ROVIN CAPITAL /UT/ /ADV Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$376.6M

Holdings

194

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
1
IEMGISHARES INC
357,771$24.0M6.39%
2
BUFRFIRST TR EXCHNG TRADED FD VI
637,496$21.8M5.80%
3
SCHGSCHWAB STRATEGIC TR
668,849$21.8M5.79%
4
QQQMINVESCO EXCH TRADED FD TR II
55,087$13.9M3.70%
5
DVADAVITA INC
120,562$13.7M3.64%
6
VIGVANGUARD SPECIALIZED FUNDS
61,783$13.6M3.61%
7
XLKSELECT SECTOR SPDR TR
71,221$10.3M2.72%
8
AAPLAPPLE INC
32,725$8.9M2.36%
9
BSJRINVESCO EXCH TRD SLF IDX FD
338,307$7.7M2.03%
10
AQLTISHARES TR
84,919$7.6M2.02%
11
NDQINVESCO QQQ TR
11,965$7.3M1.95%
12
EMBISHARES TR
72,722$7.0M1.86%
13
BSJSINVESCO EXCH TRD SLF IDX FD
312,794$6.9M1.83%
14
TLTISHARES TR
74,355$6.5M1.72%
15
SCHDSCHWAB STRATEGIC TR
222,178$6.1M1.62%
16
EFAISHARES TR
57,146$5.5M1.46%
17
BSJQINVESCO EXCH TRD SLF IDX FD
215,408$5.0M1.33%
18
PSTPINNOVATOR ETFS TRUST
140,149$5.0M1.31%
19
IUSVISHARES TR
44,340$4.5M1.21%
20
VOEVANGUARD INDEX FDS
23,669$4.2M1.11%
21
NVDANVIDIA CORPORATION
22,025$4.1M1.09%
22
VGSHVANGUARD SCOTTSDALE FDS
67,888$4.0M1.06%
23
MSFTMICROSOFT CORP
8,003$3.9M1.03%
24
BSTPINNOVATOR ETFS TRUST
102,391$3.8M1.01%
25
IMCGISHARES TR
46,606$3.7M0.99%
26
LQDISHARES TR
33,597$3.7M0.98%
27
BSCQINVESCO EXCH TRD SLF IDX FD
183,135$3.6M0.95%
28
PFRLPGIM ETF TR
71,268$3.5M0.94%
29
SPYSPDR S&P 500 ETF TR
5,027$3.4M0.91%
30
GOOGLALPHABET INC
10,455$3.3M0.87%
31
SCHXSCHWAB STRATEGIC TR
120,346$3.2M0.86%
32
DDTOINNOVATOR ETFS TRUST
89,007$3.0M0.79%
33
BILSPDR SERIES TRUST
31,727$2.9M0.77%
34
XLFSELECT SECTOR SPDR TR
52,790$2.9M0.77%
35
JEPIJ P MORGAN EXCHANGE TRADED F
49,290$2.8M0.75%
36
BSCSINVESCO EXCH TRD SLF IDX FD
127,046$2.6M0.69%
37
AVGOBROADCOM INC
7,531$2.6M0.69%
38
BUFGFIRST TR EXCHNG TRADED FD VI
93,968$2.6M0.69%
39
SLNZTCW ETF TRUST
55,608$2.6M0.68%
40
XLCSELECT SECTOR SPDR TR
21,045$2.5M0.66%
41
AMZNAMAZON COM INC
10,731$2.5M0.66%
42
JNKSPDR SERIES TRUST
25,399$2.5M0.66%
43
BSCTINVESCO EXCH TRD SLF IDX FD
124,710$2.3M0.62%
44
VOOVANGUARD INDEX FDS
3,587$2.3M0.60%
45
XLYSELECT SECTOR SPDR TR
18,806$2.2M0.60%
46
ANGLVANECK ETF TRUST
66,953$2.0M0.52%
47
IJSISHARES TR
16,795$1.9M0.51%
48
TSLATESLA INC
4,170$1.9M0.50%
