Sloy Dahl & Holst, LLC

CIK 0001690295 • 7 13F filings • May 12, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $810.5M114 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$301K	0.0%	518 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.2%Prev: 0.1%	3,643 SH	Increased+1,421 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.3%Prev: 0.2%	7,185 SH	Increased-279 SH
AMAZON COM INC	COM	$8.6M	1.1%Prev: 1.1%	36,144 SH	Increased-463 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$331K	0.0%	3,155 SH	New
APPLE INC	COM	$51.1M	6.3%Prev: 5.5%	176,677 SH	Increased-16,551 SH
APPLIED MATLS INC	COM	$235K	0.0%	325 SH	New
ARK ETF TR	INNOVATION ETF	$1.5M	0.2%Prev: 0.2%	18,124 SH	Increased-1,953 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.6M	0.7%Prev: 0.7%	11,099 SH	Increased+55 SH
BITMINE IMMERSION TECHS INC	COM NEW	$382K	0.0%	28,669 SH	New
BITWISE XRP ETF	BENEFICIAL INT	$1.0M	0.1%	86,291 SH	New
BOEING CO	COM	$250K	0.0%Prev: 0.0%	1,156 SH	Increased-15 SH
CALAMOS ETF TR	RUSSE 2000 OCTOB	$286K	0.0%	10,150 SH	New
CALAMOS ETF TR	S&P 500 STR OCTO	$299K	0.0%	10,740 SH	New
CALAMOS ETF TR	S&P 500 STRUCTU	$348K	0.0%Prev: 0.0%	13,025 SH	Increased+390 SH
CHEVRON CORPORATION	COM	$1.3M	0.2%	7,944 SH	New
CISCO SYS INC	COM	$490K	0.1%Prev: 0.0%	4,172 SH	Increased
COCA COLA CO	COM	$257K	0.0%Prev: 0.0%	3,166 SH	Increased
COINBASE GLOBAL INC	COM CL A	$20.7M	2.6%Prev: 5.2%	141,537 SH	Decreased+35,324 SH
CONOCOPHILLIPS	COM	$273K	0.0%Prev: 0.0%	2,629 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.2%	1,512 SH	New
DIREXION SHARES ETF TRUST	DLY TSLA BULL 2X	$34.2M	4.2%	2,418,084 SH	New
DISNEY WALT CO	COM	$265K	0.0%Prev: 0.1%	2,752 SH	Decreased-714 SH
ELEVATION SERIES TRUST	TRUESHS TECH AI	$528K	0.1%Prev: 0.0%	8,175 SH	Increased+710 SH
ETF OPPORTUNITIES TRUST	T REX 2X LONG	$621K	0.1%Prev: 0.1%	31,328 SH	Increased
EXXON MOBIL CORP	COM	$1.1M	0.1%Prev: 0.1%	7,767 SH	Increased-99 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST GOLD	$605K	0.1%Prev: 0.1%	28,750 SH	Decreased-1,370 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$400K	0.0%Prev: 0.0%	8,230 SH	Increased+200 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$244K	0.0%Prev: 0.0%	8,500 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$4.2M	0.5%Prev: 0.5%	115,723 SH	Increased-1,667 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$9.3M	1.1%Prev: 1.1%	172,427 SH	Increased+1,995 SH
FLEXSHARES TR	QLT DIV DEF IDX	$6.3M	0.8%Prev: 0.7%	72,666 SH	Increased+5,036 SH
FLEXSHARES TR	ULTR SHO INC FD	$248K	0.0%	3,285 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$202K	0.0%	3,080 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$4.2M	0.5%Prev: 0.5%	41,975 SH	Increased+4,812 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$24.8M	3.1%Prev: 4.4%	954,568 SH	Decreased+298,629 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$6.0M	0.7%Prev: 1.6%	131,538 SH	Decreased-3,911 SH
GRAYSCALE ETHEREUM STAKING	SHS NEW	$13.0M	1.6%	865,953 SH	New
GRAYSCALE ETHEREUM STAKING E	SHS	$2.4M	0.3%	187,501 SH	New
HOME DEPOT INC	COM	$441K	0.1%Prev: 0.1%	1,251 SH	Decreased-67 SH
