Audent Global Asset Management, LLC — 13F Holdings

2026 Q2  ·  54 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Audent Global Asset Management, LLC maintained a portfolio of 54 distinct positions. The most significant new addition was ADOBE INC, now representing 1.59% of the total fund value. They heavily accumulated shares in APPLIED MATLS INC, increasing the position by 8.0%. The fund also reduced its exposure to MICROSOFT CORP by 46.4%.
Position History hover any row below to update
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Audent Global Asset Management, LLC Santa Monica, CA RIA / Multi-Family Office AUM $81M
PCA Score Concentration Risk
Risk ENB
Total Positions
54
Quarter
2026 Q2
Top Holding
SPY (9.7%)
Top 10 Concentration
56.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54

Audent Global Asset Management, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STR SPDR ...
ETF 9.72% 8.81% #1
Prev: #1
6.4
-1,915 -14.1%
P
S
11,621 $8,700,314
$436.24 +76.2%
$746.77 +3.0%
2021 Q4 13F Filing 2026-06-30 2026-08-05
NVDA
NVIDIA CORPORAT...
Technology 7.57% 7.11% #2
Prev: #2
5.0
-6,985 -17.1%
P
S
33,860 $6,775,047 2021 Q4 13F Filing 2026-06-30 2026-08-05
GOOGL
ALPHABET INC
Communication Services 6.82% 5.28% #3 1
Prev: #4
4.2
-1,315 -7.1%
P
S
17,095 $6,109,240 2021 Q4 13F Filing 2026-06-30 2026-08-05
MTUM
ISHARES TR
Bond/Debt 6.28% 3.96% #4 4
Prev: #8
6.0
5,734 53.7%
P
S
16,409 $5,625,497 2021 Q4 13F Filing 2026-06-30 2026-08-05
AMZN
AMAZON COM INC
Consumer Cyclical 4.68% 4.01% #5 2
Prev: #7
2.9
-1,695 -8.8%
P
S
17,576 $4,189,064 2021 Q4 13F Filing 2026-06-30 2026-08-05
AMAT
APPLIED MATLS I...
Technology 4.62% 1.97% #6 13
Prev: #19
3.8
424 8.0%
P
S
5,727 $4,140,621 2021 Q4 13F Filing 2026-06-30 2026-08-05
IWM
ISHARES TR
ETF 4.56% 3.37% #7 3
Prev: #10
3.8
1,752 14.8%
P
S
13,583 $4,081,012 2021 Q4 13F Filing 2026-06-30 2026-08-05
MDY
STATE STR SPDR ...
Unknown 4.31% 3.38% #8 1
Prev: #9
3.7
890 19.4%
P
S
5,472 $3,857,988 2021 Q4 13F Filing 2026-06-30 2026-08-05
MSFT
MICROSOFT CORP
Technology 3.82% 6.32% #9 6
Prev: #3
1.5
-7,940 -46.4%
P
S
9,169 $3,420,220 2021 Q4 13F Filing 2026-06-30 2026-08-05
AAPL
APPLE INC
Technology 3.65% 2.94% #10 3
Prev: #13
3.5
1,037 10.1%
P
S
11,300 $3,269,768 2021 Q4 13F Filing 2026-06-30 2026-08-05
EFA
ISHARES TR
ETF 3.56% 4.53% #11 6
Prev: #5
1.4
-16,000 -34.2%
P
S
30,726 $3,191,817 2024 Q4 13F Filing 2026-06-30 2026-08-05
NFLX
NETFLIX INC.
Communication Services 3.33% 4.48% #12 6
Prev: #6
1.8
-4,961 -10.6%
P
S
41,706 $2,977,808 2021 Q4 13F Filing 2026-06-30 2026-08-05
AMD
ADVANCED MICRO ...
Technology 3.15% 1.03% #13 20
Prev: #33
1.8
-193 -3.8%
P
S
4,861 $2,823,804 2021 Q4 13F Filing 2026-06-30 2026-08-05
IBIT
ISHARES BITCOIN...
