NOVARE CAPITAL MANAGEMENT LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$1.3B

Holdings

195

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
111,299$75.0M5.62%
2
AAPLAPPLE INC
227,651$61.0M4.57%
3
MSFTMICROSOFT CORP
119,756$57.0M4.27%
4
GOOGLALPHABET INC
171,423$53.0M3.97%
5
IVVISHARES TR
71,404$48.0M3.60%
6
AVGOBROADCOM INC
132,578$45.0M3.37%
7
NVDANVIDIA CORPORATION
222,358$41.0M3.07%
8
WMTWALMART INC
336,784$37.0M2.77%
9
VSLUETF OPPORTUNITIES TRUST
815,930$36.0M2.70%
10
AMZNAMAZON COM INC
134,987$31.0M2.32%
11
JPMJPMORGAN CHASE & CO.
79,738$25.0M1.87%
12
EMREMERSON ELEC CO
191,897$25.0M1.87%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
49,765$25.0M1.87%
14
JNJJOHNSON & JOHNSON
119,907$24.0M1.80%
15
RTXRTX CORPORATION
103,868$19.0M1.42%
16
VVISA INC
56,801$19.0M1.42%
17
UNHUNITEDHEALTH GROUP INC
56,838$18.0M1.35%
18
XLKSELECT SECTOR SPDR TR
125,924$18.0M1.35%
19
CMICUMMINS INC
34,067$17.0M1.27%
20
ROPROPER TECHNOLOGIES INC
38,356$17.0M1.27%
21
BACVERIZON COMMUNICATIONS INC
438,580$17.0M1.27%
22
XLYSELECT SECTOR SPDR TR
144,400$17.0M1.27%
23
BKBANK NEW YORK MELLON CORP
142,617$16.0M1.20%
24
ACNACCENTURE PLC IRELAND
56,768$15.0M1.12%
25
TJXTJX COS INC NEW
99,756$15.0M1.12%
26
TMOTHERMO FISHER SCIENTIFIC INC
25,376$14.0M1.05%
27
GSLCGOLDMAN SACHS ETF TR
108,338$14.0M1.05%
28
METAMETA PLATFORMS INC
21,585$14.0M1.05%
29
AMEAMETEK INC
70,168$14.0M1.05%
30
CSCOCISCO SYS INC
194,660$14.0M1.05%
31
CHRWC H ROBINSON WORLDWIDE INC
88,473$14.0M1.05%
32
SYKSTRYKER CORPORATION
38,571$13.0M0.97%
33
ABTABBOTT LABS
104,349$13.0M0.97%
34
LHXL3HARRIS TECHNOLOGIES INC
43,571$12.0M0.90%
35
A4SAMERIPRISE FINL INC
25,602$12.0M0.90%
36
ABBVABBVIE INC
56,841$12.0M0.90%
37
HDHOME DEPOT INC
34,314$11.0M0.82%
38
AMLPALPS ETF TR
247,500$11.0M0.82%
39
MRKMERCK & CO INC
113,106$11.0M0.82%
40
MOATVANECK ETF TRUST
106,560$11.0M0.82%
41
HONHONEYWELL INTL INC
57,990$11.0M0.82%
42
LOWLOWES COS INC
48,226$11.0M0.82%
43
NDQINVESCO QQQ TR
16,635$10.0M0.75%
44
ICEINTERCONTINENTAL EXCHANGE IN
66,946$10.0M0.75%
45
BACBANK AMERICA CORP
198,561$10.0M0.75%
46
CSXCSX CORP
298,850$10.0M0.75%
47
CVXCHEVRON CORP NEW
62,608$9.0M0.67%
48
CSLCARLISLE COS INC
29,330$9.0M0.67%
49
IJHISHARES TR
143,940$9.0M0.67%
50
CRMSALESFORCE INC
35,245$9.0M0.67%
51
TXNTEXAS INSTRS INC
