THOROUGHBRED FINANCIAL SERVICES, LLC

BRENTWOOD, TN · CIK 1091370 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBrentwood, TN

$2.1bn reported value +24.4% vs Q1 2026

624positions

26.4%in top 10

70 new 286 added 195 reduced 20 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	515,426	$103.1m4.95%	4.95%	Added +4.1k	+4,117 0.8%
2	APPLE INC COM AAPL	AAPL	308,911	$89.4m4.29%	4.29%	Added +308	+308 0.1%
3	MICRON TECHNOLOGY INC COM MU	MU	59,834	$69.1m3.31%	3.31%	Added +2.1k	+2,082 3.6%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	98,182	$46.9m2.25%	2.25%	Added +1.3k	+1,312 1.4%
5	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	146,078	$44.0m2.11%	2.11%	Added +18.9k	+18,863 14.8%
6	AMAZON COM INC COM AMZN	AMZN	173,842	$41.4m1.99%	1.99%	Added +767	+767 0.4%
7	MICROSOFT CORP COM MSFT	MSFT	109,556	$40.9m1.96%	1.96%	Added +2.3k	+2,347 2.2%
8	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	251,472	$40.6m1.95%	1.95%	Added +81.3k	+81,315 47.8%
9	BROADCOM INC COM AVGO	AVGO	106,075	$40.1m1.92%	1.92%	Added +1.5k	+1,544 1.5%
10	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	46,703	$34.4m1.65%	1.65%	Reduced -208	-208 -0.4%
11	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	633,572	$31.0m1.49%	1.49%	Added +82.9k	+82,906 15.1%
12	ALPHABET INC CAP STK CL C GOOG	GOOG	82,319	$29.1m1.40%	1.40%	Reduced -361	-361 -0.4%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	80,646	$28.8m1.38%	1.38%	Added +589	+589 0.7%
14	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	220,752	$28.2m1.35%	1.35%	Added +11.1k	+11,110 5.3%
15	JPMORGAN CHASE & CO COM JPM	JPM	78,969	$25.8m1.24%	1.24%	Added +233	+233 0.3%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	122,838	$25.0m1.20%	1.20%	Added +87.6k	+87,625 248.8%
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	297,349	$24.2m1.16%	1.16%	Added +87.0k	+87,022 41.4%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	128,213	$23.0m1.10%	1.10%	Added +82.4k	+82,405 179.9%
19	CELESTICA INC COM CLS	CLS	60,583	$22.1m1.06%	1.06%	Reduced -131	-131 -0.2%
20	WALMART INC COM WMT	WMT	191,907	$21.7m1.04%	1.04%	Added +2.0k	+2,021 1.1%
21	ADVANCED MICRO DEVICES INC COM AMD	AMD	36,113	$21.0m1.01%	1.01%	Added +2.2k	+2,249 6.6%
22	ISHARES TR CORE S&P TTL STK ITOT	ITOT	209,613	$19.8m0.95%	0.95%	Added +90.0k	+90,045 75.3%
23	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	424,446	$19.4m0.93%	0.93%	Added +234.7k	+234,662 123.7%
24	PACER FDS TR US CASH COWS 100 COWZ	COWZ	310,038	$19.3m0.93%	0.93%	Reduced -23.7k	-23,688 -7.1%
25	ISHARES TR NASDAQ TOP 30 QTOP	QTOP	462,264	$17.8m0.86%	0.86%	Added +101.2k	+101,217 28.0%
26	ISHARES TR RUS TP200 GR ETF IWY	IWY	59,933	$17.4m0.84%	0.84%	Reduced -444	-444 -0.7%
27	ISHARES TR GLOBAL 100 ETF IOO	IOO	122,176	$16.7m0.80%	0.80%	Added +2.0k	+1,970 1.6%
28	ELI LILLY & CO COM LLY	LLY	13,672	$16.4m0.79%	0.79%	Added +311	+311 2.3%
29	APPLOVIN CORP COM CL A APP	APP	29,367	$15.1m0.73%	0.73%	Added +364	+364 1.3%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	20,079	$15.0m0.72%	0.72%	Added +36	+36 0.2%
31	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	185,045	$15.0m0.72%	0.72%	Added +9.0k	+8,971 5.1%
32	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	326,013	$14.0m0.67%	0.67%	Added +66.0k	+66,042 25.4%
33	META PLATFORMS INC CL A META	META	24,833	$14.0m0.67%	0.67%	Reduced -2	-2 -0.0%
34	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	221,021	$13.5m0.65%	0.65%	Reduced -8.0k	-7,974 -3.5%
35	CORNING INC COM GLW	GLW	48,428	$12.4m0.59%	0.59%	Reduced -294	-294 -0.6%
