Authentikos Wealth Advisory, LLC
CIK 1967054 · View on SEC EDGAR ↗
- Portfolio value
- $156.7M
- Positions
- 72
- As of
- June 30, 2026
Portfolio value QoQ: +5.8% 13F does not disclose cash
- Top 10 holdings weight
- 55.41%
- Top 25 holdings weight
- 79.95%
- Positions above 1%
- 26
- Effective number of positions
- 22.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 18.16% Est. buys $27,668,912 · sells $33,519,838
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 46.2% still held
- New positions
- 9
- Increased
- 20
- Decreased
- 40
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 72 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BILZ | $21,481,734 | 13.71% | 212,838 | $630,198 | Up ×2 | ||
| JUNT | $9,615,288 | 6.14% | 254,440 | Up ×1 | |||
| JANZ | $8,780,864 | 5.60% | 214,395 | $7,399 | Down ×3 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $8,464,980 | 5.40% | 8,772 | $5,028,461 | |||
| JUNW | $7,561,776 | 4.83% | 219,883 | Up ×1 | |||
| SPD | $7,507,686 | 4.79% | 180,995 | $298,854 | Down ×1 | ||
| SEPW | $7,383,059 | 4.71% | 221,098 | $53,114 | Down ×3 | ||
| SIXD | $5,796,735 | 3.70% | 187,992 | Up ×1 | |||
| TUA | $5,367,660 | 3.43% | 262,798 | $112,383 | Up ×2 | ||
| PAYM | $4,851,988 | 3.10% | 193,152 | $822,229 | Up ×1 | ||
| QBER | $4,197,115 | 2.68% | 176,349 | $2,579 | Up ×1 | ||
| SGRT | $4,001,082 | 2.55% | 106,696 | $447,515 | Down ×2 | ||
| STRN | $3,900,961 | 2.49% | 135,901 | $372,627 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $3,239,822 | 2.07% | 11,197 | $-57,994 | Down ×2 | ||
| XDSQ | $3,166,364 | 2.02% | 73,713 | $84,124 | Down ×5 | ||
| YGLD | $2,604,114 | 1.66% | 82,774 | $-136,528 | Up ×2 | ||
| FMKT | $2,098,576 | 1.34% | 95,829 | $50,476 | Down ×1 | ||
| OCTZ | $2,080,034 | 1.33% | 45,519 | $47,918 | Down ×1 | ||
| XAR | $2,077,064 | 1.33% | 7,319 | $193,792 | Down ×1 | ||
| COPX | $1,978,822 | 1.26% | 25,709 | $-201,887 | Down ×1 | ||
| BUCK | $1,976,255 | 1.26% | 84,383 | $-105,774 | Down ×2 | ||
| JPST | $1,861,330 | 1.19% | 36,807 | $-154,011 | Down ×4 | ||
| CTA | $1,859,329 | 1.19% | 71,678 | $-418,368 | Down ×2 | ||
| MINT | $1,784,716 | 1.14% | 17,704 | $-137,081 | Down ×4 | ||
| SBAR | $1,624,131 | 1.04% | 63,443 | $165,243 | Up ×3 | ||
| FOXY | $1,616,625 | 1.03% | 54,267 | $98,579 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,555,559 | 0.99% | 13,243 | $528,011 | |||
| HYS | $1,523,558 | 0.97% | 16,291 | $-40,932 | Down ×4 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $1,478,377 | 0.94% | 24,751 | $-169,698 | Down ×4 | ||
| USFR | $1,401,291 | 0.89% | 27,831 | $-138,912 | Down ×4 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1,374,851 | 0.88% | 12,459 | $-141,356 | Down ×4 | ||
| AGGH | $1,307,610 | 0.83% | 64,829 | $-54,811 | Down ×3 | ||
| ULST | $1,237,086 | 0.79% | 30,602 | $-139,631 | Down ×4 | ||