Bond/Debt 2.92% 3.15% #14 3
Prev: #11
1.7
-3,699 -4.5%
P
S
78,476 $2,612,466 2025 Q3 13F Filing 2026-06-30 2026-08-05
GS
GOLDMAN SACHS G...
Financial Services 2.72% 2.27% #15 2
Prev: #17
1.6
-276 -10.3%
P
S
2,411 $2,438,413 2021 Q4 13F Filing 2026-06-30 2026-08-05
META
META PLATFORMS ...
Communication Services 2.41% 2.46% #16
Prev: #16
1.5
-473 -11.0%
P
S
3,829 $2,156,837 2021 Q4 13F Filing 2026-06-30 2026-08-05
IYH
ISHARES TR
ETF 2.16% 2.89% #17 3
Prev: #14
0.9
-18,114 -38.6%
P
S
28,844 $1,932,836 2021 Q4 13F Filing 2026-06-30 2026-08-05
EEM
ISHARES TR
ETF 2.12% 2.97% #18 6
Prev: #12
0.8
-24,540 -46.9%
P
S
27,773 $1,899,951 2024 Q4 13F Filing 2026-06-30 2026-08-05
IBB
ISHARES TR
ETF 1.95% 2.56% #19 4
Prev: #15
0.8
-6,018 -39.6%
P
S
9,167 $1,743,472 2021 Q4 13F Filing 2026-06-30 2026-08-05
ADBE
ADOBE INC
Technology 1.59% #20
Prev: #—
4.1
6,936
NEW
6,936 $1,422,019 2021 Q4 13F Filing 2026-06-30 2026-08-05
JPM
JPMORGAN CHASE ...
Financial Services 1.52% 1.82% #21 1
Prev: #20
0.6
-2,058 -33.2%
P
S
4,150 $1,358,420 2021 Q4 13F Filing 2026-06-30 2026-08-05
XLF
SELECT SECTOR S...
ETF 1.35% 1.11% #22 7
Prev: #29
3.0
5,789 34.4%
P
S
22,613 $1,212,283 2021 Q4 13F Filing 2026-06-30 2026-08-05
IEO
ISHARES TR
ETF 1.34% 1.37% #23 1
Prev: #24
3.0
1,962 21.8%
P
S
10,951 $1,202,748 2021 Q4 13F Filing 2026-06-30 2026-08-05
XLE
SELECT SECTOR S...
ETF 1.27% 1.31% #24 1
Prev: #25
3.0
4,355 25.5%
P
S
21,456 $1,139,528 2021 Q4 13F Filing 2026-06-30 2026-08-05
WMT
WALMART INC
Consumer Defensive 1.11% 1.09% #25 6
Prev: #31
1.4
no change no change
P
S
8,758 $991,931 2025 Q2 13F Filing 2026-06-30 2026-08-05
ICF
ISHARES TR
ETF 1.08% 0.88% #26 9
Prev: #35
2.9
3,615 33.7%
P
S
14,346 $970,220 2021 Q4 13F Filing 2026-06-30 2026-08-05
XLI
SELECT SECTOR S...
ETF 1.03% 1.13% #27 1
Prev: #28
0.4
-2,000 -28.6%
P
S
5,000 $926,150 2025 Q3 13F Filing 2026-06-30 2026-08-05
XLB
SELECT SECTOR S...
ETF 0.91% 1.10% #28 2
Prev: #30
0.4
-6,000 -27.3%
P
S
16,000 $813,280 2025 Q4 13F Filing 2026-06-30 2026-08-05
XLU
SELECT SECTOR S...
ETF 0.89% 1.04% #29 3
Prev: #32
0.4
-5,000 -22.1%
P
S
17,600 $797,984 2025 Q3 13F Filing 2026-06-30 2026-08-05
ACN
ACCENTURE PLC I...
Technology 0.83% 1.19% #30 3
Prev: #27
1.3
no change no change
P
S
6,000 $746,640 2023 Q2 13F Filing 2026-06-30 2026-08-05
C
CITIGROUP INC
Financial Services 0.78% 0.24% #31 17
Prev: #48
3.3
2,837 132.0%
P
S
4,986 $697,841 2024 Q1 13F Filing 2026-06-30 2026-08-05
TSLA
TESLA INC
Consumer Cyclical 0.62% 0.42% #32 9
Prev: #41
2.2
187 16.5%
P
S
1,322 $556,033 2021 Q4 13F Filing 2026-06-30 2026-08-05
XLP
SELECT SECTOR S...
