EIGHT 31 FINANCIAL, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$177.4B

Holdings

74

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
AGGISHARES TR
235,154$23.6B13.29%
2
VOOVANGUARD INDEX FDS
21,520$13.2B7.43%
3
IBTKISHARES TR
490,080$9.7B5.49%
4
IBTIISHARES TR
404,376$9.1B5.10%
5
IBMSISHARES TR
411,717$9.0B5.10%
6
IBTHISHARES TR
339,612$7.6B4.31%
7
IBDSISHARES TR
314,213$7.6B4.31%
8
IBDTISHARES TR
299,222$7.6B4.30%
9
IBDVISHARES TR
344,137$7.6B4.30%
10
AORISHARES TR
107,940$6.9B3.92%
11
AAPLAPPLE INC
25,886$6.6B3.72%
12
IDEVISHARES TR
79,851$6.4B3.61%
13
XOMEXXON MOBIL CORP
55,310$6.2B3.52%
14
IUSBISHARES TR
129,647$6.1B3.41%
15
TFINTRIUMPH FINANCIAL INC
89,525$4.5B2.53%
16
IBDUISHARES TR
162,389$3.8B2.15%
17
MSFTMICROSOFT CORP
6,780$3.5B1.98%
18
HPKHIGHPEAK ENERGY INC
335,223$2.4B1.34%
19
IEMGISHARES INC
34,776$2.3B1.29%
20
IBHGISHARES TR
100,884$2.3B1.28%
21
IBHFISHARES TR
96,913$2.3B1.28%
22
NVDANVIDIA CORPORATION
11,188$2.1B1.18%
23
VNOMVIPER ENERGY INC
51,034$2.0B1.10%
24
IBTLISHARES TR
68,916$1.4B0.80%
25
EOGEOG RES INC
11,424$1.3B0.72%
26
CFRCULLEN FROST BANKERS INC
9,250$1.2B0.66%
27
IWFISHARES TR
2,308$1.1B0.61%
28
IAGGISHARES TR
19,997$1.0B0.58%
29
AOMISHARES TR
21,309$1.0B0.57%
30
EFAISHARES TR
9,351$873.1M0.49%
31
IWDISHARES TR
4,064$827.4M0.47%
32
ACWIISHARES TR
5,517$762.7M0.43%
33
FANGDIAMONDBACK ENERGY INC
5,224$747.6M0.42%
34
AMZNAMAZON COM INC
3,250$713.6M0.40%
35
IJHISHARES TR
10,839$707.4M0.40%
36
CVXCHEVRON CORP NEW
4,446$690.4M0.39%
37
METAMETA PLATFORMS INC
875$642.6M0.36%
38
KRPKIMBELL RTY PARTNERS LP
46,293$624.5M0.35%
39
WMTWALMART INC
6,000$618.4M0.35%
40
IWSISHARES TR
4,104$573.2M0.32%
41
AOAISHARES TR
6,128$540.1M0.30%
42
OXYOCCIDENTAL PETE CORP
11,273$532.7M0.30%
43
COPCONOCOPHILLIPS
5,573$527.2M0.30%
44
COSTCOSTCO WHSL CORP NEW
525$486.0M0.27%
45
GOOGLALPHABET INC
1,935$470.4M0.27%
46
SHELSHELL PLC
6,494$464.5M0.26%
47
NFLXNETFLIX INC
350$419.6M0.24%
48
ARCCARES CAPITAL CORP
20,405$416.5M0.23%
49
BLOKAMPLIFY ETF TR
5,547$371.9M0.21%
50
DVNDEVON ENERGY CORP NEW
10,270$360.1M0.20%
51
CRWDCROWDSTRIKE HLDGS INC
701$343.8M0.19%
52
OXLCOXFORD LANE CAP CORP
19,481$329.8M0.19%
53
BRK/BBERKSHIRE HATHAWAY INC DEL
636$319.7M0.18%
54
IJRISHARES TR
2,535$301.2M0.17%
55
TSLATESLA INC
675$300.2M0.17%
56
IWOISHARES TR
918$293.8M0.17%
57
IWNISHARES TR
1,611$284.8M0.16%
58
UBERUBER TECHNOLOGIES INC
2,750$269.4M0.15%
59
WMBWILLIAMS COS INC
4,247$269.1M0.15%
60
AVGOBROADCOM INC
780$257.3M0.15%
61
DMLPDORCHESTER MINERALS LP
9,767$252.9M0.14%
62
EPDENTERPRISE PRODS PARTNERS L
8,059$252.0M0.14%
63
NOWSERVICENOW INC
250$230.1M0.13%
64
DJTTRUMP MEDIA & TECHNOLOGY GRO
13,817$226.9M0.13%
65
AEMAGNICO EAGLE MINES LTD
1,300$219.1M0.12%
66
PBPROSPERITY BANCSHARES INC
3,301$219.0M0.12%
67
KOCOCA COLA CO
3,234$214.5M0.12%
68
PANWPALO ALTO NETWORKS INC
1,044$212.6M0.12%
69
VEAVANGUARD TAX-MANAGED FDS
3,427$205.3M0.12%
70
AGNCAGNC INVT CORP
16,107$157.7M0.09%
71
DYT1DYNEX CAP INC
11,859$145.7M0.08%
72
PTENPATTERSON-UTI ENERGY INC
24,821$128.6M0.07%
73
TCPCBLACKROCK TCP CAPITAL CORP
18,047$111.9M0.06%
74
BRSPBRIGHTSPIRE CAPITAL INC
15,200$82.5M0.05%