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.
Modus Advisors, LLC (CIK 1799284) reported $363.3M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($24.1M, 6.63%), QQQM ($11.9M, 3.28%), VTI ($11.4M, 3.13%), NVDA ($10.4M, 2.86%), GOOG ($9.9M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TRUST | $24.1M | 6.63% | 273,272 | Trimmed |
| 2 | QQQM | INVESCO NASDAQ 100 ETF | $11.9M | 3.28% | 50,135 | Trimmed |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $11.4M | 3.13% | 35,415 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION COM | $10.4M | 2.86% | 59,651 | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $9.9M | 2.71% | 34,359 | Trimmed |
| 6 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $9.8M | 2.70% | 139,913 | Trimmed |
| 7 | JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $9.2M | 2.53% | 107,248 | Added |
| 8 | AMZN | AMAZON COM INC COM | $8.1M | 2.22% | 38,783 | Added |
| 9 | JPM | JPMORGAN CHASE & CO COM | $8.0M | 2.21% | 27,247 | Added |
| 10 | AAPL | APPLE INC COM | $7.9M | 2.17% | 31,073 | Trimmed |
| 11 | CAT | CATERPILLAR INC COM | $7.9M | 2.17% | 11,124 | Trimmed |
| 12 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $7.4M | 2.05% | 68,175 | Added |
| 13 | COWZ | PACER US CASH COWS 100 ETF | $7.2M | 1.98% | 114,802 | Trimmed |
| 14 | FESM | FIDELITY ENHANCED SMALL CAP ETF | $6.7M | 1.84% | 176,088 | Added |
| 15 | XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $6.7M | 1.83% | 36,623 | Trimmed |
| 16 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $6.6M | 1.82% | 34,426 | Added |
| 17 | QQQ | INVESCO QQQ TRUST SERIES I | $6.4M | 1.76% | 11,078 | Trimmed |
| 18 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $6.3M | 1.73% | 76,053 | Added |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $6.2M | 1.72% | 162,313 | Added |
| 20 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $5.9M | 1.62% | 59,291 | Added |
| 21 | ABBV | ABBVIE INC COM | $5.6M | 1.54% | 25,641 | Added |
| 22 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $5.5M | 1.50% | 58,873 | Trimmed |
| 23 | CVX | CHEVRON CORPORATION COM | $5.4M | 1.49% | 26,089 | Added |
| 24 | VOO | VANGUARD S&P 500 ETF | $5.1M | 1.42% | 8,616 | Added |
| 25 | IYJ | ISHARES U.S. INDUSTRIALS ETF | $5.0M | 1.38% | 34,053 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31