Matrix Trust Co

SEC CIK
0001784277

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 9, 2026.SEC

Positions
100
−78 vs. Q1 2026
Total value
$689.54M
+$87.49M (+14.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Matrix Trust Co holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES TR464288109MORNINGSTAR VALU670,985$67.93M9.85%+4,585+0.7%Added–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF2,021,762$56M8.12%+5,960+0.3%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF744,374$53.04M7.69%+6,473+0.9%Added–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF756,063$45.13M6.54%+2,879+0.4%Added–
SCHWAB U.S. LARGE-CAP ETF808524201ETF1,464,818$43.11M6.25%+12,079+0.8%Added–
SCHWAB US TIPS ETF808524870ETF1,303,643$34.55M5.01%−66,382−4.8%Reduced–
ISHARES CORE S&P 500 ETF464287200ETF44,807$33.56M4.87%+277+0.6%Added–
VANGUARD S&P 500 ETF922908363ETF44,818$30.78M4.46%+198+0.4%Added–
WISDOMTREE TR97717Y527FLOATNG RAT TREA556,808$28.04M4.07%+545,715+4,919.5%Added–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF257,323$25.47M3.69%−1,201−0.5%Reduced–
ISHARES TR464288307MRGSTR MD CP GRW205,307$20.18M2.93%+1,427+0.7%Added–
SCHWAB U.S. SMALL-CAP ETF808524607ETF553,341$19.99M2.90%+4,243+0.8%Added–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD244,605$19.33M2.80%+1,301+0.5%Added–
ISHARES TR464288406MRGSTR MD CP VAL209,721$19.16M2.78%+2,402+1.2%Added–
ISHARES TR464288208MRGSTR MD CP ETF191,562$18.5M2.68%+1,769+0.9%Added–
ISHARES TR464288703MRNING SM CP ETF189,142$14.81M2.15%+1,539+0.8%Added–
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF173,344$14.33M2.08%+1,409+0.8%Added–
ISHARES TR464288604MRGSTR SM CP GR180,159$11.81M1.71%+1,656+0.9%Added–
SCHWAB US DIVIDEND EQUITY ETF808524797ETF264,820$8.4M1.22%−7,306−2.7%Reduced–
T ROWE PRICE EXCHANGE-TRADED87283Q883FLOATING RATE160,001$8.07M1.17%+160,001New–
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF84,364$7.73M1.12%−6,100−6.7%Reduced–
VANGUARD TOTAL BOND MARKET ETF921937835ETF100,340$7.37M1.07%+163+0.2%Added–
ISHARES SEMICONDUCTOR ETF464287523ETF9,479$6.07M0.88%−362−3.7%Reduced–
VANGUARD REAL ESTATE ETF922908553ETF43,717$4.22M0.61%+128+0.3%Added–
AAPLAPPLE INC COMStock14,478$4.19M0.61%−220−1.5%ReducedView
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF78,743$4.18M0.61%+4,862+6.6%Added–
GLDSPDR GOLD SHARESETF11,265$4.15M0.60%+109+1.0%AddedView
AVGOBROADCOM INC COMStock9,948$3.76M0.54%−2,686−21.3%ReducedView
LLYELI LILLY & CO COMStock2,656$3.19M0.46%+512+23.9%AddedView
MRKMERCK & CO INC COMStock24,606$3.16M0.46%−1,458−5.6%ReducedView
ABBVABBVIE INC COMStock12,555$3.16M0.46%−989−7.3%ReducedView
MSFTMICROSOFT CORP COMStock7,463$2.78M0.40%+111+1.5%AddedView
JPMJPMORGAN CHASE & CO COMStock6,964$2.28M0.33%−2,366−25.4%ReducedView
RTXRTX CORPORATION COMStock11,606$2.2M0.32%−934−7.4%ReducedView
FASTFASTENAL CO COMStock45,139$2.17M0.31%−937−2.0%ReducedView
KMBKIMBERLY-CLARK CORP COMStock18,888$2.07M0.30%+18,888NewView
COSTCOSTCO WHOLESALE CORPORATION COMStock2,194$2.05M0.30%−142−6.1%ReducedView
MSMORGAN STANLEY COM NEWStock9,721$2.03M0.29%−4,789−33.0%ReducedView
CCITIGROUP INC COM NEWStock14,350$2.01M0.29%−4,832−25.2%ReducedView
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF18,427$1.97M0.29%−19,349−51.2%Reduced–
GSGOLDMAN SACHS GROUP INC COMStock1,931$1.95M0.28%−593−23.5%ReducedView
GDGENERAL DYNAMICS CORP COMStock5,436$1.93M0.28%−411−7.0%ReducedView
ISHARES TR46434V878ULTRA SHORT DUR37,965$1.92M0.28%+9,830+34.9%Added–
HDHOME DEPOT INC COMStock5,262$1.86M0.27%−193−3.5%ReducedView
MCDMCDONALDS CORP COMStock6,753$1.83M0.26%−14−0.2%ReducedView
