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.
Weaver Consulting Group (CIK 1780055) reported $419.6M across 263 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DIVZ ($29.0M, 6.91%), TFLO ($19.1M, 4.56%), QUAL ($18.8M, 4.49%), VTI ($11.5M, 2.73%), BOXX ($11.1M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DIVZ | ELEVATION SERIES TRUST | $29.0M | 6.91% | 778,869 | Added |
| 2 | TFLO | ISHARES TR | $19.1M | 4.56% | 377,801 | Trimmed |
| 3 | QUAL | ISHARES TR | $18.8M | 4.49% | 98,114 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $11.5M | 2.73% | 35,768 | Added |
| 5 | BOXX | EA SERIES TRUST | $11.1M | 2.63% | 95,044 | Added |
| 6 | JAAA | JANUS DETROIT STR TR | $9.7M | 2.32% | 193,084 | Trimmed |
| 7 | AAPL | APPLE INC | $9.7M | 2.31% | 38,128 | Trimmed |
| 8 | AOM | ISHARES TR | $8.4M | 1.99% | 176,410 | Added |
| 9 | UYLD | ANGEL OAK FUNDS TRUST | $8.0M | 1.90% | 156,273 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 1.86% | 36,223 | Trimmed |
| 11 | MGMT | UNIFIED SER TR | $6.5M | 1.55% | 144,168 | Added |
| 12 | GRNY | TIDAL TRUST I | $6.1M | 1.47% | 257,643 | Added |
| 13 | AOK | ISHARES TR | $5.9M | 1.41% | 148,591 | Added |
| 14 | MSFT | MICROSOFT CORP | $5.8M | 1.39% | 15,704 | Added |
| 15 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.5M | 1.30% | 72,685 | Added |
| 16 | PJUL | INNOVATOR ETFS TRUST | $5.3M | 1.27% | 115,809 | Added |
| 17 | AOR | ISHARES TR | $5.3M | 1.26% | 81,965 | Added |
| 18 | FLOT | ISHARES TR | $5.0M | 1.20% | 98,697 | Trimmed |
| 19 | JSI | JANUS DETROIT STR TR | $4.9M | 1.17% | 95,137 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $4.8M | 1.14% | 27,328 | Trimmed |
| 21 | AOA | ISHARES TR | $4.8M | 1.14% | 54,280 | Added |
| 22 | IVV | ISHARES TR | $4.5M | 1.08% | 6,954 | Trimmed |
| 23 | PYLD | PIMCO ETF TR | $4.5M | 1.07% | 171,774 | Added |
| 24 | PJUN | INNOVATOR ETFS TRUST | $4.5M | 1.06% | 106,645 | Hold |
| 25 | SRHQ | ELEVATION SERIES TRUST | $4.3M | 1.03% | 105,871 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31