Sloy Dahl & Holst, LLC

Vancouver, WA · CIK 1690295 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1988 · limited liability company

Assets managed$1.8bn
Staff6 · 6 in investment roles
Main clients (by assets)Pension plans 48%, High net worth individuals 42%, Individuals 7%
Form ADV · 2026-05-06SEC adviser record

Kindinstitutions
Others nearbyVancouver, WA, Portland, OR

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Vancouver, WA (main office)United States	United States	about 6
Portland, ORUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$810.5m reported value +11.3% vs Q1 2026

122positions

82.8%in top 10

13 new 38 added 19 reduced 3 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	TESLA INC COM TSLA	TSLA	1,039,022	$437.0m53.92%	53.92%	Added +22.3k	+22,297 2.2%
2	APPLE INC COM AAPL	AAPL	176,677	$51.1m6.31%	6.31%	Added +1.1k	+1,111 0.6%
3	NVIDIA CORPORATION COM NVDA	NVDA	223,819	$44.8m5.53%	5.53%	Added +1.5k	+1,549 0.7%
4	DIREXION SHS ETF TR DAILY TSLA 2X SH TSLL	TSLL	2,418,084	$34.2m4.22%	4.22%	Added +30.7k	+30,705 1.3%
5	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	954,568	$24.8m3.06%	3.06%	Added +104.0k	+103,954 12.2%
6	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	182,554	$21.3m2.63%	2.63%	Added +10.3k	+10,275 6.0%
7	COINBASE GLOBAL INC COM CL A COIN	COIN	141,537	$20.7m2.55%	2.55%	Added +12.9k	+12,946 10.1%
8	GRAYSCALE ETHEREUM MINI TR E SHS NEW ETH	ETH	865,953	$13.0m1.61%	1.61%	Added +118.4k	+118,403 15.8%
9	MICROSOFT CORP COM MSFT	MSFT	34,028	$12.7m1.57%	1.57%	Added +1.4k	+1,377 4.2%
10	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	233,875	$11.5m1.42%	1.42%	Added +5.2k	+5,199 2.3%
11	AMAZON COM INC COM AMZN	AMZN	36,144	$8.6m1.06%	1.06%	Added +340	+340 0.9%
12	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	34,603	$8.2m1.01%	1.01%	Added +108	+108 0.3%
13	LAM RESEARCH CORP COM NEW LRCX	LRCX	15,930	$6.9m0.85%	0.85%	Reduced -500	-500 -3.0%
14	FLEXSHARES TR QLT DIV DEF IDX QDEF	QDEF	72,666	$6.3m0.78%	0.78%	Added +488	+488 0.7%
15	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	131,538	$6.0m0.74%	0.74%	Reduced -1.9k	-1,900 -1.4%
16	VICTORY PORTFOLIOS II CORE INTERMEDIAT UITB	UITB	119,637	$5.6m0.69%	0.69%	Added +2.8k	+2,824 2.4%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,099	$5.6m0.69%	0.69%	Added +209	+209 1.9%
18	NETFLIX INC COM NFLX	NFLX	63,094	$4.5m0.56%	0.56%	Added +2.5k	+2,517 4.2%
19	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	41,975	$4.2m0.52%	0.52%	Reduced -101	-101 -0.2%
20	ISHARES ETHEREUM TR SHS ETHA	ETHA	314,827	$3.7m0.46%	0.46%	Unchanged
21	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	54,077	$3.3m0.41%	0.41%	Added +1.5k	+1,543 2.9%
22	FIRST TR EXCHNG TRADED FD VI FT VEST NAS QMAR	QMAR	80,095	$3.0m0.37%	0.37%	Unchanged
23	ALPHABET INC CAP STK CL C GOOG	GOOG	7,185	$2.5m0.31%	0.31%	Unchanged
24	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	20,034	$2.5m0.30%	0.30%	Added +1.4k	+1,405 7.5%
25	GRAYSCALE ETHEREUM TRUST ETF SHS ETHE	ETHE	187,501	$2.4m0.30%	0.30%	Reduced -157	-157 -0.1%
26	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAY	FMAY	41,485	$2.3m0.29%	0.29%	Reduced -360	-360 -0.9%
27	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	31,002	$2.3m0.28%	0.28%	Added +178	+178 0.6%
