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ETF Store Portfolio holdings

AUM $120M
1-Year Est. Return 22.22%
This Fund
S&P 500
This Quarter Est. Return
+11.63%
1 Year Est. Return
+22.22%
3 Year Est. Return
+55.84%
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$16.9M
Cap. Flow
+$8.94M
Cap. Flow %
7.48%
Top 10 Hldgs %
46.97%
Holding
119
New
19
Increased
65
Reduced
24
Closed
5

Sector Composition

Rank Sector Weight
1 Technology 3.38%
2 Consumer Staples 2.49%
3 Healthcare 1.97%
4 Consumer Discretionary 1.75%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GE icon
101
GE Aerospace
GE
$375B
$222K 0.19%
+595
New +$186K
SJNK icon
102
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$222K 0.19%
8,859
+72
+0.8% +$1.8K
CME icon
103
CME Group
CME
$96.5B
$217K 0.18%
+981
New +$271K
UMBF icon
104
UMB Financial
UMBF
$11B
$214K 0.18%
1,499
-559
-27% -$71.9K
WDC icon
105
Western Digital
WDC
$189B
$212K 0.18%
+332
New +$161K
FALN icon
106
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$211K 0.18%
+7,742
New +$210K
XOM icon
107
ExxonMobil
XOM
$646B
$210K 0.18%
1,537
-1,583
-51% -$237K
DIS icon
108
Walt Disney
DIS
$167B
$208K 0.17%
+2,159
New +$220K
SCHH icon
109
Schwab US REIT ETF
SCHH
$11.5B
$208K 0.17%
8,769
-540
-6% -$12.6K
ROBO icon
110
ROBO Global Robotics & Automation Index ETF
ROBO
$1.97B
$203K 0.17%
+2,371
New +$195K
TGT icon
111
Target
TGT
$65.7B
$202K 0.17%
+1,549
New +$197K
ETHA
112
iShares Ethereum Trust ETF
ETHA
$5.43B
$194K 0.16%
16,320
+7
+0% +$109
BSCU icon
113
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$188K 0.16%
+11,290
New +$189K
RYLD icon
114
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$174K 0.15%
10,854
+145
+1% +$2.26K
IEFA icon
115
iShares Core MSCI EAFE ETF
IEFA
$191B
-2,765
Closed -$250K
JPM icon
116
JPMorgan Chase
JPM
$939B
-951
Closed -$280K
PEP icon
117
PepsiCo
PEP
$191B
-1,325
Closed -$206K
SHLD icon
118
Global X Defense Tech ETF
SHLD
$7.06B
-3,891
Closed -$276K
SLV icon
119
iShares Silver Trust
SLV
$28B
-4,243
Closed -$289K

Similar funds

ETF Store's Q2 2026 Portfolio in Review

As of Q2 2026, ETF Store held 119 positions worth $120M, up 16% from $103M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

ETF Store deployed $8.94M of net new capital in Q2 2026, opening 19 new positions and adding to 65 existing holdings. Its largest new stake was Avantis US Small Cap Equity ETF: 31,344 shares worth $2.3M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 1.6% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was Pacer US Small Cap Cash Cows 100 ETF, an estimated $2M trimmed.

  • ETF Store's largest Q2 2026 buy was Avantis US Small Cap Equity ETF: 31,344 shares worth $2.3M.
  • ETF Store added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $754K increase.
  • ETF Store's biggest Q2 2026 reduction was Pacer US Small Cap Cash Cows 100 ETF, cutting an estimated $2M.
  • ETF Store fully exited iShares Silver Trust in Q2 2026, selling an estimated $289K.
  • ETF Store's ten largest holdings make up 47% of its $120M portfolio in Q2 2026.
  • ETF Store opened 19 new positions and closed 5 in Q2 2026.
  • ETF Store's portfolio value rose 16% quarter-over-quarter to $120M.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.