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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
NFLX icon
76
Netflix
NFLX
$309B
$716K 0.17%
7,635
+895
+13% +$96.5K
RTX icon
77
PUT
RTX Corp
RTX
$301B
$642K 0.15%
3,500
– –
XOM icon
78
ExxonMobil
XOM
$634B
$611K 0.14%
5,081
+295
+6% +$34.2K
TTD icon
79
Trade Desk
TTD
$6.49B
$596K 0.14%
15,700
– –
TTD icon
80
PUT
Trade Desk
TTD
$6.49B
$596K 0.14%
15,700
– –
CSCO icon
81
Cisco
CSCO
$479B
$591K 0.14%
7,676
+100
+1% +$7.42K
LW icon
82
Lamb Weston
LW
$7.19B
$469K 0.11%
11,200
– –
LW icon
83
PUT
Lamb Weston
LW
$7.19B
$469K 0.11%
11,200
– –
XLF icon
84
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$467K 0.11%
8,527
-83
-1% -$4.42K
ISRG icon
85
PUT
Intuitive Surgical
ISRG
$134B
$453K 0.1%
800
– –
TRV icon
86
Travelers Companies
TRV
$80.2B
$434K 0.1%
1,495
– –
ORCL icon
87
PUT
Oracle
ORCL
$423B
$429K 0.1%
2,200
+1,300
+144% +$310K
HOOD icon
88
Robinhood
HOOD
$83.9B
$424K 0.1%
3,750
+50
+1% +$6.5K
SLV icon
89
iShares Silver Trust
SLV
$30.7B
$421K 0.1%
6,542
– –
ANET icon
90
Arista Networks
ANET
$238B
$419K 0.1%
3,200
– –
HOOD icon
91
PUT
Robinhood
HOOD
$83.9B
$407K 0.09%
3,600
– –
PYPL icon
92
PayPal
PYPL
$50.5B
$403K 0.09%
6,909
+3
+0% +$195
MELI icon
93
Mercado Libre
MELI
$92.3B
$403K 0.09%
+200
New +$420K
IJK icon
94
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$396K 0.09%
4,086
– –
IJT icon
95
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$389K 0.09%
2,755
-7
-0.3% -$991
SHOP icon
96
Shopify
SHOP
$195B
$371K 0.09%
2,305
– –
C icon
97
Citigroup
C
$226B
$365K 0.08%
3,128
– –
SWK icon
98
PUT
Stanley Black & Decker
SWK
$15.7B
$357K 0.08%
4,800
– –
KO icon
99
Coca-Cola
KO
$375B
$348K 0.08%
4,976
+26
+0.5% +$1.81K
PYPL icon
100
PUT
PayPal
PYPL
$50.5B
$344K 0.08%
5,900
– –
2 3
4
5 6

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CPIM
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OGM
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AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
WPW
Warther Private Wealth Akron, Ohio $427M AUM 16.24% 1-Year Est. Return
GPGA
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SGA
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DS
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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.