CABANA LLC

CIK 1688539 · View on SEC EDGAR ↗

Portfolio value
$12.7M
#8,947 of 9,443 by 13F value · top 94.7%
Positions
11
As of
March 31, 2026 Data as of Q1 2026

Portfolio value QoQ: -4.5% 13F does not disclose cash

Top 10 holdings weight
97.49%
Top 25 holdings weight
100.00%
Positions above 1%
11
Effective number of positions
8.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2026: 3.84% Est. buys $500,902 · sells $1,424,671

Median holding: 2.0 quarters Tracked Q4 2024–Q1 2026 · 32.4% still held

New positions
0
Increased
5
Decreased
5
Closed
2
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 11 positions

Type Streak 8Q trend
XLV XLV $2,301,761 18.06% 15,697 $-128,581
QQQM Invesco NASDAQ 100 ETF $1,977,982 15.52% 8,322 $-53,395 Up ×2
XLE XLE $1,607,151 12.61% 26,233 $225,814 Down ×1
XLU XLU $1,515,755 11.90% 33,028 $-150,082 Down ×1
IEF iShares 7-10 Year Treasury Bond ETF $1,455,911 11.43% 15,253 $112,031 Up ×1
XLK XLK $1,328,126 10.42% 9,992 $85,347 Up ×2
DVY iShares Select Dividend ETF $874,389 6.86% 5,772 $-87,570 Down ×1
MGC $571,598 4.49% 2,417 $37,813 Up ×1
VYM $399,708 3.14% 2,698 $70,182 Up ×1
HYG $389,887 3.06% 4,900 $-168,397 Down ×1
HYMB $320,299 2.51% 12,914 $-74,459 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
XLE Trimmed -5K +$226K
HYG Trimmed -2K -$168K
XLU Trimmed -6K -$150K
XLV Price move only +0 -$129K
IEF Bought more +1K +$112K
DVY Trimmed -1K -$88K
XLK Bought more +1K +$85K
HYMB Trimmed -3K -$74K
VYM Bought more +402 +$70K
QQQM Bought more +291 -$53K

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.

SecurityQuarter Shares before Value before Price since exit
DVY March 31, 2025 20,012 $2,627,395
XLE June 30, 2025 26,241 $2,452,150 No longer tracked
VNQ Dec. 31, 2025 23,740 $2,170,503 No longer tracked
JAAA Dec. 31, 2025 38,643 $1,962,389 No longer tracked
XLI Dec. 31, 2025 12,704 $1,959,659 No longer tracked
XLP Dec. 31, 2025 21,792 $1,708,017 No longer tracked
ILF Dec. 31, 2025 58,731 $1,696,808 No longer tracked
XLP March 31, 2025 16,032 $1,260,258 No longer tracked
XLY Dec. 31, 2025 4,618 $1,107,156 No longer tracked
COMT June 30, 2025 39,852 $1,054,892
XLU June 30, 2025 11,721 $924,267 No longer tracked
SHV Dec. 31, 2025 7,417 $819,614
VV March 31, 2025 2,901 $782,255 No longer tracked
XLB Dec. 31, 2025 8,591 $770,044 No longer tracked
PAVE Dec. 31, 2025 14,870 $708,320 No longer tracked
PFF Dec. 31, 2025 20,545 $649,691
BSV Dec. 31, 2025 7,562 $596,807 No longer tracked
VB June 30, 2025 2,489 $551,909 No longer tracked
XLV June 30, 2025 3,562 $520,057 No longer tracked
VTI June 30, 2025 1,411 $387,603 No longer tracked
VWO Dec. 31, 2025 6,288 $340,732 No longer tracked
IEF March 31, 2025 3,580 $330,965
VOE March 31, 2025 1,773 $286,801 No longer tracked
VYM June 30, 2025 2,150 $277,179 No longer tracked
UUP Dec. 31, 2025 9,960 $274,022 No longer tracked
BLV March 31, 2026 3,924 $272,819 No longer tracked
JEPI March 31, 2025 4,343 $249,824 No longer tracked
EEM June 30, 2025 4,829 $211,034 No longer tracked
VGLT March 31, 2025 3,661 $202,650
XLF March 31, 2026 3,654 $200,215 No longer tracked