Variant Private Wealth, LLC — 13F Holdings & Portfolio

CIK 2054798 · latest 13F-HR filed 2026-05-15

Variant Private Wealth, LLC manages $82.6M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (10.60%), IVV (7.86%), MSFT (6.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 4, added to 2, and trimmed 24.

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

$82.6M

Long-equity book

Holdings

38

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+2 / −4 / ↑2 / ↓24

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$896.0K +37.9%
  • OCCIDENTAL PETE CORP$251.7K +58.9%
Show all 2

Top Trims

  • APPLE INC-$2.1M -19.3%
  • TESLA INC-$1.5M -33.4%
  • MICROSOFT CORP-$1.5M -20.6%
  • GRAYSCALE BITCOIN TRUST ETF-$1.1M -22.8%
  • NVIDIA CORPORATION-$859.9K -24.1%
Show all 24

New Positions

  • PROSHARES TR$4.1M
  • VANGUARD INDEX FDS$248.4K
Show all 2

Exited Positions

  • PROSHARES TR$6.5M
  • DISNEY WALT CO$621.8K
  • SALESFORCE INC$279.4K
  • HILTON WORLDWIDE HLDGS INC$200.2K
Show all 4
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 $8.7M 10.60% 34,477 SH
2 ISHARES TR IVV 464287200 $6.5M 7.86% 9,940 SH
3 MICROSOFT CORP MSFT 594918104 $5.7M 6.89% 15,358 SH
4 AMAZON COM INC AMZN 023135106 $5.0M 6.00% 23,793 SH
5 ISHARES TR IUSV 464287663 $4.9M 5.91% 47,704 SH
6 PROSHARES TR TQQQ 74347X831 $4.1M 4.99% 98,851 SH
7 FIDELITY COVINGTON TRUST FBCG 316092352 $3.9M 4.71% 77,541 SH
8 ISHARES TR IJR 464287804 $3.9M 4.69% 31,181 SH
9 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $3.8M 4.58% 71,640 SH
10 ARK ETF TR ARKK 00214Q104 $3.7M 4.48% 54,758 SH
11 ISHARES TR IJH 464287507 $3.6M 4.36% 53,290 SH
12 SELECT SECTOR SPDR TR XLE 81369Y506 $3.3M 3.95% 53,265 SH
13 TESLA INC TSLA 88160R101 $2.9M 3.57% 7,920 SH
14 NVIDIA CORPORATION NVDA 67066G104 $2.7M 3.29% 15,562 SH
15 FIDELITY COMWLTH TR ONEQ 315912808 $2.4M 2.91% 28,255 SH
16 ISHARES INC IEMG 46434G103 $2.1M 2.55% 30,135 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.0M 2.44% 4,208 SH
18 ALPHABET INC GOOG 02079K107 $1.3M 1.59% 4,564 SH
19 ADVANCED MICRO DEVICES INC AMD 007903107 $1.3M 1.57% 6,370 SH
20 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $993.5K 1.20% 13,583 SH
21 SCHWAB CHARLES CORP SCHW 808513105 $943.7K 1.14% 10,042 SH
22 DIREXION SHARES ETF TRUST NAIL 25490K596 $932.8K 1.13% 24,579 SH
23 SNOWFLAKE INC SNOW 833445109 $786.1K 0.95% 5,212 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $735.5K 0.89% 1,131 SH
25 META PLATFORMS INC META 30303M102 $734.0K 0.89% 1,283 SH
26 OCCIDENTAL PETE CORP OXY 674599105 $678.9K 0.82% 10,444 SH
27 ISHARES TR IHI 464288810 $651.6K 0.79% 12,213 SH
28 INVESCO QQQ TR QQQ 46090E103 $643.3K 0.78% 1,114 SH
29 BITMINE IMMERSION TECNOLOGIE BMNR 09175A206 $618.5K 0.75% 31,267 SH
30 CROWDSTRIKE HLDGS INC CRWD 22788C105 $603.2K 0.73% 1,545 SH
31 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $497.2K 0.60% 3,399 SH
32 CACI INTL INC CACI 127190304 $432.4K 0.52% 795 SH
33 FIDELITY COVINGTON TRUST FNCL 316092501 $347.5K 0.42% 4,950 SH
34 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $272.9K 0.33% 5,802 SH
35 VANGUARD INDEX FDS VOO 922908363 $248.4K 0.30% 416 SH
36 JOHNSON & JOHNSON JNJ 478160104 $239.4K 0.29% 979 SH
37 ELI LILLY & CO LLY 532457108 $236.7K 0.29% 257 SH
38 PROCTER & GAMBLE CO PG 742718109 $204.6K 0.25% 1,416 SH
Filing History
Period Filed AUM Holdings Accession
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