TECTONIC ADVISORS LLC

CIK: 0001859918Latest portfolio: $1.9B · Q4 2025

Holdings

319

Total Value

$1.9B

New Positions

318

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
BONDPIMCO ETF TR
1,586,589$147.7M7.79%NEW
2
VOOVANGUARD INDEX FDS
217,890$136.6M7.21%NEW
3
TOTLSSGA ACTIVE ETF TR
2,452,051$98.7M5.20%NEW
4
IVVISHARES TR
133,621$91.5M4.83%NEW
5
SPYMSPDR SERIES TRUST
951,414$76.3M4.02%NEW
6
GQGUADVISORS INNER CIRCLE FD III
2,827,015$69.4M3.66%NEW
7
VEAVANGUARD TAX-MANAGED FDS
773,024$48.3M2.55%NEW
8
BNDVANGUARD BD INDEX FDS
589,590$43.7M2.30%NEW
9
TLCITOUCHSTONE ETF TRUST
1,567,963$40.9M2.16%NEW
10
AGGISHARES TR
357,427$35.7M1.88%NEW
11
PCLGFUNDVANTAGE TR
1,368,164$33.9M1.79%NEW
12
BILSPDR SERIES TRUST
338,888$31.0M1.63%NEW
13
FLXRTCW ETF TRUST
646,449$25.6M1.35%NEW
14
VOVANGUARD INDEX FDS
83,368$24.2M1.28%NEW
15
EPDENTERPRISE PRODS PARTNERS L
699,510$22.4M1.18%NEW
16
ABEQUNIFIED SER TR
625,137$22.4M1.18%NEW
17
VBVANGUARD INDEX FDS
79,357$20.5M1.08%NEW
18
VNQVANGUARD INDEX FDS
215,313$19.1M1.00%NEW
19
IBMINTERNATIONAL BUSINESS MACHS
53,983$16.0M0.84%NEW
20
ENBENBRIDGE INC
326,189$15.6M0.82%NEW
21
CWEN/ACLEARWAY ENERGY INC
491,384$15.4M0.81%NEW
22
OKEONEOK INC NEW
206,282$15.2M0.80%NEW
23
CSCOCISCO SYS INC
195,824$15.1M0.80%NEW
24
AQLTISHARES TR
161,486$14.4M0.76%NEW
25
VWOVANGUARD INTL EQUITY INDEX F
268,449$14.4M0.76%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($1.067392228941797e+118T)
Technology0.0% ($1.599015083125291e+106T)
Consumer Cyclical0.0% ($1.2696122418605801e+91T)
Energy0.0% ($2.2425156001516112e+77T)
Healthcare0.0% ($1.3494126441194593e+75T)
Consumer Defensive0.0% ($1.2408102629957954e+48T)
Unknown0.0% ($1.5438144461099099e+44T)
Real Estate0.0% ($1.3501133561123011e+39T)
Basic Materials0.0% ($2.382218517981473e+31T)
Utilities0.0% ($1.020410016174398e+28T)
Communication Services0.0% ($1.2877241523872238e+23T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$1.9B411
Q3 2025Oct 21, 2025$1.8T0
Q2 2025Jul 23, 2025$1.7T407
Q1 2025May 2, 2025$1.6T408
Q4 2024Jan 27, 2025$1536.1T413
Q3 2024Oct 23, 2024$1531.2T391
Q2 2024Aug 2, 2024$1387.8T385
Q1 2024May 7, 2024$1311.1T373
Q4 2023Jan 17, 2024$1194.7T366
Q3 2023Oct 24, 2023$1066.8T360
Q2 2023Jul 14, 2023$812.1T325
Q1 2023Apr 26, 2023$731.2T320
Q4 2022Feb 14, 2023$645.0T347
Q3 2022Nov 8, 2022$542.1B289
Q2 2022Aug 11, 2022$547.5B300
Q1 2022May 9, 2022$581.2B291
Q4 2021Feb 2, 2022$558.4B304
Q3 2021Nov 2, 2021$509.5B311
Q2 2021Jul 22, 2021$485.0B292
Q1 2021May 18, 2021$402.5B285
Q1 2021May 17, 2021$365.9B268

Fund Information

CIK0001859918
Most Recent FilingJan 23, 2026
Number of Filings21

TECTONIC ADVISORS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.9B across 319 holdings. The largest position is PIMCO ETF TR (BOND), representing 7.8% of the portfolio. Compared to the previous quarter, the fund opened 319 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.