SEC 13F Intelligence

Managers / Q1 2026

Ruggaard & Associates LLC

CIK 0001971230 · 110 W STREETSBORO STREET SUITE 1A, HUDSON, OH, 44236 · 3304875888

Reported Value
$252M
Q1 2026
Positions
139
Filings on Record
13
2019–present window
Filed
May 26, 2026
original filing

Summary

Ruggaard & Associates LLC reported $252M in U.S.-listed holdings across 139 positions for Q1 2026.

Its largest position, J P Morgan Exchange Traded F, represents 5.9% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 4.

Portfolio Metrics

Turnover
+4.7%
vs prior filed quarter
Top-10 Concentration
+46.5%
share of reported value
Largest Position
+5.9%
J P Morgan Exchange Traded F
New / Exited
5 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $162MQ1 ’23Q2 ’23: $171MQ3 ’23: $168MQ3 ’23Q4 ’23: $189MQ1 ’24: $210MQ1 ’24Q2 ’24: $216MQ3 ’24: $230MQ3 ’24Q4 ’24: $228MQ1 ’25: $228MQ1 ’25Q2 ’25: $249MQ3 ’25: $267MQ3 ’25Q4 ’25: $254MQ1 ’26: $252MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 81.6%Common Stock: 16.7%ADR: 0.9%Other: 0.5%REIT: 0.2%Other: 0.3%
  • ETP · 81.6% · $206M
  • Common Stock · 16.7% · $42M
  • ADR · 0.9% · $2M
  • Other · 0.5% · $1M
  • REIT · 0.2% · $423,596
  • Other · 0.3% · $662,754

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD STAR FDSNEW+59.7K59.7K+$5M$5M
ISHARES TRNEW+13.7K13.7K+$318,842$318,842
SMSM ENERGY COMPANYNEW+8.4K8.4K+$262,224$262,224
CHRDCHORD ENERGY CORPORATIONNEW+1.6K1.6K+$220,379$220,379
DRSLEONARDO DRS INCNEW+4.7K4.7K+$211,292$211,292
ISHARES TRSOLD OUT2.2K0$259,829$0
MLB1MERCADOLIBRE INCSOLD OUT1120$225,597$0
SYKSTRYKER CORPORATIONSOLD OUT5790$203,501$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

34 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRIBONDS 2026 TERM · IBONDS DEC 29 · RUS 1000 GRW ETF · CORE S&P500 ETF · CORE DIV GRWTH · S&P SML 600 GWT · S&P MC 400GR ETF15.67%$40M1.11M
2J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF · ACTIVE BOND ETF · SMALL & MID CAP · INTRNL RES EQT11.50%$29M544.6K
3VUGVANGUARD INDEX FDSMID CAP ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT7.80%$20M68.8K
4INVESCO EXCHANGE TRADED FD TS&P500 QUALITY · S&P500 EQL WGT7.63%$19M185.6K
5CGDVUSDCAPITAL GROUP DIVIDEND VALUEhistory →SHS CREATION UNI5.66%$14M336.1K
6CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM5.62%$14M635.0K
7AMERICAN CENTY ETF TRUS QUALITY GROW · US LARGE CAP VLU4.02%$10M101.3K
8WISDOMTREE TRWISDOMTREE US VA · US QTLY DIV GRT3.60%$9M97.1K
9CGGOUSDCAPITAL GROUP GBL GROWTH EQThistory →SHS CREATION UNI3.38%$9M255.8K
10BNY MELLON ETF TRUST IIDYNAMIC VALUE3.11%$8M264.3K
11DBX ETF TRXTRACK MSCI EAFE2.93%$7M149.6K
12DIMENSIONAL ETF TRUSTUS SMALL CAP ETF2.93%$7M103.9K
13AAPLAPPLE INChistory →COM2.64%$7M26.2K
14VANGUARD STAR FDSVG TL INTL STK F1.82%$5M59.7K
15PIMCO ETF TRENHAN SHRT MA AC · MULTISECTOR BD1.37%$3M65.5K
16AEMAGNICO EAGLE MINES LTDhistory →COM1.15%$3M14.3K
17MSFTMICROSOFT CORPCOM0.77%$2M5.3K
18COPCONOCOPHILLIPSCOM0.69%$2M13.2K
19COLUMBIA ETF TR IRESH ENHNC VLU0.59%$2M52.4K
20NVSNNOVARTIS AGSPONSORED ADR0.46%$1M7.5K
21AMZNAMAZON COM INCCOM0.43%$1M5.2K
22JANUS DETROIT STR TRHENDRSON AAA CL0.42%$1M21.0K
23TXNTEXAS INSTRS INCCOM0.42%$1M5.4K
24TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.42%$1M3.1K
25VLOVALERO ENERGY CORPCOM0.39%$991,5324.0K
26EXMOCEXXON MOBIL CORPCOM0.38%$962,7055.7K
27WMTWALMART INCCOM0.38%$958,8207.7K
28CHVCHEVRON CORPORATIONCOM0.38%$947,6984.6K
29AFLAFLAC INCCOM0.35%$872,0857.9K
30SUSUNCOR ENERGY INC NEWCOM0.34%$865,71013.1K
31JPMJPMORGAN CHASE & COCOM0.34%$855,4172.9K
32ORIOLD REP INTL CORPCOM0.33%$839,40021.0K
33NVDANVIDIA CORPORATIONCOM0.30%$768,5814.4K
34COSTCOSTCO WHOLESALE CORPORATIONCOM0.30%$753,301756

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$252M139May 26, 202613F-HRchanges · EDGAR ↗
Q4 2025$254M139Feb 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$267M138Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$249M134Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$228M132May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$228M127Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$230M133Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$216M133Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$210M132May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$189M134Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023$168M122Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$171M124Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$162M120May 15, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.