Sachetta, LLC — 13F Holdings & Portfolio

CIK 2010574 · latest 13F-HR filed 2026-07-15

Sachetta, LLC manages $205.7M in 13F-reported U.S. long-equity assets across 1,224 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (16.33%), SPY (9.65%), GNR (6.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 165 new positions, exited 214, added to 589, and trimmed 195.

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
600 MARKET STEET
SUITE 684
LYNNFIELD, MA 01940
Phone
(781) 233-4138
Filing Manager
Sachetta, LLC
LYNNFIELD, MA
Signatory
Matthew Stead
Chief Operating Officer
Loading holdings…
AUM

$205.7M

Long-equity book

Holdings

1,224

Distinct positions

Period

2026-06-30

Filed 2026-07-15

Q/Q Activity

+165 / −214 / ↑589 / ↓195

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TERADYNE INC$7.4M +92400.7%
  • INVESCO QQQ TR$7.3M +27.6%
  • STATE STR SPDR S&P 500 ETF T$3.1M +18.6%
  • FIDELITY MERRIMACK STR TR$1.3M +14.1%
  • MEDTRONIC PLC$821.1K +701.8%
Show all 589

Top Trims

  • SPDR INDEX SHS FDS-$1.4M -9.0%
  • ISHARES GOLD TR-$372.3K -14.9%
  • ISHARES TR-$355.8K -14.3%
  • SENSUS HEALTHCARE INC-$140.0K -23.4%
  • EXXON MOBIL CORP-$121.6K -13.8%
Show all 195

New Positions

  • ISHARES TR$421.8K
  • AMERICAN CENTY ETF TR$412.0K
  • SPDR SERIES TRUST$237.2K
  • SANDISK CORP$156.9K
  • VANGUARD WHITEHALL FDS$123.8K
Show all 165

Exited Positions

  • ISHARES TR$6.0M
  • ISHARES TR$2.0M
  • VANGUARD INDEX FDS$891.1K
  • NOVARTIS AG$521.5K
  • SPDR GOLD TR$380.4K
Show all 214
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 $33.6M 16.33% 45,601 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $19.9M 9.65% 26,580 SH
3 SPDR INDEX SHS FDS GNR 78463X541 $13.8M 6.72% 205,252 SH
4 FIDELITY MERRIMACK STR TR FBND 316188309 $10.2M 4.95% 223,961 SH
5 TERADYNE INC TER 880770102 $7.4M 3.59% 15,270 SH
6 WISDOMTREE TR IHDG 97717X594 $4.9M 2.39% 93,733 SH
7 ISHARES TR IJH 464287507 $4.7M 2.29% 60,983 SH
8 SCHWAB STRATEGIC TR SCHD 808524797 $4.3M 2.08% 134,733 SH
9 PIMCO ETF TR MINT 72201R833 $4.0M 1.94% 39,613 SH
10 ISHARES TR MBB 464288588 $3.8M 1.85% 40,261 SH
11 ISHARES TR HSCZ 46435G839 $3.6M 1.76% 84,183 SH
12 SCHWAB STRATEGIC TR SCHB 808524102 $3.6M 1.73% 122,890 SH
13 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.9M 1.42% 51,803 SH
14 SPDR SERIES TRUST SDY 78464A763 $2.7M 1.31% 17,771 SH
15 DBX ETF TR DBEM 233051101 $2.7M 1.30% 65,249 SH
16 FIDELITY COVINGTON TRUST FREL 316092857 $2.4M 1.16% 81,586 SH
17 ECB BANCORP INC ECBK 26828M106 $2.4M 1.16% 118,853 SH
18 ISHARES TR IGE 464287374 $2.1M 1.04% 38,087 SH
19 ISHARES GOLD TR IAU 464285204 $2.1M 1.02% 27,790 SH
20 ISHARES TR IVE 464287408 $2.0M 0.99% 8,954 SH
21 SCHWAB STRATEGIC TR SCHG 808524300 $2.0M 0.99% 59,907 SH
22 AMERICAN CENTY ETF TR AVUV 025072877 $2.0M 0.98% 16,208 SH
23 VANGUARD WORLD FD VHT 92204A504 $1.8M 0.86% 5,917 SH
24 APPLE INC AAPL 037833100 $1.8M 0.85% 6,068 SH
25 NVIDIA CORPORATION NVDA 67066G104 $1.7M 0.82% 8,406 SH
26 FIDELITY COVINGTON TRUST FBCG 316092352 $1.6M 0.77% 25,532 SH
27 APPLE INC AAPL 037833100 $1.5M 0.75% 5,305 SH
28 TESLA INC TSLA 88160R101 $1.5M 0.73% 3,564 SH
29 FIRST TR EXCHANGE-TRADED FD QQEW 337344105 $1.4M 0.69% 8,841 SH
30 ISHARES TR IAGG 46435G672 $1.3M 0.61% 24,998 SH
31 SSGA ACTIVE ETF TR SRLN 78467V608 $1.2M 0.60% 30,393 SH
32 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.53% 2,974 SH
33 MICROSOFT CORP MSFT 594918104 $1.1M 0.52% 2,869 SH
34 SCHWAB STRATEGIC TR SCHV 808524409 $1.1M 0.52% 30,489 SH
35 ALPHABET INC GOOGL 02079K305 $1.0M 0.49% 2,846 SH
36 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $1.0M 0.49% 1,435 SH
37 AMPLIFY ETF TR DIVO 032108409 $986.7K 0.48% 21,590 SH
38 ISHARES TR IWM 464287655 $959.7K 0.47% 3,194 SH
39 SCHWAB STRATEGIC TR SCHM 808524508 $957.1K 0.47% 25,959 SH
40 VANGUARD TAX-MANAGED FDS VEA 921943858 $951.6K 0.46% 13,356 SH
41 SPDR SERIES TRUST SPMD 78464A847 $916.5K 0.45% 13,566 SH
42 ISHARES TR USMV 46429B697 $888.3K 0.43% 9,209 SH
43 MEDTRONIC PLC MDT G5960L103 $886.5K 0.43% 11,330 SH
44 MICROSOFT CORP MSFT 594918104 $804.9K 0.39% 2,158 SH
45 AMAZON COM INC AMZN 023135106 $793.7K 0.39% 3,330 SH
46 ISHARES TR IUSV 464287663 $757.8K 0.37% 6,880 SH
47 ISHARES TR IYH 464287762 $739.3K 0.36% 11,033 SH
48 INTERNATIONAL BUSINESS MACHS IBM 459200101 $661.7K 0.32% 2,353 SH
49 SSGA ACTIVE ETF TR TOTL 78467V848 $650.9K 0.32% 16,492 SH
50 SCHWAB STRATEGIC TR SCHE 808524706 $645.7K 0.31% 17,807 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-15 $205.7M 1,224 0001398344-26-012149
2026-03-31 2026-05-01 $184.4M 1,274 0001398344-26-008098
2025-12-31 2026-02-02 $182.6M 1,272 0001398344-26-001820