January Capital Advisors

January Capital Advisors as of March 31, 2026

Portfolio Holdings for January Capital Advisors

January Capital Advisors holds 52 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
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 17.9 $13M 594k 22.34
Ea Series Trust Variant Percepti 10.7 $7.9M 329k 24.11
Doubleline Etf Trust Opportunistic Co (DBND) 9.4 $7.0M 153k 45.81
Alphabet Cap Stk Cl C (GOOG) 5.8 $4.3M 15k 286.86
World Gold Tr Spdr Gld Minis (GLDM) 5.1 $3.8M 41k 92.69
Select Sector Spdr Tr State Street Tec (XLK) 3.3 $2.4M 18k 132.90
Amgen (AMGN) 3.0 $2.3M 6.4k 351.85
Select Sector Spdr Tr State Street Ene (XLE) 3.0 $2.2M 36k 61.26
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.9 $2.2M 19k 116.29
Ishares Gold Tr Ishares New (IAU) 2.9 $2.2M 25k 88.16
Direxion Shares Etf Trust Daily S&p 500 Be (SPDN) 2.7 $2.0M 199k 9.95
Schwab Strategic Tr Fundamental Intl (FNDF) 2.5 $1.8M 37k 48.93
Select Sector Spdr Tr State Street Con (XLP) 2.1 $1.6M 19k 81.98
Waste Management (WM) 1.8 $1.4M 5.9k 229.79
Chevron Corporation (CVX) 1.6 $1.2M 5.6k 206.90
Select Sector Spdr Tr State Street Hea (XLV) 1.4 $1.0M 7.1k 146.61
Select Sector Spdr Tr State Street Con (XLY) 1.3 $975k 8.9k 108.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $951k 41k 23.22
Invesco Actively Managed Exc S&p500 Downsid (PHDG) 1.3 $935k 25k 37.79
Schwab Strategic Tr Fundamental Emer (FNDE) 1.2 $924k 24k 38.26
Select Sector Spdr Tr State Street Fin (XLF) 1.2 $911k 19k 49.37
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.1 $787k 19k 42.54
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.0 $764k 28k 27.15
Microsoft Corporation (MSFT) 1.0 $734k 2.0k 370.09
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.9 $686k 27k 25.20
Capital Group Dividend Growe Shs Etf (CGDG) 0.9 $672k 19k 35.90
Ishares Tr Calif Mun Bd Etf (CMF) 0.8 $571k 10k 56.86
Sandisk Corp (SNDK) 0.8 $566k 890.00 635.34
Alphabet Cap Stk Cl A (GOOGL) 0.7 $550k 1.9k 287.56
Select Sector Spdr Tr State Street Uti (XLU) 0.7 $539k 12k 45.89
Spdr Series Trust State Street Spd (QUS) 0.7 $506k 2.9k 171.63
Amazon (AMZN) 0.6 $445k 2.1k 208.27
Spdr Index Shs Fds State Street Spd (QEFA) 0.6 $443k 4.8k 93.27
Apple (AAPL) 0.5 $406k 1.6k 253.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $387k 3.1k 125.13
Tidal Trust I Unlimited Hfnd (HFND) 0.5 $383k 17k 23.21
eBay (EBAY) 0.5 $368k 4.0k 91.02
Ssga Active Etf Tr State Street Ult (ULST) 0.5 $361k 8.9k 40.50
Spdr Series Trust State Street Spd (SPSM) 0.4 $329k 6.8k 48.32
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.4 $314k 12k 27.23
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.4 $306k 12k 25.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $301k 939.00 320.81
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $294k 6.5k 45.17
Bank of America Corporation (BAC) 0.4 $292k 6.0k 48.75
Wal-Mart Stores (WMT) 0.4 $284k 2.3k 124.53
Capital Group International SHS (CGIC) 0.4 $265k 8.0k 33.11
Ishares Tr Esg Optimized (SUSA) 0.3 $259k 2.0k 132.10
Western Digital (WDC) 0.3 $241k 892.00 270.49
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $234k 359.00 651.89
Capital Group Core Balanced SHS (CGBL) 0.3 $225k 6.5k 34.41
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $224k 5.8k 38.44
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $219k 4.4k 50.34