Audent Global Asset Management, LLC — 13F Holdings

2026 Q1  ·  55 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Audent Global Asset Management, LLC maintained a portfolio of 55 distinct positions. The most significant new addition was DUOLINGO INC, now representing 2.13% of the total fund value. The fund also reduced its exposure to ISHARES TR by 80.7%.
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 $91M
PCA Score Concentration Risk
Risk ENB
Total Positions
55
Quarter
2026 Q1
Top Holding
SPY (8.8%)
Top 10 Concentration
51.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55

Audent Global Asset Management, LLC Full Holdings List — 2026 Q1

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 8.81% 9.94% #1
Prev: #1
5.5
-9,435 -41.1%
P
S
13,536 $8,827,378
$437.37 +72.1%
$650.34 +15.7%
2021 Q4 13F Filing 2026-03-31 2026-05-06
NVDA
NVIDIA CORPORAT...
Technology 7.11% 6.48% #2 2
Prev: #4
4.3
-14,040 -25.6%
P
S
40,845 $7,123,797 2021 Q4 13F Filing 2026-03-31 2026-05-06
MSFT
MICROSOFT CORP
Technology 6.32% 5.12% #3 2
Prev: #5
4.0
393 2.4%
P
S
17,109 $6,333,239 2021 Q4 13F Filing 2026-03-31 2026-05-06
GOOGL
ALPHABET INC
Communication Services 5.28% 9.30% #4 2
Prev: #2
2.6
-28,553 -60.8%
P
S
18,410 $5,293,980 2021 Q4 13F Filing 2026-03-31 2026-05-06
EFA
ISHARES TR
ETF 4.53% 4.71% #5 1
Prev: #6
2.3
-30,803 -39.7%
P
S
46,726 $4,538,496 2024 Q4 13F Filing 2026-03-31 2026-05-06
NFLX
NETFLIX INC.
Communication Services 4.48% 3.42% #6 2
Prev: #8
2.3
-10,998 -19.1%
P
S
46,667 $4,487,032 2021 Q4 13F Filing 2026-03-31 2026-05-06
AMZN
AMAZON COM INC
Consumer Cyclical 4.01% 3.54% #7
Prev: #7
1.6
-4,970 -20.5%
P
S
19,271 $4,013,571 2021 Q4 13F Filing 2026-03-31 2026-05-06
MTUM
ISHARES TR
Bond/Debt 3.96% 8.78% #8 5
Prev: #3
1.6
-44,748 -80.7%
P
S
10,675 $3,965,355 2021 Q4 13F Filing 2026-03-31 2026-05-06
MDY
STATE STR SPDR ...
Unknown 3.38% 2.22% #9 9
Prev: #18
1.4
-1,213 -20.9%
P
S
4,582 $3,385,092 2021 Q4 13F Filing 2026-03-31 2026-05-06
IWM
ISHARES TR
ETF 3.37% 2.24% #10 7
Prev: #17
1.8
-2,559 -17.8%
P
S
11,831 $3,377,016 2021 Q4 13F Filing 2026-03-31 2026-05-06
IBIT
ISHARES BITCOIN...
Bond/Debt 3.15% 3.05% #11 2
Prev: #9
1.8
-14,818 -15.3%
P
S
82,175 $3,157,164 2025 Q3 13F Filing 2026-03-31 2026-05-06
EEM
ISHARES TR
ETF 2.97% 2.35% #12 2
Prev: #14
1.2
-15,653 -23.0%
P
S
52,313 $2,970,855 2024 Q4 13F Filing 2026-03-31 2026-05-06
AAPL
APPLE INC
Technology 2.94% 1.90% #13 6
Prev: #19
1.7
-779 -7.1%
P
S
10,263 $2,945,741 2021 Q4 13F Filing 2026-03-31 2026-05-06
IYH
ISHARES TR
ETF 2.89% 3.04% #14 4
Prev: #10
1.2
-26,815 -36.3%
P
S
46,958 $2,894,491 2021 Q4 13F Filing 2026-03-31 2026-05-06
IBB
ISHARES TR
ETF 2.56% 2.63% #15 3
Prev: #12
1.0
-9,432 -38.3%
P
S
15,185 $2,563,987 2021 Q4 13F Filing 2026-03-31 2026-05-06
META
META PLATFORMS ...
