January Capital Advisors LLC

Est. AUM

$74.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$13.3M	594252	17.90%	SOLE
2	EA SERIES TRUST	VARIANT PERCEPTI	$7.9M	329165	10.70%	SOLE
3	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$7.0M	152716	9.43%	SOLE
4	ALPHABET INC	CAP STK CL C	$4.3M	14999	5.80%	SOLE
5	WORLD GOLD TR	SPDR GLD MINIS	$3.8M	40997	5.12%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.4M	18346	3.29%	SOLE
7	AMGEN INC	COM	$2.3M	6407	3.04%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.2M	35746	2.95%	SOLE
9	EA SERIES TRUST	ALPHA ARCH 1-3	$2.2M	18709	2.93%	SOLE
10	ISHARES GOLD TR	ISHARES NEW	$2.2M	24635	2.93%	SOLE
11	DIREXION SHARES ETF TRUST	DAILY S&P 500 BE	$2.0M	198739	2.67%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.8M	37244	2.46%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET CON	$1.6M	19368	2.14%	SOLE
14	WASTE MGMT INC DEL	COM	$1.4M	5932	1.84%	SOLE
15	CHEVRON CORPORATION	COM	$1.2M	5618	1.57%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.0M	7146	1.41%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET CON	$975K	8947	1.31%	SOLE
18	SCHWAB STRATEGIC TR	US AGGREGATE B	$951K	40941	1.28%	SOLE
19	INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$935K	24733	1.26%	SOLE
20	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$924K	24156	1.25%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET FIN	$911K	18457	1.23%	SOLE
22	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$787K	18502	1.06%	SOLE
23	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$764K	28143	1.03%	SOLE
24	MICROSOFT CORP	COM	$734K	1983	0.99%	SOLE
25	SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$686K	27238	0.93%	SOLE
26	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$672K	18728	0.91%	SOLE
27	ISHARES TR	CALIF MUN BD ETF	$571K	10048	0.77%	SOLE
28	SANDISK CORP	COM	$565K	890	0.76%	SOLE
29	ALPHABET INC	CAP STK CL A	$550K	1913	0.74%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET UTI	$539K	11736	0.73%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$506K	2949	0.68%	SOLE
32	AMAZON COM INC	COM	$445K	2135	0.60%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$443K	4754	0.60%	SOLE
34	APPLE INC	COM	$406K	1600	0.55%	SOLE
35	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$387K	3091	0.52%	SOLE
36	TIDAL TRUST I	UNLIMITED HFND	$383K	16486	0.52%	SOLE
37	EBAY INC.	COM	$368K	4048	0.50%	SOLE
38	SSGA ACTIVE ETF TR	STATE STREET ULT	$361K	8912	0.49%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$329K	6803	0.44%	SOLE
40	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$314K	11539	0.42%	SOLE
41	SCHWAB STRATEGIC TR	MUN BD ETF	$306K	12026	0.41%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$301K	939	0.41%	SOLE
43	PIMCO ETF TR	MUNI INCOME OPP	$294K	6507	0.40%	SOLE
44	BANK AMERICA CORP	COM	$292K	5986	0.39%	SOLE
45	WALMART INC	COM	$284K	2284	0.38%	SOLE
46	CAPITAL GROUP INTERNATIONAL	SHS	$265K	8010	0.36%	SOLE
47	ISHARES TR	ESG OPTIMIZED	$259K	1960	0.35%	SOLE
48	WESTERN DIGITAL CORP	COM	$241K	892	0.33%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$234K	359	0.32%	SOLE
50	CAPITAL GROUP CORE BALANCED	SHS	$224K	6523	0.30%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.