ZEGA Investments, LLC Hedge Fund

Location: Palm Beach Gardens, FL

CIK: 0002045703 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 27, 2025

Total Value: $747M (100.0% shares, 0.0% debt)

Holdings (157)

SPY SPDR S&P 500 ETF TR 14.3%
Value $107M Shares 160,900 Est. Cost $607.96 Unrealized
SPY SPDR S&P 500 ETF TR 11.6%
Value $87M Shares 130,600 Est. Cost $607.96 Unrealized
AAPL APPLE INC 9.2%
Value $68.4M Shares 268,626 Est. Cost $232.70 Unrealized -3.1%
SPY SPDR S&P 500 ETF TR 5.4%
Value $40.01M Shares 60,060 Est. Cost $607.96 Unrealized
HYBL SSGA ACTIVE TR 4.9%
Value $36.66M Shares 1,279,680 Est. Cost $28.58 Unrealized
AAPL APPLE INC 4.9%
Value $36.26M Shares 142,400 Est. Cost $232.70 Unrealized -3.1%
NVDA NVIDIA CORPORATION 3.3%
Value $24.71M Shares 132,452 Est. Cost $145.36 Unrealized +19.9%
ZHDG TIDAL TRUST I 2.4%
Value $17.7M Shares 778,903 Est. Cost $21.21 Unrealized
MSFT MICROSOFT CORP 2.4%
Value $17.65M Shares 34,076 Est. Cost $431.07 Unrealized +18.0%
AMZN AMAZON COM INC 2.3%
Value $17.16M Shares 78,142 Est. Cost $206.66 Unrealized +9.5%
SJNK SPDR SERIES TRUST 2.1%
Value $15.37M Shares 600,295 Est. Cost $25.58 Unrealized
AMZN AMAZON COM INC 2.0%
Value $15.02M Shares 68,400 Est. Cost $206.66 Unrealized +9.5%
SRLN SSGA ACTIVE ETF TR 2.0%
Value $14.85M Shares 357,232 Est. Cost $41.95 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value $11.67M Shares 12,603 Est. Cost $945.43 Unrealized +1.2%
TSLA TESLA INC 1.4%
Value $10.44M Shares 23,475 Est. Cost $318.82 Unrealized +8.8%
AAPL APPLE INC 1.3%
Value $9.88M Shares 38,800 Est. Cost $232.70 Unrealized -3.1%
XOM EXXON MOBIL CORP 1.1%
Value $8.303M Shares 73,639 Est. Cost $112.25 Unrealized -2.3%
QQQ INVESCO QQQ TR 1.1%
Value $8.105M Shares 13,500 Est. Cost $540.93 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $8.042M Shares 43,100 Est. Cost $145.36 Unrealized +19.9%
AFL AFLAC INC 1.0%
Value $7.58M Shares 67,859 Est. Cost $106.27 Unrealized -2.0%
XOM EXXON MOBIL CORP 0.9%
Value $7.092M Shares 62,900 Est. Cost $112.25 Unrealized -2.3%
AFL AFLAC INC 0.9%
Value $6.635M Shares 59,400 Est. Cost $106.27 Unrealized -2.0%
ABBV ABBVIE INC 0.8%
Value $5.909M Shares 25,520 Est. Cost $189.91 Unrealized +6.3%
MSFT MICROSOFT CORP 0.8%
Value $5.697M Shares 11,000 Est. Cost $431.07 Unrealized +18.0%
LLY ELI LILLY & CO 0.7%
Value $5.042M Shares 6,608 Est. Cost $785.15 Unrealized -5.5%
JPM JPMORGAN CHASE & CO. 0.6%
Value $4.743M Shares 15,035 Est. Cost $265.83 Unrealized +11.3%
ABBV ABBVIE INC 0.6%
Value $4.422M Shares 19,100 Est. Cost $189.91 Unrealized +6.3%
BIL SPDR SERIES TRUST 0.6%
Value $4.202M Shares 45,798 Est. Cost $91.73 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value $4.164M Shares 13,200 Est. Cost $265.83 Unrealized +11.3%
QQQ INVESCO QQQ TR 0.5%
Value $3.962M Shares 6,600 Est. Cost $540.93 Unrealized
GOOG ALPHABET INC 0.5%
Value $3.75M Shares 15,396 Est. Cost $176.09 Unrealized +19.2%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $3.676M Shares 10,647 Est. Cost $543.13 Unrealized -45.0%
V VISA INC 0.5%
Value $3.556M Shares 10,416 Est. Cost $327.97 Unrealized +5.2%
META META PLATFORMS INC 0.4%
Value $3.235M Shares 4,405 Est. Cost $586.23 Unrealized +26.8%
SPYT TIDAL TRUST II 0.4%
Value $3.066M Shares 165,984 Est. Cost $19.38 Unrealized
GOOGL ALPHABET INC 0.4%
Value $2.927M Shares 12,039 Est. Cost $188.63 Unrealized +10.9%
HD HOME DEPOT INC 0.4%
Value $2.865M Shares 7,070 Est. Cost $378.70 Unrealized +2.8%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $2.832M Shares 15,523 Est. Cost $115.93 Unrealized +39.8%