36	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	67,286	$11.4m0.55%	0.55%	Added +9.2k	+9,182 15.8%
37	ISHARES TR CORE DIV GRWTH DGRO	DGRO	147,532	$11.2m0.54%	0.54%	Reduced -2.0k	-1,974 -1.3%
38	MODINE MFG CO COM MOD	MOD	40,427	$10.8m0.52%	0.52%	Added +577	+577 1.4%
39	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	39,271	$10.7m0.51%	0.51%	Added +3.7k	+3,658 10.3%
40	STERLING INFRASTRUCTURE INC COM STRL	STRL	12,608	$10.6m0.51%	0.51%	Added +167	+167 1.3%
41	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	174,611	$10.5m0.51%	0.51%	Added +11.6k	+11,598 7.1%
42	CATERPILLAR INC COM CAT	CAT	9,769	$10.4m0.50%	0.50%	Added +18	+18 0.2%
43	LAM RESEARCH CORP COM NEW LRCX	LRCX	23,376	$10.1m0.49%	0.49%	Added +1.3k	+1,259 5.7%
44	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	89,533	$10.1m0.48%	0.48%	Reduced -737	-737 -0.8%
45	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	87,872	$10.0m0.48%	0.48%	Reduced -9.3k	-9,340 -9.6%
46	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	12,600	$9.6m0.46%	0.46%	Reduced -291	-291 -2.3%
47	VISA INC COM CL A V	V	27,075	$9.3m0.45%	0.45%	Reduced -123	-123 -0.5%
48	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	95,868	$8.6m0.41%	0.41%	Added +12.3k	+12,328 14.8%
49	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	13,300	$8.5m0.41%	0.41%	Added +44	+44 0.3%
50	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	154,447	$8.4m0.40%	0.40%	Reduced -5.7k	-5,713 -3.6%
51	BANK AMERICA CORP COM BAC	BAC	146,785	$8.4m0.40%	0.40%	Added +13.5k	+13,533 10.2%
52	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	60,671	$8.3m0.40%	0.40%	New
53	ISHARES TR CORE S&P US GWT IUSG	IUSG	43,641	$8.2m0.39%	0.39%	Added +218	+218 0.5%
54	COSTCO WHSL CORP NEW COM COST	COST	8,755	$8.2m0.39%	0.39%	Reduced -4	-4 -0.1%
55	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	4,004	$8.0m0.38%	0.38%	Added +137	+137 3.5%
56	HOME DEPOT INC COM HD	HD	22,346	$7.9m0.38%	0.38%	Reduced -3.1k	-3,075 -12.1%
57	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	172,197	$7.7m0.37%	0.37%	Added +3.9k	+3,921 2.3%
58	VALERO ENERGY CORP COM VLO	VLO	29,052	$7.6m0.36%	0.36%	Added +853	+853 3.0%
59	DELL TECHNOLOGIES INC CL C DELL	DELL	17,368	$7.5m0.36%	0.36%	Added +902	+902 5.5%
60	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	121,643	$7.5m0.36%	0.36%	Reduced -2.7k	-2,699 -2.2%
61	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	217,691	$7.4m0.35%	0.35%	Added +18.9k	+18,944 9.5%
62	ISHARES TR RUS TOP 200 ETF IWL	IWL	39,477	$7.3m0.35%	0.35%	Added +6.4k	+6,353 19.2%
63	MARATHON PETE CORP COM MPC	MPC	28,553	$7.3m0.35%	0.35%	Reduced -103	-103 -0.4%
64	KLA CORP COM NEW KLAC	KLAC	23,763	$7.2m0.34%	0.34%	Reduced -77	-77 -0.3%
65	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	32,906	$7.0m0.34%	0.34%	Reduced -715	-715 -2.1%
66	AMERICAN CENTY ETF TR AVANTIS ALL INT AVNM	AVNM	135,801	$6.9m0.33%	0.33%	Added +74.9k	+74,897 123.0%
67	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	25,120	$6.9m0.33%	0.33%	Added +944	+944 3.9%
68	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	50,598	$6.7m0.32%	0.32%	Added +2.7k	+2,739 5.7%
69	CHEVRON CORP NEW COM CVX	CVX	40,070	$6.6m0.32%	0.32%	Added +2.2k	+2,171 5.7%
70	MARVELL TECHNOLOGY INC COM MRVL	MRVL	22,101	$6.6m0.32%	0.32%	Added +2.8k	+2,836 14.7%
71	JOHNSON & JOHNSON COM JNJ	JNJ	25,834	$6.6m0.31%	0.31%	Added +3	+3 0.0%
72	LUMENTUM HLDGS INC COM LITE	LITE	7,506	$6.4m0.31%	0.31%	Added +1.3k	+1,257 20.1%
73	CISCO SYS INC COM CSCO	CSCO	53,275	$6.3m0.30%	0.30%	Added +1.3k	+1,252 2.4%
74	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	109,704	$6.2m0.30%	0.30%	Reduced -193.5k	-193,487 -63.8%
