LEILA SHAVER
Reyes Financial Architecture, Inc.
Assets Managed
$122.359M
Holdings
348
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-25.46%(2Q avg: -6.99%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Reyes Financial Architecture, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 348 positions.
Assets under management
The assets under management (AUM) of Reyes Financial Architecture, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.359M in assets, with a quarterly growth rate of -25.46% and a 2-quarter average growth rate of -6.99%. The portfolio is managed by LEILA SHAVER, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
USFR Wisdomtree Floating Rate Tre
| 12.66% | $15.48M 307,503 shares@ $50.35 avg price | Decreased -2.28% |
BIL Spdr Bloomberg 1-3 Month T-b
| 11.32% | $13.843M 151,059 shares@ $91.65 avg price | Increased 114.26% |
USDU Wisdomtree Bbg Usd Bullish
| 6.56% | $8.023M 304,722 shares@ $26.33 avg price | Increased 7066.56% |
XLRE Real Estate Select Sect Spdr
| 6.16% | $7.525M 184,305 shares@ $40.83 avg price | New Position |
HECA Hedgeye Capital Allocat Etf
| 5.77% | $7.058M 244,463 shares@ $28.88 avg price | Increased 59.55% |
XLU Utilities Select Sector Spdr
| 5.48% | $6.697M 145,931 shares@ $45.9 avg price | New Position |
BALT Inn Defined Wealth Shield
| 4.95% | $6.052M 180,835 shares@ $33.47 avg price | New Position |
SH Proshares Short S&p500
| 2.66% | $3.252M 85,743 shares@ $37.94 avg price | New Position |
GLD Spdr Gold Shares
| 2.2% | $2.688M 6,247 shares@ $430.3 avg price | Decreased -89.94% |
AAPL Apple Inc
| 1.81% | $2.205M 8,690 shares@ $253.79 avg price | Decreased -13.28% |
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