📊 Mainstay Capital Management Llc 13F — MAINSTAY CAPITAL MANAGEMENT LLC /ADV: $1.4B portfolio, 144 positions (Q2 2026)

1. VLUE — $118M (8.7%) 2. FRDM — $114M (8.4%) 3. SPYG — $102M (7.6%) 4. GDE — $100M (7.4%) 5. CHAT — $98M (7.2%) 6. HGER — $97M (7.2%) 7. SAMT — $89M (6.6%) 8. TDIV — $80M (5.9%) 9. SLV — $78M (5.7%) 10. QQQM — $76M (5.6%) 11. IAU — $61M (4.5%) 12. CGDV — $56M (4.2%) 13. AIS — $29M (2.1%) 14. SIL — $22M (1.6%) 15. SILJ — $19M (1.4%) 16. GDX — $15M (1.1%) 17. GDXJ — $11M (0.8%) 18. GLTR — $10M (0.8%) 19. LRCX — $9M (0.6%) 20. NVDA — $8M (0.6%) … (+124 more)

1. VLUE — $118M (8.7%)