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Fearless Solutions (Best Invest) Portfolio holdings

AUM $189M
1-Year Est. Return 32.69%
This Fund
S&P 500
This Quarter Est. Return
+9.69%
1 Year Est. Return
+32.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$13M
Cap. Flow
+$382K
Cap. Flow %
0.24%
Top 10 Hldgs %
41.3%
Holding
117
New
8
Increased
34
Reduced
53
Closed
2

Top Buys

Rank Stock Value
1
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$648K
2
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
+$360K
3
AAP icon
Advance Auto Parts
AAP
+$320K
4
SMCI icon
Super Micro Computer
SMCI
+$316K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$308K

Top Sells

Rank Stock Value
1
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.96M
2
INTC icon
Intel
INTC
+$843K
3
NVDA icon
NVIDIA
NVDA
+$324K
4
LLY icon
Eli Lilly
LLY
+$226K
5
PLTR icon
Palantir
PLTR
+$205K

Sector Composition

Rank Sector Weight
1 Technology 12.03%
2 Financials 8.28%
3 Consumer Discretionary 5.73%
4 Communication Services 3.4%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGC icon
76
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$390K 0.25%
1,598
– –
VOE icon
77
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$387K 0.25%
2,219
– –
CVX icon
78
Chevron
CVX
$366B
$374K 0.24%
2,409
+55
+2% +$8.52K
CGMM
79
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.26B
$367K 0.24%
+12,926
New +$360K
POWA icon
80
Invesco Bloomberg Pricing Power ETF
POWA
$183M
$356K 0.23%
3,935
-335
-8% -$29.8K
KR icon
81
Kroger
KR
$34.8B
$356K 0.23%
5,280
– –
C icon
82
Citigroup
C
$226B
$333K 0.21%
3,280
– –
AAP icon
83
Advance Auto Parts
AAP
$3.49B
$332K 0.21%
+5,415
New +$320K
SBUX icon
84
Starbucks
SBUX
$120B
$323K 0.21%
3,815
-42
-1% -$3.76K
SMCI icon
85
Super Micro Computer
SMCI
$20.1B
$317K 0.2%
+6,610
New +$316K
HCA icon
86
HCA Healthcare
HCA
$89.5B
$308K 0.2%
722
– –
RSPS icon
87
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$257M
$307K 0.2%
10,500
-725
-6% -$22K
VCR icon
88
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$301K 0.19%
759
+9
+1% +$3.43K
VHT icon
89
Vanguard Health Care ETF
VHT
$18.6B
$295K 0.19%
1,136
-170
-13% -$42.7K
BAC icon
90
Bank of America
BAC
$442B
$289K 0.19%
5,610
+2
+0% +$98
VOT icon
91
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$280K 0.18%
952
-36
-4% -$10.4K
LLY icon
92
Eli Lilly
LLY
$1.06T
$278K 0.18%
364
-304
-46% -$226K
VV icon
93
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$268K 0.17%
872
-5
-0.6% -$1.48K
VDC icon
94
Vanguard Consumer Staples ETF
VDC
$7.99B
$266K 0.17%
1,246
+45
+4% +$9.86K
MO icon
95
Altria Group
MO
$114B
$266K 0.17%
4,030
+51
+1% +$3.23K
RSPU icon
96
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$530M
$263K 0.17%
3,433
-30
-0.9% -$2.22K
SCHX icon
97
Schwab US Large- Cap ETF
SCHX
$74.5B
$257K 0.17%
9,771
– –
MUB icon
98
iShares National Muni Bond ETF
MUB
$45.5B
$257K 0.16%
2,411
– –
XLE icon
99
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$256K 0.16%
+5,742
New +$251K
VPU
100
Vanguard Utilities ETF
VPU
$8.36B
$251K 0.16%
1,324
– –
1 2 3
4
5

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Fearless Solutions (Best Invest)'s Q3 2025 Portfolio in Review

As of Q3 2025, Fearless Solutions (Best Invest) held 117 positions worth $156M, up 9.1% from $143M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fearless Solutions (Best Invest)'s Q3 2025 filing shows 8 new, 34 increased, 53 reduced and 2 closed positions. Its largest new stake was Capital Group U.S. Small and Mid Cap ETF: 12,926 shares worth $367K. The largest sale was WisdomTree India Earnings Fund ETF, an estimated $1.96M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fearless Solutions (Best Invest)'s largest Q3 2025 buy was Capital Group U.S. Small and Mid Cap ETF: 12,926 shares worth $367K.
  • Fearless Solutions (Best Invest) added most to Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q3 2025, an estimated $648K increase.
  • Fearless Solutions (Best Invest)'s biggest Q3 2025 reduction was Intel, cutting an estimated $843K.
  • Fearless Solutions (Best Invest) fully exited WisdomTree India Earnings Fund ETF in Q3 2025, selling an estimated $1.96M.
  • Fearless Solutions (Best Invest)'s ten largest holdings make up 41% of its $156M portfolio in Q3 2025.
  • Fearless Solutions (Best Invest) opened 8 new positions and closed 2 in Q3 2025.
  • Fearless Solutions (Best Invest)'s portfolio value rose 9.1% quarter-over-quarter to $156M.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q3 2025, filed 5 Nov 2025.