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Portfolio (Quarterly) Guide ↗

INNEALTA CAPITAL, LLC

· CIK 0001752579
13F Portfolio $161M AUM 75 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 17 Added 29 Reduced 24 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLE ENERGY SELECT SECTOR SPDR 126,945.0 $7.8M 4.83% +102K +399.4% $61.26 -2.9%
2 FLJP FRANKLIN FTSE JAPAN ETF 189,978.0 $6.9M 4.27% +8K +4.4% $36.18 +8.5%
3 JBND JPMORGAN ACTIVE BOND ETF 91,449.0 $4.9M 3.06% +51K +124.9% $53.77 -1.0%
4 FLTW FRANKLIN FTSE TAIWAN ETF 55,342.0 $3.8M 2.34% +18K +49.4% $68.11 +38.6%
5 FLCA FRANKLIN FTSE CANADA ETF 74,760.0 $3.7M 2.27% +3K +3.9% $48.94 +6.9%
6 FLGB FRANKLIN FTSE UNITED KINGDOM 101,402.0 $3.5M 2.19% +10K +11.1% $34.76 +3.4%
7 VT VANGUARD TOT WORLD STK ETF 19,879.0 $2.7M 1.71% +3K +21.3% $138.32 +12.5%
8 EZA ISHARES MSCI SOUTH AFRICA ET 29,808.0 $2.0M 1.26% +4K +15.3% $67.80 -0.7%
9 EWZ ISHARES MSCI BRAZIL ETF 46,676.0 $1.8M 1.11% +39K +482.8% $38.39 -5.3%
10 EPU ISHARES MSCI PERU AND GLOBAL 20,753.0 $1.7M 1.04% +15K +233.9% $80.71 +2.3%
11 IJH ISHARES CORE S&P MIDCAP ETF 24,442.0 $1.7M 1.02% +8K +50.9% $67.53 +8.8%
12 ECH ISHARES MSCI CHILE ETF 37,011.0 $1.5M 0.91% +23K +159.7% $39.76 +1.3%
13 JPIB JPMORGAN INTL BND ETF 25,865.0 $1.2M 0.77% +12K +91.3% $47.82 +0.2%
14 LQD ISHARES IBOXX INVESTMENT GRA 10,013.0 $1.1M 0.68% +799.0 +8.7% $108.99 -0.6%
15 BOXX ALPHA ARCHITECT 1-3 MNTH BOX 7,197.0 $837K 0.52% +5K +307.1% $116.29 +0.5%
16 FLBR FRANKLIN FTSE BRAZIL ETF 24,594.0 $588K 0.36% +286.0 +1.2% $23.89 -4.4%
17 RWO SPDR DJ GLOBAL REAL ESTATE E 9,064.0 $415K 0.26% +245.0 +2.8% $45.77 +8.1%

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
Financial Services 45.3%
Energy 20.3%
Consumer Cyclical 11.8%
Consumer Defensive 9.2%
Industrials 8.1%
Technology 4.0%
Communication Services 1.3%