| XUSP | $1,169,526 | 0.75% | 22,209 | $78,146 | Down ×3 | ||
| MAXI Simplify Bitcoin Strategy PLUS Income ETF | $1,154,241 | 0.74% | 139,149 | $-21,194 | Up ×2 | ||
| LRNZ | $946,557 | 0.60% | 14,669 | $246,618 | Down ×1 | ||
| SVOL | $931,640 | 0.59% | 58,082 | $5,109 | Down ×4 | ||
| ZHDG | $931,495 | 0.59% | 39,583 | $234,525 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $919,581 | 0.59% | 1,583 | $432,976 | Down ×1 | ||
| FIAX | $837,098 | 0.53% | 47,557 | $-62,346 | Down ×4 | ||
| QBF | $786,586 | 0.50% | 53,534 | $-4,231 | Up ×2 | ||
| ZNOV | $757,204 | 0.48% | 27,575 | $-66,324 | Down ×2 | ||
| BUXX Strive Enhanced Income Short Maturity ETF | $739,778 | 0.47% | 36,550 | $-84,983 | Down ×4 | ||
| BIGY | $729,060 | 0.47% | 13,964 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $683,152 | 0.44% | 1,912 | $130,574 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $631,972 | 0.40% | 3,158 | $114,295 | Up ×1 | ||
| ONEZ | $589,996 | 0.38% | 21,384 | $209,931 | Up ×2 | ||
| ACII | $536,817 | 0.34% | 21,093 | $223,242 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $499,010 | 0.32% | 678 | $107,893 | |||
| GAEM | $498,071 | 0.32% | 18,506 | $-4,511 | Down ×2 | ||
| SOXY | $486,655 | 0.31% | 4,258 | $79,601 | Down ×1 | ||
| PYLD | $459,685 | 0.29% | 17,334 | $8,408 | Up ×2 | ||
| VB | $439,033 | 0.28% | 1,448 | $25,704 | Down ×1 | ||
| ZROZ | $399,250 | 0.25% | 6,229 | $37,606 | Up ×2 | ||
| HYBL | $393,396 | 0.25% | 14,075 | $-101,952 | Down ×1 | ||
| AIOO | $377,819 | 0.24% | 14,355 | $-37,908 | Down ×3 | ||
| LOUP | $374,429 | 0.24% | 3,799 | $123,489 | Up ×1 | ||
| ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF | $355,902 | 0.23% | 6,326 | $105,114 | Up ×1 | ||
| LTPZ | $353,106 | 0.23% | 6,971 | $106,307 | Up ×1 | ||
| PAYH | $352,644 | 0.23% | 14,231 | $-583,052 | Down ×1 | ||
| QQQT Defiance Nasdaq 100 Income Target ETF | $311,104 | 0.20% | 16,308 | $40,012 | Down ×1 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $307,292 | 0.20% | 3,087 | $64,647 | Down ×1 | ||
| LVLN | $296,052 | 0.19% | 12,015 | Up ×1 | |||
| TYA | $280,581 | 0.18% | 21,977 | $99,834 | Up ×1 | ||
| SPYT | $247,104 | 0.16% | 14,080 | $12,902 | Down ×1 | ||
| SOUN SoundHound AI, Inc. - Class A Common Stock | $209,945 | 0.13% | 32,449 | $57,005 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $208,962 | 0.13% | 1,791 | Up ×1 | |||
| IWF | $202,645 | 0.13% | 1,632 | Up ×1 | |||
| YMAX | $201,759 | 0.13% | 24,970 | $-658,964 | Down ×1 | ||
| PATH UiPath, Inc. Class A Common Stock | $118,016 | 0.08% | 10,857 | Up ×1 | |||
| YQQQ YieldMax Short N100 Option Income Strategy ETF | $98,806 | 0.06% | 10,072 | ||||
| CEFZ | $93,872 | 0.06% | 11,407 | $4,091 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SBAR | $1,624,131 | 1.04% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JANZXXXX | Sept. 30, 2025 | 254,953 | $9,106,337 | No longer tracked |
