account_balance
Investment manager · 13F filer · SEC CIK 2022866
Rockport Wealth LLC
Reported value$571Mas of Sep 30, 2026
Positions105 7 new, 12 sold out
Top 10 weight55.7%BUXX alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUXXEa Series Trust
12.9%Trimmed −2%
FDLFirst Tr Exchange-Traded Fd
7.9%Trimmed −6%
CIBRFirst Tr Exchange-Traded Fd
5.5%Trimmed −13%
AAPLApple Inc.
4.7%Trimmed −20%
XLVSelect Sector SPDR Tr
4.6%
SPDNDirexion Shares ETF Trust
4.5%New
RSPTInvesco Exchange Traded Fd T
4.2%Added +37%
GOOGLAlphabet Inc.
4.1%Trimmed −20%
XLPSelect Sector SPDR Tr
3.7%Added +6%
NVDANVIDIA Corp
3.5%Trimmed −21%
ISRGIntuitive Surgical Inc
3.1%Trimmed −18%
GVALCambria ETF Tr
2.8%Added +42%
BUXXEa Series Trust
12.9%Trimmed −2%
FDLFirst Tr Exchange-Traded Fd
7.9%−6%
CIBRFirst Tr Exchange-Traded Fd
5.5%−13%
AAPLApple Inc.
4.7%−20%
XLVSelect Sector SPDR Tr
4.6%
SPDNDirexion Shares ETF Trust
4.5%
RSPTInvesco Exchange Traded Fd T
4.2%
GOOGLAlphabet Inc.
4.1%
XLPSelect Sector SPDR Tr
3.7%
GVAL2.8%
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
BUXX Ea Series Trust 12.9% Trimmed −2%
FDL First Tr Exchange-Traded Fd 7.9% Trimmed −6%
CIBR First Tr Exchange-Traded Fd 5.5% Trimmed −13%
AAPL Apple Inc. 4.7% Trimmed −20%XLV Select Sector SPDR Tr 4.6% Held
SPDN Direxion Shares ETF Trust 4.5% New
RSPT Invesco Exchange Traded Fd T 4.2% Added +37%
GOOGL Alphabet Inc. 4.1% Trimmed −20%XLP Select Sector SPDR Tr 3.7% Added +6%
NVDA NVIDIA Corp 3.5% Trimmed −21%ISRG Intuitive Surgical Inc 3.1% Trimmed −18%GVAL Cambria ETF Tr 2.8% Added +42%
What changed
Biggest moves since Jun 30, 2026
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