 shares; 2025Q2: 14,220 shares; 2025Q3: 15,129 shares; 2025Q4: 15,696 shares; 2026Q1: 16,353 shares; 2026Q2: 16,568 shares 16,568$11.4M3.7%+215Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,093 shares; 2025Q1: 9,835 shares; 2025Q2: 10,975 shares; 2025Q3: 16,734 shares; 2025Q4: 17,142 shares; 2026Q1: 19,527 shares; 2026Q2: 14,575 shares 14,575$10.7M3.49%-4,952Timeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,608 shares; 2026Q2: 344,429 shares 344,429$7.16M2.33%+129,821Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,423 shares; 2025Q1: 87,637 shares; 2025Q2: 103,398 shares; 2025Q3: 147,576 shares; 2025Q4: 173,154 shares; 2026Q1: 165,701 shares; 2026Q2: 191,859 shares 191,859$7.01M2.28%+26,158Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,783 shares; 2025Q1: 3,263 shares; 2025Q2: 8,723 shares; 2025Q3: 5,964 shares; 2025Q4: 9,585 shares; 2026Q1: 12,964 shares; 2026Q2: 18,780 shares 18,780$5.43M1.77%+5,816Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,204 shares; 2025Q1: not reported; 2025Q2: 63,160 shares; 2025Q3: 66,773 shares; 2025Q4: 64,903 shares; 2026Q1: not reported; 2026Q2: 43,660 shares 43,660$5.2M1.69%newTimeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 239,160 shares; 2025Q1: 26,231 shares; 2025Q2: 237,555 shares; 2025Q3: 285,880 shares; 2025Q4: 318,205 shares; 2026Q1: 37,093 shares; 2026Q2: 202,919 shares 202,919$5.18M1.68%+165,826Timeline
ZHDGTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,558 shares; 2026Q1: 207,459 shares; 2026Q2: 214,102 shares 214,102$5.04M1.64%+6,643Timeline
SPRXLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,454 shares; 2025Q1: 48,238 shares; 2025Q2: 86,129 shares; 2025Q3: 76,761 shares; 2025Q4: 73,576 shares; 2026Q1: 75,990 shares; 2026Q2: 78,273 shares 78,273$4.54M1.48%+2,283Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,446 shares; 2025Q1: 72,807 shares; 2025Q2: 103,704 shares; 2025Q3: 111,442 shares; 2025Q4: 129,688 shares; 2026Q1: 128,445 shares; 2026Q2: 136,740 shares 136,740$4.06M1.32%+8,295Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 109,340 shares; 2025Q1: 99,219 shares; 2025Q2: 87,305 shares; 2025Q3: 71,729 shares; 2025Q4: 69,659 shares; 2026Q1: 73,868 shares; 2026Q2: 102,138 shares 102,138$4.01M1.3%+28,270Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,774 shares; 2025Q3: 55,827 shares; 2025Q4: 99,193 shares; 2026Q1: 123,129 shares; 2026Q2: 103,618 shares 103,618$3.96M1.29%-19,511Timeline
PLTMGRANITESHARES PLATINUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,086 shares; 2025Q2: 67,651 shares; 2025Q3: 140,853 shares; 2025Q4: 239,592 shares; 2026Q1: 286,244 shares; 2026Q2: 245,352 shares 245,352$3.67M1.19%-40,892Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 3,374 shares; 2026Q1: 3,193 shares; 2026Q2: 5,469 shares 5,469$3.59M1.17%+2,276Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,313 shares; 2025Q3: 23,640 shares; 2025Q4: 41,685 shares; 2026Q1: 51,921 shares; 2026Q2: 43,640 shares 43,640$3.3M1.07%-8,281Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,585 shares; 2025Q1: 1,181 shares; 2025Q2: 1,167 shares; 2025Q3: 8,241 shares; 2025Q4: 15,205 shares; 2026Q1: 14,595 shares; 2026Q2: 16,742 shares 16,742$3.19M1.04%+2,147Timeline
HYBLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,577 shares; 2025Q3: 7,242 shares; 2025Q4: 32,907 shares; 2026Q1: 62,508 shares; 2026Q2: 107,230 shares 107,230$3M0.97%+44,722Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,714 shares; 2025Q1: 4,919 shares; 2025Q2: 4,538 shares; 2025Q3: 4,827 shares; 2025Q4: 4,649 shares; 2026Q1: 5,005 shares; 2026Q2: 31,708 shares 31,708$2.73M0.89%+26,703Timeline
DNLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,456 shares; 2025Q1: not reported; 2025Q2: 70,956 shares; 2025Q3: 72,074 shares; 2025Q4: 71,071 shares; 2026Q1: not reported; 2026Q2: 51,756 shares 51,756$2.39M0.78%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,539 shares; 2025Q1: 3,692 shares; 2025Q2: 3,837 shares; 2025Q3: 2,507 shares; 2025Q4: 2,509 shares; 2026Q1: 2,227 shares; 2026Q2: 2,224 shares 2,224$2.37M0.77%-3Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,484 shares; 2025Q3: 30,045 shares; 2025Q4: 45,834 shares; 2026Q1: 49,012 shares; 2026Q2: 41,624 shares 41,624$2.34M0.76%-7,388Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,189 shares; 2025Q3: 31,930 shares; 2025Q4: 48,004 shares; 2026Q1: 51,531 shares; 2026Q2: 43,721 shares 43,721$2.34M0.76%-7,810Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,157 shares; 2025Q1: not reported; 2025Q2: 27,299 shares; 2025Q3: 29,259 shares; 2025Q4: 28,779 shares; 2026Q1: not reported; 2026Q2: 18,971 shares 18,971$2.26M0.73%newTimeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,291 shares; 2025Q1: not reported; 2025Q2: 28,525 shares; 2025Q3: 31,206 shares; 2025Q4: 30,803 shares; 2026Q1: not reported; 2026Q2: 19,883 shares 19,883$2.23M0.72%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,345 shares; 2025Q1: 4,342 shares; 2025Q2: 9,004 shares; 2025Q3: 5,099 shares; 2025Q4: 6,770 shares; 2026Q1: 9,346 shares; 2026Q2: 11,062 shares 11,062$2.21M0.72%+1,716Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,750 shares; 2025Q1: 972 shares; 2025Q2: 1,377 shares; 2025Q3: 6,441 shares; 2025Q4: 7,181 shares; 2026Q1: 8,736 shares; 2026Q2: 2,816 shares 2,816$2.1M0.68%-5,920Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,710 shares; 2025Q1: 5,677 shares; 2025Q2: 5,881 shares; 2025Q3: 6,045 shares; 2025Q4: 6,324 shares; 2026Q1: 7,855 shares; 2026Q2: 6,968 shares 6,968$2.09M0.68%-887Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,467 shares; 2025Q1: 24,116 shares; 2025Q2: 23,485 shares; 2025Q3: 20,147 shares; 2025Q4: 41,981 shares; 2026Q1: 26,147 shares; 2026Q2: 24,590 shares 24,590$1.99M0.65%-1,557Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,753 shares; 2025Q1: 22,492 shares; 2025Q2: 25,457 shares; 2025Q3: 18,562 shares; 2025Q4: 33,155 shares; 2026Q1: 27,665 shares; 2026Q2: 49,571 shares 49,571$1.83M0.6%+21,906Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,854 shares; 2026Q1: 19,041 shares; 2026Q2: 31,306 shares 31,306$1.77M0.57%+12,265Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,976 shares; 2025Q1: not reported; 2025Q2: 25,236 shares; 2025Q3: 29,207 shares; 2025Q4: 29,199 shares; 2026Q1: not reported; 2026Q2: 21,218 shares 21,218$1.7M0.55%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,876 shares; 2025Q1: 1,643 shares; 2025Q2: 1,620 shares; 2025Q3: 1,859 shares; 2025Q4: 2,452 shares; 2026Q1: 3,936 shares; 2026Q2: 4,507 shares 4,507$1.61M0.52%+571Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,300 shares; 2025Q1: 13,124 shares; 2025Q2: 12,389 shares; 2025Q3: 12,521 shares; 2025Q4: 12,547 shares; 2026Q1: 13,283 shares; 2026Q2: 11,330 shares 11,330$1.56M0.51%-1,953Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,957 shares; 2025Q1: 4,034 shares; 2025Q2: 5,985 shares; 2025Q3: 4,662 shares; 2025Q4: 5,401 shares; 2026Q1: 3,578 shares; 2026Q2: 4,102 shares 4,102$1.53M0.5%+524Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 20,811 shares; 2025Q4: 29,869 shares; 2026Q1: 30,990 shares; 2026Q2: 17,015 shares 17,015$1.53M0.5%-13,975Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,985 shares; 2025Q1: 5,426 shares; 2025Q2: 6,156 shares; 2025Q3: 4,209 shares; 2025Q4: 9,196 shares; 2026Q1: 