StoryOne LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO QQQ TR | $31.83M | 19.2% |
| VANGUARD INDEX FDS | $25.63M | 15.5% |
| ISHARES TR | $14.29M | 8.6% |
| SPDR DOW JONES INDL AVERAGE | $12.82M | 7.8% |
| ISHARES TR | $6.84M | 4.1% |
| VICTORY PORTFOLIOS II | $6.62M | 4.0% |
| ISHARES TR | $5.84M | 3.5% |
| NVIDIA Corp | $5.39M | 3.3% |
| Apple Inc. | $5.23M | 3.2% |
| MICROSOFT CORP | $5.10M | 3.1% |
| ISHARES TR | $3.46M | 2.1% |
| Alphabet Inc. | $3.16M | 1.9% |
| Meta Platforms Inc | $2.89M | 1.7% |
| VANGUARD TAX-MANAGED FDS | $2.62M | 1.6% |
| FIRST TR EXCHANGE-TRADED ALP | $2.28M | 1.4% |
| ADVANCED MICRO DEVICES INC | $2.17M | 1.3% |
| ISHARES TR | $1.96M | 1.2% |
| SPDR GOLD TR | $1.90M | 1.1% |
| Broadcom Inc. | $1.87M | 1.1% |
| Amazon.com Inc | $1.78M | 1.1% |
| Alphabet Inc. | $1.78M | 1.1% |
| Tesla Inc | $1.25M | 0.8% |
| ORACLE CORP | $1.09M | 0.7% |
| VANGUARD WORLD FD | $848.7K | 0.5% |
| VANGUARD INDEX FDS | $809.4K | 0.5% |
| JPMORGAN CHASE & CO | $778.2K | 0.5% |
| ELI LILLY & Co | $705.0K | 0.4% |
| VANGUARD INDEX FDS | $685.6K | 0.4% |
| ISHARES TR | $683.1K | 0.4% |
| Visa Inc | $638.6K | 0.4% |
| EXXON MOBIL CORP | $621.8K | 0.4% |
| Walmart Inc. | $598.8K | 0.4% |
| SCHWAB STRATEGIC TR | $583.2K | 0.4% |
| Warren E. Buffett | $547.4K | 0.3% |
| JOHNSON & JOHNSON | $533.9K | 0.3% |
| PALMER SQUARE CAPITAL BDC IN | $527.7K | 0.3% |
| ISHARES TR | $502.9K | 0.3% |
| ISHARES TR | $440.8K | 0.3% |
| CISCO SYSTEMS, INC. | $393.5K | 0.2% |
| AbbVie Inc. | $393.0K | 0.2% |
| GENERAL ELECTRIC CO | $375.2K | 0.2% |
| HOME DEPOT, INC. | $374.0K | 0.2% |
| WELLS FARGO & COMPANY/MN | $370.9K | 0.2% |
| FIDELITY WISE ORIGIN BITCOIN | $360.0K | 0.2% |
| NEXTERA ENERGY INC | $344.4K | 0.2% |
| Palantir Technologies Inc | $343.9K | 0.2% |
| AMPHENOL CORP /DE | $304.2K | 0.2% |
| SPDR INDEX SHS FDS | $278.2K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $268.5K | 0.2% |
| BANK OF AMERICA CORP /DE | $259.7K | 0.2% |