Terminal · Institutions

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

RIK SAYLOR FINANCIAL, INC. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

RIK SAYLOR FINANCIAL, INC. (CIK 2045268) reported $150.9M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($9.6M, 6.37%), BIL ($8.4M, 5.58%), IVW ($7.3M, 4.83%), MTUM ($6.1M, 4.06%), TLT ($5.8M, 3.81%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$9.6M6.37%13,056Trimmed
2BILSPDR SERIES TRUST$8.4M5.58%91,911Added
3IVWISHARES TR$7.3M4.83%53,005Trimmed
4MTUMISHARES TR$6.1M4.06%17,894Trimmed
5TLTISHARES TR$5.8M3.81%66,584Trimmed
6IVEISHARES TR$5.0M3.32%22,064Trimmed
7TSLATESLA INC$4.9M3.23%11,605New
8USMVISHARES TR$4.1M2.73%42,714Trimmed
9ACWIISHARES TR$4.1M2.72%26,144Trimmed
10WMSADVANCED DRAIN SYS INC DEL$4.0M2.66%25,596Added
11IWMISHARES TR$4.0M2.66%13,375Trimmed
12IVVISHARES TR$3.7M2.44%4,923Added
13XBISPDR SERIES TRUST$3.3M2.17%20,687Added
14IJHISHARES TR$3.3M2.17%42,387Added
15RWLINVESCO EXCH TRADED FD TR II$3.0M2.00%23,574Added
16AAPLAPPLE INC$2.9M1.93%10,058Added
17QQQMINVESCO EXCH TRADED FD TR II$2.9M1.93%9,633Added
18MGKVANGUARD WORLD FD$2.6M1.75%30,025Added
19AGGISHARES TR$2.6M1.72%26,221Trimmed
20AHRAMERICAN HEALTHCARE REIT INC$2.5M1.63%47,134Trimmed
21SPYGSPDR SERIES TRUST$2.2M1.48%18,806Added
22FSKFS KKR CAP CORP$1.9M1.25%179,301Trimmed
23IJRISHARES TR$1.9M1.24%12,612Trimmed
24MINTPIMCO ETF TR$1.9M1.24%18,526Trimmed
25IJJISHARES TR$1.8M1.19%12,186Trimmed

Source: SEC Form 13F filings · as of 2026-06-30