Fearless Solutions, LLC dba Best Invest

Q2 2025 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
6/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$142,982
Net value change ($000)
+14,342 (11.1%)
New positions
9
Sold out positions
0
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 11/5/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QDPL 1,692 99.8%
CGGR 882 30.4%
MSFT 855 33.8%
CGDV 850 29.5%
XLK 709 NEW
TSLA 640 59.5%
AMZN 587 16.7%
SCHW 490 16.1%
HYLS 482 5.9%
XLY 438 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -673 -9.2%
ABBV -339 -12.2%
JEPI -77 -15.2%
XOM -62 -10.4%
BRK-B -56 -8.4%
ASO -56 -8.1%
CVX -52 -13.4%
ORLY -50 -9.6%
SCHD -44 -7.9%
INTC -42 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type