EIGHT 31 FINANCIAL, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$182.3B

Holdings

70

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (70 positions)

#StockSharesValue% PortfolioType
1
AGGISHARES TR
242,599$24.2B13.29%
2
VOOVANGUARD INDEX FDS
21,644$13.6B7.44%
3
IBTKISHARES TR
510,993$10.1B5.56%
4
IBTIISHARES TR
424,922$9.5B5.21%
5
IBMSISHARES TR
432,713$9.5B5.21%
6
IBTHISHARES TR
364,303$8.2B4.49%
7
IBDSISHARES TR
337,111$8.2B4.49%
8
IBDTISHARES TR
321,261$8.2B4.48%
9
IBDVISHARES TR
369,742$8.2B4.47%
10
AORISHARES TR
109,553$7.1B3.91%
11
AAPLAPPLE INC
25,886$7.0B3.86%
12
XOMEXXON MOBIL CORP
55,324$6.7B3.65%
13
IDEVISHARES TR
78,858$6.5B3.57%
14
IUSBISHARES TR
130,882$6.1B3.34%
15
TFINTRIUMPH FINANCIAL INC
89,525$5.6B3.07%
16
IBDUISHARES TR
174,442$4.1B2.24%
17
MSFTMICROSOFT CORP
6,789$3.3B1.80%
18
IBHGISHARES TR
106,201$2.4B1.30%
19
IBHFISHARES TR
102,194$2.4B1.29%
20
IEMGISHARES INC
35,007$2.4B1.29%
21
NVDANVIDIA CORPORATION
11,188$2.1B1.14%
22
VNOMVIPER ENERGY INC
51,087$2.0B1.08%
23
HPKHIGHPEAK ENERGY INC
335,223$1.6B0.87%
24
IBTLISHARES TR
64,218$1.3B0.72%
25
EOGEOG RES INC
11,424$1.2B0.66%
26
CFRCULLEN FROST BANKERS INC
9,250$1.2B0.64%
27
IAGGISHARES TR
20,437$1.0B0.56%
28
IWFISHARES TR
2,127$1.0B0.55%
29
AOMISHARES TR
20,886$996.0M0.55%
30
IWDISHARES TR
4,077$857.0M0.47%
31
ACWIISHARES TR
5,942$840.0M0.46%
32
EFAISHARES TR
8,307$797.0M0.44%
33
FANGDIAMONDBACK ENERGY INC
5,224$785.0M0.43%
34
AMZNAMAZON COM INC
3,250$750.0M0.41%
35
IJHISHARES TR
10,940$722.0M0.40%
36
CVXCHEVRON CORP NEW
4,411$672.0M0.37%
37
WMTWALMART INC
6,000$668.0M0.37%
38
GOOGLALPHABET INC
1,935$605.0M0.33%
39
IWSISHARES TR
4,261$601.0M0.33%
40
METAMETA PLATFORMS INC
875$577.0M0.32%
41
AOAISHARES TR
6,188$554.0M0.30%
42
COPCONOCOPHILLIPS
5,581$522.0M0.29%
43
SHELSHELL PLC
6,558$481.0M0.26%
44
OXYOCCIDENTAL PETE CORP
11,278$463.0M0.25%
45
COSTCOSTCO WHSL CORP NEW
525$452.0M0.25%
46
ARCCARES CAPITAL CORP
20,887$422.0M0.23%
47
DVNDEVON ENERGY CORP NEW
10,071$368.0M0.20%
48
NFLXNETFLIX INC
3,500$328.0M0.18%
49
CRWDCROWDSTRIKE HLDGS INC
701$328.0M0.18%
50
SPYSPDR S&P 500 ETF TR
474$323.0M0.18%
51
BRK/BBERKSHIRE HATHAWAY INC DEL
636$319.0M0.17%
52
BLOKAMPLIFY ETF TR
5,547$315.0M0.17%
53
IJRISHARES TR
2,593$311.0M0.17%
54
OXLCOXFORD LANE CAP CORP
21,069$308.0M0.17%
55
TSLATESLA INC
675$303.0M0.17%
56
IWNISHARES TR
1,667$302.0M0.17%
57
KRPKIMBELL RTY PARTNERS LP
25,400$298.0M0.16%
58
IWOISHARES TR
902$291.0M0.16%
59
AVGOBROADCOM INC
780$269.0M0.15%
60
EPDENTERPRISE PRODS PARTNERS L
8,059$258.0M0.14%
61
KOCOCA COLA CO
3,234$226.0M0.12%
62
UBERUBER TECHNOLOGIES INC
2,750$224.0M0.12%
63
AEMAGNICO EAGLE MINES LTD
1,300$220.0M0.12%
64
VEAVANGUARD TAX-MANAGED FDS
3,457$215.0M0.12%
65
DJTTRUMP MEDIA & TECHNOLOGY GRO
13,817$182.0M0.10%
66
AGNCAGNC INVT CORP
16,676$178.0M0.10%
67
DYT1DYNEX CAP INC
12,158$170.0M0.09%
68
PTENPATTERSON-UTI ENERGY INC
25,131$153.0M0.08%
69
TCPCBLACKROCK TCP CAPITAL CORP
18,888$103.0M0.06%
70
BRSPBRIGHTSPIRE CAPITAL INC
15,200$85.0M0.05%