account_balance
Investment manager · 13F filer · SEC CIK 1911497
Ulland Investment Advisors, LLC
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Reported value$142Mas of Sep 30, 2026
Positions234 13 new, 6 sold out
Top 10 weight47.8%NVDA alone is 8%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.3%
GOOGAlphabet Inc.
7.3%
METAMeta Platforms, Inc.
5.4%
QQQInvesco QQQ Trust ETF
4.9%
VRTVertiv Holdings Co
4.5%
AMZNAmazon.com Inc
3.8%
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF
3.7%Trimmed −3%
JEPIJ.P. Morgan Equity Premium Income ETF
3.6%
AXONAxon Enterprise, Inc.
3.3%Trimmed −2%
STIPiShares 0-5 Year TIPS Bond ETF
3.1%New
GOOGLAlphabet Inc.
3.1%
AAPLApple Inc.
3.0%
NVDANVIDIA Corp
8.3%
GOOGAlphabet Inc.
7.3%
METAMeta Platforms, Inc.
5.4%
QQQInvesco QQQ Trust ETF
4.9%
VRTVertiv Holdings Co
4.5%
AMZNAmazon.com Inc
3.8%
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF
3.7%
JEPIJ.P. Morgan Equity Premium Income ETF
3.6%
AXONAxon Enterprise, Inc.
3.3%
STIP
GOOGLAAPLBoxes 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 8.3% HeldGOOG Alphabet Inc. 7.3% HeldMETA Meta Platforms, Inc. 5.4% Held
QQQ Invesco QQQ Trust ETF 4.9% Held
VRT Vertiv Holdings Co 4.5% HeldAMZN Amazon.com Inc 3.8% HeldJEPQ J.P. Morgan Nasdaq Equity Premium Income ETF 3.7% Trimmed −3%
JEPI J.P. Morgan Equity Premium Income ETF 3.6% Held
AXON Axon Enterprise, Inc. 3.3% Trimmed −2%STIP iShares 0-5 Year TIPS Bond ETF 3.1% New
GOOGL Alphabet Inc. 3.1% HeldAAPL Apple Inc. 3.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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