Ranch Capital Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Ranch Capital Advisors Inc. held in its portfolio 149 assets valued at $271,690,008 (i.e. $271.69M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($19.54M), APPLE INC ($11.43M), and NVIDIA CORPORATION ($9.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ranch Capital Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 231321 | 19538948 | STATE STREET SPD |
| APPLE INC | 42052 | 11432290 | COM |
| NVIDIA CORPORATION | 52687 | 9826046 | COM |
| BROADCOM INC | 25144 | 8702473 | COM |
| MICROSOFT CORP | 17480 | 8453827 | COM |
| VANGUARD SPECIALIZED FUNDS | 38112 | 8376335 | DIV APP ETF |
| VANGUARD WHITEHALL FDS | 55328 | 7940667 | HIGH DIV YLD |
| VANGUARD SCOTTSDALE FDS | 110632 | 6630199 | INTER TERM TREAS |
| JPMORGAN CHASE & CO. | 16916 | 5450695 | COM |
| ISHARES TR | 48950 | 4976746 | 10-20 YR TRS ETF |
| INTERNATIONAL BUSINESS MACHS | 15868 | 4700139 | COM |
| SPDR S&P 500 ETF TR | 6414 | 4383435 | TR UNIT |
| ALPHABET INC | 13823 | 4326660 | CAP STK CL A |
| CARDINAL HEALTH INC | 20563 | 4225627 | COM |
| FIRST TR EXCHANGE TRADED FD | 42916 | 4155946 | NASD TECH DIV |
| TESLA INC | 9106 | 4095150 | COM |
| AMPLIFY ETF TR | 91691 | 4080244 | CWP ENHANCED DIV |
| AT&T INC | 164008 | 4073968 | COM |
| CISCO SYS INC | 51827 | 3992242 | COM |
| CITIGROUP INC | 32595 | 3803475 | COM NEW |
| BLACKSTONE INC | 24270 | 3740943 | COM |
| PROCTER AND GAMBLE CO | 25570 | 3664369 | COM |
| AMGEN INC | 10407 | 3406236 | COM |
| SELECT SECTOR SPDR TR | 79016 | 3373213 | STATE STREET UTI |
| JOHNSON & JOHNSON | 15370 | 3180787 | COM |
| SELECT SECTOR SPDR TR | 22001 | 3167530 | STATE STREET TEC |
| IRON MTN INC DEL | 37639 | 3146835 | COM |
| VERIZON COMMUNICATIONS INC | 76426 | 3112825 | COM |
| CUMMINS INC | 6079 | 3102964 | COM |
| GILEAD SCIENCES INC | 24931 | 3060047 | COM |
| AMAZON COM INC | 12426 | 2868191 | COM |
| ENTERGY CORP NEW | 30965 | 2862132 | COM |
| AFLAC INC | 23127 | 2550170 | COM |
| SELECT SECTOR SPDR TR | 29949 | 2520713 | STATE STREET CON |
| ABBVIE INC | 10871 | 2483997 | COM |
| SOUTHERN CO | 28259 | 2464163 | COM |
| DUKE ENERGY CORP NEW | 20917 | 2451714 | COM NEW |
| CHEVRON CORP NEW | 15183 | 2314050 | COM |
| EVERGY INC | 31183 | 2260435 | COM |
| GENERAL DYNAMICS CORP | 6511 | 2192017 | COM |
| ISHARES TR | 26630 | 2147176 | IBOXX HI YD ETF |
| INVESCO EXCH TRADED FD TR II | 87449 | 2127641 | VAR RATE PFD |
| VANGUARD SCOTTSDALE FDS | 25815 | 1958079 | LG-TERM COR BD |
| MEDTRONIC PLC | 19782 | 1910312 | SHS |
| PEPSICO INC | 12790 | 1848483 | COM |