75	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	66,006	$6.2m0.30%	0.30%	Added +10.2k	+10,232 18.4%
76	MERCADOLIBRE INC COM MELI	MELI	3,449	$5.9m0.28%	0.28%	Reduced -297	-297 -7.9%
77	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	154,094	$5.8m0.28%	0.28%	Added +3.0k	+2,997 2.0%
78	SUNOCO LP/SUNOCO FIN CORP COM UT REP LP SUN	SUN	86,000	$5.8m0.28%	0.28%	New
79	ARGAN INC COM AGX	AGX	7,258	$5.8m0.28%	0.28%	Added +40	+40 0.6%
80	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	47,195	$5.8m0.28%	0.28%	Reduced -9.3k	-9,284 -16.4%
81	GOLDMAN SACHS GROUP INC COM GS	GS	5,641	$5.7m0.27%	0.27%	Added +86	+86 1.6%
82	HCA HEALTHCARE INC COM HCA	HCA	14,350	$5.6m0.27%	0.27%	Reduced -308	-308 -2.1%
83	FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL DIVI	DIVI	130,864	$5.6m0.27%	0.27%	Reduced -951	-951 -0.7%
84	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	172,317	$5.5m0.26%	0.26%	Reduced -2.9k	-2,933 -1.7%
85	RTX CORPORATION COM RTX	RTX	28,702	$5.4m0.26%	0.26%	Added +1.4k	+1,438 5.3%
86	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	90,295	$5.4m0.26%	0.26%	Added +3.1k	+3,129 3.6%
87	ABBVIE INC COM ABBV	ABBV	21,227	$5.3m0.26%	0.26%	Added +1.4k	+1,421 7.2%
88	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	10,123	$5.3m0.25%	0.25%	Reduced -63	-63 -0.6%
89	INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV PKW	PKW	36,101	$5.1m0.25%	0.25%	Reduced -1.2k	-1,181 -3.2%
90	VANGUARD INDEX FDS SMALL CP ETF VB	VB	16,802	$5.1m0.24%	0.24%	Added +122	+122 0.7%
91	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,756	$5.0m0.24%	0.24%	Added +125	+125 1.9%
92	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	122,768	$5.0m0.24%	0.24%	Reduced -8.1k	-8,108 -6.2%
93	ISHARES TR US SML CAP EQT SMLF	SMLF	54,975	$4.9m0.24%	0.24%	Added +3.9k	+3,850 7.5%
94	ISHARES TR HDG MSCI EAFE HEFA	HEFA	100,158	$4.7m0.23%	0.23%	Reduced -1.1k	-1,119 -1.1%
95	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	150,148	$4.7m0.22%	0.22%	Reduced -9.7k	-9,679 -6.1%
96	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	64,984	$4.6m0.22%	0.22%	Reduced -788	-788 -1.2%
97	SANDISK CORP COM SNDK	SNDK	2,028	$4.6m0.22%	0.22%	Added +1.6k	+1,555 328.8%
98	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	53,014	$4.6m0.22%	0.22%	Added +2.8k	+2,836 5.7%
99	MASTERCARD INCORPORATED CL A MA	MA	8,786	$4.5m0.22%	0.22%	Reduced -2.2k	-2,232 -20.3%
100	UNITED RENTALS INC COM URI	URI	3,983	$4.5m0.22%	0.22%	Reduced -873	-873 -18.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	57,527	$9.8m57.5k shares
HONEYWELL INTL INC		6,001	$2.7m6.0k shares
SALESFORCE INC CRM	CRM	7,779	$1.5m7.8k shares
NORWEGIAN CRUISE LINE HLDG L NCLH	NCLH	28,800	$538.0k28.8k shares
WILLDAN GROUP INC WLDN	WLDN	6,636	$508.0k6.6k shares
T-MOBILE US INC TMUS	TMUS	1,686	$354.0k1.7k shares
SPDR INDEX SHS FDS EWX	EWX	5,363	$354.0k5.4k shares
CARNIVAL CORP		13,433	$347.0k13.4k shares
SPDR INDEX SHS FDS EDIV	EDIV	8,702	$343.0k8.7k shares
SANTACRUZ SILVER MNG LTD SCZM	SCZM	34,529	$295.0k34.5k shares
MICROSTRATEGY INC MSTR	MSTR	2,189	$273.0k2.2k shares
PROSHARES TR II UGL	UGL	4,000	$245.0k4.0k shares
SPROTT PHYSICAL SILVER TR PSLV	PSLV	9,872	$240.0k9.9k shares
ISHARES TR IHI	IHI	4,426	$236.0k4.4k shares
VERISK ANALYTICS INC VRSK	VRSK	1,192	$226.0k1.2k shares
WISDOMTREE TR USMF	USMF	4,412	$217.0k4.4k shares
INVESCO EXCH TRADED FD TR II XMLV	XMLV	3,285	$206.0k3.3k shares
ADOBE INC ADBE	ADBE	829	$201.0k829 shares
CEMEX SAB DE CV CX	CX	10,775	$123.0k10.8k shares
MICROVISION INC DEL		67,095	$43.0k67.1k shares