Ranch Capital Advisors Inc.
Q3 2025 13F Holdings
- Locationsarasota, FL
- Num holdings
151
- Value ($000)
$258,349
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001793269
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $15.4M | 6 % | 167,851 | ||
APPLE INC | COM | 037833100 | $10.7M | 4 % | 42,024 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.83M | 4 % | 52,700 | ||
MICROSOFT CORP | COM | 594918104 | $9.07M | 4 % | 17,505 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.24M | 3 % | 38,063 | ||
BROADCOM INC | COM | 11135F101 | $7.99M | 3 % | 24,222 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $7.78M | 3 % | 55,199 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.28M | 2 % | 104,695 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $5.13M | 2 % | 16,273 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | $5.01M | 2 % | 48,669 |
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