Sachetta, LLC

LYNNFIELD, MA · CIK 2010574 · 13F filing filed 2026-07-15

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.

$205.7m reported value +11.5% vs Q1 2026

1,025positions

51.8%in top 10

165 new 524 added 190 reduced 214 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	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	45,601	$33.6m16.33%	16.33%	Added +14	+14 0.0%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	26,602	$19.9m9.66%	9.66%	Added +847	+847 3.3%
3	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	205,252	$13.8m6.72%	6.72%	Added +2.0k	+2,006 1.0%
4	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	223,961	$10.2m4.95%	4.95%	Added +28.2k	+28,211 14.4%
5	TERADYNE INC COM TER	TER	15,304	$7.4m3.60%	3.60%	Added +15.3k	+15,277 56581.5%
6	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	93,733	$4.9m2.39%	2.39%	Added +7.2k	+7,230 8.4%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	60,983	$4.7m2.29%	2.29%	Added +2.8k	+2,804 4.8%
8	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	134,733	$4.3m2.08%	2.08%	Added +10.0k	+10,047 8.1%
9	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	39,613	$4.0m1.94%	1.94%	Added +4.2k	+4,207 11.9%
10	ISHARES TR MBS ETF MBB	MBB	40,261	$3.8m1.85%	1.85%	Added +4.3k	+4,329 12.1%
11	ISHARES TR MSCI EAFE SMCP HSCZ	HSCZ	84,183	$3.6m1.76%	1.76%	Added +2.7k	+2,729 3.4%
12	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	122,890	$3.6m1.73%	1.73%	Added +816	+816 0.7%
13	APPLE INC COM AAPL	AAPL	11,373	$3.3m1.60%	1.60%	Added +767	+767 7.2%
14	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	51,803	$2.9m1.42%	1.42%	Added +6.2k	+6,179 13.5%
15	SPDR SER TR S&P DIVID ETF SDY	SDY	17,771	$2.7m1.31%	1.31%	Added +31	+31 0.2%
16	DBX ETF TR XTRACK MSCI EMRG DBEM	DBEM	65,249	$2.7m1.30%	1.30%	Reduced -6.0k	-5,972 -8.4%
17	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	81,586	$2.4m1.16%	1.16%	Added +7.4k	+7,366 9.9%
18	ECB BANCORP INC COM ECBK	ECBK	118,853	$2.4m1.16%	1.16%	Unchanged
19	ISHARES TR NORTH AMERN NAT IGE	IGE	38,087	$2.1m1.04%	1.04%	Reduced -1.6k	-1,563 -3.9%
20	ISHARES GOLD TR ISHARES NEW IAU	IAU	28,155	$2.1m1.03%	1.03%	Reduced -183	-183 -0.7%
21	ISHARES TR S&P 500 VAL ETF IVE	IVE	8,954	$2.0m0.99%	0.99%	Added +11	+11 0.1%
22	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	59,907	$2.0m0.99%	0.99%	Reduced -670	-670 -1.1%
23	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	16,208	$2.0m0.98%	0.98%	Added +732	+732 4.7%
24	TESLA INC COM TSLA	TSLA	4,528	$1.9m0.93%	0.93%	Reduced -252	-252 -5.3%
25	MICROSOFT CORP COM MSFT	MSFT	5,027	$1.9m0.91%	0.91%	Added +221	+221 4.6%
26	NVIDIA CORPORATION COM NVDA	NVDA	9,301	$1.9m0.90%	0.90%	Added +1.1k	+1,070 13.0%
27	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	5,917	$1.8m0.86%	0.86%	Added +564	+564 10.5%
28	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	25,532	$1.6m0.77%	0.77%	Added +2.8k	+2,834 12.5%
29	FIRST TR NAS100 EQ WEIGHTED SHS QQEW	QQEW	8,841	$1.4m0.69%	0.69%	Reduced -977	-977 -9.9%
30	ISHARES TR CORE INTL AGGR IAGG	IAGG	24,998	$1.3m0.61%	0.61%	Added +2.8k	+2,752 12.4%
31	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,445	$1.2m0.60%	0.60%	Added +528	+528 18.1%
32	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	30,393	$1.2m0.60%	0.60%	Added +3.3k	+3,331 12.3%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,974	$1.1m0.53%	0.53%	Added +1.0k	+1,023 52.4%
34	AMAZON COM INC COM AMZN	AMZN	4,457	$1.1m0.52%	0.52%	Added +571	+571 14.7%
