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Portfolio (Quarterly) Guide ↗

Trek Financial, LLC

· CIK 0001768195
13F Portfolio $1.9B AUM 472 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New 181 Added 140 Reduced 77 Exited
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 23,370.0 $6.7M 0.36% -67K -74.0% $286.86 +32.3%
22 AMZN AMAZON COM INC Consumer Cyclical 30,035.0 $6.3M 0.33% -794.0 -2.6% $208.27 +27.9%
23 BINC BLACKROCK ETF TRUST II 117,094.0 $6.1M 0.32% -28K -19.0% $51.93 +0.5%
24 AA ALCOA CORP Basic Materials 90,896.0 $6.0M 0.32% -100K -52.5% $66.33 +7.6%
25 UJUN INNOVATOR ETFS TRUST 150,081.0 $5.6M 0.30% -3K -2.0% $37.24 +3.7%
26 TSLA TESLA INC Consumer Cyclical 13,869.0 $5.2M 0.27% -11K -43.4% $371.76 +14.6%
27 POCT INNOVATOR ETFS TRUST 113,792.0 $4.9M 0.26% -1K -1.2% $43.11 +6.8%
28 CQQQ INVESCO EXCH TRADED FD TR II 104,490.0 $4.8M 0.26% -102K -49.5% $46.02 +14.7%
29 GLD SPDR GOLD TR Financial Services 9,818.0 $4.2M 0.22% -4K -26.4% $430.29 -3.8%
30 SFLR INNOVATOR ETFS TRUST 110,674.0 $3.9M 0.21% -10K -8.3% $35.41 +8.2%
31 IAU ISHARES GOLD TR Financial Services 44,414.0 $3.9M 0.21% -126K -74.0% $88.16 -3.8%
32 SPYM SPDR SERIES TRUST 50,982.0 $3.9M 0.21% -1K -2.2% $76.54 +14.6%
33 AVGO BROADCOM INC Technology 12,538.0 $3.9M 0.21% -7K -36.4% $309.50 +33.8%
34 PDEC INNOVATOR ETFS TRUST 86,581.0 $3.7M 0.20% -6K -6.9% $42.50 +7.2%
35 UDEC INNOVATOR ETFS TRUST 90,890.0 $3.5M 0.19% -4K -4.2% $38.84 +6.7%
36 PAUG INNOVATOR ETFS TRUST 80,886.0 $3.5M 0.18% -1K -1.5% $42.72 +5.8%
37 LLY ELI LILLY & CO Healthcare 3,583.0 $3.3M 0.17% -3K -41.2% $919.78 +15.8%
38 SHY ISHARES TR 36,876.0 $3.0M 0.16% -5K -11.3% $82.57 -0.5%
39 VEA VANGUARD TAX-MANAGED FDS 46,021.0 $2.9M 0.16% -790.0 -1.7% $64.08 +10.0%
40 EFA ISHARES TR 27,940.0 $2.7M 0.14% -198.0 -0.7% $97.13 +7.1%
Page 2 of 7  ·  140 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
Basic Materials 21.3%
Energy 20.0%
Technology 18.6%
Financial Services 16.9%
Industrials 5.7%
Consumer Cyclical 5.2%
Communication Services 4.3%
Healthcare 3.9%
Consumer Defensive 3.6%
Real Estate 0.3%