Prota Financial
$152M 13F equity value
74 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prota Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | 200,297 | $12M | 7.9% |
| QQQM | INVESCO EXCH TRADED FD TR II | 37,861 | $11M | 7.4% |
| SCHG | SCHWAB STRATEGIC TR | 266,635 | $9M | 6.0% |
| DGRO | ISHARES TR | 114,115 | $9M | 5.7% |
| SCHF | SCHWAB STRATEGIC TR | 262,734 | $7M | 4.7% |
| DIVO | AMPLIFY ETF TR | 133,769 | $6M | 4.0% |
| GPIX | GOLDMAN SACHS ETF TR | 104,206 | $6M | 3.8% |
| BXSL | BLACKSTONE SECD LENDING FD | 240,592 | $6M | 3.8% |
| SPYI | NEOS ETF TRUST | 107,522 | $6M | 3.8% |
| OBDC | BLUE OWL CAPITAL CORPORATION | 525,192 | $6M | 3.7% |
Track Prota Financial's 13F portfolio: $152M in reported holdings, 74 positions. Top holdings and quarterly changes on SentiSense.
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