49
ACWXISHARES TR
25,372$1.7M0.45%
50
MINTPIMCO ETF TR
16,743$1.7M0.45%
51
CEFSEXCHANGE LISTED FDS TR
72,766$1.7M0.44%
52
DGROISHARES TR
24,139$1.7M0.44%
53
XLISELECT SECTOR SPDR TR
10,639$1.6M0.44%
54
SHYLDBX ETF TR
35,075$1.6M0.42%
55
FLXRTCW ETF TRUST
39,634$1.6M0.42%
56
JPMJPMORGAN CHASE & CO.
4,860$1.6M0.42%
57
CGMSCAPITAL GRP FIXED INCM ETF T
56,156$1.6M0.41%
58
IWPISHARES TR
11,223$1.5M0.41%
59
COWZPACER FDS TR
25,387$1.5M0.41%
60
HYDBISHARES TR
31,399$1.5M0.39%
61
PHYLPGIM ETF TR
39,984$1.4M0.38%
62
SCHESCHWAB STRATEGIC TR
40,847$1.3M0.36%
63
TECLDIREXION SHS ETF TR
11,240$1.3M0.35%
64
IWBISHARES TR
3,492$1.3M0.35%
65
SPEMSPDR INDEX SHS FDS
27,676$1.3M0.34%
66
MRKMERCK & CO INC
12,202$1.3M0.34%
67
UNHUNITEDHEALTH GROUP INC
3,784$1.2M0.33%
68
METAMETA PLATFORMS INC
1,813$1.2M0.32%
69
MFSBMFS ACTIVE EXCHANGE TRADED F
44,822$1.1M0.30%
70
GOOGALPHABET INC
3,359$1.1M0.28%
71
0DFCDIREXION SHS ETF TR
6,285$1.0M0.27%
72
BMYBRISTOL-MYERS SQUIBB CO
18,294$987K0.26%
73
BONDPIMCO ETF TR
10,285$957K0.25%
74
AMGNAMGEN INC
2,873$940K0.25%
75
CLOIVANECK ETF TRUST
17,681$934K0.25%
76
AMATAPPLIED MATLS INC
3,512$903K0.24%
77
BSJTINVESCO EXCH TRD SLF IDX FD
41,804$899K0.24%
78
SHWSHERWIN WILLIAMS CO
2,768$897K0.24%
79
AKREPROFESIONALLY MANAGED PORTFO
13,209$865K0.23%
80
XOMEXXON MOBIL CORP
7,158$861K0.23%
81
RTXRTX CORPORATION
4,687$860K0.23%
82
TMOTHERMO FISHER SCIENTIFIC INC
1,454$843K0.22%
83
NXPINXP SEMICONDUCTORS N V
3,823$830K0.22%
84
HIIHUNTINGTON INGALLS INDS INC
2,350$799K0.21%
85
ACIOETF SER SOLUTIONS
17,844$780K0.21%
86
BUFTFIRST TR EXCHNG TRADED FD VI
31,572$777K0.21%
87
IJHISHARES TR
11,675$771K0.20%
88
CRMSALESFORCE INC
2,859$757K0.20%
89
PEPPEPSICO INC
5,215$748K0.20%
90
LLYELI LILLY & CO
691$743K0.20%
91
XLVSELECT SECTOR SPDR TR
4,761$737K0.20%
92
USBUS BANCORP DEL
13,540$722K0.19%
93
IJTISHARES TR
5,023$709K0.19%
94
TERTERADYNE INC
3,661$709K0.19%
95
GSYINVESCO ACTIVELY MANAGED EXC
14,065$707K0.19%
96
IQLTISHARES TR
15,462$703K0.19%
97
DHRDANAHER CORPORATION
3,037$695K0.18%
98
ELLAUDER ESTEE COS INC
6,616$693K0.18%
99
UPSUNITED PARCEL SERVICE INC
6,912$686K0.18%
100
HEFAISHARES TR
16,437$680K0.18%
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