Runnymede Capital Advisors, Inc.

CIK 0002054540 • 6 13F filings • Apr 22, 2025 – Jul 21, 2026

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Filer information

Filed by: Runnymede Capital Advisors, Inc., Compliance Consultant
Address: 6719 WINEMACK LOOP, DUBLIN, OH, 43016
Phone: 7209961035
AUM: $124.2M

AUM over time

$167.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $116.4M74 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COMMON STOCK	$761K	0.7%	3,500 SH	New
ADVANCED MICRO DEVIC	COMMON STOCK	$407K	0.3%	2,000 SH	New
ALPHABET INC	COMMON STOCK	$8.3M	7.1%	28,911 SH	New
AMAZON.COM INC	COMMON STOCK	$6.7M	5.7%	32,062 SH	New
AMERICAN WTR WKS CO INC	COMMON STOCK	$239K	0.2%	1,754 SH	New
APPLE INC	COMMON STOCK	$6.3M	5.4%	24,672 SH	New
BLACKSTONE INC	COMMON STOCK	$2.2M	1.9%	19,473 SH	New
BROADCOM INC	COMMON STOCK	$601K	0.5%	1,941 SH	New
COSTCO WHSL CORP NEW	COMMON STOCK	$577K	0.5%	579 SH	New
DAN IVES WEDBUSH AI REVOLUTION ETF	UIT EXCHANGE TRADED	$213K	0.2%	7,505 SH	New
DIAMONDBACK ENERGY INC	COMMON STOCK	$770K	0.7%	3,892 SH	New
EATON VANCE INCOME OPPORTUNITIES ETF	UIT EXCHANGE TRADED	$256K	0.2%	5,146 SH	New
ELI LILLY AND CO	COMMON STOCK	$434K	0.4%	472 SH	New
EXXON MOBIL CORP	COMMON STOCK	$324K	0.3%	1,908 SH	New
FIRST TRUST LONG/SHORT EQUITY ETF	UIT EXCHANGE TRADED	$201K	0.2%	2,857 SH	New
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF	UIT EXCHANGE TRADED	$414K	0.4%	3,261 SH	New
FT VEST LADDERED BUFFER ETF	UIT EXCHANGE TRADED	$383K	0.3%	11,347 SH	New
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	UIT EXCHANGE TRADED	$650K	0.6%	27,227 SH	New
GRAYSCALE BITCOIN MINI TRUST ETF	UIT EXCHANGE TRADED	$313K	0.3%	10,453 SH	New
GRAYSCALE BITCOIN TRUST ETF	UIT EXCHANGE TRADED	$639K	0.5%	12,120 SH	New
GRAYSCALE ETHEREUM MINI STAKING ETF	UIT EXCHANGE TRADED	$324K	0.3%	16,327 SH	New
INVESCO BUYBACK ACHIEVERS ETF	UIT EXCHANGE TRADED	$215K	0.2%	1,640 SH	New
INVESCO QQQ TR	UIT EXCHANGE TRADED	$7.8M	6.7%	13,549 SH	New
INVESCO S&P 500 EQUAL WEIGHT ETF	UIT EXCHANGE TRADED	$897K	0.8%	4,676 SH	New
INVESCO S&P 500 LOW VOLATILITY ETF	UIT EXCHANGE TRADED	$775K	0.7%	10,592 SH	New
INVESCO S&P 500 QUALITY ETF	UIT EXCHANGE TRADED	$258K	0.2%	3,431 SH	New
INVESCO S&P 500 TOP 50 ETF	UIT EXCHANGE TRADED	$355K	0.3%	6,504 SH	New
ISHARES CORE MSCI EUROPEETF	UIT EXCHANGE TRADED	$488K	0.4%	6,950 SH	New
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	UIT EXCHANGE TRADED	$1.1M	1.0%	13,963 SH	New
ISHARES MSCI ACWI EX U.S. ETF	UIT EXCHANGE TRADED	$504K	0.4%	7,354 SH	New
ISHARES MSCI EMERGING MARKETS ETF	UIT EXCHANGE TRADED	$204K	0.2%	3,596 SH	New
ISHARES MSCI USA MOMENTUM FACTOR ETF	UIT EXCHANGE TRADED	$1.2M	1.1%	5,160 SH	New
ISHARES RUSSELL 1000 VALUE ETF	UIT EXCHANGE TRADED	$566K	0.5%	2,647 SH	New
ISHARES RUSSELL 2000 ETF	UIT EXCHANGE TRADED	$1.4M	1.2%	5,721 SH	New
ISHARES S&P 100 ETF	UIT EXCHANGE TRADED	$3.6M	3.1%	11,388 SH	New
ISHARES U.S. AEROSPACE &DEFENSE ETF	UIT EXCHANGE TRADED	$342K	0.3%	1,565 SH	New
ISHARES U.S. PHARMACEUTICALS ETF	UIT EXCHANGE TRADED	$200K	0.2%	2,310 SH	New
ISHARES U.S. TECHNOLOGY ETF	UIT EXCHANGE TRADED	$5.3M	4.5%	28,950 SH	New
