account_balance
Investment manager · 13F filer · SEC CIK 1722512
Trilogy Capital Inc.
Reported value$2.59Bas of Sep 30, 2026
Positions401 24 new, 23 sold out
Top 10 weight40.2%VTI alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
10.3%Added +3%
QQQInvesco QQQ Tr
4.6%
DLNWisdomtree Tr
4.5%
IVViShares Tr
4.5%
SMTHAlps ETF Tr
4.3%Added +8%
VEAVanguard Tax-Managed FDS
2.9%
EMMFWisdomtree Tr
2.7%Added +2%
BNDVanguard Bd Index FDS
2.6%Added +19%
IJHiShares Tr
1.9%+4%
SPMOInvesco Exch Traded Fd Tr II
1.9%+145%
XLFSelect Sector SPDR Tr
1.7%
IJRiShares Tr
1.6%−9%
VTIVanguard Index FDS
10.3%Added +3%
QQQInvesco QQQ Tr
4.6%
DLNWisdomtree Tr
4.5%
IVViShares Tr
4.5%
SMTHAlps ETF Tr
4.3%Added +8%
VEAVanguard Tax-Managed FDS
2.9%
EMMFWisdomtree Tr
2.7%
BNDVanguard Bd Index FDS
2.6%
IJH1.9%
SPMO
XLF1.7%
IJR1.6%
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
VTI Vanguard Index FDS 10.3% Added +3%
QQQ Invesco QQQ Tr 4.6% Held
DLN Wisdomtree Tr 4.5% Held
IVV iShares Tr 4.5% Held
SMTH Alps ETF Tr 4.3% Added +8%
VEA Vanguard Tax-Managed FDS 2.9% Held
EMMF Wisdomtree Tr 2.7% Added +2%
BND Vanguard Bd Index FDS 2.6% Added +19%
IJH iShares Tr 1.9% Added +4%
SPMO Invesco Exch Traded Fd Tr II 1.9% Added +145%
XLF Select Sector SPDR Tr 1.7% Held
IJR iShares Tr 1.6% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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