ETF 0.60% 0.74% #33 3
Prev: #36
0.2
-2,500 -27.8%
P
S
6,500 $539,955 2025 Q3 13F Filing 2026-06-30 2026-08-05
OIH
VANECK ETF TRUS...
ETF 0.57% 1.40% #34 12
Prev: #22
0.2
-2,120 -60.9%
P
S
1,361 $506,333 2021 Q4 13F Filing 2026-06-30 2026-08-05
V
VISA INC
Financial Services 0.52% 0.42% #35 5
Prev: #40
2.2
123 9.9%
P
S
1,362 $467,289 2021 Q4 13F Filing 2026-06-30 2026-08-05
IYR
ISHARES TR
ETF 0.47% 0.39% #36 7
Prev: #43
2.7
759 22.5%
P
S
4,137 $423,008 2021 Q4 13F Filing 2026-06-30 2026-08-05
XOM
EXXON MOBIL COR...
Energy 0.46% 0.57% #37
Prev: #37
0.7
-342 -10.1%
P
S
3,037 $415,219 2022 Q2 13F Filing 2026-06-30 2026-08-05
SBUX
STARBUCKS CORP
Consumer Cyclical 0.44% 0.35% #38 6
Prev: #44
1.2
no change no change
P
S
3,883 $396,804 2021 Q4 13F Filing 2026-06-30 2026-08-05
EOG
EOG RES INC
Energy 0.40% 0.43% #39
Prev: #39
0.7
-240 -8.0%
P
S
2,760 $358,055 2021 Q4 13F Filing 2026-06-30 2026-08-05
BA
BOEING CO
Industrials 0.38% 0.32% #40 5
Prev: #45
0.7
2 0.1%
P
S
1,592 $344,620 2021 Q4 13F Filing 2026-06-30 2026-08-05
ROKU
ROKU INC
Communication Services 0.33% 0.20% #41 9
Prev: #50
0.6
3 0.1%
P
S
2,132 $294,514 2021 Q4 13F Filing 2026-06-30 2026-08-05
CAT
CATERPILLAR INC
Industrials 0.27% #42
Prev: #—
3.6
231
NEW
231 $245,992 2023 Q2 13F Filing 2026-06-30 2026-08-05
DFTX
DEFINIUM THERAP...
Healthcare 0.27% #43
Prev: #—
3.6
5,200
NEW
5,200 $244,608 2026 Q2 13F Filing 2026-06-30 2026-08-05
MCD
MCDONALDS CORP
Consumer Cyclical 0.26% 0.31% #44 2
Prev: #46
0.6
-148 -14.8%
P
S
851 $230,034 2021 Q4 13F Filing 2026-06-30 2026-08-05
SLB
SLB LIMITED
Energy 0.24% 0.24% #45 4
Prev: #49
1.1
no change no change
P
S
4,673 $218,626 2021 Q4 13F Filing 2026-06-30 2026-08-05
ATAI
ATAIBECKLEY INC
Healthcare 0.10% 0.06% #46 5
Prev: #51
1.0
no change no change
P
S
16,837 $88,731 2021 Q4 13F Filing 2026-06-30 2026-08-05
DIS
DISNEY WALT CO
Communication Services 0.00% 0.25%
Sold All 😨
(Was: #47)
0.0
-2,607 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2026-06-30 2026-08-05
UBER
UBER TECHNOLOGI...
Technology 0.00% 0.41%
Sold All 😨
(Was: #42)
0.0
-5,710 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2026-06-30 2026-08-05
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.48%
Sold All 😨
(Was: #38)
0.0
-44,600 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-06-30 2026-08-05
REMX
VANECK ETF TRUS...
ETF 0.00% 0.95%
Sold All 😨
(Was: #34)
0.0
-10,760 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-06-30 2026-08-05
Showing 1-50 of 54 holdings

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