EdgeRock Capital LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$316.1B

Holdings

109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
FELCFIDELITY COVINGTON TRUST
1,887,103$65.1B20.61%
2
QQQMINVESCO EXCH TRADED FD TR II
90,112$20.5B6.48%
3
VTVVANGUARD INDEX FDS
104,442$18.5B5.85%
4
FBNDFIDELITY MERRIMACK STR TR
385,144$17.6B5.58%
5
UCONFIRST TR EXCHNG TRADED FD VI
656,393$16.3B5.17%
6
JIREJ P MORGAN EXCHANGE TRADED F
185,366$13.1B4.15%
7
FTLSFIRST TR EXCH TRADED FD III
184,682$12.3B3.88%
8
QUALISHARES TR
65,335$12.0B3.78%
9
VOOVANGUARD INDEX FDS
19,085$10.8B3.43%
10
IVVISHARES TR
15,926$9.9B3.13%
11
ACIOETF SER SOLUTIONS
174,659$7.2B2.29%
12
LMBSFIRST TR EXCHANGE-TRADED FD
137,391$6.8B2.14%
13
FTSMFIRST TR EXCHANGE-TRADED FD
109,713$6.6B2.08%
14
NVDANVIDIA CORPORATION
41,590$6.6B2.08%
15
AAPLAPPLE INC
31,765$6.5B2.06%
16
NDQINVESCO QQQ TR
11,772$6.5B2.05%
17
DRSKETF SER SOLUTIONS
212,099$6.1B1.93%
18
VTIVANGUARD INDEX FDS
17,060$5.2B1.64%
19
MSFTMICROSOFT CORP
9,530$4.7B1.50%
20
FMBFIRST TR EXCH TRADED FD III
66,717$3.3B1.05%
21
TBLLINVESCO EXCH TRADED FD TR II
26,083$2.8B0.87%
22
AMZNAMAZON COM INC
12,302$2.7B0.85%
23
SPYSPDR S&P 500 ETF TR
3,874$2.4B0.76%
24
RDVYFIRST TR EXCHANGE TRADED FD
35,937$2.2B0.71%
25
LMTLOCKHEED MARTIN CORP
4,570$2.1B0.67%
26
GOOGLALPHABET INC
10,780$1.9B0.60%
27
METAMETA PLATFORMS INC
2,514$1.9B0.59%
28
JAAAJANUS DETROIT STR TR
32,807$1.7B0.53%
29
SMIGETF SER SOLUTIONS
54,008$1.6B0.49%
30
AVGOBROADCOM INC
5,131$1.4B0.45%
31
TSLATESLA INC
4,170$1.3B0.42%
32
VRTVERTIV HOLDINGS CO
10,009$1.3B0.41%
33
FOURSHIFT4 PMTS INC
12,498$1.2B0.39%
34
RTXRTX CORPORATION
7,261$1.1B0.34%
35
PGRPROGRESSIVE CORP
3,886$1.0B0.33%
36
CCOCAMECO CORP
13,828$1.0B0.32%
37
JPMJPMORGAN CHASE & CO.