Communication Services 2.46% 2.27% #16 1
Prev: #15
1.0
-1,124 -20.7%
P
S
4,302 $2,461,303 2021 Q4 13F Filing 2026-03-31 2026-05-06
GS
GOLDMAN SACHS G...
Financial Services 2.27% 2.91% #17 6
Prev: #11
0.9
-2,551 -48.7%
P
S
2,687 $2,273,175 2021 Q4 13F Filing 2026-03-31 2026-05-06
DUOL
DUOLINGO INC
Technology 2.13% #18
Prev: #—
4.4
21,700
NEW
21,700 $2,138,969 2026 Q1 13F Filing 2026-03-31 2026-05-06
AMAT
APPLIED MATLS I...
Technology 1.97% 1.00% #19 10
Prev: #29
1.3
-872 -14.1%
P
S
5,303 $1,977,597 2021 Q4 13F Filing 2026-03-31 2026-05-06
JPM
JPMORGAN CHASE ...
Financial Services 1.82% 2.59% #20 7
Prev: #13
0.7
-6,507 -51.2%
P
S
6,208 $1,826,145 2021 Q4 13F Filing 2026-03-31 2026-05-06
PYPL
PAYPAL HLDGS IN...
Financial Services 1.53% #21
Prev: #—
4.1
33,989
NEW
33,989 $1,537,322 2021 Q4 13F Filing 2026-03-31 2026-05-06
OIH
VANECK ETF TRUS...
ETF 1.40% 0.85% #22 8
Prev: #30
0.6
-1,221 -26.0%
P
S
3,481 $1,407,055 2021 Q4 13F Filing 2026-03-31 2026-05-06
COIN
COINBASE GLOBAL...
Financial Services 1.37% 1.72% #23 3
Prev: #20
0.5
-4,177 -34.8%
P
S
7,842 $1,369,292 2025 Q3 13F Filing 2026-03-31 2026-05-06
IEO
ISHARES TR
ETF 1.37% 1.17% #24 1
Prev: #25
0.5
-11,797 -56.8%
P
S
8,989 $1,368,155 2021 Q4 13F Filing 2026-03-31 2026-05-06
XLE
SELECT SECTOR S...
Unknown 1.31% 1.12% #25 1
Prev: #26
0.5
-10,579 -38.2%
P
S
17,101 $1,314,211 2021 Q4 13F Filing 2026-03-31 2026-05-06
NLY
ANNALY CAPITAL ...
Real Estate 1.26% 1.29% #26 4
Prev: #22
0.5
-30,430 -34.4%
P
S
58,000 $1,267,300 2025 Q4 13F Filing 2026-03-31 2026-05-06
ACN
ACCENTURE PLC I...
Technology 1.19% 1.02% #27 1
Prev: #28
1.5
no change no change
P
S
6,000 $1,189,740 2023 Q2 13F Filing 2026-03-31 2026-05-06
XLI
SELECT SECTOR S...
Unknown 1.13% 2.26% #28 12
Prev: #16
0.5
-16,000 -69.6%
P
S
7,000 $1,132,110 2025 Q3 13F Filing 2026-03-31 2026-05-06
XLF
SELECT SECTOR S...
Unknown 1.11% 0.82% #29 2
Prev: #31
0.4
-6,795 -28.8%
P
S
16,824 $1,116,009 2021 Q4 13F Filing 2026-03-31 2026-05-06
XLB
SELECT SECTOR S...
Unknown 1.10% 1.18% #30 6
Prev: #24
0.4
-19,186 -46.6%
P
S
22,000 $1,099,340 2025 Q4 13F Filing 2026-03-31 2026-05-06
WMT
WALMART INC
Consumer Defensive 1.09% 1.24% #31 8
Prev: #23
0.4
-717,223 -98.8%
P
S
8,758 $1,090,612 2025 Q2 13F Filing 2026-03-31 2026-05-06
XLU
SELECT SECTOR S...
Unknown 1.04% 1.34% #32 11
Prev: #21
0.4
-27,066 -54.5%
P
S
22,600 $1,037,114 2025 Q3 13F Filing 2026-03-31 2026-05-06
AMD
ADVANCED MICRO ...
