Terminal · Institutions

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

Split Rock Private Trading & Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Split Rock Private Trading & Wealth Management, LLC (CIK 2095884) reported $145.8M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KOOL ($54.8M, 37.57%), QQQ ($8.5M, 5.86%), AAPL ($7.4M, 5.07%), TFLO ($7.3M, 4.98%), AMZN ($6.6M, 4.55%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1KOOLSPINNAKER ETF SERIES$54.8M37.57%3.8MAdded
2QQQINVESCO QQQ TR$8.5M5.86%11,595Trimmed
3AAPLAPPLE INC$7.4M5.07%25,528Trimmed
4TFLOISHARES TR$7.3M4.98%143,396Added
5AMZNAMAZON COM INC$6.6M4.55%27,865Added
6BUFRFIRST TR EXCHNG TRADED FD VI$6.0M4.08%162,892Added
7GTNDEA SERIES TRUST$5.9M4.07%233,143New
8FBNDFIDELITY MERRIMACK STR TR$5.9M4.05%129,816Trimmed
9JAAAJANUS DETROIT STR TR$5.7M3.88%112,112Trimmed
10SFLRINNOVATOR ETFS TRUST$5.4M3.68%138,981Added
11XLPSELECT SECTOR SPDR TR$5.2M3.59%63,038Added
12NOBLPROSHARES TR$2.2M1.53%39,846Added
13IBIEISHARES TR$2.2M1.48%82,068New
14LMBSFIRST TR EXCHANGE-TRADED FD$2.1M1.45%42,547New
15VBILVANGUARD INSTL INDEX FD$1.9M1.29%24,826New
16FGDFIRST TR EXCHANGE-TRADED FD$1.6M1.08%49,180Added
17NVDANVIDIA CORPORATION$1.5M1.06%7,731Trimmed
18MSFTMICROSOFT CORP$1.5M1.06%4,145Added
19PWRQUANTA SVCS INC$1.1M0.73%1,480Trimmed
20BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.70%2,032Hold
21GLDICREDIT SUISSE NASSAU BRANC$992,8790.68%7,064Added
22JMBSJANUS DETROIT STR TR$880,9000.60%19,580Trimmed
23SPEMSPDR INDEX SHS FDS$865,6920.59%16,719Trimmed
24SLVOUBS AG$795,9300.55%12,232Added
25EBUFINNOVATOR ETFS TRUST$753,2170.52%23,649New

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