ISHARES TR4642874407-10 YR TRSY BD19,259$1.82M0.26%+940+5.1%Added–
PAYXPAYCHEX INC COMStock18,272$1.8M0.26%−888−4.6%ReducedView
WECWEC ENERGY GROUP INC COMStock14,621$1.71M0.25%−551−3.6%ReducedView
TROWPRICE T ROWE GROUP INC COMStock13,496$1.53M0.22%−837−5.8%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock5,248$1.48M0.21%−215−3.9%ReducedView
XELXCEL ENERGY INC COMStock17,475$1.4M0.20%−672−3.7%ReducedView
ISHARES TR46428743220 YR TR BD ETF14,419$1.25M0.18%00.0%Unchanged–
OKEONEOK INC NEWCOM14,321$1.25M0.18%+14,321NewView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF13,571$1.19M0.17%+13,571New–
CORCENCORA INC COMStock4,152$1.18M0.17%−47−1.1%ReducedView
CTASCINTAS CORP COMStock6,518$1.11M0.16%−197−2.9%ReducedView
HARBOR ETF TRUST41151J505COMM ALL WEA ETF36,880$1.08M0.16%+16,443+80.5%Added–
ETNEATON CORP PLC SHSStock2,456$1.05M0.15%00.0%UnchangedView
CVXCHEVRON CORPORATION COMStock6,016$997K0.14%+24+0.4%AddedView
MUMICRON TECHNOLOGY INC COMStock834$963K0.14%−744−47.1%ReducedView
FRANKLIN TEMPLETON ETF TR35473P744FTSE JAPAN ETF23,892$950K0.14%+23,892New–
ASMLASML HLDG NV N Y REGISTRY SHSADR477$949K0.14%+477NewView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,797$858K0.12%−73−3.9%ReducedView
ISHARES TR46429B7470-5 YR TIPS ETF8,223$840K0.12%+321+4.1%Added–
NVDANVIDIA CORPORATION COMStock4,132$827K0.12%+292+7.6%AddedView
VVISA INC COM CL AStock2,406$825K0.12%+355+17.3%AddedView
VRTVERTIV HOLDINGS COCOM CL A2,427$813K0.12%+2,427NewView
GOOGLALPHABET INC CAP STK CL AStock2,264$809K0.12%+8+0.4%AddedView
IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock9,244$805K0.12%−49−0.5%ReducedView
MAMASTERCARD INCORPORATED CL AStock1,542$792K0.11%+316+25.8%AddedView
UBERUBER TECHNOLOGIES INC COMStock10,845$783K0.11%+2,265+26.4%AddedView
MELIMERCADOLIBRE INCCOM452$767K0.11%+96+27.0%AddedView
MCOMOODYS CORP COMStock1,680$761K0.11%+299+21.7%AddedView
METAMETA PLATFORMS INC CL AStock1,301$733K0.11%+200+18.2%AddedView
VANGUARD UTILITIES ETF92204A876ETF3,723$729K0.11%+165+4.6%Added–
APPAPPLOVIN CORPCOM CL A1,384$713K0.10%−72−4.9%ReducedView
GLDMWORLD GOLD TRSPDR GLD MINIS8,658$688K0.10%+621+7.7%AddedView
VANGUARD TOTAL WORLD STOCK ETF922042742ETF4,378$687K0.10%+3,036+226.2%Added–
AMZNAMAZON COM INC COMStock2,870$684K0.10%−84−2.8%ReducedView
VANGUARD STAR FDS921909768VG TL INTL STK F6,121$523K0.08%−14−0.2%Reduced–
ISHARES TIPS BOND ETF464287176ETF4,124$451K0.07%+131+3.3%Added–
AMERICAN CENTY ETF TR025072877US SML CP VALU3,068$383K0.06%−246−7.4%Reduced–
USCF ETF TR90290T809SUMMERHAVEN K112,719$336K0.05%−520−3.9%Reduced–
INVESCO QQQ TRUST SERIES I46090E103ETF231$170K0.02%+231New–
UNHUNITEDHEALTH GROUP INC COMStock146$61K0.01%+29+24.8%AddedView
AMATAPPLIED MATLS INC COMStock77$56K0.01%00.0%UnchangedView
KOCOCA COLA CO COMStock664$54K0.01%+12+1.8%AddedView
JNJJOHNSON & JOHNSON COMStock150$38K0.01%+54+56.3%AddedView
CATCATERPILLAR INC COMStock31$33K0.00%+15+93.8%AddedView
TAT&T INC COMStock1,494$31K0.00%+1,148+331.8%AddedView
PGPROCTER & GAMBLE CO COMStock206$30K0.00%+22+12.0%AddedView
HALHALLIBURTON CO COMStock840$29K0.00%+840NewView
ORCLORACLE CORP COMStock173$25K0.00%+59+51.8%AddedView
GILDGILEAD SCIENCES INC COMStock159$20K0.00%+38+31.4%AddedView
TMUST-MOBILE US INC COMStock115$19K0.00%−3−2.5%ReducedView
VZVERIZON COMMUNICATIONS INC COMStock431$18K0.00%+172+66.4%AddedView
BACBANK OF AMER CORP COMStock322$18K0.00%+322NewView
WMTWALMART INC COMStock161$18K0.00%−150−48.2%ReducedView
SCHWCHARLES SCHWAB CORP (THE) COMStock175$16K0.00%+158+929.4%AddedView
BONDBLOXX ETF TRUST09789C788BLOOMBERG SIX MN72$4K0.00%−38,168−99.8%Reduced–

