Boothe Investment Group, Inc.

Institutional manager (13F) · CIK 1749798

13F holdings · as of 2026-03-31 · top 40 · reported portfolio $311M

#	Issuer	Value	Shares
1	SIMPLIFY EXCHANGE TRADED FUN	$53M	1,738,929
2	DOUBLELINE ETF TRUST	$31M	679,687
3	WISDOMTREE TR	$23M	446,382
4	VICTORY PORTFOLIOS II	$18M	610,384
5	GLOBAL X FDS	$15M	759,051
6	J P MORGAN EXCHANGE TRADED F	$14M	277,346
7	PINTEREST INC	$12M	646,453
8	GLOBAL X FDS	$11M	416,991
9	SERVICENOW INC	$10M	94,466
10	PFIZER INC	$10M	351,085
11	CITIGROUP INC	$9M	78,633
12	SLB LIMITED	$8M	158,750
13	SHARKNINJA INC	$7M	69,166
14	SPDR SERIES TRUST	$7M	94,563
15	UBER TECHNOLOGIES INC	$7M	100,224
16	ULTA BEAUTY INC	$7M	13,467
17	VERTIV HOLDINGS CO	$7M	27,893
18	ABBVIE INC	$7M	30,831
19	ADVANCED MICRO DEVICES INC	$6M	30,540
20	MICROSOFT CORP	$6M	15,635
21	META PLATFORMS INC	$6M	9,992
22	CHEVRON CORPORATION	$5M	24,173
23	BLACKROCK ENHANCED EQUITY DI	$5M	558,077
24	CROWDSTRIKE HLDGS INC	$4M	10,851
25	GLOBALFOUNDRIES INC	$3M	77,458
26	EXXON MOBIL CORP	$3M	19,696
27	CISCO SYS INC	$3M	32,547
28	INTERNATIONAL BUSINESS MACHS	$2M	8,006
29	VERIZON COMMUNICATIONS INC	$2M	33,901
30	BXP INC	$2M	32,748
31	BERKSHIRE HATHAWAY INC DEL	$1M	2
32	CANTOR EQUITY PARTNERS II IN	$1M	119,087
33	INVESCO EXCHANGE TRADED FD T	$1M	5,617
34	NEXTERA ENERGY INC	$886k	9,538
35	STATE STR SPDR S&P 500 ETF T	$763k	1,173
36	MANULIFE FINL CORP	$657k	19,076
37	TEXAS CAPITAL FUNDS TRUST	$650k	6,484
38	PNC FINL SVCS GROUP INC	$572k	2,747
39	ISHARES TR	$503k	5,000
40	ISHARES TR	$215k	1,626

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.