Cavalier Investments, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Cavalier Investments, LLC held in its portfolio 73 assets valued at $1,946,083,975 (i.e. $1.95B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($622.18M), INVESCO QQQ TR ($527.02M), and VANECK ETF TRUST ($97.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cavalier Investments, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 912400 | 622183808 | TR UNIT |
| INVESCO QQQ TR | 857900 | 527016549 | UNIT SER 1 |
| VANECK ETF TRUST | 270000 | 97235100 | SEMICONDUCTR ETF |
| ISHARES TR | 300000 | 73848000 | RUSSELL 2000 ETF |
| GE AEROSPACE | 175000 | 53905250 | COM NEW |
| Lam Research Corp | 300459 | 51432572 | COM NEW |
| SPDR S&P 500 ETF Tru st | 70859 | 48320169 | TR UNIT |
| JPMorgan Chase & Co | 136648 | 44030719 | COM |
| NVIDIA CORPORATION | 150000 | 27975000 | COM |
| Western Digital Corp | 161980 | 27904295 | COM |
| Reddit Inc | 101230 | 23269740 | CL A |
| Microsoft Corp | 44160 | 21356659 | COM |
| Tesla Inc | 46082 | 20723997 | COM |
| General Electric Co | 60674 | 18689412 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 100000 | 17775000 | CL A |
| Invesco QQQ Trust Se ries 1 | 28733 | 17650969 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 110000 | 17028000 | STATE STREET HEA |
| Communication Servic es Select Sector SPD | 125490 | 14772683 | STATE STREET COM |
| VanEck Vectors Semic onductor ETF | 36732 | 13228295 | SEMICONDUCTR ETF |
| VISTRA CORP | 75000 | 12099750 | COM |
| NVIDIA Corp | 63979 | 11932084 | COM |
| SELECT SECTOR SPDR TR | 100000 | 11772000 | STATE STREET COM |
| ISHARES BITCOIN TRUST ETF | 216000 | 10724400 | SHS BEN INT |
| BOSTON SCIENTIFIC CORP | 103100 | 9830585 | COM |
| IonQ Inc | 218420 | 9800505 | COM |
| Vanguard Financials ETF | 73154 | 9765327 | FINANCIALS ETF |
| ISHARES TR | 107636 | 9381554 | 20 YR TR BD ETF |
| SPDR Gold Shares | 21880 | 8671263 | GOLD SHS |
| SPDR NYSE Technology ETF | 30754 | 8545922 | STATE STREET SPD |
| Financial Select Sec tor SPDR Fund | 151059 | 8273501 | STATE STREET FIN |
| Newmont Corp. | 64699 | 6460195 | COM |
| Vanguard FTSE Europe ETF | 70814 | 5920759 | FTSE EUROPE ETF |
| FT Vest Gold Strateg y Target Income ETF | 235347 | 5886028 | FT VEST GOLD |
| HOWMET AEROSPACE INC | 27841 | 5707962 | COM |
| Palantir Technologie s Inc | 25010 | 4445528 | CL A |
| Novo Nordisk A/S | 85049 | 4327293 | ADR |
| VanEck Vectors Gold Miners ETF | 46441 | 3983245 | GOLD MINERS ETF |
| State Street SPDR S&P Capital Markets | 26328 | 3947336 | STATE STREET SPD |
| SPDR Portfolio S&P 5 00 Growth ETF | 35780 | 3817726 | STATE STREET SPD |
| iShares Bitcoin Trus t | 72190 | 3584234 | SHS BEN INT |
| STRATEGY INC | 23300 | 3540435 | CL A NEW |
| State Street SPDR Aerospace & Defense | 13804 | 3330077 | STATE STREET SPD |
| MicroStrategy Inc | 21712 | 3299138 | CL A NEW |
| AT&T Inc | 132277 | 3285761 | COM |
| Technology Select Se ctor SPDR Fund | 20492 | 2950233 | STATE STREET TEC |
| Cboe Global Markets Inc | 10252 | 2573252 | COM |
| iShares Russell 2000 ETF | 9834 | 2420737 | RUSSELL 2000 ETF |
| IES Holdings Inc | 5964 | 2320115 | COM |
| Global X MSCI Argent ina ETF | 24781 | 2265231 | GB MSCI AR ETF |
| Consumer Discretiona ry Select Sector SPD | 18613 | 2222578 | STATE STREET CON |
| X-Links Crude Oil Sh ares Covered Call ET | 42254 | 1999671 | ETRACS CRUDE OIL |
| iShares MSCI Poland ETF | 54488 | 1917433 | MSCI POLAND ETF |
| SPDR Portfolio S&P 4 00 Mid Cap ETF | 31639 | 1832214 | STATE STREET SPD |
| ISHARES MSCI AUSTRIA | 50000 | 1773500 | MSCI AUSTRIA ETF |
| Vistra Energy Corp | 8257 | 1332102 | COM |
| Badger Meter Inc | 6837 | 1192441 | COM |
| Eli Lilly & Co | 966 | 1038141 | COM |
| META PLATFORMS INC. | 1427 | 941948 | CL A |
| Apple Inc | 3399 | 924052 | COM |
| Archrock Inc | 34760 | 904455 | COM |
| Amazon.com Inc | 3798 | 876654 | COM |
| iShares Silver Trust | 11846 | 763119 | ISHARES |
| CONSTELLATION ENERGY | 2017 | 712546 | COM |
| Global X MSCI Colomb ia ETF | 17376 | 619281 | GLBX MSCI COLUM |
| Rigetti Computing In c | 26787 | 593332 | COMMON STOCK |
| YieldMax GOOGL Optio n Income Strategy ET | 37788 | 551705 | YIELDMAX GOOGL |
| YieldMax AAPL Option Income Strategy ETF | 33688 | 449061 | YIELDMAX AAPL |
| Boston Scientific Co rp | 4528 | 431745 | COM |
| YieldMax MSFT Option Income Strategy ETF | 25875 | 399769 | YIELDMAX MSFT OP |
| YieldMax NVDA Option Income Strategy ETF | 26918 | 393272 | YIELDMAX NVDA |
| Yieldmax Amzn Option Income ETF | 28735 | 381601 | YIELDMAX AMZN OP |
| Yieldmax Meta Option Income Strategy ETF | 27247 | 343585 | YIELDMAX META |
| NRG Energy Inc | 1767 | 281377 | COM NEW |
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