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Portfolio (Quarterly) Guide ↗

Main Management ETF Advisors, LLC

· CIK 0001698607
13F Portfolio $2.7B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 122 New
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK Technology Select Sector SPDR Fund USD Class 2,684,198.0 $756.6M 28.02% NEW $281.86 -37.2%
2 XLC Communication Services Select Sector SPDR Fund USD Class 3,045,715.0 $360.5M 13.35% NEW $118.37 -1.5%
3 XLV Health Care Select Sector SPDR Fund USD Class 2,312,232.0 $321.8M 11.92% NEW $139.17 +3.8%
4 XLF Financial Select Sector SPDR Fund USD Class 5,829,961.0 $314.1M 11.63% NEW $53.87 -5.0%
5 XLY Consumer Discretionary Select Sector SPDR Fund 914,057.0 $219.0M 8.11% NEW $239.64 -51.4%
6 SMH VanEck Semiconductor ETF USD Class 447,627.0 $146.1M 5.41% NEW $326.36 +71.9%
7 IGV iShares Expanded Tech-Software Sector ETF USD Class 1,190,154.0 $136.9M 5.07% NEW $115.01 -20.7%
8 ITB iShares U.S. Home Construction ETF USD Class 627,402.0 $67.3M 2.49% NEW $107.25 -18.4%
9 IDEV iShares Core MSCI International Developed Markets ETF 729,000.0 $58.4M 2.16% NEW $80.17 +10.3%
10 IEMG iShares Core MSCI Emerging Markets ETF USD Class 394,200.0 $26.0M 0.96% NEW $65.92 +21.5%
11 State Street Institutional Treasury MM Fund 19,167,003.0 $19.2M 0.71% NEW $1.00
12 SPEU SPDR Portfolio Europe ETF 369,900.0 $18.4M 0.68% NEW $49.81 +8.7%
13 KWEB KraneShares CSI China Internet ETF 371,916.0 $15.6M 0.58% NEW $42.01 -33.2%
14 SPEM SPDR Portfolio Emerging Markets ETF USD Class 228,178.0 $10.7M 0.40% NEW $46.81 +9.0%
15 NET Cloudflare Inc. Technology 41,849.0 $9.0M 0.33% NEW $214.58 -7.1%
16 FLMX Franklin FTSE Mexico ETF 260,076.0 $8.6M 0.32% NEW $33.18 +14.4%
17 VPL Vanguard FTSE Pacific ETF 94,500.0 $8.3M 0.31% NEW $87.84 +26.9%
18 NVDA NVIDIA Corporation Technology 40,300.0 $7.5M 0.28% NEW $186.58 +21.9%
19 ORCL Oracle Corporation Technology 24,025.0 $6.8M 0.25% NEW $281.25 -33.1%
20 Nebius Group N.V. 45,725.0 $5.1M 0.19% NEW $112.28
Page 1 of 7  ·  122 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 61.9%
Healthcare 12.7%
Consumer Cyclical 11.8%
Communication Services 4.9%
Financial Services 4.6%
Industrials 3.4%
Real Estate 0.8%