55,095$9.0M0.67%
52
IVWISHARES TR
80,746$9.0M0.67%
53
OREALTY INCOME CORP
155,837$8.0M0.60%
54
PEPPEPSICO INC
61,858$8.0M0.60%
55
XLFSELECT SECTOR SPDR TR
157,960$8.0M0.60%
56
MCHPMICROCHIP TECHNOLOGY INC.
128,515$8.0M0.60%
57
NEENEXTERA ENERGY INC
111,753$8.0M0.60%
58
TSLATESLA INC
18,045$8.0M0.60%
59
XLFISELECT SECTOR SPDR TR
100,119$7.0M0.52%
60
ADBEADOBE INC
21,202$7.0M0.52%
61
XLESELECT SECTOR SPDR TR
147,228$6.0M0.45%
62
LLYELI LILLY & CO
5,116$5.0M0.37%
63
AMTAMERICAN TOWER CORP NEW
30,151$5.0M0.37%
64
VCSHVANGUARD SCOTTSDALE FDS
57,415$4.0M0.30%
65
JPSTJ P MORGAN EXCHANGE TRADED F
93,523$4.0M0.30%
66
ZTSZOETIS INC
38,614$4.0M0.30%
67
FDUSFIDUS INVT CORP
204,889$3.0M0.22%
68
BSCTINVESCO EXCH TRD SLF IDX FD
197,110$3.0M0.22%
69
BSCSINVESCO EXCH TRD SLF IDX FD
150,119$3.0M0.22%
70
XLCSELECT SECTOR SPDR TR
28,530$3.0M0.22%
71
CGBDCARLYLE SECURED LENDING INC
241,050$3.0M0.22%
72
BSCUINVESCO EXCH TRD SLF IDX FD
196,267$3.0M0.22%
73
BSCVINVESCO EXCH TRD SLF IDX FD
194,149$3.0M0.22%
74
BSCRINVESCO EXCH TRD SLF IDX FD
182,174$3.0M0.22%
75
SCHBSCHWAB STRATEGIC TR
131,936$3.0M0.22%
76
VRTVERTIV HOLDINGS CO
14,613$2.0M0.15%
77
VIGVANGUARD SPECIALIZED FUNDS
9,444$2.0M0.15%
78
BSCXINVESCO EXCH TRD SLF IDX FD
104,472$2.0M0.15%
79
VDCVANGUARD WORLD FD
10,196$2.0M0.15%
80
VFHVANGUARD WORLD FD
21,664$2.0M0.15%
81
AMDADVANCED MICRO DEVICES INC
9,479$2.0M0.15%
82
SOXXISHARES TR
9,527$2.0M0.15%
83
BSCQINVESCO EXCH TRD SLF IDX FD
139,752$2.0M0.15%
84
BSCWINVESCO EXCH TRD SLF IDX FD
116,675$2.0M0.15%
85
COSTCOSTCO WHSL CORP NEW
2,686$2.0M0.15%
86
FALNISHARES TR
81,579$2.0M0.15%
87
GOOGALPHABET INC
4,324$1.0M0.07%
88
ESGVVANGUARD WORLD FD
11,281$1.0M0.07%
89
VCITVANGUARD SCOTTSDALE FDS
15,051$1.0M0.07%
90
PLTRPALANTIR TECHNOLOGIES INC
7,705$1.0M0.07%
91
PGPROCTER AND GAMBLE CO
10,990$1.0M0.07%
92
ARIAPOLLO COML REAL EST FIN INC
108,675$1.0M0.07%
93
BSCYINVESCO EXCH TRD SLF IDX FD
70,439$1.0M0.07%
94
FQIDIGITAL RLTY TR INC
12,889$1.0M0.07%
95
PRFINVESCO EXCHANGE TRADED FD T
36,826$1.0M0.07%
96
DUKDUKE ENERGY CORP NEW
13,220$1.0M0.07%
97
TFCTRUIST FINL CORP
37,926$1.0M0.07%
98
PANWPALO ALTO NETWORKS INC
9,845$1.0M0.07%
99
XLRESELECT SECTOR SPDR TR
30,816$1.0M0.07%
100
BWMNBOWMAN CONSULTING GROUP LTD
32,600$1.0M0.07%
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