account_balance

Investment manager · 13F filer · SEC CIK 2149002

Gainline Financial Partners, LLC

Reported value$115Mas of Sep 30, 2026
Positions54 4 new, 6 sold out
Top 10 weight76.1%IVV alone is 18%
FiledOct 1515 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
IVV iShares Tr 18.4% Added +14%
FBND Fidelity Merrimack STR Tr 16.8% Added +16%
IWF iShares Tr 8.0% Held
AVEM American Centy ETF Tr 7.3% Added +17%
DBMF Im Global Partner Funds 6.7% Added +22%
IJH iShares Tr 5.9% Held
VONG Vanguard Scottsdale FDS 4.6% Added +8%
PHYL Pgim ETF Tr 3.5% Added +13%
SPY SPDR S&P 500 ETF Trust 2.6% Added +4%
VTV Vanguard Index FDS 2.2% Added +14%
VB Vanguard Index FDS 2.2% Trimmed −2%
IWD iShares Tr 1.4% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • JMUB $742K
  • QQQ $271K
  • JPIE $253K
  • AMGN $220K
arrow_upwardAdded
  • EEM +26%
  • FMUB +24%
  • DBMF +22%
  • BND +19%
arrow_downwardTrimmed
  • IJR −13%
  • GOOGL −10%
  • VO −8%
  • IWD −4%
remove_circleSold out
  • LRCX $762K
  • ICF $267K
  • WGMI $260K
  • HD $231K

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