account_balance

Investment manager · 13F filer · SEC CIK 1697882

Flaharty Asset Management, LLC

Reported value$17.9Mas of Sep 30, 2026
Positions37 0 new, 15 sold out
Top 10 weight47.1%MINT alone is 10%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MINT Pimco ETF Tr 9.9% Trimmed −61%
JPST J P Morgan Exchange Traded F 5.8% Trimmed −52%
TDIV First Tr Exchange Traded Fd 5.5% Trimmed −62%
PFM Invesco Exchange Traded Fd T 4.9% Trimmed −66%
IWD iShares Tr 4.4% Trimmed −65%
SDY SPDR Series Trust 3.6% Trimmed −74%
FTSL First Tr Exchange-Traded Fd 3.4% Trimmed −79%
FTGC First Tr Exchange Trad Fd Vi 3.4% Trimmed −76%
XLF Select Sector SPDR Tr 3.2% Trimmed −77%
XCEM Columbia ETF Tr II 3.2% Trimmed −79%
TVAL T Rowe Price Exchange-Traded 3.2% Trimmed −68%
IWF iShares Tr 3.0% Trimmed −73%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 8, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed
  • JAAA −85%
  • JSI −85%
  • FLGV −85%
  • SKYY −82%
remove_circleSold out
  • EMBD $1.36M
  • RPV $623K
  • SPY $616K
  • QQQ $611K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist