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.
Carrera Capital Advisors (CIK 2035329) reported $649.1M across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XHLF ($142.2M, 21.90%), BIL ($31.0M, 4.77%), FTGC ($30.5M, 4.70%), BTAL ($24.3M, 3.75%), NOBL ($23.8M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XHLF | BONDBLOXX ETF TRUST | $142.2M | 21.90% | 2.8M | Added |
| 2 | BIL | SPDR SERIES TRUST | $31.0M | 4.77% | 338,084 | Added |
| 3 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $30.5M | 4.70% | 1.1M | Trimmed |
| 4 | BTAL | AGF INVTS TR | $24.3M | 3.75% | 1.7M | Added |
| 5 | NOBL | PROSHARES TR | $23.8M | 3.66% | 224,050 | Trimmed |
| 6 | LMBS | FIRST TR EXCHANGE-TRADED FD | $17.6M | 2.72% | 354,019 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $17.3M | 2.66% | 269,252 | Added |
| 8 | TLT | ISHARES TR | $17.0M | 2.62% | 196,390 | Added |
| 9 | ILF | ISHARES TR | $15.3M | 2.36% | 431,995 | Added |
| 10 | USMV | ISHARES TR | $12.8M | 1.98% | 138,278 | Trimmed |
| 11 | KRE | SPDR SERIES TRUST | $12.7M | 1.95% | 194,623 | New |
| 12 | PCMM | BONDBLOXX ETF TRUST | $11.6M | 1.79% | 235,926 | Trimmed |
| 13 | BSCT | INVESCO EXCH TRD SLF IDX FD | $11.2M | 1.72% | 599,828 | Added |
| 14 | JAAA | JANUS DETROIT STR TR | $9.6M | 1.47% | 189,131 | Trimmed |
| 15 | EWM | ISHARES INC | $9.1M | 1.40% | 319,496 | Added |
| 16 | FXI | ISHARES TR | $8.8M | 1.35% | 243,806 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $8.6M | 1.32% | 106,735 | Added |
| 18 | NEE | NEXTERA ENERGY INC | $7.7M | 1.18% | 82,799 | Added |
| 19 | SLV | ISHARES SILVER TR | $7.6M | 1.16% | 110,844 | Trimmed |
| 20 | VTR | VENTAS INC | $6.6M | 1.01% | 79,740 | Added |
| 21 | GDXJ | VANECK ETF TRUST | $6.4M | 0.98% | 53,061 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $6.2M | 0.95% | 21,003 | Added |
| 23 | IEFA | ISHARES TR | $5.9M | 0.91% | 65,267 | Trimmed |
| 24 | XOP | SPDR SERIES TRUST | $5.8M | 0.89% | 31,748 | Added |
| 25 | COP | CONOCOPHILLIPS | $5.7M | 0.88% | 43,318 | New |
Source: SEC Form 13F filings · as of 2026-03-31