Sachetta, LLC

LYNNFIELD, MA · CIK 2010574 · 13F filing filed 2026-05-01

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.

$184.4m reported value +1.0% vs Q4 2025

1,074positions

49.9%in top 10

102 new 522 added 166 reduced 57 sold out vs Q4 2025

Holdings, Q1 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	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	45,587	$26.3m14.27%	14.27%	Added +1.4k	+1,429 3.2%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	25,755	$16.8m9.08%	9.08%	Reduced -626	-626 -2.4%
3	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	203,246	$15.2m8.23%	8.23%	Reduced -5.8k	-5,798 -2.8%
4	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	195,750	$8.9m4.84%	4.84%	Added +7.2k	+7,225 3.8%
5	ISHARES TR RUS 1000 ETF IWB	IWB	16,705	$6.0m3.23%	3.23%	Reduced -25	-25 -0.1%
6	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	86,503	$4.2m2.26%	2.26%	Reduced -390	-390 -0.5%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	58,179	$3.9m2.13%	2.13%	Reduced -1.0k	-1,013 -1.7%
8	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	124,686	$3.8m2.07%	2.07%	Added +136	+136 0.1%
9	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	35,406	$3.6m1.93%	1.93%	Added +570	+570 1.6%
10	ISHARES TR MBS ETF MBB	MBB	35,932	$3.4m1.85%	1.85%	Added +397	+397 1.1%
11	ISHARES TR MSCI EAFE SMCP HSCZ	HSCZ	81,454	$3.2m1.75%	1.75%	Reduced -2.3k	-2,304 -2.8%
12	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	122,074	$3.1m1.66%	1.66%	Reduced -81	-81 -0.1%
13	APPLE INC COM AAPL	AAPL	10,606	$2.7m1.46%	1.46%	Reduced -1.1k	-1,080 -9.2%
14	SPDR SER TR S&P DIVID ETF SDY	SDY	17,740	$2.6m1.40%	1.40%	Added +1.5k	+1,484 9.1%
15	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	45,624	$2.6m1.40%	1.40%	Added +1.2k	+1,167 2.6%
16	ISHARES GOLD TR ISHARES NEW IAU	IAU	28,338	$2.5m1.35%	1.35%	Reduced -30	-30 -0.1%
17	ISHARES TR NORTH AMERN NAT IGE	IGE	39,650	$2.5m1.35%	1.35%	Reduced -2.1k	-2,146 -5.1%
18	DBX ETF TR XTRACK MSCI EMRG DBEM	DBEM	71,221	$2.4m1.32%	1.32%	Reduced -5.9k	-5,856 -7.6%
19	ISHARES TR CORE S&P500 ETF IVV	IVV	3,131	$2.0m1.11%	1.11%	Reduced -83	-83 -2.6%
20	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	74,220	$2.0m1.08%	1.08%	Added +3.8k	+3,752 5.3%
21	ECB BANCORP INC COM ECBK	ECBK	118,853	$2.0m1.08%	1.08%	Unchanged
22	ISHARES TR S&P 500 VAL ETF IVE	IVE	8,943	$1.9m1.02%	1.02%	Added +5	+5 0.1%
23	MICROSOFT CORP COM MSFT	MSFT	4,806	$1.8m0.96%	0.96%	Added +393	+393 8.9%
24	TESLA INC COM TSLA	TSLA	4,780	$1.8m0.96%	0.96%	Added +507	+507 11.9%
25	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	60,577	$1.8m0.96%	0.96%	Added +406	+406 0.7%
26	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	15,476	$1.7m0.93%	0.93%	Reduced -350	-350 -2.2%
27	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	5,353	$1.5m0.79%	0.79%	Reduced -71	-71 -1.3%
28	NVIDIA CORPORATION COM NVDA	NVDA	8,231	$1.4m0.78%	0.78%	Added +773	+773 10.4%
29	FIRST TR NAS100 EQ WEIGHTED SHS QQEW	QQEW	9,818	$1.2m0.68%	0.68%	Added +220	+220 2.3%
30	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	22,698	$1.1m0.62%	0.62%	Reduced -394	-394 -1.7%
31	ISHARES TR CORE INTL AGGR IAGG	IAGG	22,246	$1.1m0.60%	0.60%	Added +295	+295 1.3%
32	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	27,062	$1.1m0.59%	0.59%	Added +563	+563 2.1%
33	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	21,338	$957.0k0.52%	0.52%	Added +249	+249 1.2%
34	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	30,825	$940.2k0.51%	0.51%	Added +79	+79 0.3%