Sold out since Q1 2026 (88)

Positions held at the end of Q1 2026 that are no longer in this filing.

Matrix Trust Co positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
PCARPACCAR INCCOM18,191$2.1M0.35%
SGISOMNIGROUP INTERNATIONAL INCCOM17,036$1.26M0.21%
HDBHDFC BANK LTDSPONSORED ADS47,980$1.19M0.20%
LPLALPL FINL HLDGS INCCOM2,093$630K0.10%
MKLMARKEL GROUP INCCOM326$624K0.10%
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD22,773$394K0.07%
XOMEXXON MOBIL CORPCOM778$132K0.02%
DANDANA INCCOM1,395$47K0.01%
JBLJABIL INC COMStock153$41K0.01%
IESCIES HOLDINGS INCCOM78$37K0.01%
PARRPAR PAC HOLDINGS INCCOM NEW545$34K0.01%
EMEEMCOR GROUP INC COMStock43$32K0.01%
ALBALBEMARLE CORP COMStock172$31K0.01%
TNKTEEKAY TANKERS LTDCL A425$31K0.01%
AGXARGAN INC COMStock52$28K0.00%
BWABORGWARNER INCCOM507$28K0.00%
CSTMCONSTELLIUM SECL A SHS1,152$28K0.00%
UNFIUNITED NAT FOODS INCCOM596$27K0.00%
USFDUS FOODS HLDG CORPCOM278$26K0.00%
DINOHF SINCLAIR CORPCOM424$26K0.00%
ARCBARCBEST CORPCOM253$25K0.00%
BTSGBRIGHTSPRING HEALTH SVCS INCCOM571$24K0.00%
TTMITTM TECHNOLOGIES INCCOM246$24K0.00%
PRIMPRIMORIS SVCS CORP COMStock161$23K0.00%
MCYMERCURY GENL CORP NEWCOM256$23K0.00%
SNXTD SYNNEX CORPORATIONCOM139$23K0.00%
GPIGROUP 1 AUTOMOTIVE INCCOM67$22K0.00%
SNDRSCHNEIDER NATIONAL INCCL B820$22K0.00%
LNCLINCOLN NATL CORP INDCOM620$22K0.00%
NOVNOV INCCOM1,102$21K0.00%
HCSGHEALTHCARE SVCS GROUP INCCOM1,111$21K0.00%
THGHANOVER INS GROUP INCCOM122$21K0.00%
EQHEQUITABLE HLDGS INCCOM553$21K0.00%
HSTHOST HOTELS & RESORTS INCCOM1,090$21K0.00%
WFRDWEATHERFORD INTL PLCORD SHS223$21K0.00%
ANAUTONATION INCCOM110$21K0.00%
LEALEAR CORPCOM NEW173$21K0.00%
JXNJACKSON FINANCIAL INCCOM CL A187$20K0.00%
MMACYS INCCOM1,100$20K0.00%
VVXV2X INCCOM296$20K0.00%
TPRTAPESTRY INCCOM140$20K0.00%
BCCBOISE CASCADE CO DELCOM262$20K0.00%
EFOREVERFORTH INCCOM509$20K0.00%
LEGGETT & PLATT INC COM524660107Stock1,928$19K0.00%
STRLSTERLING INFRASTRUCTURE INCCOM47$19K0.00%
SPHRSPHERE ENTERTAINMENT COCL A158$19K0.00%
FIXCOMFORT SYS USA INCCOM14$19K0.00%
JLLJONES LANG LASALLE INCCOM61$19K0.00%
NXTNEXTPOWER INC COMStock146$18K0.00%
TIGOMILLICOM INTL CELLULAR S ACOM STK246$18K0.00%
HGVHILTON GRAND VACATIONS INCCOM463$18K0.00%
VIAVVIAVI SOLUTIONS INCCOM554$18K0.00%
AMNAMN HEALTHCARE SVCS INCCOM1,006$18K0.00%
FLRFLUOR CORP COMStock348$16K0.00%
PAGPENSKE AUTOMOTIVE GRP INCCOM110$16K0.00%
ABTABBOTT LABORATORIES COMStock147$15K0.00%
FNFABRINETSHS29$15K0.00%
KTOSKRATOS DEFENSE & SEC SOLUTIOCOM NEW214$15K0.00%
GSATGLOBALSTAR INCCOM NEW221$15K0.00%
GCTGIGACLOUD TECHNOLOGY INC CLASS A ORDStock319$14K0.00%
MKSIMKS INC.COM61$14K0.00%
HUBGHUB GROUP INCCL A393$14K0.00%
NUENUCOR CORPCOM83$14K0.00%
ARWARROW ELECTRS INCCOM101$14K0.00%
AVTAVNET INCCOM226$14K0.00%
SSRMSSR MINING IN COMStock439$13K0.00%
EYENATIONAL VISION HLDGS INCCOM502$13K0.00%
TLNTALEN ENERGY CORPCOM42$13K0.00%
HIIHUNTINGTON INGALLS INDS INCCOM33$13K0.00%
ADNTADIENT PLC ORD SHSStock600$12K0.00%
SAHSONIC AUTOMOTIVE INCCL A180$12K0.00%
FTAIFTAI AVIATION LTDSHS49$12K0.00%
VOYAVOYA FINANCIAL INCCOM172$12K0.00%
PACSPACS GROUP INCCOM SHS371$12K0.00%
COHRCOHERENT CORPCOM52$12K0.00%
FIGSFIGS INCCL A830$12K0.00%
RGAREINSURANCE GROUP AMER INCCOM NEW53$11K0.00%
CELHCELSIUS HLDGS INCCOM NEW317$11K0.00%
PRMPERIMETER SOLUTIONS INCCOMMON STOCK466$11K0.00%
TMDXTRANSMEDICS GROUP INCCOM104$10K0.00%
XMTRXOMETRY INCCLASS A COM247$10K0.00%
MRCYMERCURY SYS INCCOM135$10K0.00%
ABGASBURY AUTOMOTIVE GROUP INCCOM48$9K0.00%
DXCDXC TECHNOLOGY CO COMStock656$8K0.00%
ABMABM INDS INCCOM212$8K0.00%
STNESTONECO LTDCOM536$8K0.00%
MPMP MATERIALS CORPCOM CL A131$6K0.00%
ARWRARROWHEAD PHARMACEUTICALS INCOM100$6K0.00%

