2026 Q1 Portfolio Activity
In 2026 Q1, FreeGulliver LLC maintained a portfolio of 136 distinct positions. The most significant new addition was DIMENSIONAL US CORE EQUITY MAR, now representing 1.25% of the total fund value. They heavily accumulated shares in GOLDMAN SACHS ULTRA SHORT BOND, increasing the position by 406.5%. The fund also reduced its exposure to STATE STR SPDR S&P 500 ETF TR by 85.6%.
Position History
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Total Positions
136
Quarter
2026 Q1
Top Holding
JPM (19.8%)
Top 10 Concentration
63.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 136
FreeGulliver LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 19.81% | 19.01% |
#1
Prev: #1
|
6.5 |
—
|
-545 | -0.3% |
P
S
|
159,733 | $46,987,059 |
$194.84
+52.8%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
IWL
ISHARES RUSSELL...
|
ETF | 14.60% | 13.77% |
#2
1
Prev: #3
|
6.0 |
—
|
-3,431 | -1.6% |
P
S
|
215,824 | $34,635,091 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSST
GOLDMAN SACHS U...
|
ETF | 6.38% | 1.10% |
#3
13
Prev: #16
|
6.6 |
—
|
240,450 | 406.5% |
P
S
|
299,608 | $15,145,184 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XMMO
INVESCO S&P MID...
|
ETF | 4.56% | 3.17% |
#4
2
Prev: #6
|
4.3 |
—
|
12,427 | 20.0% |
P
S
|
74,628 | $10,822,553 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGDV
CAPITAL GROUP D...
|
ETF | 4.04% | 3.34% |
#5
Prev: #5
|
4.1 |
—
|
16,994 | 8.2% |
P
S
|
225,185 | $9,579,370 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BUFR
FT VEST LADDERE...
|
ETF | 3.29% | 2.91% |
#6
2
Prev: #8
|
1.8 |
—
|
375 | 0.2% |
P
S
|
230,829 | $7,795,095 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPTM
STATE STREET SP...
|
ETF | 3.29% | 2.94% |
#7
Prev: #7
|
1.8 |
—
|
1,880 | 1.9% |
P
S
|
98,584 | $7,794,076 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BUFG
FT VEST BUFFERE...
|
ETF | 2.87% | 2.66% |
#8
1
Prev: #9
|
1.6 |
—
|
-9,150 | -3.5% |
P
S
|
253,633 | $6,812,582 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STREET SP...
|
ETF | 2.53% | 2.27% |
#9
1
Prev: #10
|
1.5 |
—
|
195 | 2.2% |
P
S
|
9,227 | $6,000,687 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIGI
VANGUARD INTERN...
|
ETF | 2.52% | 5.20% |
#10
6
Prev: #4
|
1.0 |
—
|
-86,798 | -56.2% |
P
S
|
67,700 | $5,988,780 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 2.38% | 0.16% |
#11
42
Prev: #53
|
4.0 |
—
|
16,286 | 1257.6% |
P
S
|
17,581 | $5,640,162 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 2.19% | 1.18% |
#12
2
Prev: #14
|
3.4 |
—
|
4,006 | 49.6% |
P
S
|
12,077 | $5,196,612 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHK
SCHWAB 1000 IND...
|
ETF | 1.94% | 0.93% |
#13
4
Prev: #17
|
3.8 |
—
|
69,645 | 90.4% |
P
S
|
146,686 | $4,595,672 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEF
ISHARES 7-10 YE...
|
ETF | 1.82% | 1.45% |
#14
2
Prev: #12
|
2.7 |
—
|
4,258 | 10.4% |
P
S
|
45,230 | $4,316,751 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 1.59% | 1.41% |
#15
2
Prev: #13
|
1.1 |
—
|
6 | 0.0% |
P
S
|
13,164 | $3,780,363 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.47% | 1.47% |
#16
5
Prev: #11
|
1.1 |
—
|
-1,024 | -7.0% |
P
S
|
13,696 | $3,475,908 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.27% | 1.18% |
#17
2
Prev: #15
|
1.0 |
—
|
111 | 0.6% |
P
S
|
17,235 | $3,005,789 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFAU
DIMENSIONAL US ...
|
ETF | 1.25% | — |
#18
Prev: #—
|
4.0 |
—
|
65,473 | — |
NEW
|
65,473 | $2,954,142 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IGEB
ISHARES INVESTM...
|
ETF | 1.05% | 0.93% |
#19
1
Prev: #18
|
0.9 |
—
|
209 | 0.4% |
P
S
|
55,274 | $2,490,646 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 0.76% | 0.72% |
#20
2
Prev: #22
|
0.8 |
—
|
-10 | -0.2% |
P
S
|
6,245 | $1,795,853 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.74% | 0.55% |
#21
6
Prev: #27
|
2.3 |
—
|
1,683 | 7.9% |
P
S
|
23,105 | $1,757,136 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.72% | 0.84% |
#22
3
Prev: #19
|
0.8 |
—
|
-97 | -2.1% |
P
S
|
4,621 | $1,710,555 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.70% | 0.66% |
#23
Prev: #23
|
0.8 |
—
|
123 | 1.6% |
P
S
|
7,935 | $1,652,622 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEAR
ISHARES SHORT D...