MSTR STRATEGY INC 0.4%
Value $2.825M Shares 8,769 Est. Cost $355.01 Unrealized +4.5%
NSC NORFOLK SOUTHN CORP 0.4%
Value $2.684M Shares 8,934 Est. Cost $276.03 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value $2.653M Shares 46,458 Est. Cost $57.82 Unrealized
YMAX TIDAL TRUST II 0.4%
Value $2.628M Shares 205,123 Est. Cost $16.44 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.554M Shares 14,000 Est. Cost $115.93 Unrealized +39.8%
MCK MCKESSON CORP 0.3%
Value $2.298M Shares 2,974 Est. Cost $557.26 Unrealized +26.2%
WMT WALMART INC 0.3%
Value $2.291M Shares 22,226 Est. Cost $85.91 Unrealized +15.5%
CAT CATERPILLAR INC 0.3%
Value $1.996M Shares 4,184 Est. Cost $407.91 Unrealized +4.3%
IVV ISHARES TR 0.3%
Value $1.982M Shares 2,961 Est. Cost $611.01 Unrealized
COWG PACER FDS TR 0.3%
Value $1.88M Shares 51,786 Est. Cost $35.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.841M Shares 3,662 Est. Cost $471.75 Unrealized +2.7%
AVGO BROADCOM INC 0.2%
Value $1.79M Shares 5,426 Est. Cost $258.52 Unrealized +18.3%
WMT WALMART INC 0.2%
Value $1.659M Shares 16,100 Est. Cost $85.91 Unrealized +15.5%
HOOD ROBINHOOD MKTS INC 0.2%
Value $1.654M Shares 11,551 Est. Cost $99.46 Unrealized +9.6%
GLDM WORLD GOLD TR 0.2%
Value $1.652M Shares 21,609 Est. Cost $76.45 Unrealized
EMR EMERSON ELEC CO 0.2%
Value $1.582M Shares 12,059 Est. Cost $135.48 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value $1.576M Shares 32,604 Est. Cost $46.63 Unrealized -0.6%
SPTI SPDR SERIES TRUST 0.2%
Value $1.545M Shares 53,448 Est. Cost $28.85 Unrealized
USB US BANCORP DEL 0.2%
Value $1.542M Shares 31,900 Est. Cost $46.63 Unrealized -0.6%
HOOD ROBINHOOD MKTS INC 0.2%
Value $1.518M Shares 10,600 Est. Cost $99.46 Unrealized +9.6%
MAR MARRIOTT INTL INC NEW 0.2%
Value $1.482M Shares 5,692 Est. Cost $268.06 Unrealized -0.2%
PH PARKER-HANNIFIN CORP 0.2%
Value $1.44M Shares 1,900 Est. Cost $735.10 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $1.357M Shares 2,767 Est. Cost $454.77 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value $1.323M Shares 9,079 Est. Cost $117.51 Unrealized +9.6%
NFLX NETFLIX INC 0.2%
Value $1.31M Shares 1,093 Est. Cost $87.36 Unrealized +39.7%
KMI KINDER MORGAN INC DEL 0.2%
Value $1.259M Shares 44,467 Est. Cost $26.76 Unrealized +0.8%
ORCL ORACLE CORP 0.2%
Value $1.257M Shares 4,471 Est. Cost $254.17 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $1.211M Shares 7,484 Est. Cost $161.38 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value $1.19M Shares 5,846 Est. Cost $188.91 Unrealized +1.3%
SYK STRYKER CORPORATION 0.2%
Value $1.188M Shares 3,213 Est. Cost $366.32 Unrealized +5.0%
LRCX LAM RESEARCH CORP 0.2%
Value $1.174M Shares 8,765 Est. Cost $105.52 Unrealized 0.0%
SPYM SPDR SERIES TRUST 0.2%
Value $1.173M Shares 14,977 Est. Cost $68.27 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $1.172M Shares 6,320 Est. Cost $149.62 Unrealized +13.3%
PWR QUANTA SVCS INC 0.2%
Value $1.16M Shares 2,798 Est. Cost $320.76 Unrealized +21.1%
PEP PEPSICO INC 0.2%
Value $1.15M Shares 8,190 Est. Cost $131.03 Unrealized +7.2%
KO COCA COLA CO 0.2%
Value $1.149M Shares 17,318 Est. Cost $63.15 Unrealized +7.6%
KLAC KLA CORP 0.2%
Value $1.133M Shares 1,050 Est. Cost $930.36 Unrealized 0.0%
GRMN GARMIN LTD 0.2%
