Variant Private Wealth, LLC — 13F Holdings & Portfolio

CIK 2054798 · latest 13F-HR filed 2026-08-07

Variant Private Wealth, LLC manages $88.9M in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (11.12%), IVV (8.20%), MSFT (6.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 2, added to 18, and trimmed 8.

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
8350 BROAD ST.
SUITE 220
TYSONS, VA 22102
Phone
(703) 760-7600
Filing Manager
Variant Private Wealth, LLC
TYSONS, VA
Signatory
David Morgante
Chief Compliance Officer
Loading holdings…
AUM

$88.9M

Long-equity book

Holdings

42

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+6 / −2 / ↑18 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$1.7M +128.3%
  • APPLE INC$1.1M +13.0%
  • ISHARES TR$797.4K +12.3%
  • ISHARES TR$683.5K +17.6%
  • CROWDSTRIKE HLDGS INC$575.9K +95.5%
Show all 18 →

Top Trims

  • FIDELITY COVINGTON TRUST-$912.6K -23.5%
  • GRAYSCALE BITCOIN TRUST ETF-$524.2K -13.9%
  • SELECT SECTOR SPDR TR-$417.7K -12.8%
  • BITMINE IMMERSION TECHS INC-$202.3K -32.7%
  • OCCIDENTAL PETE CORP-$180.2K -26.5%
Show all 8 →

New Positions

  • ISHARES GOLD TR$1.8M
  • SPACE EXPLORATION TECHN CORP$1.2M
  • DIREXION SHARES ETF TRUST$319.2K
  • ISHARES TR$223.1K
  • GE AEROSPACE$221.2K
Show all 6 →

Exited Positions

  • PROSHARES TR$4.1M
  • FIDELITY COVINGTON TRUST$347.5K
Show all 2 →
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 APPLE INC AAPL 037833100 $9.9M 11.12% 34,170 SH
2 ISHARES TR IVV 464287200 $7.3M 8.20% 9,735 SH
3 MICROSOFT CORP MSFT 594918104 $5.7M 6.46% 15,389 SH
4 ISHARES TR IUSV 464287663 $5.2M 5.90% 47,616 SH
5 AMAZON COM INC AMZN 023135106 $5.2M 5.84% 21,786 SH
6 ISHARES TR IJR 464287804 $4.6M 5.13% 30,744 SH
7 ARK ETF TR ARKK 00214Q104 $4.1M 4.57% 50,319 SH
8 ISHARES TR IJH 464287507 $4.0M 4.47% 51,504 SH
9 TESLA INC TSLA 88160R101 $3.3M 3.74% 7,914 SH
10 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $3.3M 3.66% 71,518 SH
11 NVIDIA CORPORATION NVDA 67066G104 $3.1M 3.50% 15,574 SH
12 FIDELITY COVINGTON TRUST FBCG 316092352 $3.0M 3.34% 47,880 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $3.0M 3.33% 5,093 SH
14 FIDELITY COMWLTH TR ONEQ 315912808 $2.9M 3.25% 27,963 SH
15 SELECT SECTOR SPDR TR XLE 81369Y506 $2.8M 3.20% 53,573 SH
16 ISHARES INC IEMG 46434G103 $2.2M 2.47% 26,490 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 2.37% 4,208 SH
18 ISHARES GOLD TR IAU 464285204 $1.8M 2.03% 23,882 SH
19 ALPHABET INC GOOG 02079K107 $1.6M 1.81% 4,566 SH
20 SNOWFLAKE INC SNOW 833445109 $1.3M 1.48% 5,182 SH
21 DIREXION SHARES ETF TRUST NAIL 25490K596 $1.3M 1.44% 24,626 SH
22 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.2M 1.37% 7,141 SH
23 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.2M 1.33% 1,545 SH
24 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $1.0M 1.14% 13,559 SH
25 SCHWAB CHARLES CORP SCHW 808513105 $929.6K 1.05% 10,075 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $822.8K 0.93% 1,102 SH
27 INVESCO QQQ TR QQQ 46090E103 $804.5K 0.90% 1,092 SH
28 META PLATFORMS INC META 30303M102 $738.6K 0.83% 1,311 SH
29 ISHARES TR IHI 464288810 $599.0K 0.67% 12,123 SH
30 OCCIDENTAL PETE CORP OXY 674599105 $498.7K 0.56% 10,268 SH
31 BITMINE IMMERSION TECHS INC BMNR 09175A206 $416.2K 0.47% 31,267 SH
32 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $395.6K 0.44% 3,391 SH
33 CACI INTL INC CACI 127190304 $368.3K 0.41% 795 SH
34 DIREXION SHARES ETF TRUST LABU 25460G120 $319.2K 0.36% 1,093 SH
35 ELI LILLY & CO LLY 532457108 $310.4K 0.35% 259 SH
36 VANGUARD INDEX FDS VOO 922908363 $286.3K 0.32% 417 SH
37 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $279.3K 0.31% 5,796 SH
38 JOHNSON & JOHNSON JNJ 478160104 $249.1K 0.28% 981 SH
39 ISHARES TR IWM 464287655 $223.1K 0.25% 743 SH
40 GE AEROSPACE GE 369604301 $221.2K 0.25% 592 SH
41 PROCTER & GAMBLE CO PG 742718109 $208.5K 0.23% 1,422 SH
42 SCHWAB STRATEGIC TR SCHX 808524201 $208.2K 0.23% 7,076 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $88.9M 42 0002054798-26-000003
2026-03-31 2026-05-15 $82.6M 38 0002054798-26-000002
2025-12-31 2026-01-26 $96.2M 40 0002054798-26-000001
2025-09-30 2025-10-30 $108.2M 38 0002054798-25-000006