35	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,103	$891.1k0.48%	0.48%	Reduced -30	-30 -1.0%
36	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,433	$884.1k0.48%	0.48%	Reduced -116	-116 -7.5%
37	EXXON MOBIL CORP COM XOM	XOM	5,205	$883.0k0.48%	0.48%	Added +58	+58 1.1%
38	ISHARES TR MSCI USA MIN VOL USMV	USMV	9,225	$855.5k0.46%	0.46%	Added +2	+2 0.0%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,917	$838.9k0.45%	0.45%	Added +382	+382 15.1%
40	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	26,302	$814.3k0.44%	0.44%	Added +583	+583 2.3%
41	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	13,696	$811.1k0.44%	0.44%	Added +43	+43 0.3%
42	AMAZON COM INC COM AMZN	AMZN	3,886	$809.3k0.44%	0.44%	Added +266	+266 7.3%
43	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,191	$791.3k0.43%	0.43%	Added +3	+3 0.1%
44	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	12,342	$790.9k0.43%	0.43%	Added +573	+573 4.9%
45	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	18,672	$741.9k0.40%	0.40%	Reduced -1.7k	-1,683 -8.3%
46	ISHARES TR CORE S&P US VLU IUSV	IUSV	7,157	$731.8k0.40%	0.40%	Added +391	+391 5.8%
47	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,855	$692.1k0.38%	0.38%	Reduced -4	-4 -0.1%
48	JPMORGAN CHASE & CO COM JPM	JPM	2,204	$648.2k0.35%	0.35%	Reduced -314	-314 -12.5%
49	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,951	$625.8k0.34%	0.34%	Added +843	+843 76.1%
50	INDEPENDENT BK CORP MASS COM INDB	INDB	8,304	$625.1k0.34%	0.34%	Added +259	+259 3.2%
51	ISHARES TR US HLTHCARE ETF IYH	IYH	10,075	$621.0k0.34%	0.34%	Added +25	+25 0.2%
52	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	8,233	$606.3k0.33%	0.33%	Reduced -272	-272 -3.2%
53	SENSUS HEALTHCARE INC COM SRTS	SRTS	150,508	$599.0k0.32%	0.32%	Added +2.0k	+2,000 1.4%
54	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	17,976	$592.3k0.32%	0.32%	Reduced -65	-65 -0.4%
55	NOVARTIS AG SPONSORED ADR NVS	NVS	3,414	$521.5k0.28%	0.28%	Added +59	+59 1.8%
56	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,396	$515.2k0.28%	0.28%	Reduced -98	-98 -3.9%
57	JOHNSON & JOHNSON COM JNJ	JNJ	2,073	$506.7k0.27%	0.27%	Reduced -133	-133 -6.0%
58	EVERSOURCE ENERGY COM ES	ES	7,040	$487.7k0.26%	0.26%	Added +320	+320 4.8%
59	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	939	$449.9k0.24%	0.24%	Added +53	+53 6.0%
60	COSTCO WHSL CORP NEW COM COST	COST	449	$447.7k0.24%	0.24%	Added +322	+322 253.5%
61	PROCTER AND GAMBLE CO COM PG	PG	3,039	$438.9k0.24%	0.24%	Reduced -347	-347 -10.2%
62	META PLATFORMS INC CL A META	META	767	$438.9k0.24%	0.24%	Added +202	+202 35.8%
63	ALPHABET INC CAP STK CL C GOOG	GOOG	1,522	$436.6k0.24%	0.24%	Added +805	+805 112.3%
64	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,765	$425.9k0.23%	0.23%	Added +13	+13 0.3%
65	BROADCOM INC COM AVGO	AVGO	1,336	$413.6k0.22%	0.22%	Added +336	+336 33.6%
66	SPDR GOLD TR GOLD SHS GLD	GLD	884	$380.4k0.21%	0.21%	Unchanged
67	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,133	$374.5k0.20%	0.20%	Reduced -1.2k	-1,193 -7.3%
68	BANK AMERICA CORP COM BAC	BAC	7,589	$370.0k0.20%	0.20%	Added +1.2k	+1,231 19.4%
69	ISHARES TR CORE DIV GRWTH DGRO	DGRO	5,170	$362.8k0.20%	0.20%	Reduced -45	-45 -0.9%
70	VISA INC COM CL A V	V	1,192	$360.3k0.20%	0.20%	Added +775	+775 185.8%
71	WALMART INC COM WMT	WMT	2,843	$353.4k0.19%	0.19%	Added +43	+43 1.5%
72	NORTHROP GRUMMAN CORP COM NOC	NOC	489	$333.3k0.18%	0.18%	Reduced -1	-1 -0.2%
73	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	13,617	$312.5k0.17%	0.17%	Added +305	+305 2.3%