35	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	30,489	$1.1m0.52%	0.52%	Reduced -336	-336 -1.1%
36	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,435	$1.0m0.49%	0.49%	Added +2	+2 0.1%
37	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	21,590	$986.7k0.48%	0.48%	Added +252	+252 1.2%
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,194	$959.7k0.47%	0.47%	Added +3	+3 0.1%
39	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	25,959	$957.1k0.47%	0.47%	Reduced -343	-343 -1.3%
40	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	13,356	$951.6k0.46%	0.46%	Added +1.0k	+1,014 8.2%
41	MEDTRONIC PLC SHS MDT	MDT	11,989	$938.0k0.46%	0.46%	Added +10.6k	+10,640 788.7%
42	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	13,566	$916.5k0.45%	0.45%	Reduced -130	-130 -0.9%
43	ISHARES TR MSCI USA MIN VOL USMV	USMV	9,209	$888.3k0.43%	0.43%	Reduced -16	-16 -0.2%
44	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,884	$811.0k0.39%	0.39%	Added +29	+29 1.0%
45	EXXON MOBIL CORP COM XOM	XOM	5,569	$761.4k0.37%	0.37%	Added +364	+364 7.0%
46	ISHARES TR CORE S&P US VLU IUSV	IUSV	6,880	$757.8k0.37%	0.37%	Reduced -277	-277 -3.9%
47	ISHARES TR US HLTHCARE ETF IYH	IYH	11,033	$739.3k0.36%	0.36%	Added +958	+958 9.5%
48	JPMORGAN CHASE & CO COM JPM	JPM	2,252	$737.1k0.36%	0.36%	Added +48	+48 2.2%
49	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	16,492	$650.9k0.32%	0.32%	Reduced -2.2k	-2,180 -11.7%
50	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	17,807	$645.7k0.31%	0.31%	Reduced -169	-169 -0.9%
51	INDEPENDENT BK CORP MASS COM INDB	INDB	7,518	$629.4k0.31%	0.31%	Reduced -786	-786 -9.5%
52	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	8,519	$625.4k0.30%	0.30%	Added +286	+286 3.5%
53	BROADCOM INC COM AVGO	AVGO	1,615	$609.9k0.30%	0.30%	Added +279	+279 20.9%
54	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,461	$582.3k0.28%	0.28%	Added +65	+65 2.7%
55	JOHNSON & JOHNSON COM JNJ	JNJ	2,158	$548.1k0.27%	0.27%	Added +85	+85 4.1%
56	ALPHABET INC CAP STK CL C GOOG	GOOG	1,492	$527.3k0.26%	0.26%	Reduced -30	-30 -2.0%
57	META PLATFORMS INC CL A META	META	936	$527.1k0.26%	0.26%	Added +169	+169 22.0%
58	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,764	$517.6k0.25%	0.25%	Reduced -1	-1 -0.0%
59	EVERSOURCE ENERGY COM ES	ES	6,977	$504.2k0.25%	0.25%	Reduced -63	-63 -0.9%
60	PROCTER AND GAMBLE CO COM PG	PG	3,347	$490.8k0.24%	0.24%	Added +308	+308 10.1%
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	967	$483.8k0.24%	0.24%	Added +28	+28 3.0%
62	TEXAS INSTRS INC COM TXN	TXN	1,577	$470.1k0.23%	0.23%	Added +72	+72 4.8%
63	SENSUS HEALTHCARE INC COM SRTS	SRTS	152,008	$459.1k0.22%	0.22%	Added +1.5k	+1,500 1.0%
64	COSTCO WHSL CORP NEW COM COST	COST	483	$452.1k0.22%	0.22%	Added +34	+34 7.6%
65	VISA INC COM CL A V	V	1,314	$450.8k0.22%	0.22%	Added +122	+122 10.2%
66	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,831	$438.5k0.21%	0.21%	Added +698	+698 4.6%
67	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,568	$421.8k0.21%	0.21%	New
68	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	4,270	$412.0k0.20%	0.20%	New
69	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	579	$397.6k0.19%	0.19%	Added +105	+105 22.1%
70	ELI LILLY & CO COM LLY	LLY	314	$376.2k0.18%	0.18%	Added +61	+61 24.1%
71	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,637	$367.1k0.18%	0.18%	Added +137	+137 9.1%
72	GE AEROSPACE COM NEW GE	GE	975	$364.4k0.18%	0.18%	Added +96	+96 10.9%
73	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	14,544	$346.9k0.17%	0.17%	Added +927	+927 6.8%
