Garrett Wealth Advisory Group, LLC

Q4 2025 13F Holdings

  • Location
    weatherford, TX
  • Num holdings

    119

  • Value ($000)

    $529,122

  • Date Filed
    02/04/2026
  • Form type
    13F-HR
  • CIK
    0001729443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ET

ENERGY TRANSFER L P

COM UT LTD PTN
$90.35M
17 %

5,478,810

EPS

WISDOMTREE TR

US LARGECAP FUND
$58.33M
11 %

823,228

KRE

SPDR SERIES TRUST

STATE STREET SPD
$42.67M
8 %

399,911

PRF

INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF
$38.01M
7 %

810,044

JHMM

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI
$36.63M
7 %

559,358

SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$36.03M
7 %

811,349

KRE

SPDR SERIES TRUST

STATE STREET SPD
$31.1M
6 %

178,546

KRE

SPDR SERIES TRUST

STATE STREET SPD
$21.78M
4 %

464,725

CGNG

CAPITAL GROUP NEW GEOGRAPHY

SHS
$14.9M
3 %

466,674

AAPL

APPLE INC

COM
$14.41M
3 %

53,002

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