Value $1.121M Shares 4,553 Est. Cost $229.08 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value $1.089M Shares 3,621 Est. Cost $272.69 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value $1.081M Shares 4,373 Est. Cost $247.12 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $1.08M Shares 3,076 Est. Cost $344.03 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.08M Shares 3,252 Est. Cost $316.55 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value $1.059M Shares 1,722 Est. Cost $415.97 Unrealized +45.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.05M Shares 1,319 Est. Cost $571.74 Unrealized +28.5%
BK BANK NEW YORK MELLON CORP 0.1%
Value $1.05M Shares 9,640 Est. Cost $101.35 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value $1.032M Shares 10,500 Est. Cost $103.86 Unrealized -6.7%
INTU INTUIT 0.1%
Value $1.028M Shares 1,505 Est. Cost $617.66 Unrealized +16.5%
ETN EATON CORP PLC 0.1%
Value $1.019M Shares 2,722 Est. Cost $363.27 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.1%
Value $998K Shares 1,391 Est. Cost $758.81 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value $992K Shares 14,738 Est. Cost $62.42 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value $985K Shares 2,850 Est. Cost $322.11 Unrealized 0.0%
QQQT TIDAL TRUST II 0.1%
Value $983K Shares 52,937 Est. Cost $19.12 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value $969K Shares 4,533 Est. Cost $200.25 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value $941K Shares 1,962 Est. Cost $424.05 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $924K Shares 2,815 Est. Cost $305.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $922K Shares 6,538 Est. Cost $140.95 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $917K Shares 10,842 Est. Cost $93.94 Unrealized -5.7%
MCD MCDONALDS CORP 0.1%
Value $897K Shares 2,952 Est. Cost $302.49 Unrealized -0.4%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value $889K Shares 5,439 Est. Cost $158.04 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value $871K Shares 4,446 Est. Cost $197.68 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value $835K Shares 1,715 Est. Cost $533.84 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $829K Shares 5,398 Est. Cost $163.76 Unrealized -5.4%
ITOT ISHARES TR 0.1%
Value $829K Shares 5,692 Est. Cost $132.89 Unrealized
SOXY TIDAL TRUST II 0.1%
Value $822K Shares 14,567 Est. Cost $52.35 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $776K Shares 24,825 Est. Cost $32.75 Unrealized
ADBE ADOBE INC 0.1%
Value $746K Shares 2,114 Est. Cost $495.13 Unrealized -27.5%
QQQ INVESCO QQQ TR 0.1%
Value $716K Shares 1,193 Est. Cost $540.93 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $680K Shares 6,123 Est. Cost $87.00 Unrealized +29.1%
NVDL GRANITESHARES ETF TR 0.1%
Value $651K Shares 6,949 Est. Cost $93.62 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $640K Shares 7,630 Est. Cost $71.15 Unrealized +13.1%
KR KROGER CO 0.1%
Value $600K Shares 8,896 Est. Cost $57.34 Unrealized +20.5%
CERY SPDR SERIES TRUST 0.1%
Value $591K Shares 20,639 Est. Cost $28.65 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value $588K Shares 4,112 Est. Cost $170.91 Unrealized -17.6%
NOW SERVICENOW INC 0.1%
Value $571K Shares 620 Est. Cost $196.57 Unrealized -5.0%
CRM SALESFORCE INC 0.1%
Value $552K Shares 2,328 Est. Cost $251.43 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value $541K Shares 4,037 Est. Cost $116.10 Unrealized +12.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $491K Shares 15,700 Est. Cost $32.75 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value $460K Shares 6,702 Est. Cost $68.99 Unrealized
