Kraft, Davis & Associates, LLC Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$446.2M

Holdings

151

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
1
SMHVANECK ETF TRUST
79,271$31.0M6.95%
2
VTIVANGUARD INDEX FDS
74,199$25.4M5.69%
3
IVVISHARES TR
32,158$22.4M5.02%
4
FTECFIDELITY COVINGTON TRUST
81,384$18.5M4.16%
5
VIGVANGUARD SPECIALIZED FUNDS
71,669$16.1M3.61%
6
VUGVANGUARD INDEX FDS
30,447$14.9M3.35%
7
QTECFIRST TR EXCHANGE-TRADED FD
61,707$14.8M3.31%
8
QUALISHARES TR
70,607$14.4M3.22%
9
DFUSDIMENSIONAL ETF TRUST
171,938$13.0M2.91%
10
NEARISHARES U S ETF TR
252,831$12.9M2.90%
11
SPSBSPDR SERIES TRUST
405,520$12.3M2.75%
12
VYMIVANGUARD WHITEHALL FDS
131,210$12.0M2.70%
13
RWLINVESCO EXCH TRADED FD TR II
98,730$11.6M2.61%
14
UTESETFIS SER TR I
133,121$10.6M2.37%
15
VEAVANGUARD TAX-MANAGED FDS
162,567$10.5M2.35%
16
VEUVANGUARD INTL EQUITY INDEX F
122,107$9.3M2.09%
17
EVMOMORGAN STANLEY ETF TRUST
180,528$9.2M2.06%
18
FLDRFIDELITY MERRIMACK STR TR
173,373$8.7M1.95%
19
GLDMWORLD GOLD TR
94,685$8.6M1.93%
20
NOBLPROSHARES TR
79,293$8.6M1.92%
21
COWZPACER FDS TR
118,412$7.3M1.64%
22
IVWISHARES TR
57,320$7.2M1.60%
23
SPYSPDR S&P 500 ETF TR
9,243$6.4M1.44%
24
NVDANVIDIA CORPORATION
34,420$6.4M1.43%
25
VCSHVANGUARD SCOTTSDALE FDS
76,141$6.1M1.36%
26
DGRWWISDOMTREE TR
65,189$5.9M1.33%
27
EMXCISHARES INC
77,177$5.9M1.32%
28
USIGISHARES TR
99,525$5.2M1.16%
29
FVDFIRST TR EXCHANGE-TRADED FD
99,367$4.7M1.04%
30
NLRVANECK ETF TRUST
28,060$4.0M0.89%
31
TBILRBB FD INC
70,228$3.5M0.79%
32
NDQINVESCO QQQ TR
5,266$3.3M0.74%
33
GPIQGOLDMAN SACHS ETF TR
60,689$3.2M0.73%
34
DFIVDIMENSIONAL ETF TRUST
61,390$3.1M0.70%
35
LITGLOBAL X FDS
44,148$3.1M0.70%
36
VTVVANGUARD INDEX FDS
14,486$2.8M0.64%
37
IQLTISHARES TR
59,174$2.8M0.62%
38
FDNFIRST TR EXCHANGE-TRADED FD
9,801$2.6M0.59%
39
GOOGLALPHABET INC
7,750$2.6M0.58%
40
MSFTMICROSOFT CORP
5,172$2.4M0.55%
41
UTWORBB FD INC
47,021$2.3M0.51%
42
IGROISHARES TR
25,887$2.2M0.49%
43
PSCPRINCIPAL EXCHANGE TRADED FD
36,007$2.2M0.49%
44
ITA*ISHARES TR
9,011$2.1M0.48%
45
GQ9SPDR GOLD TR
4,955$2.1M0.47%
46
ILDRFIRST TR EXCHNG TRADED FD VI
60,709$2.1M0.46%
47
AMZNAMAZON COM INC
8,208$2.0M0.45%
48
GOOGALPHABET INC
5,845$2.0M0.44%
49
FSSLFS SPECIALTY LENDING FD
129,474$1.8M0.41%
50
