Q2 2026 13F · SEC CIK 1793269

Ranch Capital Advisors Inc.

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $315.7M
Reported positions: 157
Top holdings a year, 3 yrs: +18.8%
Assets under management: $385.5M

Ranch Capital Advisors Inc. is a wealth manager that reported 157 positions worth $315.7M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Spdr Series Trust (BIL, 5.1%), Apple Inc (AAPL, 3.9%), Nvidia Corporation (NVDA, 3.4%). A portfolio copying its top holdings returned 18.8% a year over the last 3 years, against 20.4% for the S&P 500.

Ranch Capital Advisors Inc. holdings largest 50 of 157 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.

Ranch Capital Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BILSpdr Series Trust	5.1%	5.6%	175,487	+5.6%	$16.1M
AAPLApple Inc	3.9%	3.9%	42,763	+1.5%	$12.4M
NVDANvidia Corporation	3.4%	3.3%	52,929	+0.8%	$10.6M
AVGOBroadcom Inc	3.3%	2.9%	27,541	+8.1%	$10.4M
VIGVanguard Specialized Funds	3.0%	3.0%	40,047	+4.5%	$9.5M
VYMVanguard Whitehall Fds	2.9%	3.1%	57,830	+1.5%	$9.1M
VGITVanguard Scottsdale Fds	2.3%	2.5%	123,116	+8.7%	$7.3M
CSCOCisco Sys Inc	2.1%	1.5%	57,172	+7.9%	$6.7M
MSFTMicrosoft Corp	2.1%	2.4%	17,680	+0.3%	$6.6M
JPMJpmorgan Chase & Co	2.0%	1.9%	18,859	+8.3%	$6.2M
IRMIron Mtn Inc Del	1.7%	1.5%	42,611	+8.6%	$5.4M
CAHCardinal Health Inc	1.7%	1.6%	22,732	+8.3%	$5.4M
TLHIshares Tr	1.6%	1.8%	50,841	+2.7%	$5.1M
CCitigroup Inc	1.6%	1.4%	36,258	+10.0%	$5.1M
GOOGLAlphabet Inc	1.6%	1.5%	14,162	+2.4%	$5.1M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.5%	6,698	+4.4%	$5.0M
TDIVFirst Tr Exchange Traded Fd	1.6%	1.5%	43,584	+0.6%	$5.0M
DIVOAmplify ETF Tr	1.5%	1.6%	100,935	+6.3%	$4.6M
CMICummins Inc	1.5%	1.2%	6,441	+6.9%	$4.6M
JNJJohnson & Johnson	1.4%	1.4%	17,434	+9.4%	$4.4M
AMGNAmgen Inc	1.4%	1.4%	12,108	+10.8%	$4.4M
AMDAdvanced Micro Devices Inc	1.4%	—	7,544	—	$4.4M
VZVerizon Communications Inc	1.3%	1.7%	96,936	+7.4%	$4.1M
ABBVAbbvie Inc	1.3%	1.2%	16,101	+8.1%	$4.1M
XLKSelect Sector Spdr Tr	1.3%	1.0%	21,175	-0.1%	$4.0M
TAt&t Inc	1.3%	1.9%	193,846	+8.3%	$4.0M
TSLATesla Inc	1.2%	1.2%	9,358	+2.5%	$3.9M
ETREntergy Corp New	1.2%	1.3%	34,258	+10.3%	$3.9M
XLUSelect Sector Spdr Tr	1.2%	1.3%	84,141	+4.8%	$3.8M
PGProcter & Gamble Co	1.2%	1.3%	25,580	+0.7%	$3.8M
IBMInternational Business Machs	1.2%	1.1%	13,231	+6.3%	$3.7M
GILDGilead Sciences Inc	1.2%	1.3%	29,324	+11.2%	$3.7M
AMZNAmazon Com Inc	1.0%	1.0%	13,406	+7.0%	$3.2M
EVRGEvergy Inc	1.0%	1.0%	36,282	+11.3%	$3.1M
SOSouthern Co	1.0%	1.1%	32,764	+8.7%	$3.1M
DUKDuke Energy Corp New	1.0%	1.1%	24,627	+9.3%	$3.1M
BXBlackstone Inc	0.9%	1.0%	25,264	+4.0%	$3.0M
GDGeneral Dynamics Corp	0.9%	0.9%	7,825	+11.9%	$2.8M
CVXChevron Corporation	0.9%	1.2%	16,504	+7.7%	$2.7M
XLPSelect Sector Spdr Tr	0.8%	0.9%	32,085	+10.4%	$2.7M
TGTTarget Corp	0.8%	0.8%	20,315	+9.6%	$2.7M
AFLAflac Inc	0.8%	0.9%	22,306	+0.6%	$2.6M
UPSUnited Parcel Svcs Inc	0.8%	0.7%	22,850	+11.4%	$2.5M
GOOGAlphabet Inc	0.8%	—	6,842	—	$2.4M
HYGIshares Tr	0.8%	0.8%	29,672	+8.8%	$2.4M
VRPInvesco Exch Traded Fd Tr II	0.7%	0.8%	93,020	+1.3%	$2.3M
ADMArcher Daniels Midland Co	0.7%	—	29,192	—	$2.2M
QQQMInvesco Exch Traded Fd Tr II	0.7%	—	7,347	—	$2.2M
SPLGSpdr Series Trust	0.7%	—	24,466	—	$2.2M
GTYGetty Rlty Corp New	0.7%	0.7%	63,452	+14.7%	$2.1M

