Advantage Trust Co Diversified Active

Location: Salina, KS

CIK: 0002009346 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (123)

VO Vanguard Mid-Cap ETF 12.7%
Value $28.38M Shares 98,810 Est. Cost $253.36 Unrealized
JGRO JP Morgan Active Growth ETF 10.8%
Value $24.14M Shares 285,609 Est. Cost $63.62 Unrealized
VTV Vanguard Value ETF 10.3%
Value $22.95M Shares 116,964 Est. Cost $162.83 Unrealized
VUG Vanguard Growth ETF 10.1%
Value $22.6M Shares 51,750 Est. Cost $333.36 Unrealized
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.8%
Value $17.49M Shares 443,500 Est. Cost $33.27 Unrealized
AVLV Avantis US Large Cap Value ETF 7.6%
Value $17.05M Shares 211,547 Est. Cost $69.35 Unrealized
DFAI Dimensional International Core Equity Market ETF 7.6%
Value $17.03M Shares 437,222 Est. Cost $29.62 Unrealized
FENI Fidelity Enhanced International ETF 6.2%
Value $13.87M Shares 372,794 Est. Cost $29.25 Unrealized
FBCG Fidelity Blue Chip Growth ETF 5.3%
Value $11.75M Shares 234,419 Est. Cost $45.78 Unrealized
JEMA JP Morgan ActiveBuilders Emerging Markets Equity ETF 4.1%
Value $9.075M Shares 174,425 Est. Cost $39.20 Unrealized
VGT Vanguard Information Technology ETF 3.2%
Value $7.095M Shares 10,169 Est. Cost $487.08 Unrealized
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.4%
Value $3.045M Shares 44,569 Est. Cost $62.12 Unrealized
QLC FlexShares US Quality Large Cap Index Fund ETF 1.3%
Value $2.966M Shares 37,953 Est. Cost $78.16 Unrealized
SECT Main Sector Rotation ETF 1.3%
Value $2.821M Shares 46,715 Est. Cost $54.45 Unrealized
SIXG Defiance Connective Technologies ETF 1.1%
Value $2.54M Shares 37,256 Est. Cost $37.42 Unrealized
CIBR First Trust NASDAQ Cybersecurity ETF 0.8%
Value $1.866M Shares 29,774 Est. Cost $53.92 Unrealized
VHT Vanguard Health Care Index Fund ETF 0.8%
Value $1.816M Shares 6,667 Est. Cost $252.90 Unrealized
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6%
Value $1.401M Shares 23,955 Est. Cost $46.70 Unrealized
VTI Vanguard Total Stock Market ETF 0.5%
Value $1.01M Shares 3,149 Est. Cost $280.83 Unrealized
BRK/B Berkshire Hathaway Inc New 0.4%
Value $804K Shares 1,677 Est. Cost $394.69 Unrealized +25.0%
IBB iShares Biotechnology ETF 0.4%
Value $790K Shares 4,677 Est. Cost $135.85 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.3%
Value $729K Shares 3,388 Est. Cost $170.40 Unrealized
VDE Vanguard Energy ETF 0.3%
Value $626K Shares 3,615 Est. Cost $118.12 Unrealized
LLY Eli Lilly & Co 0.3%
Value $612K Shares 665 Est. Cost $617.21 Unrealized +69.6%
VV Vanguard Large-Cap Index Fund ETF 0.3%
Value $610K Shares 2,040 Est. Cost $218.76 Unrealized
RTX RTX Corporation 0.2%
Value $494K Shares 2,563 Est. Cost $81.23 Unrealized +142.1%
MSFT Microsoft Corp 0.2%
Value $492K Shares 1,328 Est. Cost $380.18 Unrealized +14.3%
VOO Vanguard S&P 500 ETF 0.2%
