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Portfolio (Quarterly) Guide ↗

Presidio Capital Management, LLC

· CIK 0001931750
13F Portfolio $344M AUM 79 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 40 Added 18 Reduced 5 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 111,866.0 $64.6M 18.75% +4K +3.2% $577.18 +26.4%
2 DYNF BLACKROCK ETF TRUST 734,586.0 $42.7M 12.41% +20K +2.8% $58.18 +15.3%
3 FBND FIDELITY MERRIMACK STR TR 616,475.0 $28.1M 8.17% +26K +4.4% $45.62 -0.1%
4 DGRO ISHARES TR 369,388.0 $25.9M 7.53% +14K +3.9% $70.18 +6.3%
5 COWZ PACER FDS TR 412,612.0 $25.8M 7.50% +10K +2.5% $62.56 +2.5%
6 BERKSHIRE HATHAWAY INC DEL 46,679.0 $22.4M 6.50% +2K +3.9% $479.20
7 MLPX GLOBAL X FDS 224,919.0 $16.6M 4.83% +12K +5.7% $73.94 +0.3%
8 AIRR FIRST TR EXCHANGE TRADED FD 148,090.0 $16.4M 4.76% +4K +2.5% $110.78 +16.8%
9 GRID FIRST TR EXCHANGE-TRADED FD 98,939.0 $16.2M 4.70% +4K +4.2% $163.58 +18.7%
10 PPA INVESCO EXCHANGE TRADED FD T 85,436.0 $14.2M 4.11% +2K +2.1% $165.70 +5.3%
11 IVV ISHARES TR 12,659.0 $8.3M 2.40% +2K +16.6% $653.22 +15.4%
12 ACWX ISHARES TR 58,414.0 $4.0M 1.16% +23K +63.2% $68.47 +11.5%
13 AAPL APPLE INC Technology 12,208.0 $3.1M 0.90% +2K +21.1% $253.79 +22.5%
14 JMUB J P MORGAN EXCHANGE TRADED F 48,119.0 $2.4M 0.70% +4K +9.0% $49.99 +0.6%
15 GD GENERAL DYNAMICS CORP Industrials 4,435.0 $1.5M 0.44% +36.0 +0.8% $343.25 -0.2%
16 JAAA JANUS DETROIT STR TR 26,864.0 $1.4M 0.39% +275.0 +1.0% $50.37 +0.7%
17 VRT VERTIV HOLDINGS CO Industrials 5,163.0 $1.3M 0.38% +47.0 +0.9% $250.59 +27.6%
18 AGG ISHARES TR 12,423.0 $1.2M 0.36% +941.0 +8.2% $99.27 -0.5%
19 GOOG ALPHABET INC Communication Services 4,227.0 $1.2M 0.35% +944.0 +28.8% $286.87 +34.1%
20 IWF ISHARES TR 2,503.0 $1.1M 0.31% +68.0 +2.8% $426.40 -70.5%
Page 1 of 2  ·  40 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
Financial Services 76.3%
Technology 8.3%
Industrials 4.4%
Consumer Cyclical 4.1%
Communication Services 3.1%
Healthcare 1.4%
Consumer Defensive 1.1%
Energy 0.9%
Utilities 0.6%