TECTONIC ADVISORS LLC

SEC CIK
0001859918

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 15, 2026.SEC

Positions
289
+22 vs. Q1 2026
Total value
$2.08B
+$189.18M (+10.0%) vs. Q1 2026

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

Positions

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

TECTONIC ADVISORS LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD S&P 500 ETF922908363ETF230,868$158.56M7.62%+10,326+4.7%Added–
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775ETF1,670,377$154.03M7.40%+46,685+2.9%Added–
ISHARES CORE S&P 500 ETF464287200ETF143,909$107.77M5.18%+8,004+5.9%Added–
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF2,646,939$104.47M5.02%+106,065+4.2%Added–
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF965,257$84.83M4.08%−10,529−1.1%Reduced–
ADVISORS INNER CIRCLE FD III00775Y256GQG US EQUIT ETF2,995,212$76.08M3.66%+85,933+3.0%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF827,709$58.97M2.83%+31,481+4.0%Added–
VANGUARD TOTAL BOND MARKET ETF921937835ETF620,482$45.55M2.19%+35,354+6.0%Added–
TOUCHSTONE ETF TRUST89157W871TOUCHSTONE INTL1,669,435$44.95M2.16%+40,687+2.5%Added–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF387,622$38.37M1.84%+27,142+7.5%Added–
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF361,403$33.12M1.59%+23,100+6.8%Added–
TCW ETF TRUST29287L700FLEXIBLE INCOME751,867$29.48M1.42%+64,663+9.4%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF355,628$28.65M1.38%+271,057+320.5%Added–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF81,125$24.59M1.18%+2,861+3.7%Added–
UNIFIED SER TR90470L568ABSLUTE SELCT VL610,683$22.72M1.09%−1,713−0.3%Reduced–
VANGUARD REAL ESTATE ETF922908553ETF235,265$22.69M1.09%+8,923+3.9%Added–
CSCOCISCO SYS INC COMStock176,540$20.74M1.00%−18,419−9.4%ReducedView
IRMIRON MTN INC DELCOM162,401$20.51M0.99%−3,413−2.1%ReducedView
OKEONEOK INC NEWCOM218,326$18.98M0.91%+8,078+3.8%AddedView
ENBENBRIDGE INC COMStock330,075$17.89M0.86%+11,382+3.6%AddedView
NNNNNN REIT INC COMREIT379,607$17.66M0.85%+21,209+5.9%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock62,345$17.53M0.84%+4,031+6.9%AddedView
CWENCLEARWAY ENERGY INCCL C502,698$17.18M0.83%+502,698NewView
ISHARES CORE MSCI EAFE ETF46432F842ETF174,341$16.84M0.81%+10,055+6.1%Added–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF281,539$16.81M0.81%+9,959+3.7%Added–
ISHARES TR464288521CRE U S REIT ETF252,344$16.77M0.81%+8,404+3.4%Added–
MOALTRIA GROUP INC COMStock232,965$16.76M0.81%+8,260+3.7%AddedView
ISHARES TR46435G672CORE INTL AGGR327,808$16.59M0.80%−11,500−3.4%Reduced–
MRKMERCK & CO INC COMStock126,684$16.28M0.78%+511+0.4%AddedView
SPDR SERIES TRUST78464A516ST INTL BBG ETF744,825$16.15M0.78%00.0%Unchanged–
HTGCHERCULES CAPITAL INCCOM1,006,408$15.87M0.76%+113,306+12.7%AddedView
ABBVABBVIE INC COMStock62,682$15.77M0.76%+4,928+8.5%AddedView
MPLXMPLX LPCOM UNIT REP LTD278,156$15.67M0.75%+15,521+5.9%AddedView
ARCCARES CAPITAL CORP COMCEF844,971$15.66M0.75%+97,333+13.0%AddedView
VZVERIZON COMMUNICATIONS INC COMStock367,424$15.56M0.75%+21,800+6.3%AddedView
EPDENTERPRISE PRODS PARTNERS L P COMStock420,613$15.46M0.74%+15,253+3.8%AddedView
ETENERGY TRANSFER L PCOM UT LTD PTN793,525$15.17M0.73%+36,581+4.8%AddedView
GLOBAL X FDS37954Y343GLBL X MLP ETF277,970$14.75M0.71%+7,706+2.9%Added–
ALPS ETF TR00162Q452ALERIAN MLP280,210$14.53M0.70%+7,512+2.8%Added–
TSLXSIXTH STREET SPECIALTY LENDICOM845,203$14.51M0.70%+117,104+16.1%AddedView
AVGOBROADCOM INC COMStock37,786$14.27M0.69%−378−1.0%ReducedView
MSMMSC INDL DIRECT INCCL A117,272$13.95M0.67%+390.0%AddedView
WPCWP CAREY INCCOM193,656$13.85M0.67%+9,682+5.3%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF93,112$13.81M0.66%+5,700+6.5%Added–