Value $489K Shares 819 Est. Cost $441.54 Unrealized
XBI SPDR S&P Biotech ETF 0.2%
Value $466K Shares 3,645 Est. Cost $88.54 Unrealized
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2%
Value $345K Shares 10,376 Est. Cost $30.99 Unrealized
ITA iShares U.S. Aerospace & Defense ETF 0.1%
Value $326K Shares 1,490 Est. Cost $143.08 Unrealized
IAU iShares Gold Trust ETF 0.1%
Value $302K Shares 3,427 Est. Cost $40.87 Unrealized
DE Deere & Co 0.1%
Value $301K Shares 535 Est. Cost $388.47 Unrealized +41.9%
WMT WALMART Inc. 0.1%
Value $282K Shares 2,268 Est. Cost $85.77 Unrealized +42.3%
VB Vanguard Small Cap ETF 0.1%
Value $279K Shares 1,065 Est. Cost $227.53 Unrealized
MCD McDonalds Corp 0.1%
Value $278K Shares 893 Est. Cost $258.68 Unrealized +22.6%
AAPL Apple Inc 0.1%
Value $273K Shares 1,075 Est. Cost $182.95 Unrealized +43.7%
PEP Pepsico Inc 0.1%
Value $251K Shares 1,617 Est. Cost $153.75 Unrealized +0.6%
VNQ Vanguard Real Estate ETF 0.1%
Value $242K Shares 2,728 Est. Cost $91.30 Unrealized
VPU Vanguard Utilities Index Fund ETF 0.1%
Value $232K Shares 1,169 Est. Cost $164.22 Unrealized
VOE Vanguard Mid Cap Value ETF 0.1%
Value $226K Shares 1,225 Est. Cost $145.01 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value $217K Shares 1,000 Est. Cost $179.97 Unrealized
VOX Vanguard Communication Services ETF 0.1%
Value $206K Shares 1,143 Est. Cost $143.21 Unrealized
VFH Vanguard Financials ETF 0.1%
Value $204K Shares 1,689 Est. Cost $107.12 Unrealized
GOOGL Alphabet, Inc. Class A 0.1%
Value $196K Shares 680 Est. Cost $133.35 Unrealized +142.4%
ABBV Abbvie Inc 0.1%
Value $177K Shares 814 Est. Cost $135.72 Unrealized +64.0%
ORCL Oracle Corp 0.1%
Value $155K Shares 1,053 Est. Cost $122.92 Unrealized +38.0%
GOOG Alphabet, Inc. Class C 0.1%
Value $155K Shares 540 Est. Cost $146.99 Unrealized +120.2%
PFE Pfizer Inc 0.1%
Value $142K Shares 5,053 Est. Cost $26.40 Unrealized -0.8%
VIS Vanguard Industrials ETF 0.1%
Value $127K Shares 406 Est. Cost $255.33 Unrealized
PECO Phillips Edison & Company, Inc. 0.1%
Value $127K Shares 3,386 Est. Cost $36.48 Unrealized
JNJ Johnson & Johnson 0.1%
Value $121K Shares 495 Est. Cost $144.99 Unrealized +57.2%
OMC Omnicom Group Inc 0.1%
Value $120K Shares 1,600 Est. Cost $73.20 Unrealized +4.6%
OKE Oneok Inc 0.0%
Value $111K Shares 1,227 Est. Cost $60.36 Unrealized +30.1%
CAT Caterpillar Inc 0.0%
Value $105K Shares 148 Est. Cost $282.66 Unrealized +142.1%
BMY Bristol Myers Squibb Co 0.0%
Value $103K Shares 1,700 Est. Cost $47.02 Unrealized +22.1%
KRE SPDR S&P Regional Banking ETF 0.0%
Value $97,725 Shares 1,500 Est. Cost $57.93 Unrealized
VCR Vanguard Consumer Discretionary ETF 0.0%
Value $96,938 Shares 270 Est. Cost $363.49 Unrealized
SBUX Starbucks Corp 0.0%
Value $94,517 Shares 1,055 Est. Cost $90.53 Unrealized +3.4%
UNP Union Pacific Corp 0.0%