7,676 shares; 2026Q2: 13,263 shares 13,263$1.52M0.5%+5,587Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,469 shares; 2025Q1: 9,069 shares; 2025Q2: 10,284 shares; 2025Q3: 7,740 shares; 2025Q4: 12,956 shares; 2026Q1: 10,923 shares; 2026Q2: 18,279 shares 18,279$1.48M0.48%+7,356Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,460 shares; 2025Q2: 18,011 shares; 2025Q3: 13,142 shares; 2025Q4: 23,002 shares; 2026Q1: 19,026 shares; 2026Q2: 33,456 shares 33,456$1.45M0.47%+14,430Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,945 shares; 2025Q1: 1,894 shares; 2025Q2: 1,981 shares; 2025Q3: 2,085 shares; 2025Q4: 2,143 shares; 2026Q1: 2,256 shares; 2026Q2: 1,957 shares 1,957$1.38M0.45%-299Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,754 shares; 2025Q2: 22,885 shares; 2025Q3: 20,019 shares; 2025Q4: 25,169 shares; 2026Q1: 29,715 shares; 2026Q2: 30,240 shares 30,240$1.38M0.45%+525Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,545 shares; 2025Q4: 38,181 shares; 2026Q1: 33,950 shares; 2026Q2: 49,689 shares 49,689$1.37M0.45%+15,739Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,198 shares; 2025Q1: 1,495 shares; 2025Q2: 1,863 shares; 2025Q3: 2,566 shares; 2025Q4: 3,029 shares; 2026Q1: 3,002 shares; 2026Q2: 3,321 shares 3,321$1.25M0.41%+319Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,810 shares; 2025Q1: 8,313 shares; 2025Q2: 8,714 shares; 2025Q3: 8,296 shares; 2025Q4: 8,231 shares; 2026Q1: 8,726 shares; 2026Q2: 8,502 shares 8,502$1.25M0.41%-224Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,797 shares; 2025Q1: 1,436 shares; 2025Q2: 4,975 shares; 2025Q3: 2,964 shares; 2025Q4: 3,178 shares; 2026Q1: 4,310 shares; 2026Q2: 4,668 shares 4,668$1.11M0.36%+358Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,464 shares; 2026Q2: 17,850 shares 17,850$1.1M0.36%+6,386Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: 3,292 shares; 2026Q2: 5,524 shares 5,524$1.06M0.34%+2,232Timeline
SOXYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: 10,065 shares; 2026Q1: 10,860 shares; 2026Q2: 9,238 shares 9,238$1.06M0.34%-1,622Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,579 shares; 2025Q1: 3,319 shares; 2025Q2: 6,453 shares; 2025Q3: 3,238 shares; 2025Q4: 3,231 shares; 2026Q1: 3,316 shares; 2026Q2: 3,314 shares 3,314$1.04M0.34%-2Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,708 shares 3,708$989K0.32%newTimeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,449 shares; 2026Q1: 13,050 shares; 2026Q2: 22,679 shares 22,679$987K0.32%+9,629Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,792 shares; 2025Q1: 18,479 shares; 2025Q2: 17,166 shares; 2025Q3: 16,074 shares; 2025Q4: 15,869 shares; 2026Q1: 16,733 shares; 2026Q2: 16,098 shares 16,098$962K0.31%-635Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,752 shares; 2025Q1: 1,082 shares; 2025Q2: 1,098 shares; 2025Q3: 883 shares; 2025Q4: 852 shares; 2026Q1: 934 shares; 2026Q2: 1,231 shares 1,231$922K0.3%+297Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,273 shares; 2025Q1: 19,196 shares; 2025Q2: 18,271 shares; 2025Q3: 16,472 shares; 2025Q4: 17,159 shares; 2026Q1: 18,139 shares; 2026Q2: 17,436 shares 17,436$868K0.28%-703Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: not reported; 2026Q2: 4,667 shares 4,667$824K0.27%newTimeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,256 shares 15,256$804K0.26%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,363 shares; 2025Q1: 975 shares; 2025Q2: 1,168 shares; 2025Q3: 1,109 shares; 2025Q4: 1,638 shares; 2026Q1: 2,002 shares; 2026Q2: 2,388 shares 2,388$782K0.25%+386Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,175 shares; 2025Q1: 