Auctus Advisors
Latest statistics and disclosures from Auctus Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PVAL, WINN, AAPL, WFC, JPST, and represent 89.46% of Auctus Advisors's stock portfolio.
- Added to shares of these 10 stocks: WFC, JPST, WINN, NKE, COF, SCHG, GOOG, CGUS, GLD, CGDV.
- Started 3 new stock positions in JPST, NKE, COF.
- Reduced shares in these 10 stocks: AAPL, PVAL, JPM, COST, AMZN, AVGO, CATX, IEFA, MSFT, OC.
- Auctus Advisors was a net buyer of stock by $2.0M.
- Auctus Advisors has $105M in assets under management (AUM), dropping by -2.85%.
- Central Index Key (CIK): 0002042516
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Portfolio Holdings for Auctus Advisors
Auctus Advisors holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 41.8 | $44M | 950k | 46.40 |
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| Harbor Etf Trust Long Term Grower (WINN) | 36.1 | $38M | +2% | 1.4M | 27.73 |
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| Apple (AAPL) | 9.2 | $9.7M | -10% | 38k | 253.79 |
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| Wells Fargo & Company (WFC) | 1.3 | $1.4M | +369% | 17k | 79.61 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $1.1M | NEW | 21k | 50.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $1.0M | 2.4k | 430.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $876k | +3% | 3.1k | 286.86 |
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| Colgate-Palmolive Company (CL) | 0.8 | $852k | 10k | 85.23 |
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| Microsoft Corporation (MSFT) | 0.8 | $848k | -4% | 2.3k | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $704k | 1.5k | 479.20 |
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| Nike CL B (NKE) | 0.6 | $639k | NEW | 12k | 52.82 |
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| NVIDIA Corporation (NVDA) | 0.5 | $541k | 3.1k | 174.40 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.5 | $510k | +2% | 13k | 38.42 |
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| Capital One Financial (COF) | 0.4 | $456k | NEW | 2.5k | 182.43 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $452k | +28% | 16k | 29.13 |
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| Owens Corning (OC) | 0.4 | $450k | -5% | 4.2k | 108.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $438k | -10% | 4.8k | 90.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $357k | 1.2k | 287.56 |
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| Broadcom (AVGO) | 0.3 | $356k | -17% | 1.2k | 309.51 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $344k | 8.1k | 42.54 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $343k | -40% | 1.2k | 294.16 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $293k | 11k | 25.64 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $289k | -7% | 1.0k | 287.18 |
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| Meta Platforms Cl A (META) | 0.3 | $286k | -6% | 499.00 | 572.13 |
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| Costco Wholesale Corporation (COST) | 0.3 | $284k | -35% | 285.00 | 996.43 |
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| Amazon (AMZN) | 0.2 | $247k | -29% | 1.2k | 208.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $243k | 3.6k | 67.53 |
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| HEICO Corporation (HEI) | 0.2 | $212k | 772.00 | 274.20 |
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| Perspective Therapeutics Com New (CATX) | 0.1 | $65k | -50% | 16k | 4.17 |
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Past Filings by Auctus Advisors
SEC 13F filings are viewable for Auctus Advisors going back to 2025
- Auctus Advisors 2026 Q1 filed April 24, 2026
- Auctus Advisors 2025 Q4 filed Jan. 14, 2026