Value $93,651 Shares 386 Est. Cost $214.57 Unrealized +13.4%
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0%
Value $89,667 Shares 1,907 Est. Cost $41.97 Unrealized
BA Boeing Co 0.0%
Value $87,573 Shares 440 Est. Cost $213.87 Unrealized +11.5%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value $84,750 Shares 1,255 Est. Cost $104.02 Unrealized
SLV iShares Silver Trust 0.0%
Value $82,790 Shares 1,215 Est. Cost $22.26 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value $81,293 Shares 385 Est. Cost $173.89 Unrealized
YUM YUM! Brands Inc 0.0%
Value $79,295 Shares 510 Est. Cost $120.09 Unrealized +31.0%
ENZL iShares MSCI New Zealand ETF 0.0%
Value $76,764 Shares 1,800 Est. Cost $48.49 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value $73,149 Shares 170 Est. Cost $191.17 Unrealized
ABT Abbott Labs 0.0%
Value $71,664 Shares 698 Est. Cost $96.07 Unrealized +20.1%
XOM Exxon Mobil Corp 0.0%
Value $67,864 Shares 400 Est. Cost $103.32 Unrealized +34.3%
CEF Sprott Physical Gold and Silver Trust ETF 0.0%
Value $66,808 Shares 1,400 Est. Cost $21.58 Unrealized
WFC Wells Fargo & Co 0.0%
Value $63,688 Shares 800 Est. Cost $41.03 Unrealized +119.5%
BDX Becton Dickinson 0.0%
Value $62,892 Shares 400 Est. Cost $233.45 Unrealized -28.1%
BAC BankAmerica Corp 0.0%
Value $54,844 Shares 1,125 Est. Cost $34.53 Unrealized +55.4%
KO Coca Cola Co 0.0%
Value $54,148 Shares 712 Est. Cost $55.16 Unrealized +35.5%
MO Altria Group Inc 0.0%
Value $52,792 Shares 800 Est. Cost $45.38 Unrealized +38.9%
DUK Duke Energy Corp New 0.0%
Value $52,245 Shares 399 Est. Cost $103.50 Unrealized +16.8%
MCO Moody's Corp 0.0%
Value $49,733 Shares 114 Est. Cost $341.78 Unrealized +43.2%
NLR VanEck Uranium and Nuclear ETF 0.0%
Value $49,280 Shares 370 Est. Cost $126.63 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value $48,112 Shares 194 Est. Cost $200.71 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value $47,186 Shares 873 Est. Cost $41.10 Unrealized
VEA Vanguard FTSE Developed Market ETF 0.0%
Value $46,971 Shares 733 Est. Cost $56.22 Unrealized
NEE Nextera Energy, Inc. 0.0%
Value $46,533 Shares 501 Est. Cost $54.92 Unrealized +58.7%
CL Colgate Palmolive 0.0%
Value $42,445 Shares 498 Est. Cost $78.62 Unrealized +12.9%
CTRE CareTrust REIT, Inc. 0.0%
Value $40,315 Shares 1,100 Est. Cost $27.05 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value $38,180 Shares 170 Est. Cost $218.48 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value $38,163 Shares 307 Est. Cost $108.25 Unrealized
OGE OGE Energy Corp 0.0%
Value $33,572 Shares 700 Est. Cost $34.50 Unrealized +28.8%
V Visa, Inc. 0.0%
Value $32,642 Shares 108 Est. Cost $242.67 Unrealized +35.6%
PSX Phillips 66 0.0%
Value $29,513 Shares 162 Est. Cost $111.41 Unrealized +32.0%
CSCO Cisco Systems Inc 0.0%
