Split Rock Private Trading & Wealth Management, LLC - Portfolio overview

Split Rock Private Trading & Wealth Management, LLC has 46 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. KOOL - SPINNAKER ETF SERIES, 38.39%
2. JAAA - JANUS DETROIT STR TR, 6.57%
3. FBND - FIDELITY MERRIMACK STR TR, 5.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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