28	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	5,171	$1.8m0.22%	0.22%	Reduced -25	-25 -0.5%
29	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	17,417	$1.8m0.22%	0.22%	New
30	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	30,585	$1.7m0.21%	0.21%	Unchanged
31	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAR	FMAR	33,000	$1.7m0.21%	0.21%	Unchanged
32	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FSEP	FSEP	30,482	$1.7m0.21%	0.21%	Unchanged
33	UNION PAC CORP COM UNP	UNP	6,050	$1.6m0.20%	0.20%	Unchanged
34	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	27,917	$1.6m0.19%	0.19%	Added +1.1k	+1,090 4.1%
35	JOHNSON & JOHNSON COM JNJ	JNJ	6,117	$1.6m0.19%	0.19%	Unchanged
36	ARK ETF TR INNOVATION ETF ARKK	ARKK	18,124	$1.5m0.18%	0.18%	Unchanged
37	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	37,000	$1.4m0.18%	0.18%	Unchanged
38	COSTCO WHSL CORP NEW COM COST	COST	1,512	$1.4m0.17%	0.17%	Added +38	+38 2.6%
39	PACER FDS TR US CASH COWS 100 COWZ	COWZ	22,119	$1.4m0.17%	0.17%	Added +768	+768 3.6%
40	VICTORY PORTFOLIOS II VCSHS US LRG CAP CDL	CDL	17,674	$1.4m0.17%	0.17%	Added +3	+3 0.0%
41	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	26,815	$1.4m0.17%	0.17%	Reduced -145	-145 -0.5%
42	CHEVRON CORP NEW COM CVX	CVX	7,944	$1.3m0.16%	0.16%	Unchanged
43	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,643	$1.3m0.16%	0.16%	Added +1.4k	+1,398 62.3%
44	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	24,920	$1.3m0.16%	0.16%	Added +300	+300 1.2%
45	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	6,868	$1.2m0.14%	0.14%	New
46	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	14,816	$1.2m0.14%	0.14%	Added +77	+77 0.5%
47	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	23,394	$1.1m0.14%	0.14%	Added +68	+68 0.3%
48	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	21,362	$1.1m0.14%	0.14%	Reduced -58	-58 -0.3%
49	EXXON MOBIL CORP COM XOM	XOM	7,767	$1.1m0.13%	0.13%	Reduced -65	-65 -0.8%
50	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAY	DMAY	22,105	$1.0m0.13%	0.13%	Unchanged
51	INTEL CORP COM INTC	INTC	7,236	$1.0m0.12%	0.12%	Unchanged
52	BITWISE XRP ETF BENEFICIAL INT XRP	XRP	86,291	$1.0m0.12%	0.12%	Unchanged
53	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	10,529	$900.1k0.11%	0.11%	Reduced -55	-55 -0.5%
54	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,721	$863.8k0.11%	0.11%	Reduced -55	-55 -0.5%
55	META PLATFORMS INC CL A META	META	1,528	$860.8k0.11%	0.11%	Added +10	+10 0.7%
56	WISDOMTREE TR EUROPE HEDGED EQ HEDJ	HEDJ	15,085	$859.8k0.11%	0.11%	Added +185	+185 1.2%
57	JPMORGAN CHASE & CO COM JPM	JPM	2,512	$822.3k0.10%	0.10%	Reduced -35	-35 -1.4%
58	SELECT SECTOR SPDR TR ENERGY XLE	XLE	14,073	$747.4k0.09%	0.09%	Unchanged
59	FIRST TR EXCHNG TRADED FD VI FT VEST NAS QSPT	QSPT	20,250	$705.5k0.09%	0.09%	Unchanged
60	VERIZON COMMUNICATIONS INC COM VZ	VZ	15,402	$652.1k0.08%	0.08%	Reduced -2.8k	-2,825 -15.5%
61	ETF OPPORTUNITIES TRUST T REX 2X LONG TSLT	TSLT	31,328	$620.6k0.08%	0.08%	Unchanged
62	FIRST TR EXCHANGE-TRADED FD FT VEST GOLD IGLD	IGLD	28,750	$605.5k0.07%	0.07%	Unchanged
63	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	16,368	$544.9k0.07%	0.07%	Reduced -2.5k	-2,490 -13.2%
