SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Sollinda Capital Management LLC

CIK 0002012034 · 1111 BRICKELL AVE., 10TH FLOOR SUITE 68, MIAMI, FL, 33131 · 8446621211

Reported Value
$320M
Q1 2024
Positions
56
Filings on Record
10
2019–present window
Filed
Apr 22, 2024
original filing

Summary

Sollinda Capital Management LLC reported $320M in U.S.-listed holdings across 56 positions for Q1 2024.

The portfolio is heavily concentrated: Spdr alone accounts for 28.7% of reported value.

Compared with Q4 2023, the fund opened 11 new positions and exited 48.

Portfolio Metrics

Turnover
+18.0%
vs prior filed quarter
Top-10 Concentration
+79.2%
share of reported value
Largest Position
+28.7%
Spdr
New / Exited
11 / 48
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
Q4 ’23: $354MQ4 ’23Q1 ’24: $320MQ2 ’24: $328MQ2 ’24Q3 ’24: $354MQ4 ’24: $364MQ4 ’24Q1 ’25: $359MQ2 ’25: $384MQ2 ’25Q3 ’25: $365MQ4 ’25: $391MQ4 ’25Q1 ’26: $412Mfilingsflow.com

Portfolio Composition

By security type
ETP: 96.7%Common Stock: 3.1%REIT: 0.1%ADR: 0.0%Closed-End Fund: 0.0%
  • ETP · 96.7% · $310M
  • Common Stock · 3.1% · $10M
  • REIT · 0.1% · $166,826
  • ADR · 0.0% · $124,972
  • Closed-End Fund · 0.0% · $105,105

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SIMPLIFY EXCHANGE TRADED FUNNEW+385.9K385.9K+$12M$12M
VANECK ETF TRUSTNEW+26.8K26.8K+$9M$9M
DBX ETF TRNEW+291.1K291.1K+$7M$7M
J40TPROSHARES TRNEW+59.4K59.4K+$2M$2M
DUHPDIMENSIONAL ETF TRUSTNEW+51.5K51.5K+$2M$2M
ISHARES INCNEW+87.5K87.5K+$1M$1M
DFUVDIMENSIONAL ETF TRUSTNEW+10.9K10.9K+$446,792$446,792
DIMENSIONAL ETF TRUSTNEW+5.8K5.8K+$359,951$359,951

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

Holdings — Q1 2024

34 positions
#IssuerClass% PortfolioValueShares
1SPDR SER TRBLOOMBERG 1-3 MO · PORTFOLIO S&P40033.77%$108M1.30M
2ISHARES TRMSCI USA QLT FCT · 0-3 MNTH TREASRY · RUSSELL 2000 ETF · 3 7 YR TREAS BD · LATN AMER 40 ETF · US TREAS BD ETF · 7-10 YR TRSY BD · 1 3 YR TREAS BD · RUS 1000 VAL ETF · MSCI USA MMENTM18.26%$58M668.3K
3J P MORGAN EXCHANGE TRADED FULTRA SHRT INC9.40%$30M596.5K
4INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT8.75%$28M165.3K
5VGSHVANGUARD SCOTTSDALE FDShistory →SHORT TERM TREAS7.75%$25M426.8K
6SIMPLIFY EXCHANGE TRADED FUNUS EQT PLS DWNSD3.75%$12M385.9K
7DFAUDIMENSIONAL ETF TRUSTUS CORE EQT MKT · INTL CORE EQT MK · US HIGH PROFITAB · EMGR CRE EQT MNG · US MKTWIDE VALUE · US SMALL CAP ETF3.51%$11M337.6K
8VANGUARD INTL EQUITY INDEX FALLWRLD EX US3.16%$10M172.2K
9VANECK ETF TRUSTOIL SERVICES ETF2.81%$9M26.8K
10DBX ETF TRXTRACK HRVST CSI2.19%$7M291.1K
11NDQINVESCO QQQ TRUNIT SER 10.89%$3M6.4K
12AMERICAN CENTY ETF TRUS EQT ETF0.77%$2M27.6K
13J40TPROSHARES TRPSHS ULTSH 20YRS0.61%$2M59.4K
14LOWLOWES COS INCCOM0.56%$2M7.0K
15SCHWAB STRATEGIC TRINTL EQTY ETF · EMRG MKTEQ ETF0.43%$1M43.4K
16AAPLAPPLE INCCOM0.43%$1M8.0K
17ISHARES INCMSCI HONG KG ETF0.43%$1M87.5K
18DUKDUKE ENERGY CORP NEWCOM NEW0.29%$921,9369.5K
19NSCNORFOLK SOUTHN CORPCOM0.20%$645,0762.5K
20MSFTMICROSOFT CORPCOM0.18%$578,4901.4K
21ABBVABBVIE INCCOM0.17%$529,1832.9K
22BACBANK AMERICA CORPCOM0.15%$474,53112.5K
23BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.14%$457,5261.1K
24AMZNAMAZON COM INCCOM0.12%$387,3662.1K
25EXMOCEXXON MOBIL CORPCOM0.12%$381,2673.3K
26RYROYAL BK CDACOM0.11%$360,4443.6K
27XLUSELECT SECTOR SPDR TRSBI INT-UTILS0.11%$352,0155.4K
28ALBALBEMARLE CORPCOM0.10%$326,7152.5K
29UPSUNITED PARCEL SERVICE INCCL B0.10%$326,2432.2K
30SCSCSCANSOURCE INCCOM0.10%$308,1487.0K
31NUENUCOR CORPCOM0.08%$268,9461.4K
32HDHOME DEPOT INCCOM0.08%$267,753698
33VANGUARD WORLD FDMEGA GRWTH IND0.08%$242,472846
34CHVCHEVRON CORP NEWCOM0.07%$236,7681.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$412M76Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$391M74Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$365M70Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$384M93Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$359M66Apr 25, 202513F-HRchanges · EDGAR ↗
Q4 2024$364M69Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$354M67Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$328M63Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$320M56Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$354M102Feb 14, 202413F-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 ↗.