Ranch Capital Advisors Inc.

CIK 0001793269 • 6 13F filings • May 9, 2025 – Aug 3, 2026

Import this data to Google Sheets with:

=jivedata("ranch-capital-advisors-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Ranch Capital Advisors Inc., CCO
Address: 4910 LAKEWOOD RANCH BLVD, #130, SARASOTA, FL, 34240
Phone: 8157351836
AUM: $271.7M

AUM over time

$315.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $271.7M149 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$643K	0.2%Prev: 0.3%	5,135 SH	Decreased+2 SH
ABBVIE INC	COM	$2.5M	0.9%Prev: 0.9%	10,871 SH	Increased+322 SH
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.6%Prev: 0.4%	7,121 SH	Increased+43 SH
AFLAC INC	COM	$2.6M	0.9%Prev: 1.0%	23,127 SH	Decreased+117 SH
AGNC INVT CORP	COM	$118K	0.0%	10,963 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$897K	0.3%Prev: 0.4%	6,117 SH	Decreased+120 SH
ALPHABET INC	CAP STK CL A	$4.3M	1.6%Prev: 1.3%	13,823 SH	Increased-151 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.7%Prev: 0.5%	5,758 SH	Increased+164 SH
ALTRIA GROUP INC	COM	$409K	0.2%Prev: 0.2%	7,051 SH	Decreased+6 SH
AMAZON COM INC	COM	$2.9M	1.1%Prev: 1.1%	12,426 SH	Increased+17 SH
AMERICAN ELEC PWR CO INC	COM	$436K	0.2%Prev: 0.2%	3,779 SH	Increased
AMERICAN EXPRESS CO	COM	$761K	0.3%Prev: 0.3%	2,057 SH	Increased
AMGEN INC	COM	$3.4M	1.3%Prev: 1.1%	10,407 SH	Increased+530 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$465K	0.2%Prev: 0.2%	5,781 SH	Decreased-73 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$4.1M	1.5%Prev: 1.5%	91,691 SH	Increased+2,296 SH
APPLE INC	COM	$11.4M	4.2%Prev: 4.1%	42,052 SH	Increased+28 SH
AT&T INC	COM	$4.1M	1.5%Prev: 1.7%	164,008 SH	Decreased+8,114 SH
AUTODESK INC	COM	$269K	0.1%Prev: 0.1%	910 SH	Decreased
BANK AMERICA CORP	COM	$766K	0.3%Prev: 0.2%	13,932 SH	Increased+3,592 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$677K	0.2%Prev: 0.3%	1,348 SH	Decreased-10 SH
BLACKROCK MUNI INCOME TR II	COM	$160K	0.1%Prev: 0.1%	15,334 SH	Increased+68 SH
BLACKROCK MUNIYIELD FD INC	COM	$174K	0.1%Prev: 0.1%	16,558 SH	Decreased+73 SH
BLACKSTONE INC	COM	$3.7M	1.4%Prev: 1.9%	24,270 SH	Decreased-4,506 SH
BNY MELLON STRATEGIC MUN BD	COM	$180K	0.1%Prev: 0.1%	29,156 SH	Increased+82 SH
BRISTOL-MYERS SQUIBB CO	COM	$309K	0.1%Prev: 0.1%	5,726 SH	Increased-202 SH
BROADCOM INC	COM	$8.7M	3.2%Prev: 3.1%	25,144 SH	Increased+922 SH
CAMECO CORP	COM	$598K	0.2%Prev: 0.2%	6,535 SH	Increased+163 SH
CAPITAL ONE FINL CORP	COM	$527K	0.2%Prev: 0.2%	2,174 SH	Increased
CARDINAL HEALTH INC	COM	$4.2M	1.6%Prev: 1.2%	20,563 SH	Increased+687 SH
CATERPILLAR INC	COM	$952K	0.4%Prev: 0.3%	1,662 SH	Increased+1 SH
CHEVRON CORP NEW	COM	$2.3M	0.9%Prev: 0.9%	15,183 SH	Increased+644 SH
CHUBB LIMITED	COM	$784K	0.3%Prev: 0.3%	2,507 SH	Increased+27 SH
CINCINNATI FINL CORP	COM	$411K	0.2%Prev: 0.2%	2,505 SH	Increased
CISCO SYS INC	COM	$4.0M	1.5%Prev: 1.3%	51,827 SH	Increased+2,309 SH
CITIGROUP INC	COM NEW	$3.8M	1.4%Prev: 1.2%	32,595 SH	Increased+1,542 SH
COCA COLA CO	COM	$547K	0.2%Prev: 0.2%	7,829 SH	Increased+14 SH
