Targeted Financial Services Llc Portfolio Stock Holdings

Targeted Financial Services Llc disclosed 63 stock positions valued at approximately $135.5 million in its latest SEC 13F filing. The largest holdings include FIDELITY MERRIMACK STR TR, GOLDMAN SACHS ETF TR, and SPDR GOLD TR. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.

Report Period
June 30, 2026
No. of Stocks
63
Portfolio Value
$135.5M
Holdings by Sector
Targeted Financial Services Llc Portfolio Holdings in Q2 2026

62 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIDELITY MERRIMACK STR TRFBNDOther20.66%615,521+82,053+15.38%$28,000,088
GOLDMAN SACHS ETF TRGSLCOther18.82%179,772-2,391-1.31%$25,507,961
SPDR GOLD TRGLDOther9.77%35,937-234-0.65%$13,237,937
ISHARES TRDGROOther8.55%152,836-2,217-1.43%$11,583,594
SPDR SERIES TRUSTSPTLOther4.32%223,427+24,768+12.47%$5,860,492
FIDELITY COVINGTON TRUSTFUTYOther2.52%58,504+1,386+2.43%$3,417,833
SELECT SECTOR SPDR TRXLEOther2.14%54,477+12,191+28.83%$2,893,277
SELECT SECTOR SPDR TRXLPOther1.81%29,523+2,699+10.06%$2,452,513
APPLE INCAAPLTechnology1.74%8,154--$2,359,441
ELI LILLY & COLLYHealthcare1.68%1,900--$2,278,917
ISHARES TRHDVOther1.64%80,995+64,796+400.00%$2,220,074
WALMART INCWMTConsumer Defensive1.57%18,807--$2,130,080
MICROSOFT CORPMSFTTechnology1.50%5,460+1,006+22.59%$2,037,043
EXXON MOBIL CORPXOMEnergy1.42%14,098+549+4.05%$1,929,939
ISHARES TRIUSBOther1.28%37,481-18,451-32.99%$1,729,746
ABBVIE INCABBVHealthcare1.12%6,042+501+9.04%$1,520,502
VANECK ETF TRUSTMOOOther0.98%16,808+16,808+100.00%$1,331,190
COCA COLA COKOConsumer Defensive0.90%14,936+903+6.43%$1,213,850
AMERICAN CENTY ETF TRAVEMOther0.87%12,172-128-1.04%$1,174,475
NVIDIA CORPORATIONNVDATechnology0.86%5,816+3,046+109.96%$1,163,816
INVESCO EXCH TRADED FD TR IIPXFOther0.83%14,867-162-1.08%$1,124,538
INVESCO EXCH TRADED FD TR IIPZAOther0.82%47,099-8,511-15.30%$1,107,773
SPDR SERIES TRUSTCWBOther0.81%10,240--$1,104,077
ISHARES TREFGOther0.73%7,956-102-1.27%$989,883
AMAZON COM INCAMZNConsumer Cyclical0.73%4,136+1,761+74.15%$985,773
ATMOS ENERGY CORPATOUtilities0.69%5,400+379+7.55%$930,087
ALPHABET INCGOOGLCommunication Services0.66%2,516+342+15.73%$899,143
CATERPILLAR INCCATIndustrials0.62%795+165+26.19%$846,596
FREEPORT MCMORAN INCFCXBasic Materials0.61%13,242--$832,789
SPDR SERIES TRUSTSPLGOther0.61%9,376-218-2.27%$823,963
ISHARES TRIWDOther0.56%3,104+3,104+100.00%$752,503
CHEVRON CORPORATIONCVXEnergy0.46%3,766+486+14.82%$624,267
J P MORGAN EXCHANGE TRADED FJPUSOther0.44%4,211-58-1.36%$590,504
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.43%1,215+1,215+100.00%$580,247
TESLA INCTSLAConsumer Cyclical0.42%1,342+438+48.45%$564,445
META PLATFORMS INCMETACommunication Services0.38%916+248+37.13%$515,974
ALPHABET INCGOOGCommunication Services0.36%1,368+568+71.00%$483,414
OCCIDENTAL PETE CORPOXYEnergy0.35%9,700--$471,130
MERCK & CO INCMRKHealthcare0.34%3,634+392+12.09%$466,970
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.31%448+36+8.74%$418,805
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.29%799+57+7.68%$399,722
GOLDMAN SACHS GROUP INCGSFinancial Services0.29%391--$395,445
JPMORGAN CHASE & COJPMFinancial Services0.29%1,196+1+0.08%$391,377
NETFLIX INC.NFLXCommunication Services0.27%5,135+1,300+33.90%$366,639
MARVELL TECHNOLOGY INCMRVLTechnology0.27%1,216+1,216+100.00%$362,292
BOEING COBAIndustrials0.26%1,631+381+30.48%$353,063
MASTERCARD INCORPORATEDMAFinancial Services0.25%655--$336,408
ISHARES TRIYKOther0.24%4,483-6-0.13%$325,735
HOME DEPOT INCHDConsumer Cyclical0.22%830--$292,609
SHOPIFY INCSHOPTechnology0.21%2,447+2,447+100.00%$279,399
S&P GLOBAL INCSPGIFinancial Services0.20%666--$271,235
PROCTER & GAMBLE COPGConsumer Defensive0.20%1,847+431+30.44%$270,738
FIDELITY COVINGTON TRUSTFMATOther0.20%4,615-214-4.43%$270,025
VISA INCVFinancial Services0.20%779+779+100.00%$267,468
UNION PAC CORPUNPIndustrials0.17%850--$231,200
QUALCOMM INCQCOMTechnology0.17%1,225+1,225+100.00%$226,451
INVESCO EXCHANGE TRADED FD TRSPHOther0.17%6,818+6,818+100.00%$226,291
ISHARES TRIYYOther0.16%1,193+1,193+100.00%$217,458
BANK OF AMER CORPBACFinancial Services0.16%3,773+3,773+100.00%$215,065
SELECT SECTOR SPDR TRXLUOther0.16%4,656--$211,103
VANGUARD INDEX FDSVUGOther0.15%2,424+2,424+100.00%$208,803
SCHWAB STRATEGIC TRSCHBOther0.15%6,953+6,953+100.00%$201,370