14,897 shares; 2025Q2: 17,541 shares; 2025Q3: 23,859 shares; 2025Q4: 21,849 shares; 2026Q1: 25,943 shares; 2026Q2: 18,912 shares 18,912$603K0.2%-7,031Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,553 shares; 2025Q1: 12,655 shares; 2025Q2: 12,383 shares; 2025Q3: 11,022 shares; 2025Q4: 12,478 shares; 2026Q1: 13,486 shares; 2026Q2: 13,396 shares 13,396$599K0.19%-90Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 964 shares; 2026Q1: 1,408 shares; 2026Q2: 1,417 shares 1,417$596K0.19%+9Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,989 shares; 2025Q4: 13,883 shares; 2026Q1: 14,801 shares; 2026Q2: 14,790 shares 14,790$581K0.19%-11Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 244 shares; 2025Q4: 392 shares; 2026Q1: 426 shares; 2026Q2: 483 shares 483$579K0.19%+57Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 1,682 shares; 2025Q4: 1,669 shares; 2026Q1: 2,071 shares; 2026Q2: 2,143 shares 2,143$579K0.19%+72Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 417 shares; 2025Q4: 693 shares; 2026Q1: 877 shares; 2026Q2: 1,005 shares 1,005$566K0.18%+128Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,635 shares; 2025Q1: 14,277 shares; 2025Q2: 14,471 shares; 2025Q3: 19,769 shares; 2025Q4: 20,940 shares; 2026Q1: 24,860 shares; 2026Q2: 16,651 shares 16,651$554K0.18%-8,209Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,653 shares; 2026Q1: 3,087 shares; 2026Q2: 6,115 shares 6,115$523K0.17%+3,028Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,321 shares; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,973 shares; 2026Q2: 1,924 shares 1,924$521K0.17%-49Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,796 shares; 2025Q2: 10,095 shares; 2025Q3: 8,595 shares; 2025Q4: 11,131 shares; 2026Q1: 12,202 shares; 2026Q2: 12,425 shares 12,425$505K0.16%+223Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,862 shares; 2025Q1: 4,808 shares; 2025Q2: 5,205 shares; 2025Q3: 4,802 shares; 2025Q4: 6,289 shares; 2026Q1: 5,225 shares; 2026Q2: 4,730 shares 4,730$489K0.16%-495Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 1,774 shares; 2026Q1: 4,315 shares; 2026Q2: 3,968 shares 3,968$466K0.15%-347Timeline
BIGYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,472 shares; 2026Q1: 9,275 shares; 2026Q2: 8,925 shares 8,925$466K0.15%-350Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,899 shares; 2026Q1: 3,969 shares; 2026Q2: 3,929 shares 3,929$445K0.14%-40Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 6,012 shares; 2025Q3: 5,484 shares; 2025Q4: 6,861 shares; 2026Q1: 7,800 shares; 2026Q2: 8,057 shares 8,057$427K0.14%+257Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,229 shares; 2025Q1: 1,397 shares; 2025Q2: 1,518 shares; 2025Q3: 808 shares; 2025Q4: 843 shares; 2026Q1: 1,028 shares; 2026Q2: 1,196 shares 1,196$422K0.14%+168Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 1,632 shares; 2026Q2: 1,634 shares 1,634$417K0.14%+2Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 3,950 shares; 2026Q1: 5,929 shares; 2026Q2: 10,256 shares 10,256$413K0.13%+4,327Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,845 shares 7,845$398K0.13%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 538 shares; 2025Q2: 1,009 shares; 2025Q3: 86 shares; 2025Q4: 108 shares; 2026Q1: 334 shares; 2026Q2: 406 shares 406$380K0.12%+72Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,841 shares; 2025Q1: not reported; 2025Q2: 5,595 shares; 2025Q3: 5,308 shares; 2025Q4: 11,268 shares; 2026Q1: not reported; 2026Q2: 5,580 shares 5,580$376K0.12%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,116 shares; 2025Q1: 2,088 shares; 2025Q2: 1,993 shares; 2025Q3: 1,838 shares; 