Filed: 11/14/2025ACC: 0001793269-25-000008
📋 What this filing means
RANCH CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $258.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$258.35M
Total AUM (reported)
2.57M
Total Shares
Allocation by class
COM$140.83M54.5%
BLOOMBERG 1-3 MO$15.40M6.0%
DIV APP ETF$8.24M3.2%
COM NEW$8.06M3.1%
HIGH DIV YLD$7.78M3.0%
INTER TERM TREAS$6.28M2.4%
10-20 YR TRS ETF$5.01M1.9%
Portfolio Concentration
Top 3$35.93M13.9%
4–10$49.51M19.2%
11–25$57.35M22.2%
Rest$115.56M44.7%
Top 3 weight
13.9%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 2.57M
Sole
Full voting authority
2.57M
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)
Sole151
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings151
Rows:
SPDR SERIES TRUST
SOLEShares167.85K
TypeSH
Market value$15.40M
5.96%
Sole
167.85K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.02K
TypeSH
Market value$10.70M
4.14%
Sole
42.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares52.70K
TypeSH
Market value$9.83M
3.81%
Sole
52.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.50K
TypeSH
Market value$9.07M
3.51%
Sole
17.50K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares38.06K
TypeSH
Market value$8.24M
3.19%
Sole
38.06K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares24.22K
TypeSH
Market value$7.99M
3.09%
Sole
24.22K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares55.20K
TypeSH
Market value$7.78M
3.01%
Sole
55.20K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares104.69K
TypeSH
Market value$6.28M
2.43%
Sole
104.69K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares16.27K
TypeSH
Market value$5.13M
1.99%
Sole
16.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares48.67K
TypeSH
Market value$5.01M
1.94%
Sole
48.67K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares28.78K
TypeSH
Market value$4.92M
1.90%
Sole
28.78K
Shared
0.00
None
0.00
AT&T INC
SOLEShares155.89K
TypeSH
Market value$4.40M
1.70%
Sole
155.89K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares6.54K
TypeSH
Market value$4.37M
1.69%
Sole
6.54K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares15.19K
TypeSH
Market value$4.29M
1.66%
Sole
15.19K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares42.37K
TypeSH
Market value$4.18M
1.62%
Sole
42.37K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares89.39K
TypeSH
Market value$3.98M
1.54%
Sole
89.39K
Shared
0.00
None
0.00
TESLA INC
SOLEShares8.81K
TypeSH
Market value$3.92M
1.52%
Sole
8.81K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares25.42K
TypeSH
Market value$3.91M
1.51%
Sole
25.42K
Shared
0.00
None
0.00
IRON MTN INC DEL
SOLEShares36.75K
TypeSH
Market value$3.77M
1.46%
Sole
36.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.97K
TypeSH
Market value$3.40M
1.31%
Sole
13.97K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares49.52K
TypeSH
Market value$3.39M
1.31%
Sole
49.52K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares38.75K
TypeSH
Market value$3.38M
1.31%
Sole
38.75K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares72.55K
TypeSH
Market value$3.19M
1.23%
Sole
72.55K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares31.05K
TypeSH
Market value$3.15M
1.22%
Sole
31.05K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares19.88K
TypeSH
Market value$3.12M
1.21%
Sole
19.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 167.85K | SH | $15.40M 5.96% | 167.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.02K | SH | $10.70M 4.14% | 42.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.70K | SH | $9.83M 3.81% | 52.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.50K | SH | $9.07M 3.51% | 17.50K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.06K | SH | $8.24M 3.19% | 38.06K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 24.22K | SH | $7.99M 3.09% | 24.22K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 55.20K | SH | $7.78M 3.01% | 55.20K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 104.69K | SH | $6.28M 2.43% | 104.69K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 16.27K | SH | $5.13M 1.99% | 16.27K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 48.67K | SH | $5.01M 1.94% | 48.67K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 28.78K | SH | $4.92M 1.90% | 28.78K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 155.89K | SH | $4.40M 1.70% | 155.89K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.54K | SH | $4.37M 1.69% | 6.54K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.19K | SH | $4.29M 1.66% | 15.19K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 42.37K | SH | $4.18M 1.62% | 42.37K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 89.39K | SH | $3.98M 1.54% | 89.39K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 8.81K | SH | $3.92M 1.52% | 8.81K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 25.42K | SH | $3.91M 1.51% | 25.42K | 0.00 | 0.00 |
IRON MTN INC DELSOLE | COM | 36.75K | SH | $3.77M 1.46% | 36.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.97K | SH | $3.40M 1.31% | 13.97K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 49.52K | SH | $3.39M 1.31% | 49.52K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 38.75K | SH | $3.38M 1.31% | 38.75K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 72.55K | SH | $3.19M 1.23% | 72.55K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 31.05K | SH | $3.15M 1.22% | 31.05K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 19.88K | SH | $3.12M 1.21% | 19.88K | 0.00 | 0.00 |
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