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.
Trilogy Capital Inc. (CIK 1722512) reported $2.27B across 379 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($218.9M, 9.64%), DLN ($104.1M, 4.59%), IVV ($94.4M, 4.16%), QQQ ($93.0M, 4.10%), XLK ($72.5M, 3.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $218.9M | 9.64% | 682,240 | Added |
| 2 | DLN | WISDOMTREE TR | $104.1M | 4.59% | 1.2M | Added |
| 3 | IVV | ISHARES TR | $94.4M | 4.16% | 144,473 | Added |
| 4 | QQQ | INVESCO QQQ TR | $93.0M | 4.10% | 161,145 | Trimmed |
| 5 | XLK | SELECT SECTOR SPDR TR | $72.5M | 3.19% | 545,584 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $66.5M | 2.93% | 1.0M | Trimmed |
| 7 | EMMF | WISDOMTREE TR | $62.4M | 2.75% | 1.9M | Added |
| 8 | SPAB | SPDR SERIES TRUST | $57.1M | 2.52% | 2.2M | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $54.5M | 2.40% | 739,826 | Added |
| 10 | SMTH | ALPS ETF TR | $50.0M | 2.20% | 1.9M | Added |
| 11 | IJH | ISHARES TR | $44.3M | 1.95% | 655,677 | Added |
| 12 | IJR | ISHARES TR | $42.6M | 1.88% | 343,025 | Added |
| 13 | GLD | SPDR GOLD TR | $40.0M | 1.76% | 93,035 | Added |
| 14 | XLY | SELECT SECTOR SPDR TR | $39.5M | 1.74% | 362,392 | Added |
| 15 | IHDG | WISDOMTREE TR | $37.2M | 1.64% | 772,976 | Added |
| 16 | UCON | FIRST TR EXCHNG TRADED FD VI | $36.7M | 1.62% | 1.5M | Added |
| 17 | USIG | ISHARES TR | $34.3M | 1.51% | 670,281 | Added |
| 18 | TLT | ISHARES TR | $34.0M | 1.50% | 392,657 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.1M | 1.42% | 67,060 | Trimmed |
| 20 | XLV | SELECT SECTOR SPDR TR | $31.8M | 1.40% | 216,901 | Added |
| 21 | LMBS | FIRST TR EXCHANGE-TRADED FD | $27.8M | 1.22% | 558,041 | Added |
| 22 | SAMT | ADVISORS INNER CIRCLE FD III | $26.5M | 1.17% | 675,243 | Added |
| 23 | GOVT | ISHARES TR | $25.5M | 1.13% | 1.1M | Added |
| 24 | XLP | SELECT SECTOR SPDR TR | $22.1M | 0.98% | 269,982 | Added |
| 25 | SDVY | FIRST TR EXCHANGE TRADED FD | $22.2M | 0.98% | 562,650 | Added |
Source: SEC Form 13F filings · as of 2026-03-31