Q2 2026 13F · SEC CIK 2010666

Cyr Financial Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $192.0M
Reported positions: 62
Holdings vs S&P 500, 3 yrs: —
Assets under management: $180.5M

Cyr Financial Inc. is a wealth manager that reported 62 positions worth $192.0M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Pacer Fds Tr (COWZ, 8.8%), Invesco S&P 500 Top 50 ETF Total (XLG, 8.5%), Vanguard Total Bond Market ETF (BND, 7.5%).

Cyr Financial Inc. holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cyr Financial Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
COWZPacer Fds Tr	8.8%	9.4%	272,864	+7.3%	$17.0M
XLGInvesco S&P 500 Top 50 ETF Total	8.5%	8.0%	266,804	+6.7%	$16.3M
BNDVanguard Total Bond Market ETF	7.5%	7.8%	194,830	+8.9%	$14.3M
SPABSpdr Series Trust	7.3%	7.7%	551,730	+8.1%	$14.1M
FBNDFidelity Merrimack Str Tr	7.3%	7.7%	308,567	+8.1%	$14.0M
UITBVictory Portfolios II	7.3%	7.7%	299,590	+7.4%	$14.0M
HEFAIShares Currency Hedged MSCI EAFE ETF	6.4%	6.2%	262,328	+5.6%	$12.3M
IDMOInvesco Exch Traded Fd Tr II	6.3%	6.1%	199,919	+5.4%	$12.1M
FDVVFidelity High Dividend ETF Total	5.3%	5.1%	167,830	+7.4%	$10.1M
QQQInvesco Qqq Tr	4.9%	4.1%	12,700	+5.2%	$9.4M
RWJInvesco Exch Traded Fd Tr II	4.2%	3.9%	136,063	+3.3%	$8.1M
EDIVSpdr Index Shs Fds	2.6%	2.7%	123,882	+7.3%	$5.1M
CSCOCisco Sys Inc	1.0%	0.7%	16,560	+2.8%	$1.9M
GEGe Aerospace	1.0%	0.8%	5,175	+5.1%	$1.9M
LLYLilly Eli & Co	0.9%	0.7%	1,379	+12.5%	$1.7M
GOOGLAlphabet Inc	0.8%	0.7%	4,501	+4.9%	$1.6M
AAPLApple Inc	0.8%	0.8%	5,397	+6.0%	$1.6M
VTEBVanguard Tx Ex Bd	0.8%	0.8%	30,273	+8.6%	$1.5M
NVDANvidia Corporation Com	0.8%	0.7%	7,612	+6.5%	$1.5M
TSLATesla Inc Com	0.8%	0.7%	3,618	+8.3%	$1.5M
IBDTIshares Tr	0.8%	0.8%	60,207	+11.2%	$1.5M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.8%	0.8%	65,619	+9.6%	$1.5M
JPMJpmorgan Chase & Co	0.8%	0.7%	4,618	+6.8%	$1.5M
ABBVAbbvie Inc	0.8%	0.7%	5,805	+9.5%	$1.5M
AVGOBroadcom Inc	0.8%	0.7%	3,839	+2.6%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	2,872	+7.8%	$1.4M
AMZNAmazon Com Inc Com	0.7%	0.7%	5,934	+6.8%	$1.4M
MSFTMicrosoft Corp	0.7%	0.7%	3,665	+10.9%	$1.4M
SPMOInvesco Exch Traded Fd Tr II	0.7%	0.6%	8,334	-4.8%	$1.3M
JMUBJ P Morgan Exchange Traded F	0.7%	0.7%	25,506	+1.0%	$1.3M
MUBIshares National Muni Bond ETF	0.7%	0.7%	11,747	+6.8%	$1.3M
WMTWalmart Inc	0.6%	0.7%	10,809	+8.5%	$1.2M
TJXTjx Cos Inc New Com	0.6%	0.7%	7,865	+8.9%	$1.2M
UBERUber Technologies Inc	0.6%	0.6%	16,115	+9.8%	$1.2M
METAMeta Platforms Inc Class A	0.6%	0.6%	2,038	+8.6%	$1.1M
ORCLOracle Corp	0.5%	0.6%	7,151	+10.2%	$1.0M
PLTRPalantir Technologies Inclass Class A	0.5%	0.7%	8,924	+16.1%	$1.0M
CPSDCalamos S&P 500 Structured ALT ETF (Dece	0.5%	0.6%	37,495	-4.0%	$1.0M
IBHIIshares Tr	0.4%	0.5%	35,657	+1.4%	$834K
CATCaterpillar Inc Com	0.4%	0.3%	663	+0.5%	$706K
EWXSPDR Index SHS FDS (S&P Emerging MKTS SM	0.3%	0.4%	8,471	-8.3%	$629K
IWYIshares Russell Top 200 Growth ETF	0.3%	0.3%	1,947	-1.2%	$566K
VOOVanguard S&p 500 ETF	0.3%	0.3%	716	-4.8%	$492K
SCHDSchwab Strategic Tr	0.2%	0.2%	13,550	-1.5%	$430K
SGOViShares 0-3 Month Treasury Bon	0.2%	—	4,165	—	$419K
PULSPgim Ultra Short Bond ETF	0.2%	0.4%	6,525	-46.3%	$323K
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	0.2%	0.2%	14,578	+2.3%	$318K
IBTJIshares Tr	0.2%	0.2%	14,381	+2.0%	$311K
CEGConstellation Energy Corp	0.2%	0.2%	1,219	+0.0%	$303K
IBDSIshares Tr	0.2%	—	12,156	—	$294K

What Cyr Financial Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$192.0M	62
Q1 2026	$169.9M	58
Q4 2025	$160.4M	58
Q3 2025	$146.3M	63
Q2 2025	$129.5M	54
Q1 2025	$111.9M	54
Q4 2024	$109.7M	54
Q3 2024	$107.1M	43
Q2 2024	$100.1M	41

Questions about Cyr Financial Inc.'s portfolio

What stocks does Cyr Financial Inc. own?

Cyr Financial Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 62 positions worth $192.0M. The largest are Pacer Fds Tr (COWZ) at 8.8%, Invesco S&P 500 Top 50 ETF Total (XLG) at 8.5%, Vanguard Total Bond Market ETF (BND) at 7.5%, Spdr Series Trust (SPAB) at 7.3% and Fidelity Merrimack Str Tr (FBND) at 7.3%.

What did Cyr Financial Inc. buy last quarter?

In Q2 2026, Cyr Financial Inc. added Palantir Technologies Inclass Class A (PLTR) (+16.1% shares), Lilly Eli & Co (LLY) (+12.5% shares) and Ishares Tr (IBDT) (+11.2% shares), compared with its Q1 2026 filing.

What did Cyr Financial Inc. sell last quarter?

In Q2 2026, Cyr Financial Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Gold Trust (IAU), Pgim Ultra Short Bond ETF (PULS) (-46.3% shares) and SPDR Index SHS FDS (S&P Emerging MKTS SM (EWX) (-8.3% shares), compared with its Q1 2026 filing.

When is Cyr Financial Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Cyr Financial Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cyr Financial Inc. manage?

Cyr Financial Inc. reported $180.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $192.0M.