Occidental Asset Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 7, 2026, Occidental Asset Management, Llc disclosed 307 stock positions valued at approximately $1.01B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
307
Portfolio Value
$1.01B
Holdings by Sector
Occidental Asset Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.60%332,148+7,388+2.27%$66,459,592
APPLE INCAAPLTechnology5.27%183,367+2,638+1.46%$53,059,132
MICROSOFT CORPMSFTTechnology3.16%85,268+25,650+43.02%$31,806,696
SPDR SERIES TRUSTSPIBOther2.80%842,398+13,432+1.62%$28,186,642
ISHARES TRFLOTOther2.64%520,622-18,340-3.40%$26,577,748
SPDR SERIES TRUSTSPSBOther2.56%860,897+6,524+0.76%$25,835,519
ALPHABET INCGOOGCommunication Services2.22%63,241+2,763+4.57%$22,344,826
FLEXSHARES TRBNDCOther1.98%903,142+21,985+2.50%$19,953,662
ISHARES TRSGOVOther1.95%194,927-16,376-7.75%$19,623,301
FIDELITY MERRIMACK STR TRFBNDOther1.95%430,900+9,767+2.32%$19,601,641
ISHARES TRIWFOther1.74%140,957+105,298+295.29%$17,502,687
DELL TECHNOLOGIES INCDELLTechnology1.67%38,921-435-1.11%$16,792,915
ISHARES TRTLTOther1.58%183,834+1,364+0.75%$15,886,934
ISHARES TRIVEOther1.52%67,373-749-1.10%$15,297,684
ISHARES TRIWSOther1.51%92,587-906-0.97%$15,239,841
ISHARES TRIAGGOther1.38%274,800+6,754+2.52%$13,904,877
AMAZON COM INCAMZNConsumer Cyclical1.30%55,103+5,373+10.80%$13,133,257
ISHARES TREMBOther1.30%136,126+3,755+2.84%$13,128,035
META PLATFORMS INCMETACommunication Services1.30%23,245+614+2.71%$13,093,514
ISHARES TRHYGOther1.20%151,079+5,158+3.53%$12,081,789
ISHARES TRIWPOther1.16%80,054-746-0.92%$11,720,732
WISDOMTREE TREMCBOther1.16%176,935+6,278+3.68%$11,708,971
ADVANCED MICRO DEVICES INCAMDTechnology1.15%20,006-943-4.50%$11,621,685
JPMORGAN CHASE & COJPMFinancial Services1.12%34,483+1,198+3.60%$11,287,279
CATERPILLAR INCCATIndustrials1.08%10,195+105+1.04%$10,856,738
SELECT SECTOR SPDR TRXLKOther0.99%52,165+589+1.14%$9,938,528
MORGAN STANLEYMSFinancial Services0.94%45,379+943+2.12%$9,486,031
ISHARES TRIJSOther0.94%69,146-507-0.73%$9,450,809
SPDR SERIES TRUSTSPYGOther0.92%77,731+671+0.87%$9,249,206
WALMART INCWMTConsumer Defensive0.89%79,473+2,223+2.88%$9,001,123
Showing 30 of 307 holdings in the latest reporting period.
Occidental Asset Management, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MUMicron Technology, Inc.PUT700$25,778
Q2 2026STXSeagate TechnologyPUT100$12,495
Q2 2026AVGOBroadcom Inc.PUT200$6,205
Showing 3 of 3 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.