Value $27,157 Shares 350 Est. Cost $47.41 Unrealized +64.3%
BX Blackstone Inc. 0.0%
Value $26,448 Shares 230 Est. Cost $102.08 Unrealized +38.0%
AEP American Electric Power Co 0.0%
Value $22,939 Shares 175 Est. Cost $82.72 Unrealized +45.7%
CVX Chevron Corporation 0.0%
Value $22,759 Shares 110 Est. Cost $144.19 Unrealized +19.2%
RIO Rio Tinto Group 0.0%
Value $20,990 Shares 225 Est. Cost $72.25 Unrealized
DIVB IShares Core Dividend ETF 0.0%
Value $20,231 Shares 375 Est. Cost $50.32 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value $20,161 Shares 31 Est. Cost $475.32 Unrealized
DIS Disney Walt Company 0.0%
Value $19,276 Shares 200 Est. Cost $86.20 Unrealized +27.0%
DELL Dell Technologies Inc 0.0%
Value $18,547 Shares 113 Est. Cost $68.27 Unrealized +74.3%
TROW T Rowe Price 0.0%
Value $18,479 Shares 205 Est. Cost $96.04 Unrealized +5.4%
DVY iShares Select Dividend ETF 0.0%
Value $18,169 Shares 120 Est. Cost $132.81 Unrealized
KMI Kinder Morgan Inc New 0.0%
Value $16,765 Shares 500 Est. Cost $15.34 Unrealized +93.9%
WAT Waters Corporation 0.0%
Value $16,081 Shares 54 Est. Cost $367.10 Unrealized 0.0%
JPM J P Morgan & Chase Co 0.0%
Value $13,237 Shares 45 Est. Cost $144.89 Unrealized +114.9%
SIRI Sirius XM Holdings Inc 0.0%
Value $11,540 Shares 500 Est. Cost $23.13 Unrealized -9.5%
PG Procter & Gamble Co 0.0%
Value $10,833 Shares 75 Est. Cost $158.63 Unrealized -4.3%
VXUS Vanguard Total International Stock ETF 0.0%
Value $10,564 Shares 137 Est. Cost $59.47 Unrealized
NVDA NVIDIA Corp 0.0%
Value $10,464 Shares 60 Est. Cost $111.36 Unrealized +67.6%
EMR Emerson Electric Co 0.0%
Value $9,827 Shares 75 Est. Cost $88.09 Unrealized +68.5%
HPQ HP, INC. 0.0%
Value $9,605 Shares 500 Est. Cost $26.60 Unrealized -25.7%
HPE Hewlett Packard Enterprise Co 0.0%
Value $8,572 Shares 360 Est. Cost $15.35 Unrealized +43.7%
EVRG Evergy Inc 0.0%
Value $8,192 Shares 100 Est. Cost $65.21 Unrealized +18.5%
DEO Diageo PLC ADR 0.0%
Value $7,445 Shares 100 Est. Cost $145.66 Unrealized
ALL Allstate Corp 0.0%
Value $6,428 Shares 31 Est. Cost $124.75 Unrealized +62.7%
GILD Gilead Sciences 0.0%
Value $5,296 Shares 38 Est. Cost $77.32 Unrealized +79.0%
PM Philip Morris International, Inc 0.0%
Value $4,134 Shares 25 Est. Cost $158.02 Unrealized +11.3%
ON ON Semiconductor Corp 0.0%
Value $3,096 Shares 50 Est. Cost $78.58 Unrealized -18.4%
VZ Verizon Communications 0.0%
Value $2,510 Shares 50 Est. Cost $41.48 Unrealized +5.6%
AMGN Amgen Inc 0.0%
Value $2,111 Shares 6 Est. Cost $287.24 Unrealized +21.7%
SO Southern Co 0.0%
Value $2,027 Shares 21 Est. Cost $86.40 Unrealized +3.6%
TSLX Sixth Street Specialty Lending Inc 0.0%
Value $1,838 Shares 100 Est. Cost $20.83 Unrealized 0.0%
T AT&T Inc 0.0%
Value $1,450 Shares 50 Est. Cost $26.21 Unrealized -1.7%
WMB Williams Companies 0.0%
Value $1,383 Shares 19 Est. Cost $51.72 Unrealized +28.3%