Back to TECTONIC ADVISORS LLC

TECTONIC ADVISORS LLC

Q2 2026 13F filing

Updated 59 days ago

356 disclosed positions worth $2.1B

Portfolio value
$2.1B
Total holdings
356
New positions
39
Closed positions
17
Increased
163
Decreased
84
Turnover
15.7%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

PIMCO ETF TR

+2.9%
Value
$153.9M
Shares
1.67M
% Port
7.40%
E

ISHARES TR

+6.0%
Value
$106.5M
Shares
142.3K
% Port
5.12%
V

VANGUARD INDEX FDS

+6.0%
Value
$106.2M
Shares
154.6K
% Port
5.10%
?
4.N/A

SSGA ACTIVE ETF TR

+87302.1%
Value
$104.4M
Shares
2.64M
% Port
5.02%
S

SPDR SERIES TRUST

-1.1%
Value
$84.8M
Shares
965.3K
% Port
4.08%
?
6.N/A

ADVISORS INNER CIRCLE FD III

+3.0%
Value
$76.1M
Shares
3.00M
% Port
3.66%
V

VANGUARD INDEX FDS

-47.7%
Value
$52.4M
Shares
76.3K
% Port
2.52%
?
8.N/A

TOUCHSTONE ETF TRUST

+83271.8%
Value
$44.9M
Shares
1.67M
% Port
2.16%
E

ISHARES TR

+1200.3%
Value
$35.3M
Shares
356.7K
% Port
1.70%
V
10.VGES

VANGUARD BD INDEX FDS

+242.8%
Value
$35.1M
Shares
477.8K
% Port
1.69%
V
11.VGES

VANGUARD TAX-MANAGED FDS

+47.0%
Value
$34.3M
Shares
481.7K
% Port
1.65%
?
12.N/A

SPDR SERIES TRUST

+6.8%
Value
$33.1M
Shares
361.4K
% Port
1.59%
?
13.N/A

TCW ETF TRUST

+16317.3%
Value
$29.3M
Shares
747.3K
% Port
1.41%
V
14.VGES

VANGUARD TAX-MANAGED FDS

+5.6%
Value
$24.7M
Shares
346.0K
% Port
1.19%
?
15.N/A

UNIFIED SER TR

-0.3%
Value
$22.7M
Shares
610.7K
% Port
1.09%
C
16.CSCO

CISCO SYS INC

-9.5%
Value
$20.7M
Shares
175.9K
% Port
0.99%
I
17.IRM

IRON MTN INC DEL

+7108.6%
Value
$20.2M
Shares
160.2K
% Port
0.97%
O
18.OKE

ONEOK INC NEW

+3.9%
Value
$18.9M
Shares
217.6K
% Port
0.91%
E

ENBRIDGE INC

+3.6%
Value
$17.8M
Shares
328.9K
% Port
0.86%
I
20.IBM

INTERNATIONAL BUSINESS MACHS

+41087.4%
Value
$17.5M
Shares
62.2K
% Port
0.84%
N
21.NNN

NNN REIT INC

+6.0%
Value
$17.4M
Shares
374.7K
% Port
0.84%
C
22.CWEN

CLEARWAY ENERGY INC

Value
$17M
Shares
496.8K
% Port
0.82%
E
23.ETHA

ISHARES TR

+27508.4%
Value
$16.8M
Shares
173.7K
% Port
0.81%
?
24.N/A

ISHARES TR

+40304.0%
Value
$16.7M
Shares
251.7K
% Port
0.80%
M
25.MO

ALTRIA GROUP INC

+3.7%
Value
$16.7M
Shares
232.3K
% Port
0.80%
?
26.N/A

ISHARES TR

-3.4%
Value
$16.6M
Shares
327.8K
% Port
0.80%
M
27.MRK

MERCK & CO INC

+0.4%
Value
$16.2M
Shares
126.3K
% Port
0.78%
?
28.N/A

SPDR SERIES TRUST

Unchanged
Value
$16.1M
Shares
744.8K
% Port
0.78%
A
29.ABBV

ABBVIE INC

+8.6%
Value
$15.7M
Shares
62.5K
% Port
0.76%
H
30.HCXY

HERCULES CAPITAL INC

+12.8%
Value
$15.7M
Shares
994.4K
% Port
0.75%
V
31.VGES

VANGUARD INDEX FDS

+316.0%
Value
$15.6M
Shares
193.8K
% Port
0.75%
M

MPLX LP

+12726.8%
Value
$15.5M
Shares
275.9K
% Port
0.75%
A
33.ARCC

ARES CAPITAL CORP

+7916.3%
Value
$15.5M
Shares
834.5K
% Port
0.74%
V
34.VZ

VERIZON COMMUNICATIONS INC

+7414.7%
Value
$15.4M
Shares
362.6K
% Port
0.74%
E
35.EPDU

ENTERPRISE PRODS PARTNERS L

+13056.0%
Value
$15.3M
Shares
417.4K
% Port
0.74%
E

ENERGY TRANSFER L P

+4.9%
Value
$15.1M
Shares
787.7K
% Port
0.72%
?
37.N/A

GLOBAL X FDS

+81314.4%
Value
$14.7M
Shares
277.6K
% Port
0.71%
?
38.N/A

ALPS ETF TR

+44346.6%
Value
$14.5M
Shares
279.6K
% Port
0.70%
?
39.N/A

SIXTH STREET SPECIALTY LENDI

+8462.5%
Value
$14.3M
Shares
835.4K
% Port
0.69%
V
40.VGES

VANGUARD INDEX FDS

+4.0%
Value
$14.2M
Shares
147.7K
% Port
0.68%
A
41.AVGO

BROADCOM INC

-1.0%
Value
$14.2M
Shares
37.6K
% Port
0.68%
?
42.N/A

WP CAREY INC

+30934.4%
Value
$13.8M
Shares
193.0K
% Port
0.66%
E
43.ETHA

ISHARES TR

+51817.9%
Value
$13.8M
Shares
92.9K
% Port
0.66%
E
44.ETHA

ISHARES TR

+6.4%
Value
$13.7M
Shares
178.1K
% Port
0.66%
V
45.VGES

VANGUARD INDEX FDS

+6.3%
Value
$13.7M
Shares
45.3K
% Port
0.66%
M
46.MSM

MSC INDL DIRECT INC

+0.0%
Value
$13.7M
Shares
115.3K
% Port
0.66%
?
47.N/A

HASBRO INC

+7.6%
Value
$13.5M
Shares
163.7K
% Port
0.65%
O
48.O

REALTY INCOME CORP

+6.7%
Value
$13.5M
Shares
217.5K
% Port
0.65%
V
49.VGES

VANGUARD INDEX FDS

+247.5%
Value
$13M
Shares
161.9K
% Port
0.63%
G
50.GILD

GILEAD SCIENCES INC

+34579.1%
Value
$12.8M
Shares
101.3K
% Port
0.61%