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All Terrain Financial Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
+1.83%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$432M
AUM Growth
+$32.8M
Cap. Flow
+$43.7M
Cap. Flow %
10.1%
Top 10 Hldgs %
60%
Holding
144
New
6
Increased
55
Reduced
32
Closed
17

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.55M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.44M
3
AAPL icon
Apple
AAPL
+$2.23M
4
UNP icon
Union Pacific
UNP
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.64M

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$2.23M
2
JPM icon
JPMorgan Chase
JPM
+$767K
3
HON icon
Honeywell
HON
+$433K
4
D icon
Dominion Energy
D
+$259K
5
USB icon
US Bancorp
USB
+$258K

Sector Composition

Rank Sector Weight
1 Technology 10.69%
2 Consumer Discretionary 9.08%
3 Consumer Staples 3.85%
4 Financials 3.33%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
51
Intuitive Surgical
ISRG
$134B
$1.7M 0.39%
2,999
+1,300
+77% +$692K
IBIT icon
52
iShares Bitcoin Trust
IBIT
$47.8B
$1.61M 0.37%
32,483
+3,400
+12% +$193K
IBIT icon
53
PUT
iShares Bitcoin Trust
IBIT
$47.8B
$1.54M 0.36%
31,000
+3,400
+12% +$193K
PLTR icon
54
Palantir
PLTR
$413B
$1.41M 0.33%
7,913
+180
+2% +$32.6K
CVX icon
55
Chevron
CVX
$366B
$1.39M 0.32%
9,139
-137
-1% -$20.9K
CLX icon
56
Clorox
CLX
$12.7B
$1.34M 0.31%
13,254
-454
-3% -$49.3K
PG icon
57
Procter & Gamble
PG
$339B
$1.31M 0.3%
9,139
-140
-2% -$20.6K
MU icon
58
Micron Technology
MU
$991B
$1.2M 0.28%
4,200
+1,700
+68% +$390K
PLTR icon
59
PUT
Palantir
PLTR
$413B
$1.14M 0.26%
6,400
+300
+5% +$54.3K
RTX icon
60
RTX Corp
RTX
$301B
$1.11M 0.26%
6,051
+50
+0.8% +$8.69K
AMZN icon
61
PUT
Amazon
AMZN
$2.96T
$1.11M 0.26%
4,800
+1,300
+37% +$297K
AAPL icon
62
PUT
Apple
AAPL
$4.57T
$1.03M 0.24%
3,800
-1,300
-25% -$349K
WFC icon
63
Wells Fargo
WFC
$264B
$992K 0.23%
10,642
-229
-2% -$19.9K
AMD icon
64
Advanced Micro Devices
AMD
$789B
$971K 0.22%
4,534
+1,600
+55% +$359K
WMT icon
65
Walmart Inc
WMT
$890B
$968K 0.22%
8,691
+1,778
+26% +$191K
EQX icon
66
Equinox Gold
EQX
$13.5B
$935K 0.22%
66,586
-20,000
-23% -$252K
VTI icon
67
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$931K 0.22%
2,778
-14
-0.5% -$4.66K
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$4.33T
$927K 0.21%
2,962
-20
-0.7% -$5.71K
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$77.6B
$902K 0.21%
7,318
– –
AXP icon
70
American Express
AXP
$230B
$836K 0.19%
2,259
– –
JPM icon
71
JPMorgan Chase
JPM
$950B
$823K 0.19%
2,554
-2,476
-49% -$767K
AMD icon
72
PUT
Advanced Micro Devices
AMD
$789B
$792K 0.18%
3,700
+1,600
+76% +$359K
ORCL icon
73
Oracle
ORCL
$423B
$760K 0.18%
3,900
+1,848
+90% +$440K
GS icon
74
Goldman Sachs
GS
$303B
$756K 0.17%
860
+260
+43% +$212K
GLD icon
75
SPDR Gold Trust
GLD
$141B
$753K 0.17%
1,901
+14
+0.7% +$5.35K
1 2
3
4 5

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OGM
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AFWM
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WPW
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SGA
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All Terrain Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, All Terrain Financial Advisors held 144 positions worth $432M, up 8.2% from $400M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

All Terrain Financial Advisors deployed $43.7M of net new capital in Q4 2025, opening 6 new positions and adding to 55 existing holdings. Its largest new stake was Mercado Libre: 200 shares worth $403K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.8% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Lowe's Companies, an estimated $2.23M trimmed.

  • All Terrain Financial Advisors's largest Q4 2025 buy was Mercado Libre: 200 shares worth $403K.
  • All Terrain Financial Advisors added most to NVIDIA in Q4 2025, an estimated $2.55M increase.
  • All Terrain Financial Advisors's biggest Q4 2025 reduction was Lowe's Companies, cutting an estimated $2.23M.
  • All Terrain Financial Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $206K.
  • All Terrain Financial Advisors's ten largest holdings make up 60% of its $432M portfolio in Q4 2025.
  • All Terrain Financial Advisors opened 6 new positions and closed 17 in Q4 2025.
  • All Terrain Financial Advisors's portfolio value rose 8.2% quarter-over-quarter to $432M.

Based on All Terrain Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.