ETF Store, Inc.

CIK: 0001911470SEC EDGAR →

Portfolio Value

$80.1M

Holdings

98

As of

Q4 2025

New Positions

6

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD TAX-MANAGED FDS

85,104$5.3M
6.64%
2

GRANITESHARES GOLD TR

113,498$4.8M
6.02%
3

ISHARES TR

63,827$4.2M
5.26%
4

SCHWAB STRATEGIC TR

146,022$3.9M
4.91%
5

ISHARES TR

26,950$3.2M
4.02%
6

SCHWAB STRATEGIC TR

118,758$2.9M
3.61%
7

ISHARES TR

56,385$2.9M
3.58%
8

SPDR SERIES TRUST

34,526$2.8M
3.46%
9

ISHARES TR

29,275$2.8M
3.44%
10

SCHWAB STRATEGIC TR

108,340$2.5M
3.16%

Quarterly Changes

Top Buys

NDQ↑ Increased
$1.3M
VOO↑ Increased
$533K
BRK/B↑ Increased
$383K
SPYM↑ Increased
$310K
VEA↑ Increased
$308K

Top Sells

IVV↓ Decreased
$14.9M
BITBCLOSED
$231K
ETHA↓ Decreased
$192K
FLOT↓ Decreased
$183K
BAR↓ Decreased
$176K

New Positions (6)

$281K · 5K shares
$246K · 4K shares
$208K · 2K shares
$208K · 3K shares
$208K · 603 shares
$204K · 8K shares

Closed Positions (1)

$231K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services64$63.3M79.0%
Technology9$6.9M8.6%
Unknown4$2.0M2.6%
Consumer Cyclical4$2.0M2.5%
Healthcare6$1.9M2.4%
Consumer Defensive4$1.9M2.3%
Utilities2$551K0.7%
Real Estate1$431K0.5%
Communication Services1$394K0.5%
Energy1$373K0.5%
Industrials2$336K0.4%