ITBISHARES TR
15,917$1.7M0.39%
51
SFLRINNOVATOR ETFS TRUST
43,610$1.6M0.36%
52
SPMDSPDR SERIES TRUST
26,153$1.6M0.36%
53
XLISELECT SECTOR SPDR TR
8,782$1.4M0.32%
54
AAPLAPPLE INC
5,267$1.4M0.31%
55
SPDWSPDR INDEX SHS FDS
29,389$1.3M0.30%
56
LVLNSPDR SERIES TRUST
19,228$1.3M0.29%
57
VONGVANGUARD SCOTTSDALE FDS
9,747$1.2M0.27%
58
METAMETA PLATFORMS INC
1,845$1.2M0.26%
59
TSLATESLA INC
2,574$1.1M0.26%
60
FXIISHARES TR
26,987$1.1M0.24%
61
SCHDSCHWAB STRATEGIC TR
31,862$911K0.20%
62
MAMASTERCARD INCORPORATED
1,590$868K0.19%
63
FPXFIRST TR EXCHANGE-TRADED FD
4,658$790K0.18%
64
WMTWALMART INC
6,502$782K0.18%
65
XNTKSPDR SERIES TRUST
2,714$780K0.17%
66
VUSBVANGUARD BD INDEX FDS
15,545$775K0.17%
67
VIGIVANGUARD WHITEHALL FDS
7,964$741K0.17%
68
XLRESELECT SECTOR SPDR TR
16,921$692K0.16%
69
XLYSELECT SECTOR SPDR TR
5,482$680K0.15%
70
CITCINTAS CORP
3,432$661K0.15%
71
KLACKLA CORP
458$659K0.15%
72
SUSAISHARES TR
4,591$651K0.15%
73
USMCPRINCIPAL EXCHANGE TRADED FD
9,241$633K0.14%
74
MOATVANECK ETF TRUST
5,910$631K0.14%
75
PANWPALO ALTO NETWORKS INC
3,282$626K0.14%
76
QQQMINVESCO EXCH TRADED FD TR II
2,406$620K0.14%
77
IJSISHARES TR
5,035$603K0.14%
78
AVGOBROADCOM INC
1,686$597K0.13%
79
XOMEXXON MOBIL CORP
4,700$594K0.13%
80
DGROISHARES TR
8,337$591K0.13%
81
FTCSFIRST TR EXCHANGE-TRADED FD
6,160$586K0.13%
82
SGOLETFS GOLD TR
13,197$576K0.13%
83
BARGRANITESHARES GOLD TR
12,767$576K0.13%
84
VOOVANGUARD INDEX FDS
875$558K0.13%
85
PPAINVESCO EXCHANGE TRADED FD T
3,131$549K0.12%
86
VFQYVANGUARD WELLINGTON FD
3,434$542K0.12%
87
BSJSINVESCO EXCH TRD SLF IDX FD
24,024$530K0.12%
88
XLFSELECT SECTOR SPDR TR
9,780$530K0.12%
89
FBNDFIDELITY MERRIMACK STR TR
11,330$523K0.12%
90
AQLTISHARES TR
5,670$522K0.12%
91
QQEWFIRST TR EXCHANGE-TRADED FD
3,607$515K0.12%
92
LFEQVANECK ETF TRUST
8,830$487K0.11%
93
BITWBITWISE 10 CRYPTO INDEX ETF
7,540$483K0.11%
94
GSLCGOLDMAN SACHS ETF TR
3,531$474K0.11%
95
FCTRFIRST TR EXCHANGE-TRADED FD
12,172$459K0.10%
96
FTAFIRST TR EXCHANGE-TRADED ALP
5,131$453K0.10%
97
GRIDFIRST TR EXCHANGE TRADED FD
2,725$426K0.10%
98
JHMLJOHN HANCOCK EXCHANGE TRADED
5,200$425K0.10%
99
TDIVFIRST TR EXCHANGE TRADED FD
4,253$422K0.09%
100
IWFISHARES TR
865$411K0.09%
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