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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
+18.72%
1 Year Est. Return
+32.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$189M
AUM Growth
+$23.7M
Cap. Flow
+$4.75M
Cap. Flow %
2.51%
Top 10 Hldgs %
36.51%
Holding
140
New
13
Increased
40
Reduced
63
Closed
1

Top Buys

Rank Stock Value
1
TPG icon
TPG
TPG
+$741K
2
NOW icon
ServiceNow
NOW
+$671K
3
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$626K
4
BX icon
Blackstone
BX
+$546K
5
CGVV
Capital Group U.S. Large Value ETF
CGVV
+$462K

Top Sells

Rank Stock Value
1
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$951K
2
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$622K
3
ARM icon
Arm
ARM
+$492K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$297K
5
MRVL icon
Marvell Technology
MRVL
+$272K

Sector Composition

Rank Sector Weight
1 Technology 12.87%
2 Financials 6.95%
3 Consumer Discretionary 4.81%
4 Communication Services 4.16%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
126
Dell
DELL
$293B
$232K 0.12%
+537
New +$155K
CAT icon
127
Caterpillar
CAT
$387B
$228K 0.12%
+214
New +$188K
VEA icon
128
Vanguard FTSE Developed Markets ETF
VEA
$236B
$226K 0.12%
3,174
-10
-0.3% -$697
PWR icon
129
Quanta Services
PWR
$101B
$226K 0.12%
+314
New +$215K
VPU
130
Vanguard Utilities ETF
VPU
$8.36B
$226K 0.12%
1,154
– –
VIG icon
131
Vanguard Dividend Appreciation ETF
VIG
$114B
$226K 0.12%
954
– –
AVGO icon
132
Broadcom
AVGO
$2.04T
$221K 0.12%
+584
New +$234K
LIN icon
133
Linde
LIN
$226B
$216K 0.11%
417
– –
IWR icon
134
iShares Russell Mid-Cap ETF
IWR
$57.4B
$215K 0.11%
+1,946
New +$205K
SOFI icon
135
SoFi Technologies
SOFI
$23.7B
$205K 0.11%
+11,410
New +$193K
SLV icon
136
iShares Silver Trust
SLV
$30.7B
$203K 0.11%
3,805
-890
-19% -$59K
MMT
137
Aberdeen Multi-Market Income Fund
MMT
$243M
$167K 0.09%
37,851
+13,543
+56% +$61.3K
ETW
138
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.06B
$130K 0.07%
13,526
– –
BRCC icon
139
BRC Inc
BRCC
$250M
$18.3K 0.01%
16,450
– –
DBND icon
140
DoubleLine Opportunistic Bond ETF
DBND
$742M
– –
-13,572
Closed -$622K
2 3 4 5
6

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Fearless Solutions (Best Invest)'s Q2 2026 Portfolio in Review

As of Q2 2026, Fearless Solutions (Best Invest) held 140 positions worth $189M, up 14% from $166M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Fearless Solutions (Best Invest)'s Q2 2026 filing shows 13 new, 40 increased, 63 reduced and 1 closed positions. Its largest new stake was TPG: 17,620 shares worth $714K. The largest sale was First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF, an estimated $951K.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 10% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fearless Solutions (Best Invest)'s largest Q2 2026 buy was TPG: 17,620 shares worth $714K.
  • Fearless Solutions (Best Invest) added most to ServiceNow in Q2 2026, an estimated $671K increase.
  • Fearless Solutions (Best Invest)'s biggest Q2 2026 reduction was First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF, cutting an estimated $951K.
  • Fearless Solutions (Best Invest) fully exited DoubleLine Opportunistic Bond ETF in Q2 2026, selling an estimated $622K.
  • Fearless Solutions (Best Invest)'s ten largest holdings make up 37% of its $189M portfolio in Q2 2026.
  • Fearless Solutions (Best Invest) opened 13 new positions and closed 1 in Q2 2026.
  • Fearless Solutions (Best Invest)'s portfolio value rose 14% quarter-over-quarter to $189M.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q2 2026, filed 22 Jul 2026.