James T. Borello RIA — 13F holdings

James T. Borello RIA reported 1,430 holdings worth $482M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. CGUS CAPITAL GROUP CORE EQUITY ET — $44.0M (9.1%)
2. SPYG SPDR SERIES TRUST — $35.2M (7.3%)
3. CGDV CAPITAL GROUP DIVIDEND VALUE — $33.4M (6.9%)
4. SPDW SPDR INDEX SHS FDS — $30.1M (6.3%)
5. SPTM SPDR SERIES TRUST — $25.5M (5.3%)
6. CGXU CAPITAL GROUP INTL FOCUS EQT — $24.7M (5.1%)
7. BRK.A BERKSHIRE HATHAWAY INC DEL — $24.7M (5.1%)
8. SPMD SPDR SERIES TRUST — $18.0M (3.7%)
9. SPY SPDR S&P 500 ETF TR — $16.5M (3.4%)
10. TDVG T ROWE PRICE ETF INC — $16.4M (3.4%)