Back to Waterloo Capital, L.P.

Waterloo Capital, L.P.

Q2 2026 13F filing

Updated 43 days ago

560 disclosed positions worth $1.8B

Portfolio value
$1.8B
Total holdings
560
New positions
126
Closed positions
50
Increased
237
Decreased
181
Turnover
31.4%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

S

STATE STREET SPDR PORTFOLIO S&P 500 ETF

+368.4%
Value
$74.8M
Shares
851.7K
% Port
4.21%
W
2.WMT

WALMART INC COM

+4.5%
Value
$60.1M
Shares
530.3K
% Port
3.38%
S

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

+29.6%
Value
$54.1M
Shares
454.7K
% Port
3.04%
?
4.N/A

AVANTIS U.S. LARGE CAP VALUE ETF

Value
$45.9M
Shares
502.9K
% Port
2.58%
A

APPLE INC

+16.2%
Value
$41.5M
Shares
143.4K
% Port
2.33%
E

INVESCO NASDAQ 100 ETF

+16.8%
Value
$39.2M
Shares
129.3K
% Port
2.20%
N

NVIDIA CORP

+9.6%
Value
$36.9M
Shares
184.5K
% Port
2.07%
F
8.FIS

FIDELITY ENHANCED INTERNATIONAL ETF

+3.5%
Value
$36.5M
Shares
909.5K
% Port
2.05%
?
9.N/A

APTUS COLLARED INVESTMENT OPPORTUNITY ETF

-2.5%
Value
$34.3M
Shares
742.9K
% Port
1.93%
E
10.ETHA

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

+2.9%
Value
$30.4M
Shares
297.5K
% Port
1.71%
I
11.IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

-6.8%
Value
$30.1M
Shares
141.7K
% Port
1.69%
?
12.N/A

APTUS INTERNATIONAL ENHANCED YIELD

-2.2%
Value
$26.2M
Shares
952.0K
% Port
1.47%
J

JPMORGAN CORE PLUS BOND ETF

+20.0%
Value
$25.3M
Shares
540.0K
% Port
1.42%
G

ACCESS TREASURY 0-1 YEAR ETF

+1.3%
Value
$23.5M
Shares
234.9K
% Port
1.32%
?
15.N/A

APTUS DEFINED RISK ETF

+3.6%
Value
$21.4M
Shares
744.2K
% Port
1.20%
V
16.VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

+0.1%
Value
$21.3M
Shares
298.5K
% Port
1.20%
A
17.AVGO

BROADCOM INC COM

+19.1%
Value
$20.8M
Shares
54.9K
% Port
1.17%
V
18.VGES

VANGUARD S&P 500 ETF

-11.0%
Value
$19.8M
Shares
28.8K
% Port
1.11%
E
19.ETHA

ISHARES S&P 500 INDEX

-67.5%
Value
$19.5M
Shares
26.1K
% Port
1.10%
?
20.N/A

OPUS SMALL CAP VALUE ETF

-1.4%
Value
$19.3M
Shares
457.2K
% Port
1.08%
?
21.N/A

CAPITAL GROUP SHORT DURATION INCOME ETF

Value
$18.3M
Shares
710.0K
% Port
1.03%
M
22.MSFT

MICROSOFT

+9.7%
Value
$17.5M
Shares
46.8K
% Port
0.98%
E
23.ETHA

ISHARES 7-10 YEAR TREASURY BOND ETF

+111.3%
Value
$16.9M
Shares
179.1K
% Port
0.95%
A
24.AMZN

AMAZON.COM INC

+12.2%
Value
$16.1M
Shares
67.3K
% Port
0.90%
H
25.HODL

VANECK SEMICONDUCTOR ETF

-27.3%
Value
$15.6M
Shares
23.9K
% Port
0.88%
G

ALPHABET INC CAP STK CL C

+24.6%
Value
$15M
Shares
42.5K
% Port
0.84%
S
27.SPY

STATE STREET SPDR S&P 500 ETF

+23.9%
Value
$14.6M
Shares
19.6K
% Port
0.82%
E
28.ETHA

ISHARES NATIONAL MUNI BOND ETF

-3.4%
Value
$14.3M
Shares
133.2K
% Port
0.81%
?
29.N/A

APTUS DRAWDOWN MANAGED EQUITY ETF

-3.0%
Value
$14M
Shares
251.0K
% Port
0.78%
Q
30.QQQ

POWERSHARES QQQ TR

+72.6%
Value
$13.2M
Shares
17.9K
% Port
0.74%
A

ASML HLDG NV N Y REGISTRY SHS

+330.9%
Value
$12.9M
Shares
6.5K
% Port
0.73%
?
32.N/A

ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+5.9%
Value
$12.9M
Shares
256.3K
% Port
0.73%
?
33.N/A

APTUS LARGE CAP ENHANCED YIELD ETF

+42.2%
Value
$12.8M
Shares
307.8K
% Port
0.72%
G

ALPHABET INC CAP STK CL A

+3.6%
Value
$12.5M
Shares
35.1K
% Port
0.70%
A
35.AMD

ADVANCED MICRO DEVICES INC COM

+112.9%
Value
$12M
Shares
20.7K
% Port
0.68%
?
36.N/A

APTUS LARGE CAP UPSIDE ETF

+4.2%
Value
$11.9M
Shares
422.0K
% Port
0.67%
S
37.STX

SEAGATE TECHNOLOGY

-5.8%
Value
$11.7M
Shares
12.1K
% Port
0.66%
E
38.ETHA

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

+5.0%
Value
$10.8M
Shares
253.8K
% Port
0.60%
V
39.VGES

VANGUARD FTSE EMERGING MARKETS ETF

+3.5%
Value
$10.6M
Shares
178.3K
% Port
0.60%
E
40.ETHA

ISHARES AGGREGATE BOND ETF

+20.4%
Value
$10.6M
Shares
107.0K
% Port
0.60%
I
41.IAU

ISHARES GOLD TRUST

+27.8%
Value
$10.5M
Shares
139.4K
% Port
0.59%
?
42.N/A

SIMPLIFY MANAGED FUTURES STRATEGY ETF

+200.1%
Value
$10M
Shares
387.2K
% Port
0.56%
E
43.ETHA

ISHARES CORE MSCI EAFE ETF

-7.1%
Value
$9.4M
Shares
97.1K
% Port
0.53%
E
44.ETHA

ISHARES MSCI JAPAN ETF

+9.2%
Value
$9.3M
Shares
99.5K
% Port
0.52%
E
45.ETHA

ISHARES RUSSELL 1000 VALUE ETF

-17.0%
Value
$9M
Shares
37.3K
% Port
0.51%
S

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

+4.2%
Value
$8.9M
Shares
354.6K
% Port
0.50%
C

CAPITAL GROUP CORE PLUS INCOME ETF

Value
$8.6M
Shares
384.7K
% Port
0.48%
I
48.IVZ

POWERSHARES SP500 LOW VOLATILITY ETF

-22.5%
Value
$8.5M
Shares
113.5K
% Port
0.48%
G
49.GLBE

GLOBAL E ONLINE LTD SHS

Value
$8.5M
Shares
243.6K
% Port
0.48%
S

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-22.9%
Value
$8.4M
Shares
296.9K
% Port
0.47%