Presidio Capital Management, LLC — 13F Holdings & Portfolio

CIK 1931750 · latest 13F-HR filed 2026-04-08

Presidio Capital Management, LLC manages $344.3M in 13F-reported U.S. long-equity assets across 79 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QQQ (18.75%), DYNF (12.41%), FBND (8.17%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 5, added to 27, and trimmed 28.

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

$344.3M

Long-equity book

Holdings

79

Distinct positions

Period

2026-03-31

Filed 2026-04-08

Q/Q Activity

+8 / −5 / ↑27 / ↓28

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GLOBAL X FDS$3.8M +29.1%
  • FIRST TR EXCHANGE TRADED FD$2.2M +15.5%
  • FIRST TR EXCHANGE-TRADED FD$1.7M +11.4%
  • PACER FDS TR$1.6M +6.6%
  • ISHARES TR$1.6M +66.5%
Show all 27

Top Trims

  • TESLA INC-$417.7K -22.6%
  • MICROSOFT CORP-$293.1K -22.1%
  • AMAZON COM INC-$286.7K -14.6%
  • LPL FINL HLDGS INC-$256.7K -16.0%
  • UNITEDHEALTH GROUP INC-$220.0K -30.9%
Show all 28

New Positions

  • CONSTELLATION ENERGY CORP$305.8K
  • INVESCO CURRENCYSHARES SWISS$276.0K
  • VANGUARD INDEX FDS$270.6K
  • ISHARES SILVER TR$236.8K
  • TEXAS PACIFIC LAND CORPORATI$213.6K
Show all 8

Exited Positions

  • SCHWAB STRATEGIC TR$458.3K
  • SELECT SECTOR SPDR TR$308.9K
  • SCHWAB STRATEGIC TR$296.9K
  • PALANTIR TECHNOLOGIES INC$246.0K
  • SELECT SECTOR SPDR TR$225.7K
Show all 5
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 INVESCO QQQ TR QQQ 46090E103 $64.6M 18.75% 111,866 SH
2 BLACKROCK ETF TRUST DYNF 09290C103 $42.7M 12.41% 734,586 SH
3 FIDELITY MERRIMACK STR TR FBND 316188309 $28.1M 8.17% 616,475 SH
4 ISHARES TR DGRO 46434V621 $25.9M 7.53% 369,388 SH
5 PACER FDS TR COWZ 69374H881 $25.8M 7.50% 412,612 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $22.4M 6.50% 46,679 SH
7 GLOBAL X FDS MLPX 37954Y293 $16.6M 4.83% 224,919 SH
8 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $16.4M 4.76% 148,090 SH
9 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $16.2M 4.70% 98,939 SH
10 ISHARES TR SHV 464288679 $15.9M 4.61% 143,842 SH
11 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $14.2M 4.11% 85,436 SH
12 ISHARES TR IVV 464287200 $8.3M 2.40% 12,659 SH
13 ISHARES TR ACWX 464288240 $4.0M 1.16% 58,414 SH
14 APPLE INC AAPL 037833100 $3.1M 0.90% 12,208 SH
15 NVIDIA CORPORATION NVDA 67066G104 $2.6M 0.76% 14,942 SH
16 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $2.4M 0.70% 48,119 SH
17 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $1.7M 0.50% 38,649 SH
18 AMAZON COM INC AMZN 023135106 $1.7M 0.49% 8,034 SH
19 GENERAL DYNAMICS CORP GD 369550108 $1.5M 0.44% 4,435 SH
20 TESLA INC TSLA 88160R101 $1.4M 0.42% 3,846 SH
21 JANUS DETROIT STR TR JAAA 47103U845 $1.4M 0.39% 26,864 SH
22 LPL FINL HLDGS INC LPLA 50212V100 $1.3M 0.39% 4,473 SH
23 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $1.3M 0.38% 5,573 SH
24 VERTIV HOLDINGS CO VRT 92537N108 $1.3M 0.38% 5,163 SH
25 ISHARES TR AGG 464287226 $1.2M 0.36% 12,423 SH
26 ALPHABET INC GOOG 02079K107 $1.2M 0.35% 4,227 SH
27 ISHARES TR IWF 464287614 $1.1M 0.31% 2,503 SH
28 MICROSOFT CORP MSFT 594918104 $1.0M 0.30% 2,796 SH
29 ISHARES TR IWM 464287655 $988.8K 0.29% 3,987 SH
30 ISHARES TR MBB 464288588 $878.1K 0.26% 9,248 SH
31 ISHARES TR IYW 464287721 $831.8K 0.24% 4,585 SH
32 PARKER-HANNIFIN CORP PH 701094104 $823.6K 0.24% 920 SH
33 ALPHABET INC GOOGL 02079K305 $797.8K 0.23% 2,775 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $774.2K 0.22% 2,632 SH
35 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $730.5K 0.21% 14,329 SH
36 COSTCO WHOLESALE CORPORATION COST 22160K105 $727.2K 0.21% 730 SH
37 FIRST TR EXCHNG TRADED FD VI XISE 33740F375 $634.3K 0.18% 21,166 SH
38 HARBOR ETF TRUST HGER 41151J505 $598.9K 0.17% 19,313 SH
39 TIDEWATER INC NEW TDW 88642R109 $582.3K 0.17% 6,970 SH
40 ISHARES INC IEMG 46434G103 $555.8K 0.16% 7,968 SH
41 ISHARES GOLD TR IAU 464285204 $552.4K 0.16% 6,266 SH
42 UNITEDHEALTH GROUP INC UNH 91324P102 $492.7K 0.14% 1,821 SH
43 VANGUARD INDEX FDS VOO 922908363 $483.9K 0.14% 810 SH
44 QUALCOMM INC QCOM 747525103 $426.6K 0.12% 3,312 SH
45 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $390.0K 0.11% 9,892 SH
46 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $375.0K 0.11% 577 SH
47 DIMENSIONAL ETF TRUST DFAE 25434V302 $373.6K 0.11% 11,032 SH
48 BLACKSTONE INC BX 09260D107 $369.0K 0.11% 3,209 SH
49 JOHNSON & JOHNSON JNJ 478160104 $354.8K 0.10% 1,452 SH
50 MCDONALDS CORP MCD 580135101 $344.4K 0.10% 1,108 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-08 $344.3M 79 0001951757-26-000532
2025-12-31 2026-01-15 $332.9M 76 0001951757-26-000147