COSTCO WHSL CORP NEW	COM	$756K	0.3%Prev: 0.3%	877 SH	Decreased+12 SH
CUMMINS INC	COM	$3.1M	1.1%Prev: 1.0%	6,079 SH	Increased+242 SH
DANAHER CORPORATION	COM	$250K	0.1%Prev: 0.1%	1,092 SH	Increased
DBX ETF TR	XTRACK MSCI EAFE	$289K	0.1%Prev: 0.1%	6,000 SH	Increased
DIGITAL RLTY TR INC	COM	$308K	0.1%Prev: 0.1%	1,975 SH	Decreased-20 SH
DUKE ENERGY CORP NEW	COM NEW	$2.5M	0.9%Prev: 0.9%	20,917 SH	Increased+1,108 SH
EATON CORP PLC	SHS	$210K	0.1%Prev: 0.1%	660 SH	Decreased+1 SH
ELI LILLY & CO	COM	$218K	0.1%	203 SH	New
EMERSON ELEC CO	COM	$255K	0.1%Prev: 0.1%	1,924 SH	Increased
ENTERGY CORP NEW	COM	$2.9M	1.1%Prev: 1.1%	30,965 SH	Increased+1,375 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.0M	0.4%Prev: 0.4%	32,322 SH	Increased+116 SH
EVERGY INC	COM	$2.3M	0.8%Prev: 0.9%	31,183 SH	Increased+1,675 SH
EXXON MOBIL CORP	COM	$238K	0.1%Prev: 0.1%	1,975 SH	Increased+2 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$4.2M	1.5%Prev: 1.6%	42,916 SH	Decreased+550 SH
GENERAL DYNAMICS CORP	COM	$2.2M	0.8%Prev: 0.8%	6,511 SH	Increased+361 SH
GILEAD SCIENCES INC	COM	$3.1M	1.1%Prev: 1.0%	24,931 SH	Increased+1,215 SH
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.4%Prev: 0.4%	1,170 SH	Increased+29 SH
HOME DEPOT INC	COM	$1.0M	0.4%Prev: 0.5%	2,907 SH	Decreased+20 SH
INTERNATIONAL BUSINESS MACHS	COM	$4.7M	1.7%Prev: 1.7%	15,868 SH	Increased+680 SH
INTERNATIONAL PAPER CO	COM	$1.8M	0.7%Prev: 0.8%	45,421 SH	Decreased+1,760 SH
INTUIT	COM	$246K	0.1%Prev: 0.1%	371 SH	Decreased
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.7M	0.6%Prev: 0.6%	6,604 SH	Increased+276 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$2.1M	0.8%Prev: 0.8%	87,449 SH	Increased+2,203 SH
INVESCO QQQ TR	UNIT SER 1	$811K	0.3%Prev: 0.3%	1,320 SH	Increased-8 SH
IRON MTN INC DEL	COM	$3.1M	1.2%Prev: 1.5%	37,639 SH	Decreased+893 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$526K	0.2%Prev: 0.3%	10,599 SH	Decreased+132 SH
ISHARES INC	MSCI JAPAN ETF	$260K	0.1%	3,215 SH	New
ISHARES INC	MSCI STH KOR ETF	$327K	0.1%Prev: 0.1%	3,369 SH	Increased-36 SH
ISHARES TR	10-20 YR TRS ETF	$5.0M	1.8%Prev: 1.9%	48,950 SH	Decreased+281 SH
ISHARES TR	20 YR TR BD ETF	$332K	0.1%Prev: 0.1%	3,805 SH	Decreased+41 SH
ISHARES TR	CHINA LG-CAP ETF	$348K	0.1%Prev: 0.1%	9,089 SH	Decreased-77 SH
ISHARES TR	CORE DIV GRWTH	$1.5M	0.6%Prev: 0.5%	21,549 SH	Increased+1,195 SH
ISHARES TR	CORE S&P500 ETF	$324K	0.1%Prev: 0.1%	473 SH	Decreased-20 SH
ISHARES TR	IBONDS DEC2026	$748K	0.3%Prev: 0.3%	30,870 SH	Increased+538 SH
ISHARES TR	IBOXX HI YD ETF	$2.1M	0.8%Prev: 0.8%	26,630 SH	Increased+859 SH
ISHARES TR	PFD AND INCM SEC	$392K	0.1%Prev: 0.2%	12,651 SH	Decreased+204 SH
ISHARES TR	U.S. TECH ETF	$479K	0.2%Prev: 0.2%	2,400 SH	Increased
JOHNSON & JOHNSON	COM	$3.2M	1.2%Prev: 1.1%	15,370 SH	Increased+601 SH
JPMORGAN CHASE & CO.	COM	$5.5M	2.0%Prev: 2.0%	16,916 SH	Increased+643 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$473K	0.2%Prev: 0.3%	6,235 SH	Decreased-2,925 SH
