High Falls Advisors, Inc Q4 2025 Filing

Filed February 18, 2026

Portfolio Value

$493.6M

Holdings

144

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
IUSBISHARES TR
949,545$44.2M8.95%
2
IVVISHARES TR
60,629$41.5M8.41%
3
IVEISHARES TR
166,772$35.4M7.16%
4
DYNFBLACKROCK ETF TRUST
567,822$34.5M6.99%
5
IVWISHARES TR
239,321$29.5M5.98%
6
IEMGISHARES INC
406,202$27.3M5.53%
7
OEFISHARES TR
74,369$25.5M5.17%
8
EFVISHARES TR
321,564$23.0M4.65%
9
TLHISHARES TR
172,268$17.5M3.55%
10
AAPLAPPLE INC
54,654$14.9M3.01%
11
QUALISHARES TR
73,422$14.6M2.95%
12
MBBISHARES TR
148,287$14.1M2.86%
13
THROBLACKROCK ETF TRUST
336,400$13.0M2.63%
14
BAIBLACKROCK ETF TRUST
386,610$12.9M2.61%
15
MTUMISHARES TR
49,463$12.4M2.51%
16
BINCBLACKROCK ETF TRUST II
196,352$10.4M2.10%
17
IAU*ISHARES GOLD TR
122,904$10.0M2.02%
18
IAGGISHARES TR
188,334$9.4M1.91%
19
MUBISHARES TR
66,390$7.1M1.44%
20
VTEBVANGUARD MUN BD FDS
124,241$6.2M1.27%
21
ITA*ISHARES TR
24,514$5.3M1.07%
22
NDQINVESCO QQQ TR
6,605$4.1M0.82%
23
EMBISHARES TR
39,852$3.8M0.78%
24
NVDANVIDIA CORPORATION
18,193$3.4M0.69%
25
MSFTMICROSOFT CORP
6,955$3.4M0.68%
26
CATCATERPILLAR INC
5,344$3.1M0.62%
27
SPYSPDR S&P 500 ETF TR
4,377$3.0M0.60%
28
ESGUISHARES TR
17,673$2.6M0.53%
29
VVISA INC
6,648$2.3M0.47%
30
IYWISHARES TR
9,487$1.9M0.38%
31
JPMJPMORGAN CHASE & CO.
5,827$1.9M0.38%
32
AQLTISHARES TR
78,546$1.8M0.37%
33
EFGISHARES TR
13,483$1.5M0.31%
34
SDYSPDR SERIES TRUST
10,499$1.5M0.30%
35
IWFISHARES TR
2,828$1.3M0.27%
36
HIMUBLACKROCK ETF TRUST II
25,728$1.3M0.25%
37
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,030$1.2M0.25%
38
SYSBISHARES TR
13,567$1.2M0.25%
39
MDYSPDR S&P MIDCAP 400 ETF TR
1,902$1.1M0.23%
40
IVLUISHARES TR
28,977$1.1M0.22%
41
XOMEXXON MOBIL CORP
8,253$993K0.20%
42
AOAISHARES TR
11,013$986K0.20%
43
AMZNAMAZON COM INC
4,213$972K0.20%
44
WMTWALMART INC
8,619$960K0.19%
45
IEVISHARES TR
13,426$921K0.19%
46
AVGOBROADCOM INC
2,651$917K0.19%
47
MUMICRON TECHNOLOGY INC
3,146$897K0.18%
48
AQLTISHARES TR
6,128$864K0.18%
49
USMVISHARES TR
9,112$858K0.17%
50
TLTISHARES TR
9,399$819K0.17%
51
AORISHARES TR
12,495$812K0.16%
52
EMXCISHARES INC
10,482$761K0.15%
53
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.15%
54
ORCLORACLE CORP
3,540$689K0.14%
55
LLYELI LILLY & CO
565$606K0.12%
56
VGTVANGUARD WORLD FD
800$603K0.12%
57
GLDMWORLD GOLD TR
6,968$594K0.12%
58
ARMARM HOLDINGS PLC
5,400$590K0.12%
59
ICVTISHARES TR
5,751$566K0.11%
60
PAYXPAYCHEX INC
4,951$555K0.11%
61
CGGRCAPITAL GROUP GROWTH ETF
12,440$553K0.11%
62
FSECFIDELITY MERRIMACK STR TR
12,305$543K0.11%
63
IGEBISHARES TR
11,242$513K0.10%
64
TSLATESLA INC
1,135$510K0.10%
65
LQDISHARES TR
4,624$509K0.10%
66
GLWCORNING INC
5,785$506K0.10%
67
QLTAISHARES TR
10,282$494K0.10%
68
IWDISHARES TR
2,321$488K0.10%
69
CGUSCAPITAL GROUP CORE EQUITY ET
11,926$479K0.10%
70
GQ9SPDR GOLD TR
1,206$477K0.10%
71
ACWXISHARES TR
7,101$476K0.10%
72
IGMISHARES TR
3,677$474K0.10%
73
ITOTISHARES TR
3,091$459K0.09%
74
IJHISHARES TR
6,965$459K0.09%
75
DGROISHARES TR
6,599$458K0.09%
76
FDEVFIDELITY COVINGTON TRUST
13,185$456K0.09%
77
IUSGISHARES TR
2,681$450K0.09%
78
GOOGALPHABET INC
1,365$428K0.09%
79
SPYMSPDR SERIES TRUST
5,179$415K0.08%
80
GOOGLALPHABET INC
1,321$413K0.08%
81
DMAXISHARES TR
14,863$396K0.08%
82
IXNISHARES TR
3,746$393K0.08%
83
IEFISHARES TR
4,062$390K0.08%
84
INTUINTUIT
571$378K0.08%
85
FIVAFIDELITY COVINGTON TRUST
10,958$375K0.08%
86
FDRRFIDELITY COVINGTON TRUST
6,077$370K0.07%
87
CLOABLACKROCK ETF TRUST II
7,113$368K0.07%
88
CGDGCAPITAL GROUP DIVIDEND VALUE
8,232$359K0.07%
89
FDMOFIDELITY COVINGTON TRUST
4,242$356K0.07%
90
CGBLCAPITAL GROUP CORE BALANCED
10,064$355K0.07%
91
IWOISHARES TR
1,071$346K0.07%
92
IWBISHARES TR
923$344K0.07%
93
IWPISHARES TR
2,480$339K0.07%
94
LMTLOCKHEED MARTIN CORP
702$339K0.07%
95
FBNDFIDELITY MERRIMACK STR TR
7,344$338K0.07%
96
VVVANGUARD INDEX FDS
1,073$337K0.07%
97
RSPINVESCO EXCHANGE TRADED FD T
1,757$336K0.07%
98
IJRISHARES TR
2,787$334K0.07%
99
IBHFISHARES TR
14,462$333K0.07%
100
FCORFIDELITY MERRIMACK STR TR
6,960$332K0.07%
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