13F filings by quarter

Matrix Trust Co 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 9, 2026100$689.54Mvs. Q1 2026SEC
Q1 2026Apr 10, 2026178$602.05Mvs. Q4 2025SEC
Q4 2025Jan 13, 2026215$605.85Mvs. Q3 2025SEC
Q3 2025Oct 14, 2025249$638.75Mvs. Q2 2025SEC
Q2 2025Jul 14, 2025255$628.22Mvs. Q1 2025SEC
Q1 2025Apr 10, 2025255$592.79Mvs. Q4 2024SEC
Q4 2024Jan 13, 2025251$575.38Mvs. Q3 2024SEC
Q3 2024Oct 9, 2024239$534.83Mvs. Q2 2024SEC
Q2 2024Jul 10, 2024171$442.91Mvs. Q1 2024SEC
Q1 2024May 6, 202483$442.15Mvs. Q4 2023SEC
Q4 2023Feb 5, 202470$427.49Mvs. Q3 2023SEC
Q3 2023Oct 30, 202364$383.11Mvs. Q2 2023SEC
Q2 2023Jul 19, 202359$387.78Mvs. Q1 2023SEC
Q1 2023Apr 12, 202364$371.29Mvs. Q4 2022SEC
Q4 2022Jan 24, 202351$395.07Mvs. Q3 2022SEC
Q3 2022Oct 25, 202248$350.75Mvs. Q2 2022SEC
Q2 2022Aug 3, 202253$362.13Mvs. Q1 2022SEC
Q1 2022Apr 18, 202252$404.56Mvs. Q4 2021SEC
Q4 2021Feb 3, 202220$412.23Mvs. Q3 2021SEC
Q3 2021Oct 19, 202120$390.71Mvs. Q2 2021SEC
Q2 2021Aug 10, 202120$382.37Mvs. Q1 2021SEC
Q1 2021May 6, 202120$366.19M–SEC