Garrett Wealth Advisory Group, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $487 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $94M, Wisdomtree U.S. Largecap Fund with a value of $55.6M, Spdr Portfolio with a value of $41.2M, Invesco Exchange Traded Fd Tr with a value of $35.7M, and John Hancock Multifactor Mid C with a value of $34.6M.
Examining the 13F form we can see an increase of $40.6M in the current position value, from $447M to 487M.
Below you can find more details about Garrett Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$487 Million
ETFs: $308 Million
Energy: $110 Million
Technology: $23.8 Million
Financial Services: $14.5 Million
Industrials: $7.46 Million
Communication Services: $6.86 Million
Consumer Cyclical: $6.59 Million
Consumer Defensive: $5.24 Million
Other: $5.22 Million
Stock Holdings Table Market Cap. of $200 Billions or more