Camarda Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 1536444 · latest 13F-HR filed 2026-05-14

Camarda Financial Advisors, LLC manages $190.0M in 13F-reported U.S. long-equity assets across 104 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LRCX (3.31%), GOOGL (3.30%), AAPL (3.09%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 20 new positions, exited 18, added to 17, and trimmed 26.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$190.0M

Long-equity book

Holdings

104

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+20 / −18 / ↑17 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$2.5M +498.3%
  • ISHARES TR$1.9M +118.5%
  • PROSHARES TR$1.6M +125.2%
  • CORNING INC$1.5M +44.5%
  • WESTERN DIGITAL CORP$1.2M +44.0%
Show all 17

Top Trims

  • INVESCO QQQ TR-$4.2M -58.9%
  • ISHARES TR-$4.2M -58.2%
  • ISHARES TR-$3.6M -54.0%
  • ELI LILLY & CO-$3.3M -89.8%
  • INTERNATIONAL BUSINESS MACHS-$3.1M -80.6%
Show all 26

New Positions

  • JOHNSON & JOHNSON$3.6M
  • ARM HOLDINGS PLC$3.0M
  • ISHARES TR$3.0M
  • ROSS STORES INC$2.9M
  • ONEOK INC NEW$2.9M
Show all 20

Exited Positions

  • ISHARES TR$14.6M
  • ISHARES TR$14.2M
  • ISHARES TR$14.0M
  • ISHARES TR$13.2M
  • ISHARES TR$6.4M
Show all 18
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LAM RESEARCH CORP LRCX 512807306 $6.3M 3.31% 29,417 SH
2 ALPHABET INC GOOGL 02079K305 $6.3M 3.30% 21,829 SH
3 APPLE INC AAPL 037833100 $5.9M 3.09% 23,140 SH
4 CORNING INC GLW 219350105 $4.8M 2.54% 35,429 SH
5 BROADCOM INC AVGO 11135F101 $4.0M 2.08% 12,791 SH
6 WESTERN DIGITAL CORP WDC 958102105 $3.8M 2.02% 14,180 SH
7 VANECK MERK GOLD ETF OUNZ 921078101 $3.6M 1.91% 80,503 SH
8 MICROSOFT CORP MSFT 594918104 $3.6M 1.90% 9,730 SH
9 KLA CORP KLAC 482480100 $3.6M 1.88% 2,430 SH
10 JOHNSON & JOHNSON JNJ 478160104 $3.6M 1.88% 14,626 SH
11 ISHARES TR TLT 464287432 $3.6M 1.87% 41,061 SH
12 GOLDMAN SACHS GROUP INC GS 38141G104 $3.4M 1.78% 4,001 SH
13 AMAZON COM INC AMZN 023135106 $3.3M 1.75% 15,952 SH
14 BARRICK MNG CORP B 06849F108 $3.2M 1.66% 77,378 SH
15 ISHARES TR SHV 464288679 $3.1M 1.64% 28,300 SH
16 VALUED ADVISERS TR MBSF 92046L338 $3.1M 1.61% 119,573 SH
17 ISHARES TR EEM 464287234 $3.0M 1.60% 53,393 SH
18 VANECK ETF TRUST GDX 92189F106 $3.0M 1.58% 32,804 SH
19 ISHARES TR IVW 464287309 $3.0M 1.58% 26,557 SH
20 ISHARES TR IWM 464287655 $3.0M 1.57% 12,038 SH
21 ARM HOLDINGS PLC ARM 042068205 $3.0M 1.57% 19,734 SH
22 ISHARES TR IJS 464287879 $3.0M 1.57% 25,182 SH
23 GENERAL DYNAMICS CORP GD 369550108 $3.0M 1.56% 8,653 SH
24 ROSS STORES INC ROST 778296103 $2.9M 1.55% 13,596 SH
25 ONEOK INC NEW OKE 682680103 $2.9M 1.55% 32,561 SH
26 INVESCO QQQ TR QQQ 46090E103 $2.9M 1.54% 5,084 SH
27 SANDISK CORP SNDK 80004C200 $2.8M 1.48% 4,437 SH
28 PROSHARES TR PSQ 74349Y837 $2.8M 1.47% 86,722 SH
29 IRADIMED CORP IRMD 46266A109 $2.8M 1.47% 28,990 SH
30 JABIL INC JBL 466313103 $2.8M 1.46% 10,468 SH
31 ANGEL OAK FUNDS TRUST CARY 03463K760 $2.7M 1.42% 130,295 SH
32 FREEPORT MCMORAN INC FCX 35671D857 $2.6M 1.37% 44,137 SH
33 PACER FDS TR PSFD 69374H576 $2.6M 1.35% 70,498 SH
34 APPLIED MATLS INC AMAT 038222105 $2.6M 1.35% 7,498 SH
35 META PLATFORMS INC META 30303M102 $2.5M 1.34% 4,449 SH
36 SELECT SECTOR SPDR TR XLE 81369Y506 $2.4M 1.27% 39,521 SH
37 NVIDIA CORPORATION NVDA 67066G104 $2.4M 1.25% 13,566 SH
38 DIAMONDBACK ENERGY INC FANG 25278X109 $2.3M 1.21% 11,664 SH
39 VANECK ETF TRUST GDXJ 92189F791 $2.2M 1.18% 18,715 SH
40 VANGUARD INDEX FDS VTV 922908744 $2.2M 1.16% 11,249 SH
41 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $2.1M 1.12% 10,801 SH
42 MARRIOTT INTL INC NEW MAR 571903202 $2.1M 1.11% 6,444 SH
43 VANGUARD INDEX FDS VUG 922908736 $2.1M 1.11% 4,818 SH
44 ISHARES TR GLOF 46434V316 $2.0M 1.03% 37,691 SH
45 ADVISOR MANAGED PORTFOLIOS MBSX 00777X520 $1.9M 0.99% 66,876 SH
46 CATERPILLAR INC CAT 149123101 $1.8M 0.97% 2,605 SH
47 INNOVATOR ETFS TRUST LJAN 45783Y368 $1.8M 0.95% 74,307 SH
48 VANGUARD BD INDEX FDS VUSB 92203C303 $1.8M 0.94% 35,866 SH
49 BONDBLOXX ETF TRUST PCMM 09789C671 $1.5M 0.80% 30,903 SH
50 ON SEMICONDUCTOR CORP ON 682189105 $1.5M 0.77% 23,691 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $190.0M 104 0001536444-26-000004
2025-12-31 2026-02-17 $262.7M 102 0001536444-26-000001
2025-09-30 2025-11-14 $271.3M 111 0001536444-25-000008