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Trek Financial, LLC

Q2 2026 13F filing

Updated 28 days ago

504 disclosed positions worth $2B

Portfolio value
$2B
Total holdings
504
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

S

SELECT SECTOR SPDR TR

Value
$124.9M
Shares
655.4K
% Port
6.20%
E

ISHARES TR

Value
$55M
Shares
73.4K
% Port
2.73%
E

ISHARES INC

Value
$43.1M
Shares
520.1K
% Port
2.14%
E

ISHARES TR

Value
$42.1M
Shares
418.2K
% Port
2.09%
E

ISHARES TR

Value
$41.8M
Shares
906.8K
% Port
2.08%
V

VANGUARD INDEX FDS

Value
$41.6M
Shares
60.6K
% Port
2.06%
S

SELECT SECTOR SPDR TR

Value
$39.6M
Shares
213.8K
% Port
1.97%
K

PROSHARES TR

Value
$35.1M
Shares
739.4K
% Port
1.74%
V

VANGUARD INDEX FDS

Value
$35.1M
Shares
407.4K
% Port
1.74%
S

SELECT SECTOR SPDR TR

Value
$31.6M
Shares
590.0K
% Port
1.57%
A
11.AAPL

APPLE INC

Value
$30.4M
Shares
104.9K
% Port
1.51%
S

SELECT SECTOR SPDR TR

Value
$29.9M
Shares
254.5K
% Port
1.48%
E
13.ETHA

ISHARES TR

Value
$29.4M
Shares
213.7K
% Port
1.46%
E
14.ETHA

BLACKROCK ETF TRUST

Value
$27.8M
Shares
409.4K
% Port
1.38%
M
15.MU

MICRON TECHNOLOGY INC

Value
$27.7M
Shares
24.0K
% Port
1.37%
?
16.N/A

SIMPLIFY EXCHANGE TRADED FUN

Value
$25.5M
Shares
1.25M
% Port
1.27%
E
17.ETHA

ISHARES TR

Value
$23.2M
Shares
102.2K
% Port
1.15%
E
18.ETHA

BLACKROCK ETF TRUST

Value
$21.4M
Shares
405.6K
% Port
1.06%
S

SELECT SECTOR SPDR TR

Value
$20.2M
Shares
127.6K
% Port
1.01%
I

I-80 GOLD CORP

Value
$17.7M
Shares
12.29M
% Port
0.88%
S

SELECT SECTOR SPDR TR

Value
$17.6M
Shares
164.0K
% Port
0.87%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$16.8M
Shares
35.3K
% Port
0.84%
E
23.ETHA

ISHARES TR

Value
$16.7M
Shares
173.4K
% Port
0.83%
M
24.MSFT

MICROSOFT CORP

Value
$16.3M
Shares
43.7K
% Port
0.81%
?
25.N/A

INVESCO ACTVELY MNGD ETC FD

Value
$15.9M
Shares
446.9K
% Port
0.79%
S
26.SPY

STATE STR SPDR S&P 500 ETF T

Value
$15.9M
Shares
21.3K
% Port
0.79%
E
27.ETHA

ISHARES TR

Value
$15.7M
Shares
106.0K
% Port
0.78%
S

SPDR SERIES TRUST

Value
$15.6M
Shares
170.6K
% Port
0.78%
E
29.ETHA

ISHARES TR

Value
$15M
Shares
158.5K
% Port
0.74%
N
30.NVDA

NVIDIA CORPORATION

Value
$15M
Shares
74.7K
% Port
0.74%
C
31.CPA

COPA HOLDINGS SA

Value
$14.3M
Shares
92.2K
% Port
0.71%
S

SELECT SECTOR SPDR TR

Value
$14M
Shares
262.9K
% Port
0.69%
A
33.AMD

ADVANCED MICRO DEVICES INC

Value
$13.6M
Shares
23.4K
% Port
0.67%
I
34.INTC

INTEL CORP

Value
$13.6M
Shares
97.2K
% Port
0.67%
X
35.XOM

EXXON MOBIL CORP

Value
$13.4M
Shares
97.7K
% Port
0.66%
C
36.CPT

CAMBRIA ETF TR

Value
$13.3M
Shares
369.4K
% Port
0.66%
A
37.ADBE

ADOBE INC

Value
$13.1M
Shares
63.7K
% Port
0.65%
E
38.ETHA

ISHARES TR

Value
$12.9M
Shares
103.6K
% Port
0.64%
E
39.ETHA

ISHARES TR

Value
$12.7M
Shares
126.2K
% Port
0.63%
F
40.FNV

FRANCO NEV CORP

Value
$12.5M
Shares
60.0K
% Port
0.62%
E
41.ETHA

ISHARES TR

Value
$12.5M
Shares
36.4K
% Port
0.62%
C
42.CIB

GRUPO CIBEST SA

Value
$12.2M
Shares
154.0K
% Port
0.61%
A
43.AMAT

APPLIED MATLS INC

Value
$12.1M
Shares
16.7K
% Port
0.60%
E
44.ETHA

ISHARES INC

Value
$12M
Shares
372.2K
% Port
0.60%
?
45.N/A

INVESCO EXCH TRADED FD TR II

Value
$11.9M
Shares
208.0K
% Port
0.59%
A
46.AEM

AGNICO EAGLE MINES LTD

Value
$11.6M
Shares
74.5K
% Port
0.57%
E
47.ETHA

BLACKROCK ETF TRUST

Value
$11.2M
Shares
305.1K
% Port
0.55%
E
48.ETHA

ISHARES TR

Value
$11.2M
Shares
489.5K
% Port
0.55%
P
49.PHYS

SPROTT FDS TR

Value
$11M
Shares
210.0K
% Port
0.55%
L
50.LRCX

LAM RESEARCH CORP

Value
$10.9M
Shares
25.1K
% Port
0.54%