HUT 8 CORP	COM	$298K	0.0%	2,577 SH	New
IDACORP INC	COM	$208K	0.0%	1,372 SH	New
ILLINOIS TOOL WKS INC	COM	$406K	0.1%Prev: 0.1%	1,500 SH	Increased
INTEL CORP	COM	$1.0M	0.1%	7,236 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$236K	0.0%Prev: 0.0%	841 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$482K	0.1%Prev: 0.1%	655 SH	Increased-19 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$545K	0.1%Prev: 0.2%	16,368 SH	Decreased-2,460 SH
ISHARES ETHEREUM TR	SHS	$3.7M	0.5%	314,827 SH	New
ISHARES TR	0-3 MTH TREASURY	$1.8M	0.2%	17,417 SH	New
ISHARES TR	20 YR TR BD ETF	$442K	0.1%Prev: 0.1%	5,115 SH	Decreased-135 SH
ISHARES TR	CORE S&P500 ETF	$390K	0.0%Prev: 0.0%	520 SH	Increased+26 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.6M	0.2%Prev: 0.2%	27,917 SH	Increased+3,317 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.3M	0.4%Prev: 0.4%	54,077 SH	Increased+4,158 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.4M	0.2%Prev: 0.2%	26,815 SH	Decreased-1,260 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$221K	0.0%	4,670 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.3M	0.2%Prev: 0.2%	24,920 SH	Increased+1,800 SH
JOBY AVIATION INC	COMMON STOCK	$147K	0.0%	16,461 SH	New
JOHNSON & JOHNSON	COM	$1.6M	0.2%Prev: 0.1%	6,117 SH	Increased-38 SH
JPMORGAN CHASE & CO	COM	$822K	0.1%	2,512 SH	New
LAM RESEARCH CORP	COM NEW	$6.9M	0.9%Prev: 0.2%	15,930 SH	Increased-1,000 SH
META PLATFORMS INC	CL A	$861K	0.1%Prev: 0.2%	1,528 SH	Decreased-2 SH
MICROSOFT CORP	COM	$12.7M	1.6%Prev: 1.0%	34,028 SH	Increased+19,110 SH
NETFLIX INC.	COM	$4.5M	0.6%	63,094 SH	New
NEXTERA ENERGY INC	COM	$251K	0.0%	2,858 SH	New
NIKE INC	CL B	$249K	0.0%Prev: 0.1%	6,068 SH	Decreased-185 SH
NORWEGIAN CRUISE LINE HLDGS	SHS	$205K	0.0%	9,700 SH	New
NUSCALE PWR CORP	CL A COM	$114K	0.0%Prev: 0.1%	11,323 SH	Decreased+1,207 SH
NVIDIA CORPORATION	COM	$44.8M	5.5%Prev: 4.9%	223,819 SH	Increased+1,461 SH
ORACLE CORP	COM	$382K	0.0%Prev: 0.1%	2,608 SH	Decreased-559 SH
PACER FDS TR	US CASH COWS 100	$1.4M	0.2%Prev: 0.2%	22,119 SH	Increased+1,445 SH
PACER FDS TR	US SM CAP CA ETF	$533K	0.1%	10,540 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$21.3M	2.6%Prev: 2.8%	182,554 SH	Increased+32,805 SH
PFIZER INC	COM	$274K	0.0%Prev: 0.0%	11,378 SH	Decreased-501 SH
PHILLIPS 66	COM	$202K	0.0%	1,197 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$202K	0.0%Prev: 0.0%	2,000 SH	Increased
RIVIAN AUTOMOTIVE INC	COM CL A	$488K	0.1%Prev: 0.1%	28,106 SH	Decreased-8,012 SH
RTX CORPORATION	COM	$430K	0.1%Prev: 0.0%	2,265 SH	Increased
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$747K	0.1%	14,073 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$260K	0.0%	4,859 SH	New
SNOWFLAKE INC	COM SHS	$233K	0.0%	915 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$1.2M	0.1%	6,868 SH	New
SPDR GOLD TR	GOLD SHS	$340K	0.0%Prev: 0.0%	924 SH	Increased-16 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$529K	0.1%	5,775 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$318K	0.0%	2,008 SH	New
TCW ETF TRUST	TRANS SYSTE ETF	$2.5M	0.3%	20,034 SH	New