What Ranch Capital Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

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

Added to

Reduced

No position shrank by more than 5%.

Left the top 50

PFE Pfizer Incwas 0.8%
PEP Pepsico Incwas 0.8%
VCLT Vanguard Long-Term Corporate Bond ETFwas 0.7%
PLD Prologis Incwas 0.7%
NEE Nextera Energy Incwas 0.7%

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: +14.0% /yr; S&P 500 +20.1%
3 years: +18.8% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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	$315.7M	157
Q1 2026	$273.5M	153
Q4 2025	$271.7M	153
Q3 2025	$258.3M	151
Q2 2025	$230.6M	142
Q1 2025	$210.9M	139
Q4 2024	$211.7M	141
Q3 2024	$212.0M	147
Q2 2024	$191.2M	153
Q1 2024	$185.1M	154
Q4 2023	$160.4M	146
Q3 2023	$142.9M	142

Questions about Ranch Capital Advisors Inc.'s portfolio

What stocks does Ranch Capital Advisors Inc. own?

Ranch Capital Advisors Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 157 positions worth $315.7M. The largest are Spdr Series Trust (BIL) at 5.1%, Apple Inc (AAPL) at 3.9%, Nvidia Corporation (NVDA) at 3.4%, Broadcom Inc (AVGO) at 3.3% and Vanguard Specialized Funds (VIG) at 3.0%.

What did Ranch Capital Advisors Inc. buy last quarter?

In Q2 2026, Ranch Capital Advisors Inc. added Getty Rlty Corp New (GTY) (+14.7% shares), General Dynamics Corp (GD) (+11.9% shares) and United Parcel Svcs Inc (UPS) (+11.4% shares), compared with its Q1 2026 filing.

What did Ranch Capital Advisors Inc. sell last quarter?

In Q2 2026, Ranch Capital Advisors Inc. cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Vanguard Long-Term Corporate Bond ETF (VCLT), cut from its top 50 Prologis Inc (PLD) and cut from its top 50 Nextera Energy Inc (NEE), compared with its Q1 2026 filing.

How has Ranch Capital Advisors Inc.'s portfolio performed?

A portfolio copying Ranch Capital Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Ranch Capital Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ranch Capital Advisors 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 Ranch Capital Advisors Inc. manage?

Ranch Capital Advisors Inc. reported $385.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $315.7M.