GIAX TIDAL TRUST II 0.1%
Value $453K Shares 25,951 Est. Cost $16.65 Unrealized
BOXX EA SERIES TRUST 0.1%
Value $451K Shares 3,959 Est. Cost $113.86 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $449K Shares 5,000 Est. Cost $89.77 Unrealized
SDTY TIDAL TRUST II 0.1%
Value $431K Shares 9,419 Est. Cost $45.32 Unrealized
ITRI ITRON INC 0.1%
Value $404K Shares 3,245 Est. Cost $113.13 Unrealized +12.4%
CVX CHEVRON CORP NEW 0.1%
Value $392K Shares 2,523 Est. Cost $145.56 Unrealized +4.6%
BMNR BITMINE IMMERSION TECNOLOGIE 0.1%
Value $386K Shares 7,424 Est. Cost $50.65 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $381K Shares 7,505 Est. Cost $50.56 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $371K Shares 3,788 Est. Cost $71.88 Unrealized +30.1%
USFR WISDOMTREE TR 0.0%
Value $360K Shares 7,171 Est. Cost $50.39 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $359K Shares 1,704 Est. Cost $200.49 Unrealized +3.3%
MGC VANGUARD WORLD FD 0.0%
Value $313K Shares 1,284 Est. Cost $221.68 Unrealized
BIGY TIDAL TRUST II 0.0%
Value $306K Shares 5,843 Est. Cost $52.46 Unrealized
BRNY EA SERIES TRUST 0.0%
Value $301K Shares 6,219 Est. Cost $48.41 Unrealized
IWM ISHARES TR 0.0%
Value $297K Shares 1,228 Est. Cost $227.56 Unrealized
TIDAL TRUST II 0.0%
Value $296K Shares 21,227 Est. Cost $24.18 Unrealized
GDXY TIDAL TRUST II 0.0%
Value $290K Shares 16,422 Est. Cost $15.43 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value $286K Shares 6,012 Est. Cost $47.07 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value $283K Shares 5,943 Est. Cost $47.06 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $280K Shares 4,301 Est. Cost $61.07 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $274K Shares 2,625 Est. Cost $95.32 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $268K Shares 1,029 Est. Cost $257.33 Unrealized 0.0%
JPO TIDAL TRUST II 0.0%
Value $265K Shares 15,307 Est. Cost $18.75 Unrealized
NVDY TIDAL TRUST II 0.0%
Value $261K Shares 15,506 Est. Cost $16.80 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $254K Shares 446 Est. Cost $515.47 Unrealized +11.3%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $246K Shares 4,407 Est. Cost $51.41 Unrealized
SHEL SHELL PLC 0.0%
Value $229K Shares 3,198 Est. Cost $65.65 Unrealized
YQQQ TIDAL TRUST II 0.0%
Value $227K Shares 17,796 Est. Cost $15.55 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $224K Shares 2,448 Est. Cost $90.22 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $220K Shares 359 Est. Cost $520.51 Unrealized
GPTY TIDAL TRUST II 0.0%
Value $217K Shares 4,639 Est. Cost $46.76 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $215K Shares 1,520 Est. Cost $141.49 Unrealized
TIDAL TRUST II 0.0%
Value $193K Shares 20,506 Est. Cost $12.20 Unrealized
CDE COEUR MNG INC 0.0%
Value $189K Shares 10,100 Est. Cost $6.48 Unrealized +89.0%
GOOY TIDAL TRUST II 0.0%
Value $182K Shares 12,887 Est. Cost $14.15 Unrealized
APLY TIDAL TRUST II 0.0%
Value $166K Shares 12,209 Est. Cost $13.62 Unrealized
AMZY TIDAL TRUST II 0.0%
Value $150K Shares 10,574 Est. Cost $14.23 Unrealized
TIDAL TRUST II 0.0%
Value $109K Shares 19,999 Est. Cost $5.47 Unrealized
TIDAL TRUST II 0.0%
Value $96,023 Shares 16,220 Est. Cost $6.96 Unrealized
TIDAL TRUST II 0.0%
Value $95,204 Shares 30,612 Est. Cost $4.18 Unrealized
TIDAL TRUST II 0.0%
Value $91,490 Shares 33,513 Est. Cost $3.12 Unrealized