—

Ted Buchan & Co

Q1 2026 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    88

  • Value ($000)

    $275,316

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002033413
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$27M
10 %

271,991

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$16.79M
6 %

172,884

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$16.24M
6 %

147,132

P
PRF

INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF
46137V613
$15.45M
6 %

325,039

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$13.37M
5 %

20,469

X
XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
81369Y506
$11.27M
4 %

183,958

U
UTES

ETFIS SER TR I

VIRTUS REAVES UT
26923G806
$10.7M
4 %

133,955

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$9.36M
3 %

105,489

C
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$9M
3 %

143,904

K
KMLM

KRANESHARES TRUST

MOUNT LUCAS ETF
500767652
$8.67M
3 %

307,401

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 88