TESLA INC	COM	$437.0M	53.9%Prev: 51.9%	1,039,022 SH	Increased-136,387 SH
THEMES ETF TR	LEVERAGE SHS 2X	$327K	0.0%	35,842 SH	New
TRAVELERS COMPANIES INC	COM	$277K	0.0%Prev: 0.0%	839 SH	Increased
TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$337K	0.0%Prev: 0.0%	9,870 SH	Increased+205 SH
UNION PAC CORP	COM	$1.6M	0.2%Prev: 0.2%	6,050 SH	Increased
US BANCORP	COM NEW	$212K	0.0%	3,512 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$200K	0.0%	1,925 SH	New
VANECK MERK GOLD ETF	GOLD SHS	$1.4M	0.2%Prev: 0.2%	37,000 SH	Increased-860 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$231K	0.0%	1,770 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	0.1%Prev: 0.1%	14,816 SH	Increased+7,964 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.3%Prev: 0.1%	31,002 SH	Increased+17,844 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	0.1%Prev: 0.1%	23,394 SH	Increased+13,038 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.8M	0.2%Prev: 0.1%	5,171 SH	Increased+1,909 SH
VANGUARD INDEX FDS	MID CAP ETF	$864K	0.1%Prev: 0.1%	10,721 SH	Increased+9,164 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$445K	0.1%Prev: 0.1%	648 SH	Increased-52 SH
VANGUARD INDEX FDS	SMALL CP ETF	$457K	0.1%Prev: 0.0%	1,506 SH	Increased+612 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$336K	0.0%Prev: 0.0%	909 SH	Increased+4 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$515K	0.1%Prev: 0.0%	8,632 SH	Increased+2,682 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.2M	1.0%Prev: 1.0%	34,603 SH	Increased-251 SH
VANGUARD STAR FDS	VG TL INTL STK F	$900K	0.1%Prev: 0.1%	10,529 SH	Increased+4,018 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$224K	0.0%Prev: 0.0%	1,415 SH	Increased-150 SH
VERIZON COMMUNICATIONS INC	COM	$652K	0.1%Prev: 0.1%	15,402 SH	Decreased-3,837 SH
VICTORY PORTFOLIOS II	CORE BD ETF	$5.6M	0.7%	119,637 SH	New
VICTORY PORTFOLIOS II	VCSHS US LRG CAP	$1.4M	0.2%Prev: 0.2%	17,674 SH	Increased-424 SH
WALMART INC	COM	$227K	0.0%Prev: 0.0%	2,001 SH	Increased-120 SH
WASTE MGMT INC DEL	COM	$203K	0.0%Prev: 0.0%	910 SH	Decreased
WISDOMTREE TR	EM EX ST-OWNED	$11.5M	1.4%Prev: 1.1%	233,875 SH	Increased-3,789 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$860K	0.1%Prev: 0.1%	15,085 SH	Increased+395 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$1.1M	0.1%Prev: 0.1%	21,362 SH	Increased+902 SH

Sold (vs prior filing)

CALAMOS ETF TR — $252K
CALAMOS ETF TR — $282K
CHEVRON CORP NEW — $653K
CHIPOTLE MEXICAN GRILL INC — $225K
CLEANSPARK INC — $443K
COSTCO WHSL CORP NEW — $1.4M
DIREXION SHS ETF TR — $16.5M
FLEXSHARES TR — $248K
GRAYSCALE ETHEREUM MINI TR E — $18.3M
GRAYSCALE ETHEREUM TRUST ETF — $4.0M
HESS CORP — $457K
INVESTMENT MANAGERS SER TR I — $428K
JPMORGAN CHASE & CO. — $743K
KIMBERLY-CLARK CORP — $219K
LISTED FDS TR — $584K
MARA HOLDINGS INC — $504K
MICROSTRATEGY INC — $9.2M
NETFLIX INC — $8.8M
NORWEGIAN CRUISE LINE HLDG L — $308K
PACER FDS TR — $424K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001172661-26-004536	—	View
Feb 4, 2026	Q4 2025	13F-HR	0001172661-26-000460	$832.7M	View
Oct 14, 2025	Q3 2025