2025Q4: 1,282 shares; 2026Q1: 4,962 shares; 2026Q2: 1,990 shares 1,990$369K0.12%-2,972Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 332 shares; 2026Q1: 15,840 shares; 2026Q2: 6,921 shares 6,921$368K0.12%-8,919Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,174 shares; 2025Q1: 3,330 shares; 2025Q2: 2,613 shares; 2025Q3: 2,515 shares; 2025Q4: 4,920 shares; 2026Q1: not reported; 2026Q2: 3,753 shares 3,753$363K0.12%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 387 shares; 2026Q1: 825 shares; 2026Q2: 1,017 shares 1,017$359K0.12%+192Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401 shares; 2025Q4: 700 shares; 2026Q1: 862 shares; 2026Q2: 1,026 shares 1,026$352K0.11%+164Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 521 shares; 2026Q1: 1,547 shares; 2026Q2: 2,135 shares 2,135$351K0.11%+588Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 256 shares; 2026Q1: not reported; 2026Q2: 603 shares 603$350K0.11%newTimeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,511 shares; 2025Q4: 7,310 shares; 2026Q1: not reported; 2026Q2: 13,949 shares 13,949$349K0.11%newTimeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442 shares; 2026Q1: 16,606 shares; 2026Q2: 6,818 shares 6,818$347K0.11%-9,788Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 186 shares; 2026Q1: 433 shares; 2026Q2: 473 shares 473$341K0.11%+40Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 932 shares; 2026Q1: not reported; 2026Q2: 782 shares 782$339K0.11%newTimeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: 7,419 shares; 2026Q2: 10,118 shares 10,118$338K0.11%+2,699Timeline
SPYTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,000 shares; 2025Q1: 18,118 shares; 2025Q2: 18,123 shares; 2025Q3: 18,088 shares; 2025Q4: 22,255 shares; 2026Q1: 19,852 shares; 2026Q2: 19,156 shares 19,156$336K0.11%-696Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 262 shares; 2026Q1: 619 shares; 2026Q2: 641 shares 641$329K0.11%+22Timeline
SDTYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,602 shares; 2025Q4: 8,037 shares; 2026Q1: 7,702 shares; 2026Q2: 7,631 shares 7,631$320K0.1%-71Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 2,269 shares; 2026Q1: 2,377 shares; 2026Q2: 2,424 shares 2,424$316K0.1%+47Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 7,257 shares; 2026Q1: 7,339 shares; 2026Q2: 6,480 shares 6,480$304K0.1%-859Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,742 shares; 2025Q1: 21,365 shares; 2025Q2: 18,275 shares; 2025Q3: 18,061 shares; 2025Q4: 13,390 shares; 2026Q1: 13,369 shares; 2026Q2: 11,707 shares 11,707$300K0.1%-1,662Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 3,423 shares; 2026Q1: 3,464 shares; 2026Q2: 3,162 shares 3,162$292K0.09%-302Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 4,630 shares; 2026Q1: 4,352 shares; 2026Q2: 3,970 shares 3,970$291K0.09%-382Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 882 shares; 2026Q1: 5,898 shares; 2026Q2: 3,290 shares 3,290$289K0.09%-2,608Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,701 shares; 2025Q3: 781 shares; 2025Q4: 743 shares; 2026Q1: 1,599 shares; 2026Q2: 1,943 shares 1,943$285K0.09%+344Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,226 shares; 2025Q3: 9,052 shares; 2025Q4: 5,355 shares; 2026Q1: 12,542 shares; 2026Q2: 10,106 shares 10,106$282K0.09%-2,436Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 550 shares; 2026Q1: not reported; 2026Q2: 550 shares 550$272K0.09%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 191 shares; 2026Q1: 396 shares; 2026Q2: 373 shares 373$266K0.09%-23Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 3,439 shares; 2026Q1: 3,443 shares; 