LOCKHEED MARTIN CORP	COM	$208K	0.1%	429 SH	New
MASTERCARD INCORPORATED	CL A	$600K	0.2%Prev: 0.2%	1,051 SH	Decreased-41 SH
MCDONALDS CORP	COM	$424K	0.2%Prev: 0.2%	1,387 SH	Increased+2 SH
MEDTRONIC PLC	SHS	$1.9M	0.7%Prev: 0.7%	19,782 SH	Increased+946 SH
MERCK & CO INC	COM	$254K	0.1%	2,405 SH	New
META PLATFORMS INC	CL A	$962K	0.4%Prev: 0.4%	1,457 SH	Decreased+9 SH
MICROSOFT CORP	COM	$8.5M	3.1%Prev: 3.5%	17,480 SH	Decreased-25 SH
MORGAN STANLEY	COM NEW	$1.3M	0.5%Prev: 0.4%	7,087 SH	Increased+120 SH
NETFLIX INC	COM	$812K	0.3%Prev: 0.4%	8,664 SH	Decreased+7,801 SH
NEXTERA ENERGY INC	COM	$1.5M	0.6%Prev: 0.5%	18,950 SH	Increased+2,149 SH
NUVEEN AMT FREE MUN CR INC F	COM	$537K	0.2%Prev: 0.2%	42,421 SH	Increased-233 SH
NUVEEN MUN HIGH INCOME OPPOR	COM	$150K	0.1%Prev: 0.1%	14,748 SH	Increased+902 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$300K	0.1%Prev: 0.1%	23,856 SH	Increased+712 SH
NVIDIA CORPORATION	COM	$9.8M	3.6%Prev: 3.8%	52,687 SH	Decreased-13 SH
PACER FDS TR	US CASH COWS 100	$553K	0.2%Prev: 0.2%	9,106 SH	Increased-34 SH
PAYCHEX INC	COM	$1.8M	0.7%Prev: 0.8%	16,463 SH	Decreased+393 SH
PEPSICO INC	COM	$1.8M	0.7%Prev: 0.7%	12,790 SH	Increased+580 SH
PFIZER INC	COM	$1.8M	0.7%Prev: 0.7%	74,030 SH	Increased+4,079 SH
PHILIP MORRIS INTL INC	COM	$1.3M	0.5%Prev: 0.5%	8,050 SH	Decreased+4 SH
PROCTER AND GAMBLE CO	COM	$3.7M	1.3%Prev: 1.5%	25,570 SH	Decreased+148 SH
PROLOGIS INC.	COM	$1.7M	0.6%	12,978 SH	New
PRUDENTIAL FINL INC	COM	$428K	0.2%Prev: 0.2%	3,793 SH	Increased+8 SH
QUALCOMM INC	COM	$753K	0.3%Prev: 0.3%	4,403 SH	Increased+3 SH
RTX CORPORATION	COM	$236K	0.1%Prev: 0.1%	1,286 SH	Increased+2 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$752K	0.3%Prev: 0.3%	31,268 SH	Increased+2,180 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$2.5M	0.9%	29,949 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.3M	0.5%	23,972 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$840K	0.3%	5,427 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$1.2M	0.5%	30,639 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.2M	1.2%	22,001 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$3.4M	1.2%	79,016 SH	New
SOFI TECHNOLOGIES INC	COM	$420K	0.2%Prev: 0.2%	16,045 SH	Decreased-16 SH
SOUTHERN CO	COM	$2.5M	0.9%Prev: 1.0%	28,259 SH	Decreased+1,668 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$365K	0.1%Prev: 0.1%	760 SH	Increased
SPDR GOLD TR	GOLD SHS	$346K	0.1%Prev: 0.1%	873 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	1.6%Prev: 1.7%	6,414 SH	Increased-126 SH
SPDR SERIES TRUST	STATE STREET SPD	$19.5M	7.2%	231,321 SH	New
STRYKER CORPORATION	COM	$424K	0.2%Prev: 0.2%	1,204 SH	Decreased+12 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$200K	0.1%	659 SH	New
TARGET CORP	COM	$1.7M	0.6%	17,119 SH	New
TESLA INC	COM	$4.1M	1.5%Prev: 1.5%	9,106 SH	Increased+298 SH
TEXAS INSTRS INC	COM	$466K	0.2%Prev: 0.2%	2,688 SH	Decreased+2 SH
THERMO FISHER SCIENTIFIC INC	COM	$243K	0.1%Prev: 0.1%	419 SH	Increased
TORONTO DOMINION BK ONT	COM NEW	$604K	0.2%Prev: 0.2%	6,413 SH	Increased+2 SH