| PAYCHEX INC | 16463 | 1846827 | COM |
| PFIZER INC | 74030 | 1843354 | COM |
| UNITED PARCEL SERVICE INC | 18321 | 1817273 | CL B |
| ALPHABET INC | 5758 | 1806930 | CAP STK CL C |
| INTERNATIONAL PAPER CO | 45421 | 1789135 | COM |
| TARGET CORP | 17119 | 1673397 | COM |
| INVESCO EXCH TRADED FD TR II | 6604 | 1670163 | NASDAQ 100 ETF |
| PROLOGIS INC. | 12978 | 1656812 | COM |
| ADVANCED MICRO DEVICES INC | 7121 | 1525033 | COM |
| NEXTERA ENERGY INC | 18950 | 1521308 | COM |
| ISHARES TR | 21549 | 1495950 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 4335 | 1453407 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 23972 | 1312968 | STATE STREET FIN |
| PHILIP MORRIS INTL INC | 8050 | 1298599 | COM |
| VANGUARD SCOTTSDALE FDS | 21846 | 1283001 | SHORT TERM TREAS |
| MORGAN STANLEY | 7087 | 1258119 | COM NEW |
| SELECT SECTOR SPDR TR | 30639 | 1236287 | STATE STREET REA |
| VANGUARD INDEX FDS | 4347 | 1121245 | SMALL CP ETF |
| ENTERPRISE PRODS PARTNERS L | 32322 | 1036259 | COM |
| GOLDMAN SACHS GROUP INC | 1170 | 1028551 | COM |
| HOME DEPOT INC | 2907 | 1000175 | COM |
| UNITED RENTALS INC | 1230 | 995239 | COM |
| META PLATFORMS INC | 1457 | 961801 | CL A |
| CATERPILLAR INC | 1662 | 952371 | COM |
| VANGUARD WORLD FD | 3244 | 933895 | HEALTH CAR ETF |
| VANGUARD INDEX FDS | 1477 | 926147 | S&P 500 ETF SHS |
| ALIBABA GROUP HLDG LTD | 6117 | 896654 | SPONSORED ADS |
| VANECK ETF TRUST | 62797 | 890462 | BDC INCOME ETF |
| SELECT SECTOR SPDR TR | 5427 | 840105 | STATE STREET HEA |
| NETFLIX INC | 8664 | 812337 | COM |
| INVESCO QQQ TR | 1320 | 810806 | UNIT SER 1 |
| CHUBB LIMITED | 2507 | 784326 | COM |
| VANGUARD SCOTTSDALE FDS | 13829 | 771640 | LONG TERM TREAS |
| BANK AMERICA CORP | 13932 | 766238 | COM |
| AMERICAN EXPRESS CO | 2057 | 760958 | COM |
| COSTCO WHSL CORP NEW | 877 | 756218 | COM |
| QUALCOMM INC | 4403 | 753050 | COM |
| SCHWAB STRATEGIC TR | 31268 | 751671 | INTL EQTY ETF |
| ISHARES TR | 30870 | 747976 | IBONDS DEC2026 |
| VANGUARD WORLD FD | 3322 | 701739 | CONSUM STP ETF |
| UNION PAC CORP | 2994 | 692534 | COM |
| VANECK ETF TRUST | 1903 | 685184 | SEMICONDUCTR ETF |
| VANGUARD INDEX FDS | 3574 | 682685 | VALUE ETF |
| BERKSHIRE HATHAWAY INC DEL | 1348 | 677428 | CL B NEW |
| ABBOTT LABS | 5135 | 643375 | COM |
| TORONTO DOMINION BK ONT | 6413 | 604113 | COM NEW |
| MASTERCARD INCORPORATED | 1051 | 600253 | CL A |
| CAMECO CORP | 6535 | 597922 | COM |
| UNITEDHEALTH GROUP INC | 1715 | 566139 | COM |
| WALMART INC | 5045 | 562365 | COM |
| PACER FDS TR | 9106 | 552591 | US CASH COWS 100 |
