Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boothe Investment Group, Inc. (CIK 1749798) reported $310.7M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CTA ($52.6M, 16.91%), DBND ($31.1M, 10.02%), HEDJ ($23.3M, 7.51%), SFLO ($18.3M, 5.90%), ASEA ($14.7M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $52.6M | 16.91% | 1.7M | Added |
| 2 | DBND | DOUBLELINE ETF TRUST | $31.1M | 10.02% | 679,687 | Added |
| 3 | HEDJ | WISDOMTREE TR | $23.3M | 7.51% | 446,382 | Added |
| 4 | SFLO | VICTORY PORTFOLIOS II | $18.3M | 5.90% | 610,384 | Added |
| 5 | ASEA | GLOBAL X FDS | $14.7M | 4.75% | 759,051 | Added |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | $14.1M | 4.55% | 277,346 | Added |
| 7 | PINS | PINTEREST INC | $11.9M | 3.82% | 646,453 | New |
| 8 | NDIA | GLOBAL X FDS | $10.8M | 3.47% | 416,991 | Added |
| 9 | NOW | SERVICENOW INC | $9.9M | 3.18% | 94,466 | Added |
| 10 | PFE | PFIZER INC | $9.9M | 3.17% | 351,085 | Added |
| 11 | C | CITIGROUP INC | $8.9M | 2.87% | 78,633 | Trimmed |
| 12 | SLB | SLB LIMITED | $8.2M | 2.63% | 158,750 | Added |
| 13 | SN | SHARKNINJA INC | $7.3M | 2.36% | 69,166 | Added |
| 14 | SPLG | SPDR SERIES TRUST | $7.2M | 2.33% | 94,563 | New |
| 15 | UBER | UBER TECHNOLOGIES INC | $7.2M | 2.32% | 100,224 | Added |
| 16 | ULTA | ULTA BEAUTY INC | $7.0M | 2.27% | 13,467 | Trimmed |
| 17 | VRT | VERTIV HOLDINGS CO | $7.0M | 2.25% | 27,893 | Trimmed |
| 18 | ABBV | ABBVIE INC | $6.7M | 2.16% | 30,831 | Added |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $6.2M | 2.00% | 30,540 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $5.8M | 1.86% | 15,635 | New |
| 21 | META | META PLATFORMS INC | $5.7M | 1.84% | 9,992 | Added |
| 22 | CVX | CHEVRON CORPORATION | $5.0M | 1.61% | 24,173 | Trimmed |
| 23 | BDJ | BLACKROCK ENHANCED EQUITY DI | $4.8M | 1.55% | 558,077 | Added |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $4.2M | 1.36% | 10,851 | Added |
| 25 | GFS | GLOBALFOUNDRIES INC | $3.4M | 1.11% | 77,458 | Added |
Source: SEC Form 13F filings · as of 2026-03-31