UNILEVER PLC	SPON ADR NEW	$207K	0.1%Prev: 0.1%	3,172 SH	Decreased-399 SH
UNION PAC CORP	COM	$693K	0.3%Prev: 0.3%	2,994 SH	Decreased+3 SH
UNITED PARCEL SERVICE INC	CL B	$1.8M	0.7%Prev: 0.1%	18,321 SH	Increased+15,737 SH
UNITED RENTALS INC	COM	$995K	0.4%Prev: 0.4%	1,230 SH	Decreased+14 SH
UNITEDHEALTH GROUP INC	COM	$566K	0.2%	1,715 SH	New
VANECK ETF TRUST	BDC INCOME ETF	$890K	0.3%Prev: 0.4%	62,797 SH	Decreased+2,222 SH
VANECK ETF TRUST	GOLD MINERS ETF	$452K	0.2%Prev: 0.2%	5,273 SH	Increased-92 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$685K	0.3%Prev: 0.2%	1,903 SH	Increased-29 SH
VANGUARD INDEX FDS	MID CAP ETF	$552K	0.2%Prev: 0.2%	1,902 SH	Decreased+4 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$926K	0.3%Prev: 0.3%	1,477 SH	Increased+221 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.4%Prev: 0.4%	4,347 SH	Increased+77 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.5%Prev: 0.6%	4,335 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$683K	0.3%Prev: 0.2%	3,574 SH	Increased+1,114 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$6.6M	2.4%Prev: 2.4%	110,632 SH	Increased+5,937 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$2.0M	0.7%Prev: 0.7%	25,815 SH	Increased+1,011 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$772K	0.3%Prev: 0.2%	13,829 SH	Increased+2,649 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.3M	0.5%Prev: 0.4%	21,846 SH	Increased+6,166 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.4M	3.1%Prev: 3.2%	38,112 SH	Increased+49 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.9M	2.9%Prev: 3.0%	55,328 SH	Increased+129 SH
VANGUARD WORLD FD	CONSUM STP ETF	$702K	0.3%Prev: 0.3%	3,322 SH	Decreased
VANGUARD WORLD FD	HEALTH CAR ETF	$934K	0.3%Prev: 0.3%	3,244 SH	Increased+262 SH
VANGUARD WORLD FD	INF TECH ETF	$229K	0.1%Prev: 0.1%	303 SH	Increased+1 SH
VERIZON COMMUNICATIONS INC	COM	$3.1M	1.1%Prev: 1.2%	76,426 SH	Decreased+3,872 SH
VULCAN MATLS CO	COM	$435K	0.2%Prev: 0.2%	1,525 SH	Decreased+73 SH
WALMART INC	COM	$562K	0.2%Prev: 0.2%	5,045 SH	Increased+100 SH
WASTE MGMT INC DEL	COM	$379K	0.1%Prev: 0.1%	1,724 SH	Decreased+2 SH
WEREWOLF THERAPEUTICS INC	COM	$8K	0.0%	12,000 SH	New
WHEATON PRECIOUS METALS CORP	COM	$224K	0.1%Prev: 0.1%	1,908 SH	Increased
WISDOMTREE TR	US HIGH DIVIDEND	$290K	0.1%Prev: 0.1%	2,847 SH	Increased+16 SH

Sold (vs prior filing)

EQUINIX INC — $308K
ISHARES INC — $257K
JD.COM INC — $443K
MARA HOLDINGS INC — $273K
OKLO INC — $437K
ORACLE CORP — $227K
RUBRIK INC. — $291K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $560K
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $753K
SELECT SECTOR SPDR TR — $3.4M
SELECT SECTOR SPDR TR — $3.1M
SOUNDHOUND AI INC — $319K
SPDR SERIES TRUST — $15.4M
SPDR SERIES TRUST — $829K
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $830K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001793269-26-000001	$271.7M	View
Nov 14, 2025	Q3 2025	13F-HR	0001793269-25-000008	$258.3M	View
Aug 3, 2026	Q2 2026