HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P.

PrivateCIK: 1599852
Location

FORT WORTH, TX

153
Positions
$742.26M
Total AUM (reported)
7.84M
Total Shares

Allocation by class

TOTAL AUM$742.26M153 positions
COM$162.18M21.8%
S&P500 EQL WGT$67.45M9.1%
STATE STREET SPD$61.44M8.3%
STATE STREET TEC$48.66M6.6%
RAFI US 1000 ETF$44.30M6.0%
UNIT SER 1$36.87M5.0%
MSCI USA QLT FCT$32.27M4.3%

Portfolio Concentration

Top 321.6%4–1027.0%11–2523.7%Rest27.6%TOP 1048.6%0%100%
Top 3$160.42M21.6%
4–10$200.49M27.0%
11–25$176.14M23.7%
Rest$205.21M27.6%

Top 3 weight

21.6%

Top 10 weight

48.6%

Voting Authority Distribution

Total shares with voting rights: 7.84M

Sole

Full voting authority

7.84M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole153
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings153
Rows:

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares351.46K
TypeSH
Market value$67.45M
9.09%
Sole
351.46K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares366.16K
TypeSH
Market value$48.66M
6.56%
Sole
366.16K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
RAFI US 1000 ETF
Shares932.12K
TypeSH
Market value$44.30M
5.97%
Sole
932.12K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares63.88K
TypeSH
Market value$36.87M
4.97%
Sole
63.88K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares1.17M
TypeSH
Market value$35.24M
4.75%
Sole
1.17M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares168.25K
TypeSH
Market value$32.27M
4.35%
Sole
168.25K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares44.30K
TypeSH
Market value$27.32M
3.68%
Sole
44.30K
Shared
0.00
None
0.00

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares182.50K
TypeSH
Market value$27.03M
3.64%
Sole
182.50K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares87.73K
TypeSH
Market value$22.27M
3.00%
Sole
87.73K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares132.99K
TypeSH
Market value$19.50M
2.63%
Sole
132.99K
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares39.31K
TypeSH
Market value$18.65M
2.51%
Sole
39.31K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares323.17K
TypeSH
Market value$15.75M
2.12%
Sole
323.17K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares113.20K
TypeSH
Market value$14.07M
1.90%
Sole
113.20K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 TOP 50
Shares253.12K
TypeSH
Market value$13.81M
1.86%
Sole
253.12K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE DIV GRWTH
Shares193.70K
TypeSH
Market value$13.59M
1.83%
Sole
193.70K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares121.58K
TypeSH
Market value$13.25M
1.79%
Sole
121.58K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. FIN SVC ETF
Shares147.68K
TypeSH
Market value$12.23M
1.65%
Sole
147.68K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE HIGH DV ETF
Shares89.92K
TypeSH
Market value$12.20M
1.64%
Sole
89.92K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares82.19K
TypeSH
Market value$11.99M
1.62%
Sole
82.19K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares56.58K
TypeSH
Market value$9.15M
1.23%
Sole
56.58K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares30.69K
TypeSH
Market value$8.83M
1.19%
Sole
30.69K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares275.13K
TypeSH
Market value$8.44M
1.14%
Sole
275.13K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares47.01K
TypeSH
Market value$8.20M
1.10%
Sole
47.01K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares325.38K
TypeSH
Market value$8.13M
1.10%
Sole
325.38K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares27.30K
TypeSH
Market value$7.83M
1.06%
Sole
27.30K
Shared
0.00
None
0.00
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