Weaver Consulting Group

Q3 2025 13F Holdings

  • Location
    huntington beach, CA
  • Num holdings

    264

  • Value ($000)

    $393,064

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001780055
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

ELEVATION SERIES TRUST

OPAL DIVID INCOM
$26.69M
7 %

733,601

TFLO

ISHARES TR

TRS FLT RT BD
$21.55M
6 %

425,971

QUAL

ISHARES TR

MSCI USA QLT FCT
$19.7M
5 %

101,260

JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$12.65M
3 %

249,180

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$10.83M
3 %

32,995

AAPL

APPLE INC

COM
$9.45M
2 %

37,105

BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
$9.06M
2 %

79,560

MSFT

MICROSOFT CORP

COM
$7.98M
2 %

15,406

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$7.7M
2 %

35,702

AOM

ISHARES TR

CORE 40/60 MODER
$7.67M
2 %

161,266

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