SEC 13F Intelligence

Managers / Q1 2026

CacheTech Inc.

CIK 0002013390 · 701 S MAIN, STE 400, LOGAN, UT, 84321 · 4357521702

Reported Value
$519M
Q1 2026
Positions
177
Filings on Record
8
2019–present window
Filed
May 12, 2026
original filing

Summary

Cachetech Inc. reported $519M in U.S.-listed holdings across 177 positions for Q1 2026.

Its largest position, Schwab Strategic Tr, represents 11.2% of the portfolio.

Compared with Q4 2025, the fund opened 22 new positions and exited 73.

Portfolio Metrics

Turnover
+7.4%
vs prior filed quarter
Top-10 Concentration
+37.7%
share of reported value
Largest Position
+11.2%
Schwab Strategic Tr
New / Exited
22 / 73
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
Q2 ’24: $434MQ2 ’24Q3 ’24: $466MQ3 ’24Q4 ’24: $533MQ4 ’24Q1 ’25: $513MQ1 ’25Q3 ’25: $497MQ3 ’25Q4 ’25: $540MQ4 ’25Q1 ’26: $519MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 76.8%Common Stock: 20.1%ADR: 2.3%REIT: 0.4%Other: 0.4%
  • ETP · 76.8% · $399M
  • Common Stock · 20.1% · $104M
  • ADR · 2.3% · $12M
  • REIT · 0.4% · $2M
  • Other · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FSLRFIRST SOLAR INCNEW+16.7K16.7K+$3M$3M
VANGUARD BD INDEX FDSNEW+8.6K8.6K+$633,967$633,967
ISHARES TRNEW+3.4K3.4K+$356,027$356,027
ISHARES TRNEW+3.3K3.3K+$354,645$354,645
WFCWELLS FARGO & CONEW+4.3K4.3K+$345,269$345,269
VANGUARD MALVERN FDSNEW+3.8K3.8K+$297,062$297,062
VANGUARD INDEX FDSNEW+902902+$289,371$289,371
BRK/BBERKSHIRE HATHAWAY INC DELNEW+585585+$280,332$280,332

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

Holdings — Q1 2026

36 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS LRG CAP ETF · MORTGAGE BACKED13.06%$68M2.64M
2ISHARES TRCORE S&P500 ETF · CONV BD ETF · MSCI ACWI EX US · ISHARES SEMICDTR10.55%$55M296.0K
3ISHARES INCMSCI STH KOR ETF · MSCI SPAIN ETF · MSCI ITALY ETF6.80%$35M460.0K
4FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE · SENIOR LN FD4.41%$23M251.3K
5XLUSELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET REA · STATE STREET HEA · STATE STREET UTI3.95%$20M280.1K
6SPDR SERIES TRUSTSTATE STREET SPD3.76%$20M165.7K
7VANGUARD INDEX FDSS&P 500 ETF SHS · LARGE CAP ETF3.40%$18M42.7K
8SPINNAKER ETF SERIESSELECT STOXX EUR2.78%$14M354.6K
9VANECK ETF TRUSTVANECK VIETNAM2.76%$14M828.2K
10FIDELITY COVINGTON TRUSTMSCI INFO TECH I · CONSMR STAPLES2.18%$11M127.6K
11BLACKROCK ETF TRUST IIISHARES AAA CLO2.17%$11M217.1K
12PIMCO ETF TRENHAN SHRT MA AC2.08%$11M107.2K
13MSFTMICROSOFT CORPhistory →COM1.81%$9M25.3K
14VANGUARD SCOTTSDALE FDSINTER TERM TREAS1.77%$9M154.0K
15NVDANVIDIA CORPORATIONhistory →COM1.74%$9M51.6K
16KRANESHARES TRUSTQUADRTC INT RT1.70%$9M471.5K
17BONDBLOXX ETF TRUSTCCC RT USD HI YL1.59%$8M226.3K
18JANUS DETROIT STR TRB-BBB CLO ETF1.35%$7M150.7K
19VANGUARD INTL EQUITY INDEX FALLWRLD EX US1.30%$7M89.8K
20PGIM ETF TRACTV HY BD ETF1.06%$5M158.5K
21AAPLAPPLE INChistory →COM1.05%$5M21.4K
22AMZNAMAZON COM INCCOM0.86%$4M21.4K
23GOOGLALPHABET INCCAP STK CL A0.82%$4M14.9K
24ARMARM HOLDINGS PLCSPONSORED ADS0.82%$4M28.0K
25COPCONOCOPHILLIPSCOM0.79%$4M31.0K
26AMDADVANCED MICRO DEVICES INCCOM0.77%$4M19.6K
27TSLATESLA INCCOM0.76%$4M10.6K
28DVNDEVON ENERGY CORP NEWCOM0.75%$4M77.6K
29TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.74%$4M11.4K
30DDOGDATADOG INCCL A COM0.66%$3M29.2K
31MTGMGIC INVT CORP WISCOM0.66%$3M131.0K
32GMGENERAL MTRS COCOM0.65%$3M45.6K
33SANBANCO SANTANDER SAADR0.64%$3M293.4K
34FSLRFIRST SOLAR INCCOM0.63%$3M16.7K
35IBPINSTALLED BLDG PRODS INCCOM0.62%$3M12.2K
36NOCNORTHROP GRUMMAN CORPCOM0.62%$3M4.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$519M177May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$540M228Feb 18, 202613F-HRchanges · EDGAR ↗
Q3 2025$497M197Nov 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$513M159May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$533M125Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$466M110Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$434M105Aug 1, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • Adams Wealth Management
  • JCG ADVISORY GROUP, LLC
  • VAULTIS PRIVATE WEALTH LTD

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 ↗.