| VANGUARD INDEX FDS | 1902 | 551904 | MID CAP ETF |
| COCA COLA CO | 7829 | 547302 | COM |
| NUVEEN AMT FREE MUN CR INC F | 42421 | 537044 | COM |
| CAPITAL ONE FINL CORP | 2174 | 526891 | COM |
| ISHARES BITCOIN TRUST ETF | 10599 | 526244 | SHS BEN INT |
| ISHARES TR | 2400 | 479232 | U.S. TECH ETF |
| KRATOS DEFENSE & SEC SOLUTIO | 6235 | 473299 | COM NEW |
| TEXAS INSTRS INC | 2688 | 466276 | COM |
| AMPLIFY ETF TR | 5781 | 464590 | AMPLIFY CYBERSEC |
| VANECK ETF TRUST | 5273 | 452299 | GOLD MINERS ETF |
| AMERICAN ELEC PWR CO INC | 3779 | 435756 | COM |
| VULCAN MATLS CO | 1525 | 434926 | COM |
| PRUDENTIAL FINL INC | 3793 | 428168 | COM |
| MCDONALDS CORP | 1387 | 423901 | COM |
| STRYKER CORPORATION | 1204 | 423714 | COM |
| SOFI TECHNOLOGIES INC | 16045 | 420058 | COM |
| CINCINNATI FINL CORP | 2505 | 411296 | COM |
| ALTRIA GROUP INC | 7051 | 409154 | COM |
| ISHARES TR | 12651 | 391671 | PFD AND INCM SEC |
| WASTE MGMT INC DEL | 1724 | 378753 | COM |
| SPDR DOW JONES INDL AVERAGE | 760 | 365262 | UT SER 1 |
| ISHARES TR | 9089 | 348035 | CHINA LG-CAP ETF |
| SPDR GOLD TR | 873 | 345979 | GOLD SHS |
| ISHARES TR | 3805 | 331614 | 20 YR TR BD ETF |
| ISHARES INC | 3369 | 327492 | MSCI STH KOR ETF |
| ISHARES TR | 473 | 323871 | CORE S&P500 ETF |
| BRISTOL-MYERS SQUIBB CO | 5726 | 308867 | COM |
| DIGITAL RLTY TR INC | 1975 | 307986 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 23856 | 300110 | COM SH BEN INT |
| WISDOMTREE TR | 2847 | 289900 | US HIGH DIVIDEND |
| DBX ETF TR | 6000 | 288660 | XTRACK MSCI EAFE |
| AUTODESK INC | 910 | 269369 | COM |
| ISHARES INC | 3215 | 259609 | MSCI JAPAN ETF |
| EMERSON ELEC CO | 1924 | 255390 | COM |
| MERCK & CO INC | 2405 | 254357 | COM |
| DANAHER CORPORATION | 1092 | 249994 | COM |
| INTUIT | 371 | 245763 | COM |
| THERMO FISHER SCIENTIFIC INC | 419 | 242924 | COM |
| EXXON MOBIL CORP | 1975 | 237680 | COM |
| RTX CORPORATION | 1286 | 235777 | COM |
| VANGUARD WORLD FD | 303 | 228579 | INF TECH ETF |
| WHEATON PRECIOUS METALS CORP | 1908 | 224228 | COM |
| ELI LILLY & CO | 203 | 218166 | COM |
| EATON CORP PLC | 660 | 210235 | SHS |
| LOCKHEED MARTIN CORP | 429 | 207610 | COM |
| UNILEVER PLC | 3172 | 207449 | SPON ADR NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 659 | 200397 | SPONSORED ADS |
| BNY MELLON STRATEGIC MUN BD | 29156 | 179890 | COM |
| BLACKROCK MUNIYIELD FD INC | 16558 | 173694 | COM |
| BLACKROCK MUNI INCOME TR II | 15334 | 160086 | COM |
| NUVEEN MUN HIGH INCOME OPPOR | 14748 | 150283 | COM |
| AGNC INVT CORP | 10963 | 117523 | COM |
| WEREWOLF THERAPEUTICS INC | 12000 | 7602 | COM |