ISHARES CORE S&P MID-CAP ETF464287507ETF178,520$13.77M0.66%+10,750+6.4%Added–
OREALTY INCOME CORP COMREIT220,758$13.68M0.66%+13,587+6.6%AddedView
HASHASBRO INCCOM164,140$13.56M0.65%+11,549+7.6%AddedView
GILDGILEAD SCIENCES INC COMStock101,557$12.83M0.62%+5,699+5.9%AddedView
TAT&T INC COMStock611,913$12.67M0.61%+65,238+11.9%AddedView
EDCONSOLIDATED EDISON INC COMStock113,314$12.54M0.60%+6,098+5.7%AddedView
DELLDELL TECHNOLOGIES INC CL CStock28,288$12.21M0.59%−16,969−37.5%ReducedView
DUKDUKE ENERGY CORP NEW COM NEWStock95,497$12.09M0.58%+6,302+7.1%AddedView
VICIVICI PPTYS INCCOM450,505$11.96M0.57%+49,601+12.4%AddedView
KOCOCA COLA CO COMStock146,682$11.92M0.57%+6,295+4.5%AddedView
CRHCRH PLCORD104,892$11.22M0.54%−759−0.7%ReducedView
WISDOMTREE TR97717Y527FLOATNG RAT TREA216,472$10.9M0.52%−30,274−12.3%Reduced–
KNXKNIGHT-SWIFT TRANSN HLDGS INCL A139,574$10.87M0.52%+1,560+1.1%AddedView
HRBBLOCK H & R INCCOM280,725$10.69M0.51%+28,790+11.4%AddedView
PAYXPAYCHEX INC COMStock108,185$10.64M0.51%+13,065+13.7%AddedView
PGPROCTER & GAMBLE CO COMStock71,369$10.47M0.50%+6,905+10.7%AddedView
PFEPFIZER INC COMStock432,091$10.4M0.50%+31,491+7.9%AddedView
PEPPEPSICO INC COMStock74,085$10.03M0.48%+5,789+8.5%AddedView
CLHCLEAN HARBORS INCCOM33,511$10.01M0.48%−11,471−25.5%ReducedView
SGISOMNIGROUP INTERNATIONAL INCCOM119,701$9.38M0.45%−5,075−4.1%ReducedView
HQYHEALTHEQUITY INCCOM100,323$9.06M0.44%+17,492+21.1%AddedView
KEXKIRBY CORPCOM65,917$8.96M0.43%−1,795−2.7%ReducedView
CSWCCAPITAL SOUTHWEST CORPCOM355,370$8.45M0.41%+355,370NewView
PNFPPINNACLE FINL PARTNERS INCCOM80,494$8.12M0.39%+11,845+17.3%AddedView
MAINMAIN STR CAP CORP COMCEF145,445$7.55M0.36%+145,445NewView
MASMASCO CORPCOM92,703$7.54M0.36%−2,242−2.4%ReducedView
AZOAUTOZONE INCCOM2,279$7.28M0.35%+12+0.5%AddedView
POOLPOOL CORPCOM32,984$7.09M0.34%+32,984NewView
RBARB GLOBAL INCCOM60,735$7.07M0.34%−986−1.6%ReducedView
SSNCSS&C TECH HLDGSCOM108,556$6.74M0.32%+98,749+1,006.9%AddedView
CIENCIENA CORPCOM NEW13,139$6.45M0.31%−5,438−29.3%ReducedView
GNRCGENERAC HLDGS INC COMStock20,469$5.99M0.29%+1,031+5.3%AddedView
LKQLKQ CORPCOM198,631$5.23M0.25%−133,195−40.1%ReducedView
BCBRUNSWICK CORPCOM61,736$5.2M0.25%−1,276−2.0%ReducedView
VANGUARD WORLD FD921910709EXTENDED DUR74,544$4.85M0.23%+2,539+3.5%Added–
AMATAPPLIED MATLS INC COMStock6,438$4.65M0.22%−3,366−34.3%ReducedView
KLACKLA CORPCOM NEW14,789$4.46M0.21%+12,794+641.3%AddedView
GOLDMAN SACHS ETF TR381430529ACCES TREASURY44,213$4.43M0.21%−19,765−30.9%Reduced–
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF23,289$3.83M0.18%+888+4.0%Added–
AAPLAPPLE INC COMStock13,016$3.77M0.18%−58−0.4%ReducedView
PGRPROGRESSIVE CORP COMStock17,125$3.74M0.18%−1,584−8.5%ReducedView
MSFTMICROSOFT CORP COMStock9,917$3.7M0.18%+1,604+19.3%AddedView
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718ETF21,945$3.39M0.16%+494+2.3%Added–
ASOACADEMY SPORTS & OUTDOORS INCOM69,272$3.26M0.16%−49−0.1%ReducedView
FANGDIAMONDBACK ENERGY INC COMStock16,522$2.9M0.14%+45+0.3%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock5,562$2.78M0.13%+425+8.3%AddedView
GTXGARRETT MOTION INC COMStock76,432$2.77M0.13%−10,674−12.3%ReducedView
HPQHP INC COMStock123,697$2.71M0.13%+12,323+11.1%AddedView
EXPEAGLE MATLS INCCOM11,896$2.68M0.13%−99−0.8%ReducedView
BANCBANC OF CALIFORNIA INCCOM124,201$2.54M0.12%−45,918−27.0%ReducedView
POWLPOWELL INDS INC COMStock8,853$2.54M0.12%+5,418+157.7%AddedView
GOOGLALPHABET INC CAP STK CL AStock6,945$2.48M0.12%−825−10.6%ReducedView
PBAPEMBINA PIPELINE CORPCOM53,454$2.47M0.12%+4,171+8.5%AddedView
KMIKINDER MORGAN INC DEL COMStock77,308$2.47M0.12%+7,969+11.5%AddedView
ROPROPER TECHNOLOGIES INC COMStock6,964$2.36M0.11%+1,251+21.9%AddedView
ORCLORACLE CORP COMStock15,981$2.34M0.11%+3,704+30.2%AddedView