| XUSP | June 30, 2025 | 219,981 | $8,214,641 | No longer tracked |
| SFLR | March 31, 2026 | 207,484 | $7,647,844 | No longer tracked |
| NVBW | Sept. 30, 2025 | 232,738 | $7,499,424 | No longer tracked |
| OCTU | Sept. 30, 2025 | 280,129 | $7,359,269 | No longer tracked |
| SIXO | June 30, 2025 | 224,701 | $7,096,058 | No longer tracked |
| JULU | June 30, 2026 | 246,061 | $7,025,042 | No longer tracked |
| SEPW | June 30, 2025 | 241,490 | $6,893,574 | No longer tracked |
| DECW | June 30, 2026 | 199,404 | $6,662,088 | No longer tracked |
| SPYM | March 31, 2025 | 86,704 | $5,977,402 | No longer tracked |
| XLSR | March 31, 2025 | 105,792 | $5,653,522 | No longer tracked |
| SIXP | June 30, 2026 | 176,191 | $5,508,013 | No longer tracked |
| MFUL | March 31, 2025 | 253,643 | $5,452,641 | No longer tracked |
| RULE | March 31, 2025 | 239,051 | $5,238,935 | No longer tracked |
| MGK | March 31, 2025 | 14,223 | $4,884,277 | No longer tracked |
| CRDT | Dec. 31, 2025 | 195,072 | $4,615,410 | No longer tracked |
| ZSEP | Dec. 31, 2025 | 166,758 | $4,417,520 | No longer tracked |
| PTLC | March 31, 2025 | 81,665 | $4,364,177 | No longer tracked |
| SCHX | March 31, 2026 | 132,790 | $3,573,385 | No longer tracked |
| QFLR | March 31, 2026 | 95,721 | $3,281,326 | No longer tracked |
| FAAR | March 31, 2025 | 109,937 | $3,079,338 | |
| MSFT | June 30, 2025 | 8,161 | $3,063,573 | -2.9% |
| SMAX | June 30, 2025 | 108,477 | $2,716,267 | No longer tracked |
| JANU | June 30, 2026 | 96,340 | $2,633,377 | No longer tracked |
| FTLS | March 31, 2025 | 38,779 | $2,552,046 | No longer tracked |
| XDQQ | March 31, 2025 | 72,256 | $2,511,619 | No longer tracked |
| FMF | March 31, 2025 | 51,731 | $2,461,383 | No longer tracked |
| DIVZ | June 30, 2025 | 71,570 | $2,431,934 | No longer tracked |
| OCTZXXXX | Sept. 30, 2025 | 51,089 | $2,087,864 | No longer tracked |
| JANW | June 30, 2025 | 61,965 | $2,057,858 | No longer tracked |
| SIXJ | June 30, 2025 | 66,613 | $1,994,533 | No longer tracked |
| OCTW | March 31, 2025 | 46,914 | $1,668,112 | No longer tracked |
| UCON | March 31, 2025 | 58,306 | $1,437,253 | No longer tracked |
| IVV | March 31, 2025 | 2,315 | $1,363,037 | No longer tracked |
| BUFG | March 31, 2025 | 49,630 | $1,215,936 | No longer tracked |
| GOOG | March 31, 2025 | 6,092 | $1,160,160 | 117.7% |
| QBUL | June 30, 2025 | 45,525 | $1,131,741 | No longer tracked |
| XOM | June 30, 2026 | 6,631 | $1,125,070 | 22.5% |
| CMDT | June 30, 2025 | 40,437 | $1,082,495 | No longer tracked |
| HIGH | March 31, 2026 | 48,310 | $1,077,791 | No longer tracked |
| VOO | March 31, 2025 | 1,977 | $1,065,069 | No longer tracked |
| IAU | March 31, 2025 | 20,168 | $998,517 | No longer tracked |
| AXP | March 31, 2025 | 3,000 | $890,370 | 24.3% |
| LMT | March 31, 2025 | 1,812 | $880,523 | 30.6% |
