QUANTIFY CHAOS ADVISORS, LLC

CIK 2107086 · View on SEC EDGAR ↗

Portfolio value
$35.5M
#8,813 of 9,443 by 13F value · top 93.3%
Positions
48
As of
June 30, 2026

Portfolio value QoQ: +10.7% 13F does not disclose cash

Top 10 holdings weight
57.73%
Top 25 holdings weight
83.86%
Positions above 1%
30
Effective number of positions
14.4

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

Turnover Q2 2026: 4.91% Est. buys $1,787,186 · sells $1,657,786

New positions
5
Increased
34
Decreased
4
Closed
2
On this page

Sector breakdown

Technology
2.2%
Communication Services
1.5%
Retail
0.7%
Materials
0.5%
Healthcare
0.3%
Other/Unmapped
94.8%

Full portfolio 48 positions

Type Streak 8Q trend
VTI $7,728,168 21.77% 20,885 $1,126,712 Up ×1
VT $2,495,362 7.03% 15,899 $304,049 Up ×2
VEA $1,978,178 5.57% 27,764 $231,919 Up ×2
SABA Saba Capital Income & Opportunities Fund II Shares of Beneficial Interest $1,622,156 4.57% 194,270 $19,680 Up ×2
ITOT $1,298,253 3.66% 7,903 $182,653 Up ×2
BGB Blackstone Strategic Credit 2027 Term Fund Common Shares of Beneficial Interest $1,171,012 3.30% 103,629 $30,411 Up ×2
SCHB $1,166,315 3.28% 40,273 $158,110 Up ×1
GLDM $1,053,665 2.97% 13,267 $-175,775 Up ×2
MYN Blackrock MuniYield New York Quality Fund, Inc.Common Stock $1,043,710 2.94% 102,829 $71,649 Up ×2
IBIT iShares Bitcoin Trust ETF $941,208 2.65% 28,273 $-145,041
IEFA $911,432 2.57% 9,437 $73,253 Up ×2
BOXX $755,348 2.13% 6,451 $121,451 Up ×1
SDHY PGIM Short Duration High Yield Opportunities Fund Common Shares $736,598 2.07% 44,942 $29,466 Up ×2
QLTY $711,281 2.00% 17,090 $96,539 Up ×1
JMST $700,056 1.97% 13,727 $403,909 Up ×1
OEF $606,978 1.71% 1,659 $76,437 Down ×1
GSLC $602,674 1.70% 4,247 $72,476 Up ×2
IAU $602,268 1.70% 7,976 $-100,896
VEU $582,986 1.64% 6,961 $62,621 Up ×2
MEAR $580,297 1.63% 11,518 $13,782 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $521,760 1.47% 1,460 $103,073 Up ×1
MINV $517,039 1.46% 8,939 $178,850 Up ×1
VWO $496,862 1.40% 8,324 $57,258 Up ×2
SAMT $477,091 1.34% 9,995 $85,389 Up ×2
NBIS Nebius Group N.V. - Class A Ordinary Shares $475,289 1.34% 1,721 $-36,248 Down ×1
DFAW $454,658 1.28% 5,492 $51,312 Up ×2
FBTC $446,994 1.26% 8,756 $-64,206 Up ×2
CEFS $415,179 1.17% 16,193 $50,035
SGOV iShares 0-3 Month Treasury Bond ETF $382,197 1.08% 3,797 $-31,836 Down ×2
IEMG $359,573 1.01% 4,341 $59,844 Up ×2
MU Micron Technology, Inc. - Common Stock $304,733 0.86% 264 Up ×1
QVAL Alpha Architect U.S. Quantitative Value ETF $282,040 0.79% 5,086 $18,438 Up ×2
MGMT $270,171 0.76% 5,302 $30,972
AMZN Amazon.com, Inc. - Common Stock $257,646 0.73% 1,081 $33,131 Up ×1
USFR $246,485 0.69% 4,895 $-17,839 Down ×2
SAMM $242,422 0.68% 7,498 $16,461 Up ×2
DSTX Distillate International Fundamental Stability & Value ETF $237,361 0.67% 7,269 $4,537 Up ×2
DSTL $234,909 0.66% 3,922 $8,589 Up ×2
RISR $231,195 0.65% 6,387 $3,283 Up ×2
SAGP $212,153 0.60% 5,976 $7,813 Up ×1
DYNF $208,235 0.59% 3,062 Up ×1
INQQ $207,224 0.58% 16,101 $19,804
JIRE $204,128 0.57% 2,475 Up ×1
QID $135,961 0.38% 10,034 Up ×1
SLI $121,550 0.34% 44,200 $-28,814 Up ×1
PURR Hyperliquid Strategies Inc - Common Stock $103,719 0.29% 13,179 Up ×1
ABAT American Battery Technology Company - Common Stock $95,600 0.27% 33,781 $1,574 Up ×1
LAC Lithium Americas Corp. Common Shares $74,675 0.21% 19,396 $-1,761 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
MU $304,733 264 0.86%
DYNF $208,235 3,062 0.59%
JIRE $204,128 2,475 0.57%
QID $135,961 10,034 0.38%
PURR $103,719 13,179 0.29%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTI Bought more +308 +$1.1M
JMST Bought more +8K +$404K
VT Bought more +57 +$304K
VEA Bought more +513 +$232K
ITOT Bought more +70 +$183K
MINV Bought more +49 +$179K
GLDM Bought more +3 -$176K
SCHB Bought more +105 +$158K
IBIT Price move only +0 -$145K
BOXX Bought more +1K +$121K

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
XLG March 31, 2026 32,108 $1,903,362 No longer tracked
PDBC June 30, 2026 29,770 $515,621
TLTW March 31, 2026 20,874 $473,214 No longer tracked
BNY March 31, 2026 34,068 $345,449
MHN March 31, 2026 30,968 $316,800 No longer tracked
GF March 31, 2026 22,645 $258,602 11.4%
EMQQ March 31, 2026 6,377 $257,360 No longer tracked
BPRE June 30, 2026 12,216 $202,908 -7.2%