ZEGA Investments, LLC Hedge Fund

Location: Palm Beach Gardens, FL

CIK: 0002045703 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $848M (100.0% shares, 0.0% debt)

Holdings (173)

SPY SPDR S&P 500 ETF TR 11.8%
Value $99.97M Shares 146,600 Est. Cost $620.79 Unrealized
AAPL APPLE INC 11.1%
Value $94.35M Shares 347,055 Est. Cost $240.76 Unrealized +11.5%
SPY SPDR S&P 500 ETF TR 9.7%
Value $82.31M Shares 120,700 Est. Cost $620.79 Unrealized
SPY SPDR S&P 500 ETF TR 5.8%
Value $49.55M Shares 72,663 Est. Cost $620.79 Unrealized
HYBL SSGA ACTIVE TR 5.6%
Value $47.93M Shares 1,685,210 Est. Cost $28.55 Unrealized
AAPL APPLE INC 5.4%
Value $45.4M Shares 167,000 Est. Cost $240.76 Unrealized +11.5%
NVDA NVIDIA CORPORATION 3.1%
Value $26.05M Shares 139,669 Est. Cost $147.46 Unrealized +26.2%
ZHDG TIDAL TRUST I 2.5%
Value $21.31M Shares 941,836 Est. Cost $21.45 Unrealized
AMZN AMAZON COM INC 2.3%
Value $19.88M Shares 86,138 Est. Cost $208.71 Unrealized +9.6%
MSFT MICROSOFT CORP 2.1%
Value $17.98M Shares 37,179 Est. Cost $436.87 Unrealized +14.6%
NVDA NVIDIA CORPORATION 1.9%
Value $16.3M Shares 87,400 Est. Cost $147.46 Unrealized +26.2%
AMZN AMAZON COM INC 1.7%
Value $14.38M Shares 62,300 Est. Cost $208.71 Unrealized +9.6%
TSLA TESLA INC 1.7%
Value $14.34M Shares 31,895 Est. Cost $351.68 Unrealized +26.0%
COST COSTCO WHSL CORP NEW 1.6%
Value $13.93M Shares 16,150 Est. Cost $936.71 Unrealized -3.3%
SJNK SPDR SERIES TRUST 1.3%
Value $10.87M Shares 429,398 Est. Cost $25.58 Unrealized
SRLN SSGA ACTIVE ETF TR 1.3%
Value $10.62M Shares 257,316 Est. Cost $41.95 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value $10.57M Shares 17,200 Est. Cost $550.37 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value $9.4M Shares 10,900 Est. Cost $936.71 Unrealized -3.3%
XOM EXXON MOBIL CORP 1.0%
Value $8.889M Shares 73,862 Est. Cost $112.25 Unrealized +2.9%
META META PLATFORMS INC 1.0%
Value $8.719M Shares 13,209 Est. Cost $640.28 Unrealized +4.2%
LLY ELI LILLY & CO 1.0%
Value $8.227M Shares 7,656 Est. Cost $808.47 Unrealized +18.2%
AAPL APPLE INC 1.0%
Value $8.183M Shares 30,100 Est. Cost $240.76 Unrealized +11.5%
AFL AFLAC INC 0.9%
Value $7.496M Shares 67,975 Est. Cost $106.27 Unrealized +3.4%
XOM EXXON MOBIL CORP 0.9%
Value $7.377M Shares 61,300 Est. Cost $112.25 Unrealized +2.9%
MSFT MICROSOFT CORP 0.8%
Value $6.916M Shares 14,300 Est. Cost $436.87 Unrealized +14.6%
AFL AFLAC INC 0.8%
Value $6.55M Shares 59,400 Est. Cost $106.27 Unrealized +3.4%
ABBV ABBVIE INC 0.7%
Value $6.118M Shares 26,775 Est. Cost $191.68 Unrealized +18.7%
ABBV ABBVIE INC 0.7%
Value $5.712M Shares 25,000 Est. Cost $191.68 Unrealized +18.7%
NVDL GRANITESHARES ETF TR 0.7%
Value $5.586M Shares 63,467 Est. Cost $88.62 Unrealized
NVDL GRANITESHARES ETF TR 0.7%
Value $5.518M Shares 62,700 Est. Cost $88.62 Unrealized
GOOGL ALPHABET INC 0.6%
Value $5.255M Shares 16,788 Est. Cost $216.06 Unrealized +32.2%
JPM JPMORGAN CHASE & CO. 0.6%
Value $5.254M Shares 16,305 Est. Cost $269.23 Unrealized +15.0%
GOOG ALPHABET INC 0.6%
Value $4.922M Shares 15,686 Est. Cost $178.13 Unrealized +60.7%
