CHILDRESS CAPITAL ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1849561 · latest 13F-HR filed 2026-07-27

CHILDRESS CAPITAL ADVISORS, LLC manages $610.4M in 13F-reported U.S. long-equity assets across 378 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FDVV (6.53%), SPY (4.85%), XOM (4.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 50 new positions, exited 46, added to 167, and trimmed 99.

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.

Filer Information
Address
952 ECHO LANE
SUITE 365
HOUSTON, TX 77024
Phone
(971) 371-3450
Filing Manager
CHILDRESS CAPITAL ADVISORS, LLC
HOUSTON, TX
Signatory
Daniel Roberts
Chief Compliance Officer
Loading holdings…
AUM

$610.4M

Long-equity book

Holdings

378

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+50 / −46 / ↑167 / ↓99

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA CORP$6.3M +101.8%
  • GOLDMAN SACHS ETF TR$6.2M +44.8%
  • LAM RESEARCH CORP$6.1M +94.0%
  • FIDELITY COVINGTON TRUST$3.6M +10.0%
  • MICRON TECHNOLOGY INC$3.2M +222.6%
Show all 167

Top Trims

  • EXXON MOBIL CORP-$8.1M -22.4%
  • CONOCOPHILLIPS-$3.5M -21.6%
  • GOLDMAN SACHS GROUP INC-$2.4M -9.6%
  • MAIN STR CAP CORP-$2.2M -14.0%
  • SELECT SECTOR SPDR TR-$1.7M -85.1%
Show all 99

New Positions

  • INVESCO EXCH TRADED FD TR II$7.3M
  • SPDR SERIES TRUST$4.7M
  • WHEATON PRECIOUS METALS CORP$3.2M
  • SELECT SECTOR SPDR TR$1.2M
  • FIDELITY MERRIMACK STR TR$826.4K
Show all 50

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$1.1M
  • HCA HEALTHCARE INC$750.3K
  • ISHARES TR$748.3K
  • VANGUARD ADMIRAL FDS INC$605.0K
  • HONEYWELL INTL INC$575.9K
Show all 46
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 FIDELITY COVINGTON TRUST FDVV 316092840 $39.9M 6.53% 661,037 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $29.6M 4.85% 39,641 SH
3 EXXON MOBIL CORP XOM 30231G102 $27.9M 4.57% 203,913 SH
4 GOLDMAN SACHS GROUP INC GS 38141G104 $22.3M 3.66% 22,092 SH
5 GOLDMAN SACHS ETF TR GPIX 38149W622 $19.9M 3.26% 358,168 SH
6 NVIDIA CORPORATION NVDA 67066G104 $19.3M 3.17% 96,641 SH
7 APPLE INC AAPL 037833100 $17.9M 2.93% 61,794 SH
8 MAIN STR CAP CORP MAIN 56035L104 $13.4M 2.19% 257,733 SH
9 CONOCOPHILLIPS COP 20825C104 $12.6M 2.07% 121,343 SH
10 LAM RESEARCH CORP LRCX 512807306 $12.6M 2.06% 29,044 SH
11 KLA CORP KLAC 482480100 $12.5M 2.04% 41,338 SH
12 ALPHABET INC GOOGL 02079K305 $12.3M 2.01% 34,308 SH
13 MICROSOFT CORP MSFT 594918104 $11.7M 1.92% 31,363 SH
14 ENERGY TRANSFER L P ET 29273V100 $11.5M 1.89% 602,340 SH
15 VANGUARD WHITEHALL FDS VYM 921946406 $9.2M 1.51% 58,514 SH
16 AMAZON COM INC AMZN 023135106 $9.2M 1.51% 38,772 SH
17 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $8.5M 1.39% 138,473 SH
18 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $7.3M 1.19% 45,019 SH
19 VANGUARD INDEX FDS VOO 922908363 $7.1M 1.17% 10,382 SH
20 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $6.6M 1.08% 117,031 SH
21 BROADCOM INC AVGO 11135F101 $6.6M 1.08% 17,497 SH
22 ALPHABET INC GOOG 02079K107 $6.6M 1.08% 18,582 SH
23 META PLATFORMS INC META 30303M102 $6.4M 1.05% 11,342 SH
24 EA SERIES TRUST BOXX 02072L565 $6.3M 1.04% 53,990 SH
25 ENTERPRISE PRODS PARTNERS L EPD 293792107 $6.1M 1.00% 165,965 SH
26 TESLA INC TSLA 88160R101 $6.1M 1.00% 14,443 SH
27 SPDR SERIES TRUST SPHY 78468R606 $4.7M 0.76% 198,890 SH
28 MICRON TECHNOLOGY INC MU 595112103 $4.7M 0.76% 4,037 SH
29 ISHARES TR DSI 464288570 $4.6M 0.75% 32,101 SH
30 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $4.6M 0.75% 89,506 SH
31 GOLDMAN SACHS ETF TR GPIQ 38149W630 $4.3M 0.70% 72,497 SH
32 TIDAL TRUST I SPUS 886364801 $4.3M 0.70% 74,671 SH
33 JOHNSON &JOHNSON JNJ 478160104 $4.0M 0.66% 15,947 SH
34 ELI LILLY &CO LLY 532457108 $3.9M 0.64% 3,245 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.9M 0.63% 7,723 SH
36 MPLX LP MPLX 55336V100 $3.8M 0.62% 67,641 SH
37 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.7M 0.61% 15,782 SH
38 ADVANCED MICRO DEVICES INC AMD 007903107 $3.4M 0.55% 5,773 SH
39 JPMORGAN CHASE &CO JPM 46625H100 $3.2M 0.53% 9,867 SH
40 WHEATON PRECIOUS METALS CORP WPM 962879102 $3.2M 0.52% 28,349 SH
41 CATERPILLAR INC CAT 149123101 $3.0M 0.50% 2,838 SH
42 VANGUARD WORLD FD VGT 92204A702 $2.8M 0.46% 23,384 SH
43 ISHARES TR IWM 464287655 $2.7M 0.45% 9,062 SH
44 MERCK &CO INC MRK 58933Y105 $2.7M 0.44% 21,037 SH
45 APPLIED MATLS INC AMAT 038222105 $2.6M 0.43% 3,639 SH
46 ISHARES TR EFA 464287465 $2.6M 0.42% 24,691 SH
47 VISA INC V 92826C839 $2.5M 0.41% 7,343 SH
48 CISCO SYS INC CSCO 17275R102 $2.5M 0.41% 21,315 SH
49 JANUS DETROIT STR TR JAAA 47103U845 $2.5M 0.41% 49,451 SH
50 FIDELITY COVINGTON TRUST FBCG 316092352 $2.5M 0.41% 39,905 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $610.4M 378 0001849561-26-000004
2026-03-31 2026-04-29 $555.0M 376 0001849561-26-000003
2025-12-31 2026-01-26 $623.2M 405 0001849561-26-000001