Modus Advisors, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$379.1B

Holdings

354

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (354 positions)

#StockSharesValue% PortfolioType
101
VTVANGUARD TOTAL WORLD STOCK ETF
2,272$320.0M0.08%
102
PIPRPIPER SANDLER COMPANIES COM
898$305.0M0.08%
103
MMM3M CO COM
1,909$305.0M0.08%
104
XOMEXXON MOBIL CORP COM
2,515$302.0M0.08%
105
QUBTQUANTUM COMPUTING INC COM
29,200$299.0M0.08%
106
PLDPROLOGIS INC. COM
2,347$299.0M0.08%
107
INDAISHARES MSCI INDIA ETF
5,319$287.0M0.08%
108
GGGGRACO INC COM
3,250$266.0M0.07%
109
JNJJOHNSON & JOHNSON COM
1,259$260.0M0.07%
110
JMIAJUMIA TECHNOLOGIES AG SPONSORED ADS
20,000$249.0M0.07%
111
LEUCENTRUS ENERGY CORP CL A
1,000$242.0M0.06%
112
SANASANA BIOTECHNOLOGY INC COM
55,000$223.0M0.06%
113
BSXBOSTON SCIENTIFIC CORP COM
2,283$217.0M0.06%
114
GBTCGRAYSCALE BITCOIN TRUST ETF
3,131$214.0M0.06%
115
AMTAMERICAN TOWER CORP COM
1,207$211.0M0.06%
116
BACBANK AMERICA CORP COM
3,784$208.0M0.05%
117
BRZEBRAZE INC COM CL A
6,031$206.0M0.05%
118
CRWVCOREWEAVE INC COM CL A
2,795$200.0M0.05%
119
SNOWSNOWFLAKE INC COM SHS
899$197.0M0.05%
120
DEDEERE & CO COM
408$189.0M0.05%
121
IRENIREN LIMITED ORDINARY SHARES
5,000$188.0M0.05%
122
SCHASCHWAB U.S. SMALL-CAP ETF
6,634$188.0M0.05%
123
DELLDELL TECHNOLOGIES INC CL C
1,455$183.0M0.05%
124
SMRNUSCALE PWR CORP CL A COM
12,601$178.0M0.05%
125
PAYXPAYCHEX INC COM
1,593$178.0M0.05%
126
MNTNMNTN INC CL A
14,745$176.0M0.05%
127
VNOMVIPER ENERGY INC CL A
4,535$175.0M0.05%
128
SMHVANECK SEMICONDUCTOR ETF
460$165.0M0.04%
129
NFLXNETFLIX INC. COM
1,680$157.0M0.04%
130
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
3,886$153.0M0.04%
131
DWDMORGAN STANLEY COM NEW
860$152.0M0.04%
132
MGKVANGUARD MEGA CAP GROWTH ETF
357$147.0M0.04%
133
DCIDONALDSON INC COM
1,647$146.0M0.04%
134
VLUEISHARES MSCI USA VALUE FACTOR ETF
1,000$136.0M0.04%
135
ROKROCKWELL AUTOMATION INC COM
332$129.0M0.03%
136
DISDISNEY WALT CO COM
1,110$126.0M0.03%
137
USOUNITED STATES ANTIMONY CORP COM
25,000$125.0M0.03%
138
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
833$122.0M0.03%
139
ORCLORACLE CORP COM
620$120.0M0.03%
140
OKTAOKTA INC CL A
1,371$118.0M0.03%
141
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
5,600$115.0M0.03%
142
ENQENTEGRIS INC COM
1,375$115.0M0.03%
143
ULTAULTA BEAUTY INC COM
187$113.0M0.03%
144
SCCOSOUTHERN COPPER CORP COM
766$109.0M0.03%
145
GOOGLALPHABET INC CAP STK CL A
332$103.0M0.03%
146
FETHFIDELITY ETHEREUM FUND ETF
3,173$93.0M0.02%
147
YELPYELP INC CL A
2,903$88.0M0.02%
148
VWOVANGUARD FTSE EMERGING MARKETS ETF
1,630$87.0M0.02%
149
