account_balance
Investment manager · 13F filer · SEC CIK 1770994
Occidental Asset Management, LLC
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Reported value$1.16Bas of Sep 30, 2026
Positions376 69 new, 18 sold out
Top 10 weight35.8%NVDA alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.3%Added +58%
AAPLApple Inc.
6.6%Added +25%
MSFTMicrosoft Corp
4.1%Added +8%
SPIBSPDR Series Trust
2.5%Added +8%
FLOTiShares Tr
2.4%Added +4%
SPSBSPDR Series Trust
2.4%Added +8%
GOOGAlphabet Inc.
2.0%Added +7%
SGOViShares Tr
2.0%Added +16%
BNDCFlexshares Tr
1.8%Added +9%
FBNDFidelity Merrimack STR Tr
1.8%
DELLDell Technologies Inc.
1.7%
METAMeta Platforms, Inc.
1.6%
NVDANVIDIA Corp
10.3%Added +58%
AAPLApple Inc.
6.6%+25%
MSFTMicrosoft Corp
4.1%
SPIBSPDR Series Trust
2.5%
FLOT2.4%
SPSB2.4%
GOOGAlphabet Inc.
2.0%
SGOViShares Tr
2.0%
BNDC1.8%
FBND1.8%
DELL1.7%META1.6%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
NVDA NVIDIA Corp 10.3% Added +58%AAPL Apple Inc. 6.6% Added +25%MSFT Microsoft Corp 4.1% Added +8%
SPIB SPDR Series Trust 2.5% Added +8%
FLOT iShares Tr 2.4% Added +4%
SPSB SPDR Series Trust 2.4% Added +8%
GOOG Alphabet Inc. 2.0% Added +7%SGOV iShares Tr 2.0% Added +16%
BNDC Flexshares Tr 1.8% Added +9%
FBND Fidelity Merrimack STR Tr 1.8% Added +9%
DELL Dell Technologies Inc. 1.7% Trimmed −4%META Meta Platforms, Inc. 1.6% Added +8%What changed
Biggest moves since Jun 30, 2026
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