Commerce Advisors, LLC — 13F Holdings & Portfolio

CIK 1567247 · latest 13F-HR filed 2026-05-12

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.

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AUM

$119.0M

Long-equity book

Holdings

122

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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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 EA SERIES TRUST BOXX 02072L565 $11.4M 9.62% 98,405 SH
2 2023 ETF SERIES TRUST EAGL 88339Y102 $11.1M 9.30% 363,640 SH
3 COCA COLA CO KO 191216100 $8.1M 6.83% 106,789 SH
4 NVIDIA CORPORATION NVDA 67066G104 $6.1M 5.15% 35,121 SH
5 APPLE INC AAPL 037833100 $5.7M 4.83% 22,643 SH
6 PACER FDS TR COWZ 69374H881 $4.3M 3.62% 68,910 SH
7 VANECK ETF TRUST MOAT 92189F643 $3.5M 2.95% 36,357 SH
8 GMO ETF TRUST QLTY 90139K100 $2.9M 2.41% 79,310 SH
9 UNIFIED SER TR MGMT 90470L550 $2.6M 2.19% 57,806 SH
10 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.5M 2.11% 13,099 SH
11 ISHARES TR IVV 464287200 $2.2M 1.85% 3,378 SH
12 PACER FDS TR COWG 69374H360 $2.0M 1.67% 58,899 SH
13 AUTOZONE INC AZO 053332102 $2.0M 1.65% 580 SH
14 EXXON MOBIL CORP XOM 30231G102 $1.7M 1.41% 9,864 SH
15 PACER FDS TR CALF 69374H857 $1.7M 1.40% 37,218 SH
16 ISHARES TR IEFA 46432F842 $1.6M 1.37% 18,009 SH
17 PROCTER & GAMBLE CO PG 742718109 $1.5M 1.28% 10,570 SH
18 GMO ETF TRUST GMOV 90139K605 $1.4M 1.21% 51,356 SH
19 EXCHANGE LISTED FDS TR CEFS 30151E806 $1.4M 1.20% 63,363 SH
20 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.3M 1.11% 5,435 SH
21 PACER FDS TR GCOW 69374H709 $1.3M 1.09% 27,943 SH
22 FIRST TR EXCHANGE-TRADED FD WCMI 33733E732 $1.3M 1.05% 74,787 SH
23 PACER FDS TR FLRT 69374H428 $1.2M 0.97% 24,835 SH
24 MICROSOFT CORP MSFT 594918104 $1.1M 0.89% 2,868 SH
25 WALMART INC WMT 931142103 $1.0M 0.87% 8,343 SH
26 WEC ENERGY GROUP INC WEC 92939U106 $1.0M 0.85% 8,710 SH
27 VANGUARD INDEX FDS VTI 922908769 $960.8K 0.81% 2,995 SH
28 FEDEX CORP FDX 31428X106 $928.2K 0.78% 2,606 SH
29 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $915.6K 0.77% 18,092 SH
30 INNOVATOR ETFS TRUST BJUL 45782C789 $914.8K 0.77% 18,413 SH
31 ISHARES INC EMXC 46434G764 $893.3K 0.75% 11,357 SH
32 BRISTOL-MYERS SQUIBB CO BMY 110122108 $888.2K 0.75% 14,645 SH
33 GLOBAL X FDS PAVE 37954Y673 $869.2K 0.73% 17,107 SH
34 FIRST HORIZON CORPORATION FHN 320517105 $822.8K 0.69% 36,150 SH
35 GOLUB CAP BDC INC GBDC 38173M102 $792.8K 0.67% 62,625 SH
36 ARES CAPITAL CORP ARCC 04010L103 $787.5K 0.66% 43,702 SH
37 AMAZON COM INC AMZN 023135106 $752.9K 0.63% 3,615 SH
38 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $718.5K 0.60% 1,105 SH
39 PACER FDS TR QDPL 69374H436 $686.3K 0.58% 17,097 SH
40 HERCULES CAPITAL INC HTGC 427096508 $666.7K 0.56% 45,142 SH
41 INNOVATOR ETFS TRUST PDEC 45782C540 $637.1K 0.54% 14,991 SH
42 VALUED ADVISERS TR MBSF 92046L338 $602.3K 0.51% 23,612 SH
43 JOHNSON & JOHNSON JNJ 478160104 $591.6K 0.50% 2,420 SH
44 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $564.5K 0.47% 10,682 SH
45 CATERPILLAR INC CAT 149123101 $524.7K 0.44% 741 SH
46 ISHARES TR ISTB 46432F859 $523.6K 0.44% 10,804 SH
47 SELECT SECTOR SPDR TR XLE 81369Y506 $511.2K 0.43% 8,345 SH
48 TRIUMPH FINANCIAL INC TFIN 89679E300 $490.7K 0.41% 8,225 SH
49 INVESCO QQQ TR QQQ 46090E103 $468.2K 0.39% 811 SH
50 VANGUARD STAR FDS VXUS 921909768 $466.5K 0.39% 6,050 SH