EXASEXACT SCIENCES CORP COM
856$86.0M0.02%
150
FASTFASTENAL CO COM
2,108$84.0M0.02%
151
QQQJINVESCO NASDAQ NEXT GEN 100 ETF
2,250$82.0M0.02%
152
ABGCENCORA INC COM
241$81.0M0.02%
153
PPGPPG INDS INC COM
792$81.0M0.02%
154
MRKMERCK & CO INC COM
773$81.0M0.02%
155
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
1,370$81.0M0.02%
156
SEZLSEZZLE INC COM
1,278$81.0M0.02%
157
JPXAEROVIRONMENT INC COM
326$78.0M0.02%
158
AMGNAMGEN INC COM
240$78.0M0.02%
159
IJKISHARES S&P MID-CAP 400 GROWTH ETF
764$74.0M0.02%
160
BKBANK NEW YORK MELLON CORP COM
634$73.0M0.02%
161
NOWSERVICENOW INC COM
475$72.0M0.02%
162
IVVISHARES CORE S&P 500 ETF
104$71.0M0.02%
163
VOEVANGUARD MID-CAP VALUE ETF
398$70.0M0.02%
164
VIGVANGUARD DIVIDEND APPRECIATION ETF
314$69.0M0.02%
165
VOTVANGUARD MID-CAP GROWTH ETF
242$67.0M0.02%
166
MUMICRON TECHNOLOGY INC COM
228$65.0M0.02%
167
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
242$65.0M0.02%
168
FGDLFRANKLIN RESPONSIBLY SOURCED GOLD ETF
1,120$64.0M0.02%
169
VBKVANGUARD SMALL-CAP GROWTH ETF
202$61.0M0.02%
170
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
480$57.0M0.02%
171
PRLBPROTO LABS INC COM
1,133$57.0M0.02%
172
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
735$55.0M0.01%
173
QCOMQUALCOMM INC COM
312$53.0M0.01%
174
IWFISHARES RUSSELL 1000 GROWTH ETF
112$53.0M0.01%
175
MGMMGM RESORTS INTERNATIONAL COM
1,477$53.0M0.01%
176
JDJD.COM INC SPON ADS CL A
1,833$52.0M0.01%
177
IBBISHARES BIOTECHNOLOGY ETF
313$52.0M0.01%
178
BLKBLACKROCK INC COM
47$50.0M0.01%
179
NKENIKE INC CL B
798$50.0M0.01%
180
DHRDANAHER CORPORATION COM
218$49.0M0.01%
181
GISGENERAL MILLS INC COM
1,070$49.0M0.01%
182
BACVERIZON COMMUNICATIONS INC COM
1,160$47.0M0.01%
183
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
671$47.0M0.01%
184
PENNPENN ENTERTAINMENT INC COM
3,156$46.0M0.01%
185
AMATAPPLIED MATLS INC COM
177$45.0M0.01%
186
DALDELTA AIR LINES INC COM NEW
636$44.0M0.01%
187
PFEPFIZER INC COM
1,800$44.0M0.01%
188
ACNACCENTURE PLC IRELAND SHS CLASS A
167$44.0M0.01%
189
VVISA INC COM CL A
120$41.0M0.01%
190
FCXFREEPORT MCMORAN INC CL B
792$40.0M0.01%
191
FFORD MTR CO COM
3,100$40.0M0.01%
192
SBUXSTARBUCKS CORP COM
474$39.0M0.01%
193
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
453$36.0M0.01%
194
ESGVVANGUARD ESG U.S. STOCK ETF
300$36.0M0.01%
195
MDTMEDTRONIC PLC SHS
378$36.0M0.01%
196
PCGPG&E CORP COM
2,243$36.0M0.01%
197
VGKVANGUARD FTSE EUROPE ETF
430$35.0M0.01%
198
SHOPSHOPIFY INC CL A SUB VTG SHS
213$34.0M0.01%
199
RHRH COM
187$33.0M0.01%
200
CHWYCHEWY INC CL A
1,017$33.0M0.01%
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