JPM JPMORGAN CHASE & CO. 0.5%
Value $4.124M Shares 12,800 Est. Cost $269.23 Unrealized +15.0%
V VISA INC 0.4%
Value $3.794M Shares 10,817 Est. Cost $328.43 Unrealized +3.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $3.722M Shares 11,276 Est. Cost $531.65 Unrealized -36.6%
AVGO BROADCOM INC 0.4%
Value $3.417M Shares 9,874 Est. Cost $302.88 Unrealized +17.9%
QQQ INVESCO QQQ TR 0.3%
Value $2.826M Shares 4,600 Est. Cost $550.37 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.775M Shares 15,610 Est. Cost $115.93 Unrealized +56.2%
NSC NORFOLK SOUTHN CORP 0.3%
Value $2.579M Shares 8,934 Est. Cost $276.03 Unrealized +4.6%
WMT WALMART INC 0.3%
Value $2.474M Shares 22,204 Est. Cost $85.91 Unrealized +24.8%
HD HOME DEPOT INC 0.3%
Value $2.449M Shares 7,118 Est. Cost $378.70 Unrealized -3.7%
MCK MCKESSON CORP 0.3%
Value $2.438M Shares 2,972 Est. Cost $557.26 Unrealized +46.4%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.417M Shares 13,600 Est. Cost $115.93 Unrealized +56.2%
BIL SPDR SERIES TRUST 0.3%
Value $2.195M Shares 24,021 Est. Cost $91.73 Unrealized
SPYT TIDAL TRUST II 0.3%
Value $2.189M Shares 125,137 Est. Cost $19.38 Unrealized
BIGY TIDAL TRUST II 0.3%
Value $2.179M Shares 41,477 Est. Cost $52.52 Unrealized
CAT CATERPILLAR INC 0.2%
Value $2.096M Shares 3,659 Est. Cost $407.91 Unrealized +36.2%
IVV ISHARES TR 0.2%
Value $2.025M Shares 2,956 Est. Cost $611.01 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value $2.005M Shares 45,950 Est. Cost $43.64 Unrealized
COWG PACER FDS TR 0.2%
Value $1.958M Shares 55,621 Est. Cost $35.12 Unrealized
SPTI SPDR SERIES TRUST 0.2%
Value $1.956M Shares 67,823 Est. Cost $28.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.947M Shares 3,873 Est. Cost $473.16 Unrealized +5.2%
WMT WALMART INC 0.2%
Value $1.794M Shares 16,100 Est. Cost $85.91 Unrealized +24.8%
MAR MARRIOTT INTL INC NEW 0.2%
Value $1.767M Shares 5,696 Est. Cost $268.06 Unrealized +6.4%
YMAX TIDAL TRUST II 0.2%
Value $1.713M Shares 171,644 Est. Cost $16.44 Unrealized
GLDM WORLD GOLD TR 0.2%
Value $1.702M Shares 19,931 Est. Cost $76.45 Unrealized
USB US BANCORP DEL 0.2%
Value $1.679M Shares 31,467 Est. Cost $46.63 Unrealized +4.5%
PH PARKER-HANNIFIN CORP 0.2%
Value $1.618M Shares 1,841 Est. Cost $735.10 Unrealized +11.2%
USB US BANCORP DEL 0.2%
Value $1.606M Shares 30,100 Est. Cost $46.63 Unrealized +4.5%
SPYM SPDR SERIES TRUST 0.2%
Value $1.573M Shares 19,614 Est. Cost $71.10 Unrealized
EMR EMERSON ELEC CO 0.2%
Value $1.557M Shares 11,729 Est. Cost $135.48 Unrealized -2.3%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $1.467M Shares 3,129 Est. Cost $461.07 Unrealized +10.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $1.407M Shares 6,569 Est. Cost $161.38 Unrealized +39.2%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $1.313M Shares 5,190 Est. Cost $248.03 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $1.311M Shares 6,334 Est. Cost $149.62 Unrealized +31.7%
EXPE EXPEDIA GROUP INC 0.2%
Value $1.305M Shares 4,605 Est. Cost $200.98 Unrealized +22.8%
SOXY TIDAL TRUST II 0.2%
Value $1.302M Shares 21,894 Est. Cost $54.73 Unrealized
HOOD ROBINHOOD MKTS INC 0.2%
Value $1.291M Shares 11,417 Est. Cost $99.46 Unrealized +30.8%
LRCX LAM RESEARCH CORP 0.2%
Value $1.285M Shares 7,509 Est. Cost $105.52 Unrealized +47.2%
KMI KINDER MORGAN INC DEL 0.1%
Value $1.222M Shares 44,467 Est. Cost $26.76 Unrealized +0.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.218M Shares 1,386 Est. Cost $583.42 Unrealized +39.4%
KO COCA COLA CO 0.1%
Value $1.217M Shares 17,415 Est. Cost $63.15 Unrealized +9.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.217M Shares 3,290 Est. Cost $317.01 Unrealized +12.6%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value $1.196M Shares 15,599 Est. Cost $62.93 Unrealized +13.9%
BK BANK NEW YORK MELLON CORP 0.1%
Value $1.176M Shares 10,129 Est. Cost $101.79 Unrealized +8.6%
PEP PEPSICO INC 0.1%
Value $1.171M Shares 8,162 Est. Cost $131.03 Unrealized +11.3%
MMM 3M CO 0.1%
Value $1.167M Shares 7,291 Est. Cost $163.18 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value $1.162M Shares 1,778 Est. Cost $422.05 Unrealized +44.3%
KLAC KLA CORP 0.1%
Value $1.154M Shares 950 Est. Cost $930.36 Unrealized +26.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value $1.153M Shares 6,261 Est. Cost $189.76 Unrealized +6.3%
PCAR PACCAR INC 0.1%
Value $1.15M Shares 10,500 Est. Cost $103.86 Unrealized -2.5%
GE GE AEROSPACE 0.1%
Value $1.135M Shares 3,686 Est. Cost $273.19 Unrealized +10.1%
SYK STRYKER CORPORATION 0.1%
Value $1.13M Shares 3,215 Est. Cost $366.32 Unrealized -0.8%
ANET ARISTA NETWORKS INC 0.1%
Value $1.128M Shares 8,608 Est. Cost $117.51 Unrealized +17.2%
VUG VANGUARD INDEX FDS 0.1%
Value $1.063M Shares 2,179 Est. Cost $430.41 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $1.049M Shares 3,356 Est. Cost $342.55 Unrealized -4.7%
PWR QUANTA SVCS INC 0.1%
Value $1.049M Shares 2,485 Est. Cost $320.76 Unrealized +36.9%
TJX TJX COS INC NEW 0.1%
Value $1.039M Shares 6,764 Est. Cost $147.70 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value $1.035M Shares 2,611 Est. Cost $396.31 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $1.023M Shares 1,957 Est. Cost $528.94 Unrealized -6.6%
ITOT ISHARES TR 0.1%
Value $1.014M Shares 6,819 Est. Cost $135.51 Unrealized
ABT ABBOTT LABS 0.1%
Value $1.004M Shares 8,012 Est. Cost $121.66 Unrealized +4.6%
INTU INTUIT 0.1%
Value $997K Shares 1,505 Est. Cost $617.66 Unrealized +7.0%
YMAX TIDAL TRUST II 0.1%
Value $992K Shares 99,400 Est. Cost $16.44 Unrealized
ORCL ORACLE CORP 0.1%
Value $988K Shares 5,067 Est. Cost $252.27 Unrealized -5.6%
ET ENERGY TRANSFER L P 0.1%
Value $926K Shares 56,165 Est. Cost $16.49 Unrealized
MCD MCDONALDS CORP 0.1%
Value $915K Shares 2,995 Est. Cost $302.53 Unrealized +0.8%
SBUX STARBUCKS CORP 0.1%
Value $913K Shares 10,844 Est. Cost $93.94 Unrealized -10.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $911K Shares 4,364 Est. Cost $192.78 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value $889K Shares 9,480 Est. Cost $105.45 Unrealized +2.2%
VTI VANGUARD INDEX FDS 0.1%
Value $885K Shares 2,639 Est. Cost $305.45 Unrealized
ETN EATON CORP PLC 0.1%
Value $850K Shares 2,670 Est. Cost $363.27 Unrealized -2.4%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value $844K Shares 32,226 Est. Cost $27.87 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value $841K Shares 1,369 Est. Cost $550.37 Unrealized
BA BOEING CO 0.1%
Value $835K Shares 3,847 Est. Cost $205.66 Unrealized 0.0%
XONE BONDBLOXX ETF TRUST 0.1%
Value $830K Shares 16,751 Est. Cost $49.54 Unrealized
XHLF BONDBLOXX ETF TRUST 0.1%
Value $829K Shares 16,497 Est. Cost $50.25 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $826K Shares 5,417 Est. Cost $148.68 Unrealized +1.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $817K Shares 25,492 Est. Cost $32.73 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value $814K Shares 1,433 Est. Cost $754.75 Unrealized -17.8%
QQQT TIDAL TRUST II 0.1%
Value $794K Shares 45,570 Est. Cost $19.12 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $769K Shares 5,368 Est. Cost $163.76 Unrealized -10.1%
DE DEERE & CO 0.1%
Value $750K Shares 1,611 Est. Cost $467.69 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value $745K Shares 2,130 Est. Cost $495.13 Unrealized -31.3%
WFC WELLS FARGO CO NEW 0.1%
Value $724K Shares 7,769 Est. Cost $71.42 Unrealized +21.3%
MSTR STRATEGY INC 0.1%
Value $711K Shares 4,676 Est. Cost $355.01 Unrealized -35.2%
SDTY TIDAL TRUST II 0.1%
Value $701K Shares 15,784 Est. Cost $44.95 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $648K Shares 2,865 Est. Cost $297.98 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value $642K Shares 2,423 Est. Cost $251.30 Unrealized -1.2%
VST VISTRA CORP 0.1%
Value $641K Shares 3,974 Est. Cost $197.68 Unrealized -8.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $606K Shares 4,028 Est. Cost $170.91 Unrealized -14.0%
XTWO BONDBLOXX ETF TRUST 0.1%
Value $565K Shares 11,428 Est. Cost $49.47 Unrealized
KR KROGER CO 0.1%
Value $559K Shares 8,942 Est. Cost $57.34 Unrealized +13.7%
EFX EQUIFAX INC 0.1%
Value $542K Shares 2,500 Est. Cost $218.67 Unrealized 0.0%
CERY SPDR SERIES TRUST 0.1%
Value $533K Shares 18,652 Est. Cost $28.65 Unrealized
GLDY TIDAL TRUST II 0.1%
Value $510K Shares 31,052 Est. Cost $16.44 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $503K Shares 15,700 Est. Cost $32.73 Unrealized
BOXX EA SERIES TRUST 0.0%
Value $411K Shares 3,567 Est. Cost $113.86 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $395K Shares 2,755 Est. Cost $140.95 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $395K Shares 1,573 Est. Cost $227.10 Unrealized
JPO TIDAL TRUST II 0.0%
Value $392K Shares 24,488 Est. Cost $17.72 Unrealized
NVDY TIDAL TRUST II 0.0%
Value $363K Shares 24,837 Est. Cost $15.98 Unrealized
USFR WISDOMTREE TR 0.0%
Value $357K Shares 7,089 Est. Cost $50.39 Unrealized
NET CLOUDFLARE INC 0.0%
Value $354K Shares 1,794 Est. Cost $211.53 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $351K Shares 3,542 Est. Cost $92.75 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $345K Shares 2,251 Est. Cost $178.43 Unrealized -3.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $342K Shares 5,000 Est. Cost $89.77 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value $342K Shares 6,753 Est. Cost $50.56 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $328K Shares 1,682 Est. Cost $200.49 Unrealized -2.7%
BRNY EA SERIES TRUST 0.0%
Value $326K Shares 6,467 Est. Cost $48.49 Unrealized
INTC INTEL CORP 0.0%
Value $322K Shares 8,727 Est. Cost $37.76 Unrealized 0.0%
GOOY TIDAL TRUST II 0.0%
Value $318K Shares 21,768 Est. Cost $14.33 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $311K Shares 3,804 Est. Cost $71.88 Unrealized +25.3%
GIAX TIDAL TRUST II 0.0%
Value $308K Shares 18,747 Est. Cost $16.65 Unrealized
ITRI ITRON INC 0.0%
Value $300K Shares 3,226 Est. Cost $113.13 Unrealized -3.7%
IWM ISHARES TR 0.0%
Value $296K Shares 1,202 Est. Cost $227.56 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $292K Shares 2,739 Est. Cost $95.80 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $280K Shares 4,896 Est. Cost $57.82 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $279K Shares 5,620 Est. Cost $58.39 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $256K Shares 448 Est. Cost $515.47 Unrealized +8.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $254K Shares 1,032 Est. Cost $257.33 Unrealized -3.8%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $250K Shares 4,407 Est. Cost $51.41 Unrealized
APLY TIDAL TRUST II 0.0%
Value $250K Shares 18,740 Est. Cost $13.52 Unrealized
LVLN SPDR SERIES TRUST 0.0%
Value $250K Shares 9,896 Est. Cost $25.23 Unrealized
YQQQ TIDAL TRUST II 0.0%
Value $243K Shares 19,984 Est. Cost $15.18 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $239K Shares 2,670 Est. Cost $89.43 Unrealized
AMZY TIDAL TRUST II 0.0%
Value $233K Shares 17,513 Est. Cost $13.85 Unrealized
SHEL SHELL PLC 0.0%
Value $231K Shares 3,139 Est. Cost $65.65 Unrealized
TSLY TIDAL TRUST II 0.0%
Value $227K Shares 6,044 Est. Cost $37.54 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $225K Shares 8,000 Est. Cost $25.98 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value $224K Shares 357 Est. Cost $520.51 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $220K Shares 3,871 Est. Cost $56.81 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $212K Shares 4,432 Est. Cost $47.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $210K Shares 708 Est. Cost $298.78 Unrealized 0.0%
WNTR TIDAL TRUST II 0.0%
Value $210K Shares 5,284 Est. Cost $39.66 Unrealized
QGRW WISDOMTREE TR 0.0%
Value $206K Shares 3,519 Est. Cost $58.67 Unrealized
PLTY TIDAL TRUST II 0.0%
Value $202K Shares 3,914 Est. Cost $51.54 Unrealized
OEF ISHARES TR 0.0%
Value $201K Shares 586 Est. Cost $342.97 Unrealized
MSFO TIDAL TRUST II 0.0%
Value $200K Shares 12,972 Est. Cost $15.45 Unrealized
FBY TIDAL TRUST II 0.0%
Value $189K Shares 14,952 Est. Cost $12.61 Unrealized
DISO TIDAL TRUST II 0.0%
Value $182K Shares 15,002 Est. Cost $12.15 Unrealized
CDE COEUR MNG INC 0.0%
Value $180K Shares 10,100 Est. Cost $6.48 Unrealized +168.4%