account_balance

Investment manager · 13F filer · SEC CIK 1962615

Trifecta Capital Advisors, LLC

Reported value$808Mas of Sep 30, 2026
Positions315 6 new, 184 sold out
Top 10 weight45.3%QQQ alone is 8%
FiledOct 2121 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
QQQ Invesco QQQ Tr 7.5% Held
NVDA NVIDIA Corp 6.9% HeldAAPL Apple Inc. 5.1% HeldMSFT Microsoft Corp 4.6% HeldAMZN Amazon.com Inc 4.1% HeldLLY ELI Lilly & Co 3.7% Held
IJR iShares Tr 3.5% Held
PANW Palo Alto Networks Inc 3.4% HeldGOOG Alphabet Inc. 3.2% HeldCRWD CrowdStrike Holdings, Inc. 3.2% Held
IJH iShares Tr 3.0% Added +3%
IVV iShares Tr 2.6% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

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