J.Safra Asset Management Corp Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.9B

Holdings

622

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (622 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR UNIT SER 1
391,141$240.3M12.60%
2
XLKSELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
1,369,569$197.2M10.34%
3
IWFISHARES RUSSELL 1000 GROWTH ETF
383,813$181.7M9.53%
4
XLCSELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SCTR SPDR ETF
861,501$101.4M5.32%
5
MAGSLISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF
1,510,220$99.6M5.22%
6
XLFSELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
1,786,529$97.8M5.13%
7
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND
844,489$78.6M4.12%
8
VEUVANGUARD INTL EQUITY IND FD FTSE ALL WORLD EX US FD ETF
1,046,633$77.0M4.04%
9
XLESELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF
1,555,677$69.6M3.65%
10
XLVSELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
435,331$67.4M3.53%
11
XLISELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
327,617$50.8M2.67%
12
SPYSTATE STREET SPDR S&P 500 ETF TRUST UNITS
72,526$49.5M2.59%
13
SDYSPDR SERIES TRUST STATE STREET SPDR S&P DIVIDEND ETF
353,863$49.2M2.58%
14
KIESPDR SERIES TRUST STATE STREET SPDR S&P INSURANCE ETF
719,781$43.3M2.27%
15
SMHVANECK ETF TR VANECK SEMICONDUCTOR ETF
109,174$39.3M2.06%
16
PPHVANECK ETF TR VANECK PHARMACEUTICAL ETF
305,472$31.5M1.65%
17
GQ9SPDR GOLD TR GOLD SHS
76,067$30.1M1.58%
18
NVDANVIDIA CORP
128,056$23.9M1.25%
19
MSFTMICROSOFT CORP
37,276$18.0M0.95%
20
XLBSELECT SECTOR SPDR FUND STATE STREET MATERIALS SELECT SECTOR SPDR ETF
371,685$16.9M0.88%
21
GOOGALPHABET INC CLASS C CAPITAL STOCK
45,733$14.4M0.75%
22
AAPLAPPLE INC
50,721$13.8M0.72%
23
EMBISHARES TRUST ISHARES J P MORGAN USD EMERGING MARKETS BOND ETF
123,043$11.8M0.62%
24
AMZNAMAZON.COM INC
47,354$10.9M0.57%
25
VOOVANGUARD INDEX FDS S&P 500 ETF SHS
17,307$10.9M0.57%
26
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
129,902$10.5M0.55%
27
IYWISHARES U S TECHNOLOGY ETF
47,904$9.6M0.50%
28
TSLATESLA INC COMMON STOCK
19,865$8.9M0.47%
29
AVGOBROADCOM INC COMMON STOCK
24,668$8.5M0.45%
30
GOOGLALPHABET INC CLASS A COMMON STOCK
26,103$8.2M0.43%
31
HIMUBLACKROCK ETF TR II ISHARES HIGH YIELD MUNI ACTIVE ETF
162,041$7.9M0.41%
32
METAMETA PLATFORMS INC CLASS A COMMON STOCK
11,281$7.4M0.39%
33
LLYELI LILLY & CO
5,310$5.7M0.30%
34
TSMTAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM
17,089$5.2M0.27%
35
JMSTJP MORGAN EXCHANGE TRADED FD TR ULTRA SHORT MUN INCOME ETF
100,621$5.1M0.27%
36
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1
9,800$4.7M0.25%
37
JAAAJANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
92,673$4.7M0.25%
38
JPMJPMORGAN CHASE & CO
14,461$4.7M0.24%
39
BILSPDR SERIES TRUST STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
50,309$4.6M0.24%
40
IWBISHARES TR RUS 1000 ETF
11,765$4.4M0.23%
41
BKLNINVESCO EXCHANGE TRADED FD TR II SR LN ETF
177,702$3.7M0.20%
42
IWMISHARES RUSSELL 2000 ETF
14,669$3.6M0.19%
43
VVISA INC CL A COMMON STOCK
10,127$3.6M0.19%
44
AGGISHARES CORE U S AGGREGATE BD ETF
35,315$3.5M0.18%
45
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
29,683$3.3M0.17%
46