2026Q2: 3,444 shares 3,444$263K0.09%+1Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,115 shares; 2025Q4: 2,530 shares; 2026Q1: not reported; 2026Q2: 2,782 shares 2,782$261K0.08%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 411 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312$259K0.08%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 693 shares; 2026Q1: not reported; 2026Q2: 993 shares 993$250K0.08%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,448 shares 1,448$229K0.07%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 503 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 354 shares; 2026Q1: not reported; 2026Q2: 535 shares 535$222K0.07%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 235 shares; 2026Q1: not reported; 2026Q2: 427 shares 427$222K0.07%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 232 shares; 2026Q1: not reported; 2026Q2: 429 shares 429$215K0.07%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 379 shares; 2025Q4: 504 shares; 2026Q1: not reported; 2026Q2: 539 shares 539$214K0.07%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 49 shares; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178$213K0.07%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 1,069 shares; 2026Q1: not reported; 2026Q2: 2,918 shares 2,918$210K0.07%newTimeline
GIAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,046 shares; 2025Q4: 13,984 shares; 2026Q1: 10,263 shares; 2026Q2: 10,095 shares 10,095$174K0.06%-168Timeline
YQQQTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,309 shares; 2025Q4: 19,311 shares; 2026Q1: 12,844 shares; 2026Q2: 13,713 shares 13,713$135K0.04%+869Timeline
GDXYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares; 2025Q4: 3,752 shares; 2026Q1: not reported; 2026Q2: 12,449 shares 12,449$126K0.04%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall2,900$560K+1,500
SPYSTATE STR SPDR S&P 500 ETF T SHSput1,600$17.9K+100
AVGOBROADCOM INC COMput400$3.22K0
HDHOME DEPOT INC COMcall600$2.83K0
NVDANVIDIA CORPORATION COMput700$2.77K0
TSLATESLA INC COMput300$1.91K0
METAMETA PLATFORMS INC COMput200$1.77K0
AAPLAPPLE INC COMcall1,100$1.5Knew
AAPLAPPLE INC COMput500$1.42K0
GOOGLALPHABET INC COMput500$1.39K0
AVGOBROADCOM INC COMcall1,000$1.32K0
AMZNAMAZON COM INC COMput600$1.09K0
MSFTMICROSOFT CORP COMput200$1.02K0
SYKSTRYKER CORPORATION COMcall3,200$9300
JPMJPMORGAN CHASE & CO COMput500$9000
MSFTMICROSOFT CORP COMcall300$6210
VVISA INC COMput400$3060
MCDMCDONALDS CORP COMcall1,400$2310
SCHDSCHWAB STRATEGIC TR COMcall2,700$13-200

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BILSPDR SERIES TRUST240,725$22.1Mshares
VGTVANGUARD WORLD FD1,876$1.31Mshares
SHLDGLOBAL X FDS16,457$1.17Mshares
XLUSELECT SECTOR SPDR TR18,412$845Kshares
ARKQARK ETF TR3,258$366Kshares
SPYDSPDR SERIES TRUST6,865$312Kshares
XHLFBONDBLOXX ETF TRUST5,421$273Kshares
ARKWARK ETF TR2,163$261Kshares
MRKMERCK & CO INC1,728$208Kshares
ARKFARK ETF TR5,377$204Kshares
GOLITIDAL TRUST II10,684$165Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-010335 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-010335 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001214659-26-006518 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001214659-26-001922 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001214659-25-016427 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0002040515-25-000004 Quarter ended 2025-06-302025-08-01acceptance time not in the bulk data set
13F-HR 0002040515-25-000002 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0002040515-25-000003 Quarter ended 2024-12-312025-05-15acceptance time not in the bulk data set