Cavalier Investments, LLC Diversified Active

Location: Alpharetta, GA

CIK: 0001655543 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $2.407B (100.0% shares, 0.0% debt)

Holdings (70)

SPY STATE STR SPDR S&P 500 ETF T 23.6%
Value $568M Shares 760,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 18.5%
Value $446M Shares 605,800 Est. Cost Unrealized
SMH VANECK ETF TRUST 15.5%
Value $374M Shares 570,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 9.6%
Value $230M Shares 312,300 Est. Cost Unrealized
SMH VANECK ETF TRUST 3.9%
Value $93.46M Shares 142,500 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 3.1%
Value $74.9M Shares 100,300 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 2.6%
Value $61.92M Shares 325,000 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 1.8%
Value $44.04M Shares 231,176 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 1.6%
Value $38.1M Shares 200,000 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value $36.02M Shares 180,000 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 1.2%
Value $27.78M Shares 150,000 Est. Cost Unrealized
TSLA TESLA INC 1.0%
Value $25.24M Shares 60,000 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.8%
Value $20.31M Shares 31,800 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $18.52M Shares 92,541 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.8%
Value $18.17M Shares 24,338 Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value $17.7M Shares 296,581 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.7%
Value $17.44M Shares 210,000 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value $17.13M Shares 107,957 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.6%
Value $15.25M Shares 300,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.6%
Value $15.04M Shares 20,430 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value $14.43M Shares 72,100 Est. Cost Unrealized
TLT ISHARES TR 0.6%
Value $14.39M Shares 166,457 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.6%
Value $13.44M Shares 50,000 Est. Cost Unrealized
EWY ISHARES INC 0.5%
Value $12.11M Shares 60,000 Est. Cost Unrealized
IGF ISHARES TR 0.5%
Value $11.19M Shares 167,971 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value $10.62M Shares 200,000 Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value $10.28M Shares 47,160 Est. Cost Unrealized
MTUM ISHARES TR 0.4%
Value $10.17M Shares 29,662 Est. Cost Unrealized
GLD SPDR GOLD TR 0.4%
Value $9.21M Shares 25,000 Est. Cost Unrealized
GLD SPDR GOLD TR 0.4%
Value $9.21M Shares 25,000 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.4%
Value $8.994M Shares 33,451 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $7.933M Shares 50,000 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $7.87M Shares 42,489 Est. Cost Unrealized
EFV ISHARES TR 0.3%
Value $7.689M Shares 100,441 Est. Cost Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.3%
Value $6.816M Shares 323,655 Est. Cost Unrealized
SOXX ISHARES TR 0.3%
Value $6.595M Shares 10,292 Est. Cost Unrealized
SOXX ISHARES TR 0.3%
Value $6.536M Shares 10,200 Est. Cost Unrealized
GLD SPDR GOLD TR 0.3%
Value $6.44M Shares 17,482 Est. Cost Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value $5.715M Shares 64,544 Est. Cost Unrealized
RTX RTX CORPORATION 0.2%
Value $5.692M Shares 30,000 Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value $5.423M Shares 56,240 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value $5.319M Shares 104,644 Est. Cost Unrealized
EWY ISHARES INC 0.2%
Value $5.048M Shares 25,000 Est. Cost Unrealized
VLUE ISHARES TR 0.2%
Value $4.945M Shares 24,748 Est. Cost Unrealized
XAR SPDR SERIES TRUST 0.2%
Value $3.917M Shares 13,804 Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $3.903M Shares 117,232 Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $3.895M Shares 117,000 Est. Cost Unrealized
GDX VANECK ETF TRUST 0.1%
Value $2.86M Shares 37,901 Est. Cost Unrealized
MSTR STRATEGY INC 0.1%
Value $2.842M Shares 32,697 Est. Cost Unrealized
MSTR STRATEGY INC 0.1%
Value $2.79M Shares 32,100 Est. Cost Unrealized
USO UNITED STS OIL FD LP 0.1%
Value $2.682M Shares 25,200 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $2.255M Shares 27,150 Est. Cost Unrealized
URA GLOBAL X FDS 0.1%
Value $2.185M Shares 50,000 Est. Cost Unrealized
USOI UBS AG 0.1%
Value $1.993M Shares 46,000 Est. Cost Unrealized
IGV ISHARES TR 0.1%
Value $1.82M Shares 20,085 Est. Cost Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value $1.776M Shares 26,284 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $1.351M Shares 25,195 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $1.121M Shares 24,727 Est. Cost Unrealized
USAR USA RARE EARTH INC 0.0%
Value $1.079M Shares 50,000 Est. Cost Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $966K Shares 50,000 Est. Cost Unrealized
GOOY TIDAL TRUST II 0.0%
Value $823K Shares 61,999 Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value $643K Shares 2,139 Est. Cost Unrealized
APLY TIDAL TRUST II 0.0%
Value $638K Shares 55,172 Est. Cost Unrealized
SLV ISHARES SILVER TR 0.0%
Value $633K Shares 11,846 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.0%
Value $605K Shares 923 Est. Cost Unrealized
NVDY TIDAL TRUST II 0.0%
Value $547K Shares 43,969 Est. Cost Unrealized
AMZY TIDAL TRUST II 0.0%
Value $504K Shares 47,149 Est. Cost Unrealized
MSFO TIDAL TRUST II 0.0%
Value $446K Shares 42,584 Est. Cost Unrealized
FBY TIDAL TRUST II 0.0%
Value $400K Shares 44,638 Est. Cost Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $202K Shares 1,988 Est. Cost Unrealized