Sold out since Q1 2026 (17)

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

TECTONIC ADVISORS LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
CWENCLEARWAY ENERGY INCCL A496,997$19.47M1.03%
FHNFIRST HORIZON CORPORATIONCOM188,404$4.29M0.23%
AMHAMERICAN HOMES 4 RENTCL A90,808$2.54M0.13%
IIIVI3 VERTICALS INCCOM CL A98,277$2.2M0.12%
STRSSTRATUS PPTYS INCCOM NEW60,197$1.84M0.10%
SHOESHOE STA GROUP INCCOM113,904$1.78M0.09%
TAYLOR MORRISON HOME CORP87724P106COM25,445$1.48M0.08%
GBXGREENBRIER COS INC COMStock21,646$1.14M0.06%
CNRCORE NATURAL RESOURCES INCCOM SHS9,643$1.01M0.05%
WHRWHIRLPOOL CORP COMStock15,627$842.59K0.04%
COTERRA ENERGY INC COM127097103Stock20,880$733.73K0.04%
HONHoneywell TechnologiesCOM3,116$704.33K0.04%
SYYSYSCO CORP COMStock5,744$409.73K0.02%
JANUS DETROIT STR TR47103U845HENDRSON AAA CL5,574$280.74K0.01%
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF5,666$276.86K0.01%
FBKFB FINL CORPCOM4,917$255.39K0.01%
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT1,136$218.03K0.01%

13F filings by quarter

TECTONIC ADVISORS LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 15, 2026289$2.08Bvs. Q1 2026SEC
Q1 2026Apr 17, 2026267$1.89Bvs. Q4 2025SEC
Q4 2025Jan 23, 2026319$1.9Bvs. Q3 2025SEC
Q3 2025Oct 21, 2025330$1.83Bvs. Q2 2025SEC
Q2 2025Jul 23, 2025318$1.72Bvs. Q1 2025SEC
Q1 2025May 2, 2025316$1.6Bvs. Q4 2024SEC
Q4 2024Jan 27, 2025319$1.53Bvs. Q3 2024SEC
Q3 2024Oct 23, 2024303$1.52Bvs. Q2 2024SEC
Q2 2024Aug 2, 2024298$1.38Bvs. Q1 2024SEC
Q1 2024May 7, 2024294$1.31Bvs. Q4 2023SEC
Q4 2023Jan 17, 2024287$1.19Bvs. Q3 2023SEC
Q3 2023Oct 24, 2023276$1.07Bvs. Q2 2023SEC
Q2 2023Jul 14, 2023239$812.09Mvs. Q1 2023SEC
Q1 2023Apr 26, 2023234$731.15Mvs. Q4 2022SEC
Q4 2022Feb 14, 2023267$645.04Mvs. Q3 2022SEC
Q3 2022Nov 8, 2022209$542.06Mvs. Q2 2022SEC
Q2 2022Aug 11, 2022216$547.53Mvs. Q1 2022SEC
Q1 2022May 9, 2022215$581.16Mvs. Q4 2021SEC
Q4 2021Feb 2, 2022221$558.39Mvs. Q3 2021SEC
Q3 2021Nov 2, 2021215$509.49Mvs. Q2 2021SEC
Q2 2021Jul 22, 2021205$484.8Mvs. Q1 2021SEC
Q1 2021May 18, 2021199$402.43M–SEC