JPMORGAN INCOME ETF	UIT EXCHANGE TRADED	$337K	0.3%	7,381 SH	New
JPMORGAN U.S. QUALITY FACTOR ETF	UIT EXCHANGE TRADED	$243K	0.2%	3,963 SH	New
KKR & CO INC	COMMON STOCK	$1.2M	1.0%	12,709 SH	New
LAM RESH CORP	COMMON STOCK	$4.9M	4.2%	22,750 SH	New
MARATHON PETE CORP	COMMON STOCK	$3.5M	3.0%	14,173 SH	New
MASTERCARD INC	COMMON STOCK	$971K	0.8%	1,944 SH	New
META PLATFORMS INC	COMMON STOCK	$628K	0.5%	1,097 SH	New
MICRON TECHNOLOGY INC	COMMON STOCK	$7.3M	6.3%	21,584 SH	New
MICROSOFT CORP	COMMON STOCK	$5.7M	4.9%	15,266 SH	New
NETFLIX INC	COMMON STOCK	$371K	0.3%	3,855 SH	New
NVIDIA CORP	COMMON STOCK	$7.1M	6.1%	40,377 SH	New
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	UIT EXCHANGE TRADED	$345K	0.3%	10,227 SH	New
PACER US SMALL CAP CASH COWS 100 ETF	UIT EXCHANGE TRADED	$344K	0.3%	7,660 SH	New
PALO ALTO NETWORKS INC	COMMON STOCK	$3.2M	2.7%	19,662 SH	New
PHILLIPS 66	COMMON STOCK	$557K	0.5%	3,056 SH	New
PROSHARES ULTRA TECHNOLOGY	UIT EXCHANGE TRADED	$12.0M	10.3%	152,732 SH	New
PUTNAM FOCUSED LARGE CAPVALUE ETF	UIT EXCHANGE TRADED	$947K	0.8%	20,414 SH	New
ROUNDHILL MAGNIFICENT SEVEN ETF	UIT EXCHANGE TRADED	$209K	0.2%	3,600 SH	New
RTX CORP	COMMON STOCK	$206K	0.2%	1,069 SH	New
SALESFORCE INC	COMMON STOCK	$379K	0.3%	2,030 SH	New
SAMSARA INC	COMMON STOCK	$482K	0.4%	15,200 SH	New
SPDR GOLD SHARES	UIT EXCHANGE TRADED	$622K	0.5%	1,445 SH	New
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$820K	0.7%	10,000 SH	New
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$1.4M	1.2%	13,012 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$252K	0.2%	4,120 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$217K	0.2%	4,400 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$612K	0.5%	3,787 SH	New
STATE STREET SPDR S&P BIOTECH ETF	UIT EXCHANGE TRADED	$223K	0.2%	1,748 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	UIT EXCHANGE TRADED	$1.2M	1.0%	1,927 SH	New
TAIWAN SEMICONDUCTOR M FSPONSORED ADR	AMERICAN DEPOSITORY	$338K	0.3%	1,000 SH	New
TESLA INC	COMMON STOCK	$648K	0.6%	1,744 SH	New
UNITEDHEALTH GROUP INC	COMMON STOCK	$231K	0.2%	852 SH	New
VANECK SEMICONDUCTOR ETF	UIT EXCHANGE TRADED	$1.1M	0.9%	2,854 SH	New
VISA INC	COMMON STOCK	$923K	0.8%	3,053 SH	New
WALMART INC	COMMON STOCK	$401K	0.3%	3,224 SH	New
WISDOMTREE JAPAN HEDGED EQUITY FUND	UIT EXCHANGE TRADED	$460K	0.4%	2,902 SH	New

Sold (vs prior filing)

ABBOTT LABS — $55K
ABBVIE INC — $733K
ABRDN HEALTHCARE OPPORTU — $2K
ADOBE INC — $6K
ADVANCED MICRO DEVIC — $205K
AGF US MKT NEUTRL ANTI BETA ETF — $6K
ALLY FINL INC — $10K
ALPHABET INC CLASS A — $3.6M
ALPHABET INC CLASS C — $1.1M
ALPS O SHARES GLBL INRNTGNTS ETF — $26K
AMAZON.COM INC — $6.6M
AMERICAN TOWER CORP NEW REIT — $17K
AMERICAN WTR WKS CO INC — $303K
AMGEN INC — $55K
AMPLIFY CWP ENHANCED DIVINM ETF — $53K
AMPLIFY NATURAL RSRC DIVINC ETF — $26K
APA CORP — $32K
APPLE INC — $6.2M
APPLIED MATLS INC — $28K
AQR LONG-SHORT EQUITY I — $196K
… and 271 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0002054540-26-000001	$124.2M	View
Nov 5, 2025	Q3 2025	13F-HR	0002054540-25-000006	$121.4M	View
Jul 21, 2026	Q2 2026