Institutional Fund
Boothe Investment Group, Inc.
Dover, DECIK 17497985 filings on record
Portfolio Value
$310.69M
Q1 2026
Holdings
40
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+11.2%
from $279.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Simplify Exchange Traded Fun16.9%
- Doubleline ETF Trust10.0%
- Wisdomtree Tr7.5%
- Victory Portfolios II5.9%
- Global X Fds4.7%
- J P Morgan Exchange Traded F4.6%
- Other50.4%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Simplify Exchange Traded Fun | 1.74M | $52.55M | 16.9% | +10.4K | Added |
| 2 | Doubleline ETF Trust | 679.7K | $31.14M | 10.0% | +34.2K | Added |
| 3 | Wisdomtree Tr | 446.4K | $23.35M | 7.5% | +8.4K | Added |
| 4 | Victory Portfolios II | 610.4K | $18.33M | 5.9% | +4.1K | Added |
| 5 | Global X Fds | 759.1K | $14.75M | 4.7% | +7.6K | Added |
| 6 | J P Morgan Exchange Traded F | 277.3K | $14.14M | 4.6% | +10.4K | Added |
| 7 | Pinterest Inc | 646.5K | $11.86M | 3.8% | +646.5K | New |
| 8 | Global X Fds | 417.0K | $10.79M | 3.5% | +16.1K | Added |
| 9 | Servicenow Inc | 94.5K | $9.88M | 3.2% | +33.2K | Added |
| 10 | Pfizer Inc | 351.1K | $9.86M | 3.2% | +7.2K | Added |
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