account_balance
Investment manager · 13F filer · SEC CIK 2051715
Sierra Ocean, LLC
Reported value$161Mas of Sep 30, 2026
Positions72 11 new, 11 sold out
Top 10 weight67.9%SPMO alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPMOInvesco Exch Traded Fd Tr II
11.1%Trimmed −11%
JCPBJ P Morgan Exchange Traded F
10.1%Added +39%
SPHQInvesco Exchange Traded Fd T
7.8%Trimmed −32%
AUSFGlobal X FDS
7.4%Added +33%
LVHILegg Mason ETF Invt
7.1%Trimmed −2%
HFSIHartford FDS Exchange Traded
6.2%New
SCHRSchwab Strategic Tr
6.2%New
DIVOAmplify ETF Tr
4.8%Added +26%
SCHDSchwab Strategic Tr
4.5%New
CGGOCapital Group GBL Growth Eqt
2.8%
AVUVAmerican Centy ETF Tr
2.8%New
AVEMAmerican Centy ETF Tr
2.4%New
SPMOInvesco Exch Traded Fd Tr II
11.1%Trimmed −11%
JCPBJ P Morgan Exchange Traded F
10.1%Added +39%
SPHQInvesco Exchange Traded Fd T
7.8%Trimmed −32%
AUSFGlobal X FDS
7.4%Added +33%
LVHILegg Mason ETF Invt
7.1%Trimmed −2%
HFSIHartford FDS Exchange Traded
6.2%
SCHRSchwab Strategic Tr
6.2%
DIVOAmplify ETF Tr
4.8%
SCHDSchwab Strategic Tr
4.5%
CGGO2.8%
AVUV2.8%
AVEM2.4%
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
SPMO Invesco Exch Traded Fd Tr II 11.1% Trimmed −11%
JCPB J P Morgan Exchange Traded F 10.1% Added +39%
SPHQ Invesco Exchange Traded Fd T 7.8% Trimmed −32%
AUSF Global X FDS 7.4% Added +33%
LVHI Legg Mason ETF Invt 7.1% Trimmed −2%
HFSI Hartford FDS Exchange Traded 6.2% New
SCHR Schwab Strategic Tr 6.2% New
DIVO Amplify ETF Tr 4.8% Added +26%
SCHD Schwab Strategic Tr 4.5% New
CGGO Capital Group GBL Growth Eqt 2.8% New
AVUV American Centy ETF Tr 2.8% New
AVEM American Centy ETF Tr 2.4% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- HFSI $10M
- SCHR $9.93M
- SCHD $7.31M
- CGGO $4.53M
arrow_upwardAdded
- HEFA +89%
- SMMU +40%
- JCPB +39%
- AUSF +33%
arrow_downwardTrimmed
- SCHE −73%
- HELO −40%
- SPHQ −32%
- BRK-B −23%
remove_circleSold out
- TLT $8.29M
- EMB $5.71M
- JEPI $3.77M
- DBEF $596K
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