Ranch Capital Advisors Inc.

Q3 2025 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    151

  • Value ($000)

    $258,349

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001793269
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$15.40M
6 %

167,851

A
AAPL

APPLE INC

COM
$10.70M
4 %

42,024

N
NVDA

NVIDIA CORPORATION

COM
$9.83M
4 %

52,700

M
MSFT

MICROSOFT CORP

COM
$9.07M
4 %

17,505

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$8.24M
3 %

38,063

A
AVGO

BROADCOM INC

COM
$7.99M
3 %

24,222

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$7.78M
3 %

55,199

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$6.28M
2 %

104,695

J
JPM

JPMORGAN CHASE & CO.

COM
$5.13M
2 %

16,273

T
TLH

ISHARES TR

10-20 YR TRS ETF
$5.01M
2 %

48,669

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