VCSHVANGUARD SHORT TERM CORPORATE BOND ETF
40,515$3.2M0.17%
47
NFLXNETFLIX INC COM
33,822$3.2M0.17%
48
BIZDVANECK ETF TRUST VANECK BDC INCOME ETF
216,113$3.1M0.16%
49
TMUST MOBILE US INC
14,366$2.9M0.15%
50
ROKUROKU INC CLASS A COMMON STOCK
26,374$2.9M0.15%
51
ITMVANECK ETF TRUST VANECK INTERMEDIATE MUNI ETF
55,312$2.6M0.14%
52
ORCLORACLE CORPORATION
13,057$2.5M0.13%
53
SRLNSSGA ACTIVE TRUST STATE STREET BLACKSTONE SENIOR LOAN ETF
57,056$2.4M0.12%
54
JEPQJ P MORGAN EXCHANGE-TRADED FD TR J P MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
40,063$2.3M0.12%
55
BRK-BBERKSHIRE HATHAWAY INC-DEL CL A
3$2.3M0.12%
56
APPAPPLOVIN CORPORATION CLASS A COMMON STOCK
3,295$2.2M0.12%
57
IUSGISHARES TRUST ISHARES CORE S&P U S GROWTH ETF
12,960$2.2M0.11%
58
SESEA LIMITED AMERICAN DEPOSITARY SHS EACH RPRSNTNG ONE CL A ORD SHARE
16,733$2.1M0.11%
59
FLEXFLEX LTD ORDINARY SHARES
35,190$2.1M0.11%
60
AMLPALPS ETF TRUST ALERIAN MLP ETF
44,575$2.1M0.11%
61
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
19,323$2.0M0.10%
62
NULGNUVEEN ESG ESG LARGE CAP GROWTH ETF
20,160$2.0M0.10%
63
XLUSELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF
46,030$2.0M0.10%
64
JEPIJ P MORGAN EXCHANGE TRADED FUND TRUST JPMORGAN EQUITY PREMIUM INCOME ETF
34,301$2.0M0.10%
65
UNHUNITEDHEALTH GROUP INC
5,807$1.9M0.10%
66
IAU*ISHARES GOLD TRUST SHARES OF THE ISHARES GOLD TRUST
22,571$1.8M0.10%
67
BACBANK OF AMERICA CORP
32,492$1.8M0.09%
68
CSCOCISCO SYSTEMS INC
20,895$1.6M0.08%
69
APOAPOLLO GLOBAL MANAGEMENT INC COMMON STOCK
11,088$1.6M0.08%
70
HEDJWISDOMTREE TR EUROPE HEDGED EQUITY FUND
29,140$1.5M0.08%
71
4I1PHILIP MORRIS INTERNATIONAL INC
9,389$1.5M0.08%
72
CVNACARVANA CO CLASS A COMMON STOCK
3,570$1.5M0.08%
73
SUSBISHARES TRUST ISHARES ESG AWARE 1 5 YR USD CORPORATE BOND ETF
58,228$1.5M0.08%
74
BSXBOSTON SCIENTIFIC CORP
15,404$1.5M0.08%
75
XOMEXXON MOBIL CORP
12,168$1.5M0.08%
76
ADIANALOG DEVICES INC
5,320$1.4M0.08%
77
ABBVABBVIE INC
6,227$1.4M0.07%
78
BLKBLACKROCK INC COMMON STOCK
1,285$1.4M0.07%
79
HDHOME DEPOT INC
3,737$1.3M0.07%
80
WFCWELLS FARGO & CO
13,624$1.3M0.07%
81
IBMINTERNATIONAL BUSINESS MACHINES CORP
4,246$1.3M0.07%
82
ENVAENOVA INTERNATIONAL INC
7,934$1.2M0.07%
83
MDYSTANDARD & POORS MIDCAP 400 SPDR S&P MIDCAP 400 ETF
2,022$1.2M0.06%
84
MSIMOTOROLA SOLUTIONS INC
3,176$1.2M0.06%
85
IVVISHARES CORE S&P 500 ETF
1,771$1.2M0.06%
86
UBERUBER TECHNOLOGIES INC COMMON STOCK
14,441$1.2M0.06%
87
ETNEATON CORPORATION PLC
3,648$1.2M0.06%
88
RDDTREDDIT INC CLASS A COMMON STOCK
5,055$1.2M0.06%
89
QCOMQUALCOMM INC
6,607$1.1M0.06%
90
EFIVSPDR SERIES TRUST STATE STREET SPDR S&P 500 ESG ETF
16,804$1.1M0.06%
91
MLPXGLOBAL X FDS GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF
17,894$1.1M0.06%
92
CVXCHEVRON CORPORATION
7,028$1.1M0.06%
93
ABTABBOTT LABORATORIES
8,427$1.1M0.06%
94
UALUNITED AIRLINES HOLDINGS INC COMMON STOCK
9,373$1.0M0.05%
95
TJXTJX COMPANIES INC NEW
6,805$1.0M0.05%
96
CATCATERPILLAR INC
1,806$1.0M0.05%
97
AMGNAMGEN INC
3,111$1.0M0.05%
98
TFCTRUIST FINANCIAL CORPORATION COMMON STOCK
20,611$1.0M0.05%
99
MAMASTERCARD INCORPORATED
1,770$1.0M0.05%
100
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR
17,110$970K0.05%
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