Technology 1.03% 0.74% #33 1
Prev: #32
0.9
-382 -7.0%
P
S
5,054 $1,028,135 2021 Q4 13F Filing 2026-03-31 2026-05-06
REMX
VANECK ETF TRUS...
ETF 0.95% 0.66% #34
Prev: #34
0.4
-3,354 -23.8%
P
S
10,760 $946,880 2025 Q4 13F Filing 2026-03-31 2026-05-06
ICF
ISHARES TR
ETF 0.88% 0.57% #35 1
Prev: #36
0.4
-4,327 -28.7%
P
S
10,731 $884,779 2021 Q4 13F Filing 2026-03-31 2026-05-06
XLP
SELECT SECTOR S...
Unknown 0.74% 1.04% #36 9
Prev: #27
0.3
-12,078 -57.3%
P
S
9,000 $737,820 2025 Q3 13F Filing 2026-03-31 2026-05-06
XOM
EXXON MOBIL COR...
Energy 0.57% 0.26% #37 5
Prev: #42
0.7
-66 -1.9%
P
S
3,379 $573,281 2022 Q2 13F Filing 2026-03-31 2026-05-06
SMR
NUSCALE PWR COR...
Industrials 0.48% 0.48% #38
Prev: #38
0.7
-9,427 -17.4%
P
S
44,600 $483,464 2025 Q4 13F Filing 2026-03-31 2026-05-06
EOG
EOG RES INC
Energy 0.43% 0.22% #39 6
Prev: #45
0.7
-279 -8.5%
P
S
3,000 $433,710 2021 Q4 13F Filing 2026-03-31 2026-05-06
V
VISA INC
Financial Services 0.42% 0.33% #40 1
Prev: #41
0.7
-245 -16.5%
P
S
1,239 $424,949 2021 Q4 13F Filing 2026-03-31 2026-05-06
TSLA
TESLA INC
Consumer Cyclical 0.42% 0.41% #41 1
Prev: #40
0.2
-306 -21.2%
P
S
1,135 $421,936 2021 Q4 13F Filing 2026-03-31 2026-05-06
UBER
UBER TECHNOLOGI...
Technology 0.41% 0.44% #42 3
Prev: #39
0.2
-2,810 -33.0%
P
S
5,710 $410,720 2021 Q4 13F Filing 2026-03-31 2026-05-06
IYR
ISHARES TR
ETF 0.39% 0.26% #43
Prev: #43
0.2
-949 -21.9%
P
S
3,378 $389,776 2021 Q4 13F Filing 2026-03-31 2026-05-06
SBUX
STARBUCKS CORP
Consumer Cyclical 0.35% 0.50% #44 7
Prev: #37
0.1
-5,447 -58.4%
P
S
3,883 $347,878 2021 Q4 13F Filing 2026-03-31 2026-05-06
BA
BOEING CO
Industrials 0.32% 0.23% #45 1
Prev: #44
0.6
-96 -5.7%
P
S
1,590 $316,458 2021 Q4 13F Filing 2026-03-31 2026-05-06
MCD
MCDONALDS CORP
Consumer Cyclical 0.31% 0.20% #46 1
Prev: #47
0.6
-21 -2.1%
P
S
999 $310,479 2021 Q4 13F Filing 2026-03-31 2026-05-06
DIS
DISNEY WALT CO
Communication Services 0.25% 0.61% #47 12
Prev: #35
0.1
-5,792 -69.0%
P
S
2,607 $251,238 2021 Q4 13F Filing 2026-03-31 2026-05-06
C
CITIGROUP INC
Financial Services 0.24% 0.70% #48 15
Prev: #33
0.1
-7,370 -77.4%
P
S
2,149 $243,662 2024 Q1 13F Filing 2026-03-31 2026-05-06
SLB
SLB LIMITED
Energy 0.24% #49
Prev: #—
3.6
4,673
NEW
4,673 $241,523 2021 Q4 13F Filing 2026-03-31 2026-05-06
ROKU
ROKU INC
Communication Services 0.20% 0.15% #50 1
Prev: #49
0.6
-77 -3.5%
P
S
2,129 $201,446 2021 Q4 13F Filing 2026-03-31 2026-05-06
Showing 1-50 of 55 holdings

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