| PMBS | Dec. 31, 2025 | 17,522 | $870,094 | |
| VGSH | March 31, 2025 | 14,446 | $840,468 | |
| OCTW | June 30, 2026 | 21,249 | $817,449 | No longer tracked |
| RFIX | June 30, 2025 | 11,934 | $638,489 | No longer tracked |
| MDIV | March 31, 2025 | 36,925 | $596,339 | |
| MARB | March 31, 2025 | 29,681 | $590,063 | No longer tracked |
| FTHI | March 31, 2025 | 25,036 | $582,592 | |
| LTPZ | March 31, 2025 | 11,007 | $573,128 | No longer tracked |
| DECZXXXX | March 31, 2025 | 15,373 | $568,971 | No longer tracked |
| IEF | March 31, 2025 | 6,079 | $561,973 | |
| SPHY | Sept. 30, 2025 | 23,050 | $548,590 | No longer tracked |
| STXT | Dec. 31, 2025 | 24,508 | $497,010 | -2.4% |
| ZDEK | June 30, 2025 | 20,365 | $482,243 | No longer tracked |
| WDIV | March 31, 2025 | 7,483 | $464,604 | No longer tracked |
| FGD | March 31, 2025 | 20,362 | $452,851 | No longer tracked |
| VYM | March 31, 2025 | 3,036 | $387,364 | No longer tracked |
| DIV | March 31, 2025 | 20,323 | $366,440 | No longer tracked |
| XLE | June 30, 2025 | 3,815 | $356,547 | No longer tracked |
| ICLO | March 31, 2025 | 13,544 | $347,269 | No longer tracked |
| INTU | June 30, 2025 | 546 | $335,239 | -54.0% |
| EDIV | March 31, 2025 | 9,351 | $329,856 | No longer tracked |
| AMP | March 31, 2025 | 600 | $319,458 | 15.1% |
| QUAL | March 31, 2025 | 1,701 | $302,914 | No longer tracked |
| IBM | March 31, 2025 | 1,363 | $299,628 | -5.1% |
| GDEC | Sept. 30, 2025 | 8,440 | $296,716 | No longer tracked |
| FLJJ | Sept. 30, 2025 | 9,163 | $277,395 | No longer tracked |
| SIXO | June 30, 2026 | 8,098 | $273,550 | No longer tracked |
| AVGO | March 31, 2026 | 778 | $269,276 | 17.7% |
| BMY | March 31, 2025 | 4,700 | $265,832 | 9.5% |
| VGLT | March 31, 2025 | 4,607 | $254,997 | |
| CLOI | March 31, 2025 | 4,823 | $254,509 | No longer tracked |
| APRZXXXX | March 31, 2025 | 7,415 | $253,761 | No longer tracked |
| JULZ | March 31, 2025 | 6,075 | $252,819 | No longer tracked |
| NOVZ | March 31, 2025 | 6,277 | $252,184 | No longer tracked |
| SCHX | March 31, 2025 | 10,862 | $251,781 | No longer tracked |
| COST | March 31, 2025 | 274 | $251,416 | -0.9% |
| MARZ | March 31, 2025 | 7,973 | $249,995 | No longer tracked |
| THTA | June 30, 2025 | 12,891 | $242,098 | No longer tracked |
| SPYT | March 31, 2025 | 12,232 | $234,121 | No longer tracked |
| PSTP | Dec. 31, 2025 | 6,641 | $230,975 | No longer tracked |
| ANGL | March 31, 2025 | 8,010 | $229,646 | 0.5% |
| BIL | March 31, 2025 | 2,492 | $227,831 | No longer tracked |
| LTPZ | Sept. 30, 2025 | 4,338 | $227,615 | No longer tracked |
| SPY | March 31, 2026 | 329 | $224,028 | No longer tracked |
| NBOS | March 31, 2025 | 8,459 | $222,895 | No longer tracked |
| IVW | March 31, 2025 | 2,022 | $205,294 | No longer tracked |
| YQQQ | Dec. 31, 2025 | 11,344 | $144,804 | |
| FIAT | Dec. 31, 2025 | 11,916 | $32,531 | No longer tracked |