3,411$989.6M0.31%
38
COSTCOSTCO WHSL CORP NEW
987$975.9M0.31%
39
WMTWALMART INC
9,220$902.9M0.29%
40
CRWDCROWDSTRIKE HLDGS INC
1,730$881.1M0.28%
41
VIGVANGUARD SPECIALIZED FUNDS
4,271$874.3M0.28%
42
BRK/BBERKSHIRE HATHAWAY INC DEL
1,795$869.6M0.28%
43
IWFISHARES TR
1,952$828.8M0.26%
44
IJRISHARES TR
7,448$814.0M0.26%
45
UNHUNITEDHEALTH GROUP INC
2,474$780.2M0.25%
46
USMVISHARES TR
7,846$736.5M0.23%
47
BUFDFIRST TR EXCHNG TRADED FD VI
27,524$731.0M0.23%
48
HDHOME DEPOT INC
1,961$721.0M0.23%
49
LLYELI LILLY & CO
917$714.3M0.23%
50
VVISA INC
2,016$711.4M0.23%
51
HDSNHUDSON TECHNOLOGIES INC
85,297$692.6M0.22%
52
PLTRPALANTIR TECHNOLOGIES INC
4,989$680.4M0.22%
53
NFLXNETFLIX INC
491$657.5M0.21%
54
BUFRFIRST TR EXCHNG TRADED FD VI
20,510$652.2M0.21%
55
DPZDOMINOS PIZZA INC
1,398$629.5M0.20%
56
GOOGALPHABET INC
3,448$611.5M0.19%
57
PSNPARSONS CORP DEL
8,490$609.3M0.19%
58
VXUSVANGUARD STAR FDS
8,267$571.2M0.18%
59
VNLAJANUS DETROIT STR TR
11,421$561.9M0.18%
60
PGPROCTER AND GAMBLE CO
3,449$543.6M0.17%
61
GTLSCHART INDS INC
3,154$519.3M0.16%
62
MAMASTERCARD INCORPORATED
910$507.0M0.16%
63
XOMEXXON MOBIL CORP
4,682$506.9M0.16%
64
CSCOCISCO SYS INC
6,722$466.4M0.15%
65
CMICUMMINS INC
1,388$454.6M0.14%
66
JNJJOHNSON & JOHNSON
2,712$421.2M0.13%
67
ARKFARK ETF TR
8,348$419.4M0.13%
68
ORCLORACLE CORP
1,873$409.7M0.13%
69
ABBVABBVIE INC
2,154$398.7M0.13%
70
CGCARLYLE GROUP INC
7,527$386.9M0.12%
71
TTANSERVICETITAN INC
3,572$382.8M0.12%
72
HIIHUNTINGTON INGALLS INDS INC
1,509$364.4M0.12%
73
UNPUNION PAC CORP
1,580$363.6M0.12%
74
ACGLARCH CAP GROUP LTD
3,805$345.4M0.11%
75
BACBANK AMERICA CORP
7,123$337.6M0.11%
76
PCYOPURE CYCLE CORP
31,333$335.9M0.11%
77
WFCWELLS FARGO CO NEW
4,083$327.3M0.10%
78
ABTABBOTT LABS
2,345$319.4M0.10%
79
BILSPDR SERIES TRUST
3,473$318.6M0.10%
80
ISRGINTUITIVE SURGICAL INC
574$310.7M0.10%
81
CRMSALESFORCE INC
1,126$307.7M0.10%
82
SHYISHARES TR
3,614$299.5M0.09%
83
IBMINTERNATIONAL BUSINESS MACHS
987$291.3M0.09%
84
FIXDFIRST TR EXCHNG TRADED FD VI
6,587$289.1M0.09%
85
OMFLINVESCO EXCH TRD SLF IDX FD
4,955$286.3M0.09%
86
IWDISHARES TR
1,460$283.6M0.09%
87
APPAPPLOVIN CORP
791$275.9M0.09%
88
GSIEGOLDMAN SACHS ETF TR
6,946$275.5M0.09%
89
AMATAPPLIED MATLS INC
1,468$268.8M0.09%
90
MCDMCDONALDS CORP
917$265.4M0.08%
91
SHVISHARES TR
2,387$263.7M0.08%
92
KOCOCA COLA CO
3,643$259.1M0.08%
93
4I1PHILIP MORRIS INTL INC
1,404$256.1M0.08%
94
AMDADVANCED MICRO DEVICES INC
1,798$255.1M0.08%
95
GSGOLDMAN SACHS GROUP INC
357$252.9M0.08%
96
SMHVANECK ETF TRUST
896$250.1M0.08%
97
APHAMPHENOL CORP NEW
2,497$246.6M0.08%
98
DGRWWISDOMTREE TR
2,926$245.0M0.08%
99
BABOEING CO
1,142$239.3M0.08%
100
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,000$226.7M0.07%
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