13F Filings History of CABANA LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • CABANA LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • CABANA LLC reported 12 equity holdings with a total reported market value of $13,270,068 for Q2 2026. Top reported holdings included XLV, QQQM, XLK, XLU, and IEF.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Sonya Clements - Chief Compliance Officer
Manager location
Fayetteville, AR

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Holdings Value

List of Other Managers Reporting for CABANA LLC:

Name Holdings Value Location File Number
EXCHANGE TRADED CONCEPTS, LLC $20,228,581,979 Oklahoma City, OK 028-19670
GeoWealth Management, LLC $3,179,633,040 Chicago, IL 028-16841

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$13,270,068
Quarter delta
+$527,501
Accepted
10 Jul 2026, 16:02
Rows shown
1-25 of 35
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 12 $13,270,068 +$210,069 -$901,743 -$691,674 XLV, QQQM, XLK, XLU, IEF 13F-HR 10 Jul 2026, 16:02
Q1 2026 11 $12,742,567 +$500,902 -$1,424,672 -$923,770 XLV, QQQM, XLE, XLU, IEF 13F-HR 28 Apr 2026, 13:34
Q4 2025 13 $13,346,898 +$11,973,176 -$14,763,762 -$2,790,586 XLV, QQQM, XLU, XLE, IEF 13F-HR 28 Jan 2026, 17:06
Q3 2025 15 $16,350,013 +$6,078 -$1,836,844 -$1,830,766 VNQ, JAAA, XLI, XLP, ILF 13F-HR 15 Oct 2025, 14:53
Q2 2025 15 $17,437,509 +$10,700,950 -$10,068,711 +$632,239 VNQ, XLI, JAAA, ILF, XLP 13F-HR 16 Jul 2025, 10:35
Q1 2025 13 $16,054,125 +$8,163,463 -$12,638,765 -$4,475,302 VNQ, XLE, XLB, ILF, QQQM 13F-HR 22 Apr 2025, 17:00
Q4 2024 14 $20,205,806 +$2,826,934 -$15,853 +$2,811,081 XLE, XLV, DVY, QQQM, COMT 13F-HR 24 Jan 2025, 16:52
Q3 2024 12 $17,956,177 $0 -$4,805,494 -$4,805,494 XLE, XLV, DVY, QQQM, COMT 13F-HR 29 Oct 2024, 09:11
Q2 2024 13 $21,837,474 +$16,038,922 -$17,975,332 -$1,936,410 XLE, XLV, DVY, QQQM, COMT 13F-HR 02 Aug 2024, 10:37
Q1 2024 18 $23,479,572 +$5,793,512 -$5,073,115 +$720,397 QQQM, XLF, VNQ, HYMB, VXF 13F-HR 29 Apr 2024, 16:10
Q4 2023 19 $21,881,517 +$21,881,517 -$26,754,724 -$4,873,207 VNQ, XLF, HYMB, VXF, QQQM 13F-HR 14 Feb 2024, 09:44
Q3 2023 2 $26,754,724 +$26,754,724 -$25,852,774 +$901,950 SGOV, GBIL 13F-HR 31 Oct 2023, 15:34
Q2 2023 15 $25,852,774 +$25,852,774 -$23,768,954 +$2,083,820 VXF, USRT, BLV, VGLT, XLK 13F-HR 10 Aug 2023, 14:54
Q1 2023 2 $23,768,954 +$787,281 $0 +$787,281 SGOV, GBIL 13F-HR 10 May 2023, 13:23
Q4 2022 2 $22,881,760 +$22,881,760 -$22,545,000 +$336,760 SGOV, GBIL 13F-HR 14 Feb 2023, 12:36
Q3 2022 1 $22,545,000 +$22,545,000 -$22,207,000 +$338,000 SHV 13F-HR 14 Nov 2022, 11:41
Q2 2022 8 $22,207,000 +$21,971,999 -$25,181,000 -$3,209,001 BSV, MGV, VGSH, UUP, GLD 13F-HR 15 Aug 2022, 10:47
Q1 2022 13 $25,423,000 +$21,097,798 -$23,710,974 -$2,613,176 VHT, BLV, VPU, VGLT, AAAU 13F-HR 12 May 2022, 11:52
Q4 2021 17 $28,458,000 +$16,219,902 -$15,873,883 +$346,019 VGT, VCR, QQQM, VO, VXF 13F-HR 14 Feb 2022, 13:59
Q3 2021 16 $28,057,000 +$25,680,217 -$23,300,000 +$2,380,217 QQQ, VOO, VOX, VXF, VGT 13F-HR 15 Nov 2021, 14:57
Q2 2021 21 $25,481,000 +$22,468,000 -$29,528 +$22,438,472 XLY, TLT, LQD, QQQ, VOE 13F-HR 13 Aug 2021, 19:44
Q1 2021 2 $2,736,000 $0 $0 $0 QQQ, VUG 13F-HR 13 May 2021, 15:20
Q4 2020 0 $0 13F-NT 11 Feb 2021, 17:21
Q3 2020 0 $0 13F-NT 16 Nov 2020, 11:15
Q2 2020 167 $1,088,679,000 +$1,080,093,864 -$931,389,458 +$148,704,406 VGT, VAW, VBK, QQQ, PFF 13F-HR 12 Aug 2020, 14:41
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