6th Street Advisors, LLC — 13F Holdings & Portfolio

CIK 2102803 · latest 13F-HR filed 2026-05-04

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

$158.9M

Long-equity book

Holdings

59

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

Show all

Top Trims

Show all

New Positions

Show all

Exited Positions

Show all
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 ETF SER SOLUTIONS ACIO 26922A222 $27.2M 17.11% 648,238 SH
2 ETF SER SOLUTIONS DRSK 26922A388 $20.7M 13.00% 755,996 SH
3 ETF SER SOLUTIONS IDUB 26922B709 $14.0M 8.79% 566,369 SH
4 ETF SER SOLUTIONS DUBS 26922B535 $11.4M 7.16% 315,533 SH
5 ETF SER SOLUTIONS ADME 26922A784 $10.6M 6.69% 214,989 SH
6 VANGUARD TAX-MANAGED FDS VEA 921943858 $9.8M 6.15% 152,593 SH
7 ETF SER SOLUTIONS OSCV 26922A446 $9.3M 5.83% 234,841 SH
8 SPDR SERIES TRUST SPYM 78464A854 $9.0M 5.63% 116,949 SH
9 ETF SER SOLUTIONS DEFR 26922B451 $8.4M 5.31% 317,186 SH
10 ETF SER SOLUTIONS JUCY 26922B642 $5.9M 3.71% 266,314 SH
11 ETF SER SOLUTIONS UPSD 26922B444 $4.6M 2.89% 179,843 SH
12 VANGUARD INTL EQUITY INDEX F VWO 922042858 $3.8M 2.39% 70,148 SH
13 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $1.3M 0.82% 5,501 SH
14 TYSON FOODS INC TSN 902494103 $1.1M 0.72% 17,772 SH
15 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.71% 6,659 SH
16 OCCIDENTAL PETE CORP OXY 674599105 $1.1M 0.69% 16,685 SH
17 VULCAN MATLS CO VMC 929160109 $980.3K 0.62% 3,600 SH
18 PROCTER & GAMBLE CO PG 742718109 $892.9K 0.56% 6,182 SH
19 MICROSOFT CORP MSFT 594918104 $820.1K 0.52% 2,215 SH
20 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $804.4K 0.51% 4,191 SH
21 NVIDIA CORPORATION NVDA 67066G104 $770.8K 0.48% 4,419 SH
22 GENERAL DYNAMICS CORP GD 369550108 $741.7K 0.47% 2,161 SH
23 WALMART INC WMT 931142103 $728.2K 0.46% 5,848 SH
24 AMAZON COM INC AMZN 023135106 $703.7K 0.44% 3,379 SH
25 JPMORGAN CHASE & CO JPM 46625H100 $687.0K 0.43% 2,335 SH
26 VISA INC V 92826C839 $633.4K 0.40% 2,096 SH
27 ENTERGY CORP NEW ETR 29364G103 $586.2K 0.37% 5,217 SH
28 SOUTHERN CO SO 842587107 $554.6K 0.35% 5,745 SH
29 GE VERNOVA INC GEV 36828A101 $533.3K 0.34% 611 SH
30 APPLE INC AAPL 037833100 $527.1K 0.33% 2,077 SH
31 QUANTA SVCS INC PWR 74762E102 $519.9K 0.33% 947 SH
32 DIAMONDBACK ENERGY INC FANG 25278X109 $483.0K 0.30% 2,442 SH
33 GE AEROSPACE GE 369604301 $455.9K 0.29% 1,604 SH
34 VANGUARD INDEX FDS VO 922908629 $397.7K 0.25% 1,385 SH
35 ISHARES TR IVW 464287309 $394.5K 0.25% 3,488 SH
36 PFIZER INC PFE 717081103 $392.8K 0.25% 13,990 SH
37 VANGUARD INDEX FDS VUG 922908736 $384.4K 0.24% 880 SH
38 AMERICAN TOWER CORP AMT 03027X100 $368.7K 0.23% 2,137 SH
39 PROGRESSIVE CORP PGR 743315103 $366.6K 0.23% 1,849 SH
40 AMPHENOL CORP APH 032095101 $363.0K 0.23% 2,868 SH
41 REGIONS FINANCIAL CORP NEW RF 7591EP100 $359.5K 0.23% 13,627 SH
42 CHEMED CORP NEW CHE 16359R103 $352.8K 0.22% 934 SH
43 COPART INC CPRT 217204106 $352.1K 0.22% 10,604 SH
44 CONAGRA BRANDS INC CAG 205887102 $349.4K 0.22% 22,228 SH
45 BROADRIDGE FINL SOLUTIONS IN BR 11133T103 $346.3K 0.22% 2,119 SH
46 CHEVRON CORPORATION CVX 166764100 $335.9K 0.21% 1,624 SH
47 SERVICENOW INC NOW 81762P102 $326.1K 0.21% 3,119 SH
48 VANGUARD INDEX FDS VTV 922908744 $317.8K 0.20% 1,620 SH
49 SCHWAB STRATEGIC TR FNDF 808524755 $310.0K 0.20% 6,336 SH
50 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $297.7K 0.19% 2,035 SH