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GTS FINANCIAL, LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-19
Market Value
$126M
Holdings
43
New Purchases
43
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
69.5%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $2M 1.7%
Large Cap 14 $65M 51.5%
Mid Cap 3 $7M 5.3%
Small Cap 9 $22M 17.7%
Micro Cap 14 $30M 23.8%

Portfolio Analytics

Avg Market Cap
$76.6B
Median Market Cap
$1.4B
Avg P/E
26.1
Median P/E
26.1
Avg Dividend Yield
0.00%
Avg Beta
0.66
# Stocks
2
# ETFs / Funds
41

Top Holdings (43 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 17.89% 343,400 $23M $65.76
2 SGOV 11.47% 143,897 $14M $100.67
3 FTRB 9.94% 500,936 $13M $25.05
4 BINC 7.33% 176,774 $9M $52.38
5 IWX 4.52% 69,506 $6M $82.18
6 IJUL 4.28% 185,528 $5M $29.12
7 PDEC 3.79% 127,194 $5M $37.60
8 AZBA 3.57% 140,527 $5M $32.09
9 FLCC 3.54% 165,487 $4M $26.98
10 DYNF 3.15% 81,481 $4M $48.76
11 OEF 2.91% 13,588 $4M $270.83
12 MBB 2.61% 35,156 $3M $93.78
13 BFEB 2.47% 74,958 $3M $41.53
14 BDEC 2.29% 69,114 $3M $41.86
15 USFR 1.69% 42,372 $2M $50.33
16 AZBL 1.63% 59,754 $2M $34.47
17 SIXO 1.60% 64,024 $2M $31.58
18 VEU 1.54% 32,004 $2M $60.66
19 QUAL 1.46% 10,784 $2M $170.89
20 AUGW 1.33% 58,196 $2M $28.82
21 PSC 1.21% 31,511 $2M $48.56
22 MAYW 1.16% 47,829 $1M $30.64
23 PAUG 1.06% 35,480 $1M $37.78
24 LLY 0.68% 1,045 $863K $826.28
25 BALT 0.62% 24,831 $779K $31.38
26 AZBJ 0.60% 22,836 $758K $33.21
27 VTI 0.60% 2,744 $754K $274.81
28 ESGU 0.59% 6,074 $741K $121.92
29 SUSL 0.56% 7,426 $711K $95.81
30 MARW 0.51% 20,628 $639K $30.99
31 BRK-B 0.45% 1,064 $567K $532.58
32 USXF 0.35% 9,521 $444K $46.67
33 PJAN 0.35% 10,656 $442K $41.47
34 AZBO 0.35% 12,486 $439K $35.12
35 AVSD 0.28% 5,827 $350K $59.98
36 DFAC 0.27% 10,386 $343K $32.99
37 LCTU 0.25% 5,178 $314K $60.61
38 IGSB 0.22% 5,209 $273K $52.37
39 SCHI 0.19% 10,835 $243K $22.46
40 EMXC 0.18% 4,119 $227K $55.09
41 DSI 0.18% 2,205 $226K $102.41
42 BAUG 0.17% 5,056 $215K $42.45
43 SUSC 0.17% 9,216 $213K $23.06

New Positions

SymbolValue% Port
SPLG $23M 17.89%
SGOV $14M 11.47%
FTRB $13M 9.94%
BINC $9M 7.33%
IWX $6M 4.52%
IJUL $5M 4.28%
PDEC $5M 3.79%
AZBA $5M 3.57%
FLCC $4M 3.54%
DYNF $4M 3.15%
OEF $4M 2.91%
MBB $3M 2.61%
BFEB $3M 2.47%
BDEC $3M 2.29%
USFR $2M 1.69%
View SEC EDGAR Filings for GTS FINANCIAL, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms