Sloy Dahl & Holst, LLC Diversified Active

Location: Vancouver, WA

CIK: 0001690295 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $728M (100.0% shares, 0.0% debt)

Holdings (112)

TSLA TESLA INC 51.9%
Value $378M Shares 1,016,725 Est. Cost $245.10 Unrealized +73.8%
AAPL APPLE INC 6.1%
Value $44.56M Shares 175,566 Est. Cost $117.68 Unrealized +123.3%
NVDA NVIDIA CORPORATION 5.3%
Value $38.76M Shares 222,270 Est. Cost $98.38 Unrealized +89.7%
TSLL DIREXION SHARES ETF TRUST 4.0%
Value $29.01M Shares 2,387,379 Est. Cost $12.31 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 3.5%
Value $25.51M Shares 850,614 Est. Cost $40.94 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 3.5%
Value $25.2M Shares 172,279 Est. Cost $78.64 Unrealized +96.0%
COIN COINBASE GLOBAL INC 3.1%
Value $22.45M Shares 128,591 Est. Cost $213.12 Unrealized -5.9%
ETH GRAYSCALE ETHEREUM STAKING 2.0%
Value $14.85M Shares 747,550 Est. Cost $29.95 Unrealized
MSFT MICROSOFT CORP 1.7%
Value $12.09M Shares 32,651 Est. Cost $407.36 Unrealized +6.7%
XSOE WISDOMTREE TR 1.3%
Value $9.17M Shares 228,676 Est. Cost $28.63 Unrealized
AMZN AMAZON COM INC 1.0%
Value $7.457M Shares 35,804 Est. Cost $132.05 Unrealized +71.8%
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value $7.418M Shares 34,495 Est. Cost $139.86 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 1.0%
Value $7.04M Shares 133,438 Est. Cost $63.17 Unrealized
NFLX NETFLIX INC. 0.8%
Value $5.824M Shares 60,577 Est. Cost $100.31 Unrealized -16.4%
QDEF FLEXSHARES TR 0.8%
Value $5.761M Shares 72,178 Est. Cost $54.82 Unrealized
UITB VICTORY PORTFOLIOS II 0.8%
Value $5.492M Shares 116,813 Est. Cost $45.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $5.218M Shares 10,890 Est. Cost $237.35 Unrealized +107.9%
ETHA ISHARES ETHEREUM TR 0.7%
Value $4.984M Shares 314,827 Est. Cost $22.43 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.6%
Value $4.216M Shares 42,076 Est. Cost $100.22 Unrealized
LRCX LAM RESEARCH CORP 0.5%
Value $3.51M Shares 16,430 Est. Cost $74.98 Unrealized +201.3%
ETHE GRAYSCALE ETHEREUM STAKING E 0.4%
Value $3.203M Shares 187,658 Est. Cost $21.89 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value $2.917M Shares 52,534 Est. Cost $52.16 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 0.4%
Value $2.693M Shares 80,095 Est. Cost $21.48 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value $2.27M Shares 30,824 Est. Cost $73.57 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.3%
Value $2.209M Shares 41,845 Est. Cost $35.53 Unrealized
GOOG ALPHABET INC 0.3%
Value $2.061M Shares 7,185 Est. Cost $112.49 Unrealized +187.7%
PWRD TCW ETF TRUST 0.3%
Value $1.821M Shares 18,629 Est. Cost $77.28 Unrealized
OUNZ VANECK MERK GOLD ETF 0.2%
Value $1.667M Shares 37,000 Est. Cost $22.59 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $1.644M Shares 7,944 Est. Cost $121.74 Unrealized +41.2%
FMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value $1.6M Shares 33,000 Est. Cost $30.84 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value $1.584M Shares 30,585 Est. Cost $36.47 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value $1.553M Shares 5,196 Est. Cost $243.99 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value $1.534M Shares 30,482 Est. Cost $36.86 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.521M Shares 26,827 Est. Cost $57.56 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $1.495M Shares 6,117 Est. Cost $128.45 Unrealized +77.4%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $1.468M Shares 1,474 Est. Cost $541.91 Unrealized +77.8%
UNP UNION PAC CORP 0.2%
Value $1.468M Shares 6,050 Est. Cost $149.35 Unrealized +62.9%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.364M Shares 26,960 Est. Cost $50.51 Unrealized
COWZ PACER FDS TR 0.2%
Value $1.336M Shares 21,351 Est. Cost $53.56 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $1.329M Shares 7,832 Est. Cost $67.88 Unrealized +104.4%
CDL VICTORY PORTFOLIOS II 0.2%
Value $1.317M Shares 17,671 Est. Cost $50.57 Unrealized
XRP BITWISE XRP ETF 0.2%
Value $1.297M Shares 86,291 Est. Cost $20.52 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value $1.24M Shares 24,620 Est. Cost $50.77 Unrealized
ARKK ARK ETF TR 0.2%
Value $1.225M Shares 18,124 Est. Cost $65.38 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value $1.156M Shares 14,739 Est. Cost $77.80 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value $1.121M Shares 23,326 Est. Cost $48.66 Unrealized
IHDG WISDOMTREE TR 0.1%
Value $1.031M Shares 21,420 Est. Cost $41.20 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value $993K Shares 22,105 Est. Cost $30.86 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $915K Shares 18,227 Est. Cost $40.58 Unrealized +8.0%
META META PLATFORMS INC 0.1%
Value $868K Shares 1,518 Est. Cost $250.60 Unrealized +161.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value $862K Shares 14,073 Est. Cost $62.77 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $816K Shares 10,584 Est. Cost $63.81 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value $779K Shares 14,900 Est. Cost $54.63 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $774K Shares 2,694 Est. Cost $253.36 Unrealized
BMNG THEMES ETF TR 0.1%
Value $750K Shares 619,699 Est. Cost $3.02 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $749K Shares 2,547 Est. Cost $129.75 Unrealized +140.0%
IGLD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $734K Shares 28,750 Est. Cost $19.11 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $725K Shares 18,858 Est. Cost $36.61 Unrealized
GOOGL ALPHABET INC 0.1%
Value $646K Shares 2,245 Est. Cost $125.71 Unrealized +157.2%
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value $620K Shares 20,250 Est. Cost $17.65 Unrealized
TSLT ETF OPPORTUNITIES TRUST 0.1%
Value $533K Shares 31,328 Est. Cost $27.65 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $529K Shares 5,775 Est. Cost $91.82 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value $490K Shares 11,140 Est. Cost $29.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $472K Shares 8,728 Est. Cost $44.52 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $471K Shares 15,075 Est. Cost $19.86 Unrealized
CALF PACER FDS TR 0.1%
Value $468K Shares 10,430 Est. Cost $45.68 Unrealized
TLT ISHARES TR 0.1%
Value $443K Shares 5,115 Est. Cost $89.40 Unrealized
RTX RTX CORPORATION 0.1%
Value $437K Shares 2,265 Est. Cost $86.83 Unrealized +126.4%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value $423K Shares 28,101 Est. Cost $17.44 Unrealized -6.4%
HD HOME DEPOT INC 0.1%
Value $411K Shares 1,251 Est. Cost $314.67 Unrealized +19.8%
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $408K Shares 8,030 Est. Cost $33.30 Unrealized
GLD SPDR GOLD TR 0.1%
Value $398K Shares 924 Est. Cost $215.01 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $395K Shares 1,507 Est. Cost $245.66 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $390K Shares 1,500 Est. Cost $146.29 Unrealized +86.8%
VOO VANGUARD INDEX FDS 0.1%
Value $387K Shares 648 Est. Cost $457.86 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.1%
Value $386K Shares 19,530 Est. Cost $44.10 Unrealized -42.4%
ORCL ORACLE CORP 0.1%
Value $385K Shares 2,615 Est. Cost $73.20 Unrealized +131.7%
QQQ INVESCO QQQ TR 0.1%
Value $378K Shares 655 Est. Cost $383.79 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $347K Shares 2,629 Est. Cost $80.57 Unrealized +27.4%
IVV ISHARES TR 0.0%
Value $338K Shares 517 Est. Cost $488.97 Unrealized
CPSD CALAMOS ETF TR 0.0%
Value $338K Shares 13,025 Est. Cost $24.22 Unrealized
LRNZ ELEVATION SERIES TRUST 0.0%
Value $327K Shares 8,175 Est. Cost $44.68 Unrealized
CSCO CISCO SYS INC 0.0%
Value $324K Shares 4,172 Est. Cost $55.37 Unrealized +40.7%
NKE NIKE INC 0.0%
Value $321K Shares 6,068 Est. Cost $88.13 Unrealized -27.4%
PFE PFIZER INC 0.0%
Value $319K Shares 11,378 Est. Cost $28.19 Unrealized -7.1%
INTC INTEL CORP 0.0%
Value $319K Shares 7,236 Est. Cost $24.23 Unrealized +91.6%
VTI VANGUARD INDEX FDS 0.0%
Value $291K Shares 909 Est. Cost $261.23 Unrealized
CPSO CALAMOS ETF TR 0.0%
Value $290K Shares 10,740 Est. Cost $25.46 Unrealized
CLSE TRUST FOR PROFESSIONAL MANAG 0.0%
Value $278K Shares 9,870 Est. Cost $22.93 Unrealized
CPRO CALAMOS ETF TR 0.0%
Value $274K Shares 10,080 Est. Cost $24.87 Unrealized
DIS DISNEY WALT CO 0.0%
Value $271K Shares 2,817 Est. Cost $137.07 Unrealized -20.2%
NEE NEXTERA ENERGY INC 0.0%
Value $265K Shares 2,858 Est. Cost $72.21 Unrealized +20.7%
WMT WALMART INC 0.0%
Value $264K Shares 2,121 Est. Cost $94.76 Unrealized +28.8%
XXRP LISTED FDS TR 0.0%
Value $260K Shares 67,618 Est. Cost $11.34 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $256K Shares 2,007 Est. Cost $100.18 Unrealized
RAVI FLEXSHARES TR 0.0%
Value $248K Shares 3,285 Est. Cost $76.10 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $245K Shares 839 Est. Cost $116.63 Unrealized +147.4%
KO COCA COLA CO 0.0%
Value $241K Shares 3,166 Est. Cost $64.97 Unrealized +15.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value $240K Shares 4,859 Est. Cost $45.74 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $236K Shares 3,145 Est. Cost $85.62 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $232K Shares 8,500 Est. Cost $23.97 Unrealized
BA BOEING CO 0.0%
Value $230K Shares 1,156 Est. Cost $188.88 Unrealized +26.3%
MU MICRON TECHNOLOGY INC 0.0%
Value $221K Shares 653 Est. Cost $127.82 Unrealized +202.8%
PSX PHILLIPS 66 0.0%
Value $218K Shares 1,197 Est. Cost $147.11 Unrealized 0.0%
JBBB JANUS DETROIT STR TR 0.0%
Value $218K Shares 4,670 Est. Cost $47.70 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $210K Shares 1,415 Est. Cost $143.52 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $209K Shares 910 Est. Cost $226.07 Unrealized 0.0%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $205K Shares 3,630 Est. Cost $55.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $204K Shares 841 Est. Cost $239.40 Unrealized +18.6%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value $202K Shares 1,770 Est. Cost $114.32 Unrealized
MINT PIMCO ETF TR 0.0%
Value $201K Shares 2,000 Est. Cost $99.76 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value $136K Shares 16,461 Est. Cost $15.35 Unrealized -19.3%