74	HOME DEPOT INC COM HD	HD	939	$308.8k0.17%	0.17%	Added +187	+187 24.9%
75	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,088	$305.6k0.17%	0.17%	Added +304	+304 5.3%
76	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,500	$305.3k0.17%	0.17%	Added +593	+593 65.4%
77	TEXAS INSTRS INC COM TXN	TXN	1,505	$292.2k0.16%	0.16%	Reduced -150	-150 -9.1%
78	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	474	$283.3k0.15%	0.15%	Added +196	+196 70.5%
79	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	9,547	$277.6k0.15%	0.15%	Added +526	+526 5.8%
80	MCDONALDS CORP COM MCD	MCD	880	$273.4k0.15%	0.15%	Unchanged
81	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	1,767	$256.2k0.14%	0.14%	Added +5	+5 0.3%
82	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,058	$255.9k0.14%	0.14%	Reduced -121	-121 -5.5%
83	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	2,626	$251.1k0.14%	0.14%	Reduced -69	-69 -2.6%
84	GE AEROSPACE COM NEW GE	GE	879	$249.4k0.14%	0.14%	Added +382	+382 76.9%
85	CHEVRON CORP NEW COM CVX	CVX	1,202	$248.6k0.13%	0.13%	Added +97	+97 8.8%
86	MERCK & CO INC COM MRK	MRK	2,013	$242.8k0.13%	0.13%	Added +41	+41 2.1%
87	ISHARES TR MSCI EAFE ETF EFA	EFA	2,466	$239.5k0.13%	0.13%	Unchanged
88	ELI LILLY & CO COM LLY	LLY	253	$232.4k0.13%	0.13%	Added +65	+65 34.6%
89	CME GROUP INC COM CME	CME	774	$228.6k0.12%	0.12%	Added +669	+669 637.1%
90	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,534	$224.4k0.12%	0.12%	Added +118	+118 8.3%
91	ISHARES TR RUS MID CAP ETF IWR	IWR	2,242	$218.0k0.12%	0.12%	Unchanged
92	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	2,214	$209.4k0.11%	0.11%	Added +9	+9 0.4%
93	ABBVIE INC COM ABBV	ABBV	959	$208.5k0.11%	0.11%	Reduced -129	-129 -11.9%
94	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	165	$208.1k0.11%	0.11%	Added +163	+163 8150.0%
95	AT&T INC COM T	T	6,938	$201.1k0.11%	0.11%	Added +284	+284 4.3%
96	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	8,646	$193.6k0.10%	0.10%	Added +61	+61 0.7%
97	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,300	$192.6k0.10%	0.10%	Added +130	+130 11.1%
98	VANGUARD INDEX FDS SMALL CP ETF VB	VB	719	$188.2k0.10%	0.10%	Reduced -19	-19 -2.6%
99	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	429	$187.5k0.10%	0.10%	Unchanged
100	GE VERNOVA INC COM GEV	GEV	208	$181.7k0.10%	0.10%	Added +106	+106 103.9%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR QUAL	QUAL	3,209	$637.4k3.2k shares
VANGUARD WORLD FD VGT	VGT	410	$308.8k410 shares
SPDR SER TR MDYV	MDYV	2,081	$176.2k2.1k shares
VANECK ETF TRUST HAP	HAP	1,136	$68.3k1.1k shares
XENIA HOTELS & RESORTS INC XHR	XHR	1,679	$23.7k1.7k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	71	$13.7k71 shares
COMERICA INC CMA	CMA	136	$11.9k136 shares
ISHARES TR VLUE	VLUE	78	$10.7k78 shares
ISHARES TR IQLT	IQLT	226	$10.3k226 shares
CIVITAS RESOURCES INC CIVI	CIVI	319	$8.6k319 shares
ASTRAZENECA PLC		45	$8.3k45 shares
ISHARES TR TLT	TLT	85	$7.4k85 shares
SYNOVUS FINL CORP		148	$7.4k148 shares
SPDR SER TR SPYX	SPYX	97	$5.4k97 shares
VANGUARD MUN BD FDS VTEB	VTEB	103	$5.2k103 shares
GODADDY INC GDDY	GDDY	37	$4.6k37 shares
AMCOR PLC AMCR	AMCR	543	$4.5k543 shares
ZILLOW GROUP INC ZG	ZG	65	$4.4k65 shares
PAYLOCITY HLDG CORP PCTY	PCTY	27	$4.1k27 shares
FRONTIER COMMUNICATIONS PARE FYBR	FYBR	107	$4.1k107 shares
TELEFLEX INCORPORATED TFX	TFX	33	$4.0k33 shares
SAREPTA THERAPEUTICS INC SRPT	SRPT	151	$3.3k151 shares
EQUITABLE HLDGS INC EQH	EQH	68	$3.2k68 shares
BITWISE 10 CRYPTO INDEX ETF BITW	BITW	50	$2.9k50 shares
CAMPBELL SOUP CO CPB	CPB	103	$2.9k103 shares