Weaver Consulting Group
Q1 2026 13F Holdings
- Locationhuntington beach, CA
- Num holdings
275
- Value ($000)
$419,592
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0001780055
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ELEVATION SERIES TRUST | POLEN DIVIDEND I | 210322731 | $29M | 7 % | 778,869 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $19.13M | 5 % | 377,801 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $18.82M | 5 % | 98,114 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.47M | 3 % | 35,768 | ||
EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | $11.05M | 3 % | 95,044 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $9.73M | 2 % | 193,084 | ||
APPLE INC | COM | 037833100 | $9.68M | 2 % | 38,128 | ||
ISHARES TR | CORE 40/60 MODER | 464289875 | $8.36M | 2 % | 176,410 | ||
ANGEL OAK FUNDS TRUST | OAK ULTRASHORT | 03463K752 | $7.98M | 2 % | 156,273 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.79M | 2 % | 36,223 |
Rows Per Page
10
- 10
- 50
- 100