Arkolith/Funds/Trek Financial, LLC

Trek Financial, LLC

CIK: 1768195Q1 2026
Active Filer
Portfolio Value
$1.9B
Positions
549
New Buys
101
77 sold
Changes
185 ↑ / 147 ↓

Top HoldingsQ1 2026

549 total positions
#SecurityValueShares% PortChangeΔ Shares
1SELECT SECTOR SPDR TR
STATE STREET TEC
$93.0M699.8K4.9%
ADDED
+28.6K
2ISHARES TR
0-3 MNTH TREASRY
$65.6M651.4K3.5%
ADDED
+386.7K
3PROSHARES TR
SHRT HGH YIELD
$41.5M2.68M2.2%
NEW
4BARCLAYS BANK PLC
IPATH S&P 500 SH
$39.4M1.10M2.1%
ADDED
+962.6K
5ISHARES INC
CORE MSCI EMKT
$38.8M556.5K2.1%
REDUCED
-80,073
6ISHARES TR
20 YR TR BD ETF
$32.7M377.6K1.7%
ADDED
+352.1K
7ISHARES TR
CORE UNIVRSL USD
$31.9M690.8K1.7%
ADDED
+50.7K
8SELECT SECTOR SPDR TR
STATE STREET CON
$29.4M270.0K1.6%
ADDED
+102.1K
9ISHARES TR
CORE S&P500 ETF
$28.4M43.5K1.5%
ADDED
+13.3K
10ISHARES TR
CORE MSCI EAFE
$28.4M313.6K1.5%
ADDED
+102.2K
11SELECT SECTOR SPDR TR
STATE STREET HEA
$26.8M183.0K1.4%
ADDED
+1.8K
12
APPLE INC
COM
$26.0M102.6K1.4%
NEW
13ISHARES TR
CORE US AGGBD ET
$25.6M257.9K1.4%
ADDED
+252.3K
14PROSHARES TR
K-1 FREE CRD OIL
$25.6M472.3K1.4%
NEW
15ISHARES TR
S&P 500 VAL ETF
$25.3M119.9K1.3%
REDUCED
-81
16VANGUARD INDEX FDS
S&P 500 ETF SHS
$23.5M39.4K1.2%
REDUCED
-17,118
17ISHARES TR
S&P 500 GRWT ETF
$23.4M206.6K1.2%
ADDED
+21.9K
18BLACKROCK ETF TRUST
ISHARES US EQUIT
$22.6M388.5K1.2%
REDUCED
-35,970
19SELECT SECTOR SPDR TR
STATE STREET FIN
$20.4M412.7K1.1%
REDUCED
-316,033
20VANGUARD BD INDEX FDS
LONG TERM BOND
$20.1M292.1K1.1%
NEW
21ISHARES TR
EAFE VALUE ETF
$19.2M258.5K1.0%
ADDED
+15.9K
22I-80 GOLD CORP
COM
$17.8M11.72M0.9%
ADDED
+2.65M
23SELECT SECTOR SPDR TR
STATE STREET COM
$17.6M158.8K0.9%
REDUCED
-44,775
24MICROSOFT CORP
COM
$16.5M44.5K0.9%
ADDED
+2.0K
25STATE STR SPDR S&P 500 ETF T
TR UNIT
$16.3M25.1K0.9%
ADDED
+1.2K
Showing top 25 of 549 positions

Filing History

Q1 2026472 pos
$1.9B
Q4 2025449 pos
$1.7B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 13, 2026