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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 1 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 2,950,100.0 $288.8M 7.89% -548K -15.7% $97.91 +20.8%
2 SPYV SPDR SERIES TRUST 4,945,272.0 $279.8M 7.65% -697K -12.3% $56.58 +7.1%
3 SCHM SCHWAB STRATEGIC TR 7,151,527.0 $221.4M 6.05% -1.2M -14.4% $30.96 +11.6%
4 SPDW SPDR INDEX SHS FDS 4,093,030.0 $186.8M 5.11% -191K -4.5% $45.65 +10.3%
5 XLK SELECT SECTOR SPDR TR 1,210,914.0 $160.9M 4.40% +44K +3.8% $132.90 +34.4%
6 SPSB SPDR SERIES TRUST 5,184,845.0 $155.9M 4.26% +819K +18.8% $30.07 -0.3%
7 SCHA SCHWAB STRATEGIC TR 3,881,816.0 $112.9M 3.08% -94K -2.4% $29.08 +14.1%
8 SPHY SPDR SERIES TRUST 4,754,445.0 $110.9M 3.03% +1.1M +30.4% $23.32 +0.3%
9 XLF SELECT SECTOR SPDR TR 1,907,315.0 $94.2M 2.57% +616K +47.7% $49.37 +4.8%
10 SRLN SSGA ACTIVE ETF TR 2,327,959.0 $93.4M 2.55% +525K +29.1% $40.14 +0.9%
11 VCIT VANGUARD SCOTTSDALE FDS 1,002,543.0 $83.0M 2.27% +422K +72.6% $82.75 -0.7%
12 VGSH VANGUARD SCOTTSDALE FDS 1,216,871.0 $71.2M 1.95% -84K -6.5% $58.54 -0.5%
13 SPEM SPDR INDEX SHS FDS 1,330,362.0 $62.4M 1.71% +189K +16.6% $46.91 +8.9%
14 XLI SELECT SECTOR SPDR TR 345,736.0 $55.9M 1.53% -104K -23.1% $161.74 +5.4%
15 XLV SELECT SECTOR SPDR TR 376,473.0 $55.2M 1.51% $146.61 +1.0%
16 SPMB SPDR SERIES TRUST 2,167,242.0 $48.5M 1.33% -89K -4.0% $22.39 -1.3%
17 XLY SELECT SECTOR SPDR TR 400,555.0 $43.7M 1.19% +9K +2.3% $108.98 +8.9%
18 ICVT ISHARES TR 415,222.0 $42.3M 1.16% -23K -5.3% $101.80 +15.9%
19 SCHP SCHWAB STRATEGIC TR 1,579,745.0 $42.0M 1.15% +538K +51.7% $26.61 +0.0%
20 VSS VANGUARD INTL EQUITY INDEX F 287,330.0 $41.9M 1.15% -25K -8.0% $145.81 +8.9%
Page 1 of 28  ·  545 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%