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Garrett Wealth Advisory Group, LLC

Q2 2026 13F filing

Updated 37 days ago

150 disclosed positions worth $650.6M

Portfolio value
$650.6M
Total holdings
150
New positions
20
Closed positions
4
Increased
50
Decreased
65
Turnover
16.0%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

E

ENERGY TRANSFER L P

+0.0%
Value
$104.8M
Shares
5.48M
% Port
16.11%
B

WISDOMTREE TR

+0.4%
Value
$58.6M
Shares
752.7K
% Port
9.00%
S

SPDR SERIES TRUST

+0.9%
Value
$49M
Shares
412.1K
% Port
7.54%
I
4.IVZ

INVESCO EXCHANGE TRADED FD T

+1.1%
Value
$43.5M
Shares
805.2K
% Port
6.69%
H
5.HTD

JOHN HANCOCK EXCHANGE TRADED

+1.7%
Value
$42.9M
Shares
572.4K
% Port
6.59%
S

SPDR INDEX SHS FDS

+1.6%
Value
$40.6M
Shares
806.0K
% Port
6.24%
A

SPDR SERIES TRUST

+1.0%
Value
$26.6M
Shares
461.8K
% Port
4.09%
C

CAPITAL GROUP NEW GEOGRAPHY

+4.4%
Value
$23.5M
Shares
628.2K
% Port
3.62%
?
9.N/A

J P MORGAN EXCHANGE TRADED F

+5.6%
Value
$20.8M
Shares
308.3K
% Port
3.20%
?
10.N/A

AMERICAN CENTY ETF TR

Value
$20.6M
Shares
497.8K
% Port
3.17%
A
11.AAPL

APPLE INC

-0.6%
Value
$18M
Shares
62.2K
% Port
2.77%
E
12.ETHA

ISHARES TR

-0.9%
Value
$14.2M
Shares
64.5K
% Port
2.18%
E
13.EXG

MORGAN STANLEY ETF TRUST

+9.1%
Value
$14.1M
Shares
280.0K
% Port
2.17%
E
14.ETHA

ISHARES TR

-0.9%
Value
$13.9M
Shares
40.4K
% Port
2.13%
E
15.ETHA

ISHARES TR

-1.8%
Value
$10.4M
Shares
107.4K
% Port
1.59%
S

SPDR SERIES TRUST

-6.1%
Value
$10M
Shares
53.4K
% Port
1.53%
?
17.N/A

VICTORY PORTFOLIOS II

-1.8%
Value
$8M
Shares
107.6K
% Port
1.23%
G

ALPHABET INC

-0.1%
Value
$7.2M
Shares
20.4K
% Port
1.11%
N
19.NVDA

NVIDIA CORPORATION

-2.2%
Value
$6.7M
Shares
33.3K
% Port
1.02%
B

BERKSHIRE HATHAWAY INC DEL

-4.5%
Value
$6.5M
Shares
13.0K
% Port
1.00%
X
21.XOM

EXXON MOBIL CORP

-1.7%
Value
$6.1M
Shares
44.6K
% Port
0.94%
A
22.AMZN

AMAZON COM INC

-0.7%
Value
$4.7M
Shares
19.7K
% Port
0.72%
B
23.BX

VANGUARD SPECIALIZED FUNDS

-0.5%
Value
$4.3M
Shares
18.4K
% Port
0.67%
M
24.MSFT

MICROSOFT CORP

+3.1%
Value
$3.7M
Shares
10.0K
% Port
0.58%
C
25.CAT

CATERPILLAR INC

+0.5%
Value
$3.3M
Shares
3.1K
% Port
0.51%
C
26.CVX

CHEVRON CORPORATION

-1.1%
Value
$2.5M
Shares
15.4K
% Port
0.39%
G

ALPHABET INC

+0.2%
Value
$2.5M
Shares
7.0K
% Port
0.38%
A
28.AVGO

BROADCOM INC

-9.5%
Value
$2.3M
Shares
6.1K
% Port
0.35%
A
29.AMD

ADVANCED MICRO DEVICES INC

-0.1%
Value
$2.2M
Shares
3.8K
% Port
0.34%
L
30.LMT

LOCKHEED MARTIN CORP

+0.1%
Value
$2.2M
Shares
4.3K
% Port
0.34%
W
31.WMT

WALMART INC

-2.3%
Value
$2.1M
Shares
18.1K
% Port
0.32%
M
32.META

META PLATFORMS INC

+11.0%
Value
$2M
Shares
3.6K
% Port
0.31%
J

JPMORGAN CHASE & CO

-4.4%
Value
$2M
Shares
6.1K
% Port
0.31%
L
34.LRCX

LAM RESEARCH CORP

+0.5%
Value
$1.9M
Shares
4.4K
% Port
0.30%
U
35.UNP

UNION PAC CORP

+0.1%
Value
$1.8M
Shares
6.6K
% Port
0.28%
L
36.LLY

ELI LILLY & CO

-0.7%
Value
$1.8M
Shares
1.5K
% Port
0.28%
L
37.LOW

LOWES COS INC

-0.3%
Value
$1.8M
Shares
8.0K
% Port
0.27%
R

SHELL PLC

-0.8%
Value
$1.7M
Shares
21.4K
% Port
0.26%
G
39.GEV

GE VERNOVA INC

Unchanged
Value
$1.6M
Shares
1.4K
% Port
0.25%
F
40.FFIN

FIRST FINL BANKSHARES INC

-1.0%
Value
$1.5M
Shares
43.4K
% Port
0.23%
V
41.VLO

VALERO ENERGY CORP

-3.3%
Value
$1.5M
Shares
5.7K
% Port
0.23%
A
42.ABBV

ABBVIE INC

-7.8%
Value
$1.4M
Shares
5.7K
% Port
0.22%
F
43.FANG

DIAMONDBACK ENERGY INC

-0.1%
Value
$1.4M
Shares
7.7K
% Port
0.21%
G
44.GD

GENERAL DYNAMICS CORP

-1.0%
Value
$1.3M
Shares
3.5K
% Port
0.19%
T
45.TSLA

TESLA INC

-6.2%
Value
$1.2M
Shares
3.0K
% Port
0.19%
V
46.V

VISA INC

-3.3%
Value
$1.2M
Shares
3.5K
% Port
0.19%
I
47.IVZ

INVESCO EXCH TRD SLF IDX FD

Value
$1.2M
Shares
49.7K
% Port
0.18%
P
48.PSX

PHILLIPS 66

-2.9%
Value
$1.1M
Shares
6.6K
% Port
0.17%
P
49.PNC

PNC FINL SVCS GROUP INC

-8.4%
Value
$1.1M
Shares
4.4K
% Port
0.17%
M
50.MSIF

MSC INCOME FUND INC

+161.3%
Value
$1M
Shares
90.0K
% Port
0.16%