74	WALMART INC COM WMT	WMT	3,022	$342.2k0.17%	0.17%	Added +179	+179 6.3%
75	HOME DEPOT INC COM HD	HD	961	$338.7k0.16%	0.16%	Added +22	+22 2.3%
76	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	8,997	$325.1k0.16%	0.16%	Reduced -550	-550 -5.8%
77	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,058	$305.2k0.15%	0.15%	Unchanged
78	MERCK & CO INC COM MRK	MRK	2,226	$286.6k0.14%	0.14%	Added +213	+213 10.6%
79	BANK AMERICA CORP COM BAC	BAC	4,851	$276.4k0.13%	0.13%	Reduced -2.7k	-2,738 -36.1%
80	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	1,681	$274.7k0.13%	0.13%	Reduced -86	-86 -4.9%
81	ABBVIE INC COM ABBV	ABBV	1,086	$273.2k0.13%	0.13%	Added +127	+127 13.2%
82	GE VERNOVA INC COM GEV	GEV	224	$263.2k0.13%	0.13%	Added +16	+16 7.7%
83	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	2,544	$261.5k0.13%	0.13%	Reduced -82	-82 -3.1%
84	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,043	$255.9k0.12%	0.12%	Reduced -45	-45 -0.7%
85	MCDONALDS CORP COM MCD	MCD	946	$255.6k0.12%	0.12%	Added +66	+66 7.5%
86	ISHARES TR MSCI EAFE ETF EFA	EFA	2,454	$254.9k0.12%	0.12%	Reduced -12	-12 -0.5%
87	NORTHROP GRUMMAN CORP COM NOC	NOC	493	$251.3k0.12%	0.12%	Added +4	+4 0.8%
88	ISHARES TR RUS MID CAP ETF IWR	IWR	2,243	$247.5k0.12%	0.12%	Added +1	+1 0.0%
89	CATERPILLAR INC COM CAT	CAT	232	$247.1k0.12%	0.12%	Added +34	+34 17.2%
90	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	1,993	$237.2k0.12%	0.12%	New
91	INTEL CORP COM INTC	INTC	1,635	$228.4k0.11%	0.11%	Added +245	+245 17.6%
92	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	2,043	$223.0k0.11%	0.11%	Reduced -171	-171 -7.7%
93	CHEVRON CORP NEW COM CVX	CVX	1,341	$222.3k0.11%	0.11%	Added +139	+139 11.6%
94	LAM RESEARCH CORP COM NEW LRCX	LRCX	512	$221.9k0.11%	0.11%	Added +119	+119 30.3%
95	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,575	$221.8k0.11%	0.11%	Added +1	+1 0.0%
96	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,357	$214.4k0.10%	0.10%	Added +57	+57 4.4%
97	ANALOG DEVICES INC COM ADI	ADI	532	$211.3k0.10%	0.10%	Added +33	+33 6.6%
98	DISNEY WALT CO COM DIS	DIS	2,101	$202.8k0.10%	0.10%	Added +363	+363 20.9%
99	AMGEN INC COM AMGN	AMGN	556	$201.2k0.10%	0.10%	Added +46	+46 9.0%
100	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,041	$195.8k0.10%	0.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IWB	IWB	16,705	$6.0m16.7k shares
ISHARES TR IVV	IVV	3,131	$2.0m3.1k shares
VANGUARD INDEX FDS VO	VO	12,412	$891.1k12.4k shares
NOVARTIS AG NVS	NVS	3,414	$521.5k3.4k shares
SPDR GOLD TR GLD	GLD	884	$380.4k884 shares
ISHARES TR DGRO	DGRO	5,170	$362.8k5.2k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,534	$224.4k1.5k shares
VANGUARD INDEX FDS VB	VB	719	$188.2k719 shares
RTX CORPORATION RTX	RTX	813	$156.8k813 shares
MARATHON PETE CORP MPC	MPC	516	$126.1k516 shares
BECTON DICKINSON & CO BDX	BDX	754	$118.5k754 shares
MICRON TECHNOLOGY INC MU	MU	344	$116.2k344 shares
QUANTA SVCS INC PWR	PWR	203	$111.6k203 shares
CURTISS WRIGHT CORP CW	CW	163	$111.1k163 shares
GENERAL DYNAMICS CORP GD	GD	315	$108.1k315 shares
TOAST INC TOST	TOST	3,873	$102.7k3.9k shares
ZOETIS INC ZTS	ZTS	845	$99.9k845 shares
BLOOM ENERGY CORP BE	BE	735	$99.6k735 shares
ADVANCED MICRO DEVICES INC AMD	AMD	418	$85.0k418 shares
INTERCONTINENTAL EXCHANGE IN ICE	ICE	520	$81.9k520 shares
HONEYWELL INTL INC		156	$70.7k156 shares
LOCKHEED MARTIN CORP LMT	LMT	103	$62.5k103 shares
ECOLAB INC ECL	ECL	234	$62.1k234 shares
SELECT SECTOR SPDR TR XLV	XLV	406	$59.6k406 shares
NRG ENERGY INC NRG	NRG	400	$58.5k400 shares