Fearless Solutions, LLC dba Best Invest

Q1 2025 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
3/31/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
100
Total value ($000)
$128,640
Net value change ($000)
-2,366 (-1.8%)
New positions
6
Sold out positions
2
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2024
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)
FLRT 921 NEW
AIRR 832 NEW
QDPL 818 93.3%
IAU 709 21.4%
CGDV 379 15.1%
ABBV 376 15.7%
PLTR 265 NEW
MUB 254 NEW
VOT 242 NEW
FTGC 238 NEW
Top Reduces (Value $000, Stocks/ETFs)
CALF -1,956 -17.6%
AAPL -857 -10.5%
BX -709 -17.6%
IWM -611 -10.1%
TSLA -457 -29.8%
XLI -367 -100.0%
GOOGL -345 -17.7%
XYZ -314 -100.0%
AMZN -290 -7.6%
COWZ -266 -4.0%
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