Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Ciovacco Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Ciovacco Capital Management LLC (CIK 1653012) reported $171.5M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($68.6M, 40.02%), SPYG ($21.2M, 12.34%), SPY ($18.7M, 10.88%), QQQ ($12.2M, 7.11%), XLC ($6.3M, 3.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$68.6M40.02%114,867Trimmed
2SPYGSPDR SERIES TRUST$21.2M12.34%216,149Trimmed
3SPYSTATE STR SPDR S&P 500 ETF T$18.7M10.88%28,693Trimmed
4QQQINVESCO QQQ TR$12.2M7.11%21,131Trimmed
5XLCSELECT SECTOR SPDR TR$6.3M3.69%57,048Trimmed
6GLDSPDR GOLD TR$5.8M3.38%13,456Added
7VUGVANGUARD INDEX FDS$5.2M3.03%11,912Trimmed
8IYWISHARES TR$4.7M2.72%25,680Trimmed
9VGTVANGUARD WORLD FD$4.0M2.32%5,706Trimmed
10XLKSELECT SECTOR SPDR TR$3.9M2.26%29,220Added
11SMHVANECK ETF TRUST$3.7M2.14%9,568Added
12FTECFIDELITY COVINGTON TRUST$2.7M1.60%13,190Trimmed
13RSPINVESCO EXCHANGE TRADED FD T$2.5M1.43%12,808Trimmed
14FNDFSCHWAB STRATEGIC TR$2.2M1.31%45,897New
15ITAISHARES TR$2.1M1.21%9,500New
16SPLGSPDR SERIES TRUST$1.3M0.79%17,617Trimmed
17XMESPDR SERIES TRUST$1.3M0.78%12,460New
18ONEQFIDELITY COMWLTH TR$973,2050.57%11,461Trimmed
19XLISELECT SECTOR SPDR TR$888,4210.52%5,493Trimmed
20NVDANVIDIA CORPORATION$861,1810.50%4,937Hold
21AIQGLOBAL X FDS$586,3610.34%12,564New
22VPNGLOBAL X FDS$493,6710.29%20,604New
23IVVISHARES TR$300,0740.17%459Hold
24GOOGLALPHABET INC$274,5030.16%954Hold
25AAPLAPPLE INC$252,2670.15%994Hold

Source: SEC Form 13F filings · as of 2026-03-31