|
ETF | 0.67% | — |
#24
Prev: #—
|
3.8 |
—
|
31,249 | — |
NEW
|
31,249 | $1,588,543 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPDW
STATE STREET SP...
|
ETF | 0.64% | 0.54% |
#25
3
Prev: #28
|
0.8 |
—
|
-104 | -0.3% |
P
S
|
33,152 | $1,513,408 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.61% | 0.62% |
#26
Prev: #26
|
0.7 |
—
|
-173 | -3.5% |
P
S
|
4,712 | $1,458,411 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PYLD
PIMCO MULTISECT...
|
ETF | 0.60% | — |
#27
Prev: #—
|
3.7 |
—
|
54,124 | — |
NEW
|
54,124 | $1,418,049 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 0.58% | — |
#28
Prev: #—
|
3.7 |
—
|
17,760 | — |
NEW
|
17,760 | $1,370,717 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BILZ
PIMCO ULTRA SHO...
|
ETF | 0.55% | 0.18% |
#29
22
Prev: #51
|
3.2 |
—
|
8,000 | 161.3% |
P
S
|
12,959 | $1,308,470 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MINT
PIMCO ENHANCED ...
|
ETF | 0.48% | — |
#30
Prev: #—
|
3.7 |
—
|
11,435 | — |
NEW
|
11,435 | $1,150,018 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JHMM
JOHN HANCOCK MU...
|
ETF | 0.48% | 0.44% |
#31
1
Prev: #32
|
0.7 |
—
|
-1,344 | -7.4% |
P
S
|
16,859 | $1,131,576 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.47% | 0.47% |
#32
3
Prev: #29
|
0.7 |
—
|
-125 | -3.1% |
P
S
|
3,914 | $1,122,770 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.42% | 0.37% |
#33
1
Prev: #34
|
0.7 |
—
|
78 | 4.9% |
P
S
|
1,670 | $997,722 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.40% | 0.34% |
#34
1
Prev: #35
|
0.7 |
—
|
14 | 0.4% |
P
S
|
3,644 | $954,324 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPYG
STATE STREET SP...
|
ETF | 0.39% | 0.45% |
#35
4
Prev: #31
|
0.7 |
—
|
-2,237 | -19.3% |
P
S
|
9,347 | $915,195 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSAT
GLOBALSTAR INC ...
|
Communication Services | 0.36% | 0.27% |
#36
4
Prev: #40
|
2.1 |
—
|
999 | 8.3% |
P
S
|
13,000 | $863,460 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDBC
INVESCO OPTIMUM...
|
ETF | 0.36% | 0.25% |
#37
7
Prev: #44
|
0.6 |
—
|
-2,224 | -4.3% |
P
S
|
49,006 | $848,784 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIW
FIRST TRUST WAT...
|
ETF | 0.35% | 0.30% |
#38
1
Prev: #39
|
2.1 |
—
|
521 | 6.9% |
P
S
|
8,069 | $832,156 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BFST
BUSINESS FIRST ...
|
Financial Services | 0.34% | — |
#39
Prev: #—
|
3.6 |
—
|
30,014 | — |
NEW
|
30,014 | $811,579 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.33% | 0.33% |
#40
2
Prev: #38
|
0.6 |
—
|
34 | 2.5% |
P
S
|
1,380 | $789,540 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.32% | 0.27% |
#41
Prev: #41
|
2.1 |
—
|
159 | 11.0% |
P
S
|
1,598 | $765,762 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PFEB
INNOVATOR U.S. ...
|
ETF | 0.31% | — |
#42
Prev: #—
|
3.6 |
—
|
18,292 | — |
NEW
|
18,292 | $733,509 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPLG
STATE STREET SP...
|
ETF | 0.30% | 0.33% |
#43
7
Prev: #36
|
0.6 |
—
|
-1,695 | -15.2% |
P
S
|
9,437 | $722,292 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.30% | 0.33% |
#44
7
Prev: #37
|
0.6 |
—
|
-84 | -4.2% |
P
S
|
1,896 | $704,839 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC COM CL...
|
Financial Services | 0.27% | 0.26% |
#45
3
Prev: #42
|
0.6 |
—
|
94 | 4.6% |
P
S
|
2,125 | $642,156 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.27% | 0.22% |
#46
1
Prev: #47
|
0.6 |
—
|
-281 | -5.2% |
P
S
|
5,158 | $641,036 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.25% | 0.24% |
#47
2
Prev: #45
|
0.6 |
—
|
25 | 4.1% |
P
S
|
642 | $590,492 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VDE
VANGUARD ENERGY...
|
ETF | 0.22% | 0.14% |
#48
13
Prev: #61
|
1.1 |
—
|
no change | no change |
P
S
|
3,042 | $526,388 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DGRW
WISDOMTREE US Q...
|
ETF | 0.22% | — |
#49
Prev: #—
|
3.6 |
—
|
5,939 | — |
NEW
|
5,939 | $521,682 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPAB
STATE STREET SP...
|
ETF | 0.22% | 0.19% |
#50
2
Prev: #48
|
0.6 |
—
|
-94 | -0.5% |
P
S
|
20,026 | $513,066 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 136 holdings