Garrett Wealth Advisory Group, LLC - Portfolio overview

Garrett Wealth Advisory Group, LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. ET - ENERGY TRANSFER L P, 18.65%
2. EPS - WISDOMTREE TR, 9.01%
3. SPYG - SPDR SERIES TRUST, 7.05%

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

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