Boothe Investment Group, Inc.
CIK: 1749798SEC EDGAR →
Portfolio Value
$226.5B
Holdings
40
As of
Q1 2026
New Positions
40
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SIMPLIFY EXCHANGE TRADED FUN | 1,738,929 | $52.6B | 23.20% |
| 2 | DOUBLELINE ETF TRUST | 679,687 | $31.1B | 13.75% |
| 3 | WISDOMTREE TR | 446,382 | $23.3B | 10.31% |
| 4 | VICTORY PORTFOLIOS II | 610,384 | $18.3B | 8.09% |
| 5 | GLOBAL X FDS | 759,051 | $14.7B | 6.51% |
| 6 | J P MORGAN EXCHANGE TRADED F | 277,346 | $14.1B | 6.24% |
| 7 | PINTEREST INC | 646,453 | $11.9B | 5.24% |
| 8 | GLOBAL X FDS | 416,991 | $10.8B | 4.77% |
| 9 | PFIZER INC | 351,085 | $9.9B | 4.35% |
| 10 | SLB LIMITED | 158,750 | $8.2B | 3.60% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $175.9B | 77.7% |
| Technology | 9 | $18.0B | 8.0% |
| Communication Services | 2 | $11.9B | 5.2% |
| Healthcare | 2 | $9.9B | 4.4% |
| Energy | 3 | $8.2B | 3.6% |
| Real Estate | 1 | $1.7B | 0.8% |
| Utilities | 1 | $885.9M | 0.4% |
| Consumer Cyclical | 2 | $14.4M | 0.0% |
| Unknown | 2 | $10.4M | 0.0% |
| Industrials | 1 | $7.0M | 0.0% |