SIERRA OCEAN, LLC - Portfolio overview

SIERRA OCEAN, LLC has 68 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 Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 13.00%
2. SPMO - INVESCO EXCH TRADED FD TR II, 11.83%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 9.43%

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

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