STEGENT EQUITY ADVISORS, INC.

PrivateCIK: 1908976
Location

HOUSTON, TX

101
Positions
$117.35M
Total AUM (reported)
1.55M
Total Shares

Allocation by class

TOTAL AUM$117.35M101 positions
COM$29.66M25.3%
US GBL GLD PRE$5.76M4.9%
ENERGY ETF$5.61M4.8%
PHYSCL PRECS MET$5.04M4.3%
INTL SMCP VLU$4.68M4.0%
SARMAYA THEMATIC$4.01M3.4%
URANIUM MINERS E$3.96M3.4%

Portfolio Concentration

Top 314.0%4–1021.7%11–2525.8%Rest38.5%TOP 1035.7%0%100%
Top 3$16.41M14.0%
4–10$25.50M21.7%
11–25$30.26M25.8%
Rest$45.18M38.5%

Top 3 weight

14.0%

Top 10 weight

35.7%

Voting Authority Distribution

Total shares with voting rights: 1.55M

Sole

Full voting authority

1.55M

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)

Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:

ETF SER SOLUTIONS

SOLE
US GBL GLD PRE
Shares129.81K
TypeSH
Market value$5.76M
4.91%
Sole
129.81K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
ENERGY ETF
Shares32.41K
TypeSH
Market value$5.61M
4.78%
Sole
32.41K
Shared
0.00
None
0.00

ABRDN PRECIOUS METALS BASKET

SOLE
PHYSCL PRECS MET
Shares23.05K
TypeSH
Market value$5.04M
4.30%
Sole
23.05K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares46.90K
TypeSH
Market value$4.68M
3.99%
Sole
46.90K
Shared
0.00
None
0.00

EA SERIES TRUST

SOLE
SARMAYA THEMATIC
Shares87.59K
TypeSH
Market value$4.01M
3.42%
Sole
87.59K
Shared
0.00
None
0.00

SPROTT FDS TR

SOLE
URANIUM MINERS E
Shares62.73K
TypeSH
Market value$3.96M
3.38%
Sole
62.73K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares53.13K
TypeSH
Market value$3.63M
3.09%
Sole
53.13K
Shared
0.00
None
0.00

FIRST TR EXCH TRADED FD III

SOLE
LNG/SHT EQUITY
Shares51.17K
TypeSH
Market value$3.60M
3.07%
Sole
51.17K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares26.38K
TypeSH
Market value$2.91M
2.48%
Sole
26.38K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares24.36K
TypeSH
Market value$2.70M
2.30%
Sole
24.36K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
US CASH COWS 100
Shares40.60K
TypeSH
Market value$2.54M
2.16%
Sole
40.60K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares9.52K
TypeSH
Market value$2.42M
2.06%
Sole
9.52K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
AEROSPACE DEFN
Shares13.14K
TypeSH
Market value$2.18M
1.86%
Sole
13.14K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares54.65K
TypeSH
Market value$2.15M
1.84%
Sole
54.65K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
BUYBACK ACHIEV
Shares16.25K
TypeSH
Market value$2.13M
1.82%
Sole
16.25K
Shared
0.00
None
0.00

FEDERATED HERMES ETF TRUST

SOLE
MDT LARGE CAP
Shares70.17K
TypeSH
Market value$2.10M
1.79%
Sole
70.17K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares15.72K
TypeSH
Market value$2.08M
1.77%
Sole
15.72K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDQ CLN EDGE
Shares12.64K
TypeSH
Market value$2.07M
1.76%
Sole
12.64K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares27.01K
TypeSH
Market value$2.07M
1.76%
Sole
27.01K
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares4.24K
TypeSH
Market value$2.01M
1.72%
Sole
4.24K
Shared
0.00
None
0.00

TELEFONICA BRASIL SA

SOLE
SPONSORED ADS
Shares120.71K
TypeSH
Market value$1.92M
1.64%
Sole
120.71K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
URANIUM AND NUCL
Shares13.99K
TypeSH
Market value$1.86M
1.59%
Sole
13.99K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares7.75K
TypeSH
Market value$1.69M
1.44%
Sole
7.75K
Shared
0.00
None
0.00

ETF OPPORTUNITIES TRUST

SOLE
HEDGEYE CAPITAL
Shares54.47K
TypeSH
Market value$1.57M
1.34%
Sole
54.47K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES BIOTECH
Shares8.73K
TypeSH
Market value$1.47M
1.26%
Sole
8.73K
Shared
0.00
None
0.00
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