64	PACER FDS TR PACER US SMALL CALF	CALF	10,540	$533.4k0.07%	0.07%	Added +110	+110 1.1%
65	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	5,775	$529.2k0.07%	0.07%	Unchanged
66	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DSEP	DSEP	11,140	$528.5k0.07%	0.07%	Unchanged
67	ELEVATION SERIES TRUST TRUESHS TECH AI LRNZ	LRNZ	8,175	$527.5k0.07%	0.07%	Unchanged
68	FIRST TR EXCHNG TRADED FD VI FT VEST NAS QJUN	QJUN	15,378	$519.6k0.06%	0.06%	Added +303	+303 2.0%
69	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,632	$515.2k0.06%	0.06%	Reduced -96	-96 -1.1%
70	CISCO SYS INC COM CSCO	CSCO	4,172	$490.0k0.06%	0.06%	Unchanged
71	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	28,106	$487.6k0.06%	0.06%	Added +5	+5 0.0%
72	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	655	$482.4k0.06%	0.06%	Unchanged
73	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,506	$456.5k0.06%	0.06%	Reduced -1	-1 -0.1%
74	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	648	$445.1k0.05%	0.05%	Unchanged
75	ISHARES TR 20 YR TR BD ETF TLT	TLT	5,115	$442.0k0.05%	0.05%	Unchanged
76	HOME DEPOT INC COM HD	HD	1,251	$441.2k0.05%	0.05%	Unchanged
77	RTX CORPORATION COM RTX	RTX	2,265	$429.7k0.05%	0.05%	Unchanged
78	ILLINOIS TOOL WKS INC COM ITW	ITW	1,500	$405.7k0.05%	0.05%	Unchanged
79	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	8,230	$400.5k0.05%	0.05%	Added +200	+200 2.5%
80	ISHARES TR CORE S&P500 ETF IVV	IVV	520	$389.8k0.05%	0.05%	Added +3	+3 0.6%
81	ORACLE CORP COM ORCL	ORCL	2,608	$382.2k0.05%	0.05%	Reduced -7	-7 -0.3%
82	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	28,669	$381.6k0.05%	0.05%	Added +9.1k	+9,139 46.8%
83	CALAMOS ETF TR S&P 500 STRUCTU CPSD	CPSD	13,025	$347.7k0.04%	0.04%	Unchanged
84	SPDR GOLD TR GOLD SHS GLD	GLD	924	$340.4k0.04%	0.04%	Unchanged
85	TRUST FOR PROFESSIONAL MANAG CONVERGENCE LNG CLSE	CLSE	9,870	$336.9k0.04%	0.04%	Unchanged
86	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	909	$336.4k0.04%	0.04%	Unchanged
87	AMPLIFY ETF TR AMPLIFY CYBERSEC HACK	HACK	3,155	$331.1k0.04%	0.04%	Added +10	+10 0.3%
88	THEMES ETF TR LEVERAGE SHS 2X BMNG	BMNG	35,842	$327.2k0.04%	0.04%	New
89	SPDR SER TR S&P BIOTECH XBI	XBI	2,008	$317.7k0.04%	0.04%	Added +1	+1 0.1%
90	ADVANCED MICRO DEVICES INC COM AMD	AMD	518	$300.9k0.04%	0.04%	New
91	CALAMOS ETF TR S&P 500 STRUCTUR CPSO	CPSO	10,740	$299.0k0.04%	0.04%	Unchanged
92	HUT 8 CORP COM HUT	HUT	2,577	$297.5k0.04%	0.04%	New
93	CALAMOS ETF TR RUSSELL 2000 STR CPRO	CPRO	10,150	$286.0k0.04%	0.04%	Added +70	+70 0.7%
94	TRAVELERS COMPANIES INC COM TRV	TRV	839	$277.0k0.03%	0.03%	Unchanged
95	PFIZER INC COM PFE	PFE	11,378	$274.0k0.03%	0.03%	Unchanged
96	CONOCOPHILLIPS COM COP	COP	2,629	$273.3k0.03%	0.03%	Unchanged
97	DISNEY WALT CO COM DIS	DIS	2,752	$264.9k0.03%	0.03%	Reduced -65	-65 -2.3%
98	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	4,859	$260.5k0.03%	0.03%	Unchanged
99	COCA COLA CO COM KO	KO	3,166	$257.3k0.03%	0.03%	Unchanged
100	NEXTERA ENERGY INC COM NEE	NEE	2,858	$250.8k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THEMES ETF TR		619,699	$749.8k619.7k shares
LISTED FDS TR		67,618	$259.7k67.6k shares
MICRON TECHNOLOGY INC MU	MU	653	$220.6k653 shares