Boothe Investment Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Boothe Investment Group, Inc. held in its portfolio 36 assets valued at $279,439,258 (i.e. $279.44M).
The most valuable assets in the portfolio included: SIMPLIFY EXCHANGE TRADED FUN ($47.12M), DOUBLELINE ETF TRUST ($29.93M), and WISDOMTREE TR ($23.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boothe Investment Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | 1728504 | 47119029 | MANAGED FUTURES |
| DOUBLELINE ETF TRUST | 645479 | 29927307 | OPPORTUNISTIC CO |
| WISDOMTREE TR | 437997 | 23240099 | EUROPE HEDGED EQ |
| VICTORY PORTFOLIOS II | 606248 | 17875459 | VICTORYSHARES SM |
| GLOBAL X FDS | 751426 | 13773037 | GBL X FTSE ETF |
| J P MORGAN EXCHANGE TRADED F | 266990 | 13600453 | ULTRA SHT MUNCPL |
| ULTA BEAUTY INC | 20837 | 12606593 | COM |
| GLOBAL X FDS | 400931 | 11947698 | INDIA ACTIVE ETF |
| ADVANCED MICRO DEVICES INC | 50519 | 10819158 | COM |
| CITIGROUP INC | 91677 | 10697822 | COM NEW |
| SERVICENOW INC | 61249 | 9382734 | COM |
| PFIZER INC | 343910 | 8563359 | COM |
| SHARKNINJA INC | 68993 | 7720317 | COM SHS |
| ABBVIE INC | 30333 | 6930877 | COM |
| META PLATFORMS INC | 9896 | 6532058 | CL A |
| SLB LIMITED | 157839 | 6057861 | COM STK |
| CROWDSTRIKE HLDGS INC | 10811 | 5067764 | CL A |
| BLACKROCK ENHANCED EQUITY DI | 527966 | 5005116 | COM |
| VERTIV HOLDINGS CO | 28544 | 4624413 | COM CL A |
| UBER TECHNOLOGIES INC | 48974 | 4001666 | COM |
| CHEVRON CORP NEW | 24579 | 3746118 | COM |
| GLOBALFOUNDRIES INC | 76366 | 2666701 | ORDINARY SHARES |
| EXXON MOBIL CORP | 20087 | 2417266 | COM |
| CISCO SYS INC | 30706 | 2365247 | COM |
| INTERNATIONAL BUSINESS MACHS | 7309 | 2164951 | COM |
| BXP INC | 28888 | 1949361 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VERIZON COMMUNICATIONS INC | 30911 | 1258985 | COM |
| SELECT SECTOR SPDR TR | 8098 | 1165875 | STATE STREET TEC |
| INVESCO EXCHANGE TRADED FD T | 5677 | 1087454 | S&P500 EQL WGT |
| SPDR S&P 500 ETF TR | 1177 | 802852 | TR UNIT |
| NEXTERA ENERGY INC | 8993 | 721991 | COM |
| MANULIFE FINL CORP | 19076 | 692094 | COM |
| TEXAS CAPITAL FUNDS TRUST | 6484 | 649820 | GOVT MONEY MKT |
| ISHARES TR | 5000 | 501900 | 0-3 MNTH TREASRY |
| ISHARES TR | 1767 | 246223 | ESG OPTIMIZED |
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