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Portfolio (Quarterly) Guide ↗

TABLEAUX LLC

· CIK 0002060663
13F Portfolio $206M AUM 113 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 56 Added 9 Reduced 6 Exited
Page 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 358,971.0 $27.5M 13.31% +116K +47.8% $76.54 +15.4%
2 FENI FIDELITY COVINGTON TRUST 433,107.0 $16.1M 7.80% +146K +50.8% $37.20 +8.8%
3 IAUM ISHARES GOLD TR Financial Services 168,626.0 $7.9M 3.81% +62K +57.5% $46.70 -3.8%
4 IYW ISHARES TR 41,784.0 $7.6M 3.67% +11K +37.5% $181.42 +36.4%
5 FRDM EA SERIES TRUST 133,674.0 $7.3M 3.54% +43K +47.3% $54.65 +30.8%
6 DUHP DIMENSIONAL ETF TRUST 195,605.0 $7.2M 3.48% +54K +38.6% $36.76 +11.5%
7 JCPB J P MORGAN EXCHANGE TRADED F 149,480.0 $7.0M 3.41% +54K +56.8% $47.08 -0.6%
8 FLDR FIDELITY MERRIMACK STR TR 132,367.0 $6.6M 3.21% +88K +200.3% $50.05 +0.3%
9 COWZ PACER FDS TR 101,968.0 $6.4M 3.09% +24K +30.6% $62.56 +2.5%
10 AAPL APPLE INC Technology 22,998.0 $5.8M 2.83% +16K +239.6% $253.79 +21.5%
11 IGSB ISHARES TR 107,644.0 $5.7M 2.74% +39K +57.0% $52.56 -0.3%
12 BINC BLACKROCK ETF TRUST II 105,906.0 $5.5M 2.66% +41K +62.3% $51.93 +0.7%
13 DFAU DIMENSIONAL ETF TRUST 105,510.0 $4.8M 2.31% +581.0 +0.6% $45.12 +14.5%
14 DIHP DIMENSIONAL ETF TRUST 124,453.0 $4.0M 1.94% +49K +65.6% $32.22 +6.5%
15 J P MORGAN EXCHANGE TRADED F 60,232.0 $3.7M 1.79% +2K +3.5% $61.32
16 GEV GE VERNOVA INC Utilities 4,128.0 $3.6M 1.75% +2K +144.8% $872.90 +22.6%
17 VTV VANGUARD INDEX FDS 17,638.0 $3.5M 1.68% +16K +762.9% $196.20 +8.1%
18 TD TORONTO DOMINION BK ONT Financial Services 36,465.0 $3.4M 1.65% $93.31 +20.6%
19 DFGX DIMENSIONAL ETF TRUST 61,022.0 $3.2M 1.55% +23K +58.8% $52.45 +1.1%
20 JTEK J P MORGAN EXCHANGE TRADED F 36,975.0 $2.9M 1.42% +13K +53.1% $79.54 +34.0%
Page 1 of 6  ·  113 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 34.4%
Technology 25.2%
Industrials 10.0%
Utilities 8.6%
Energy 7.7%
Communication Services 4.4%
Basic Materials 3.5%
Consumer Cyclical 3.1%
Healthcare 2.2%
Consumer Defensive 0.9%