Americana Partners, LLC

CIK 1797678 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.9B
every reported holding for this filer and quarter, including ones with no disclosed value: 510
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 63
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 29

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$32.2M	+54,275	$223M	$191M	460,905	515,180
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$2.5M	+31,485	$158M	$156M	582,088	613,573
—	share class as filed: QUITY MANAGD FLR · position key `sid:sec:prov:3532214ff65e99ba1f6ec72a1a7d5494` · issuer key `cusip6:45783Y`	ADD	+$78.4M	+2,225,262	$9.6M	$88.0M	260,323	2,485,585
—	share class as filed: TRUST ISHARE 0-1 · position key `pos:16685` · issuer key `iss:1013`	ADD	+$41.3M	+373,133	$45.3M	$86.6M	411,460	784,593
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13340` · issuer key `iss:666`	ADD	+$14.4M	+37,748	$72.1M	$86.5M	2,247,462	2,285,210
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14552` · issuer key `iss:711`	ADD	+$26.4M	+25,632	$53.8M	$80.2M	447,042	472,674
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	+$6.1M	+62,342	$74.1M	$80.1M	397,110	459,452
—	share class as filed: 1 3 YR TREAS BD · position key `pos:13422` · issuer key `iss:1012`	ADD	+$78.1M	+946,208	$702K	$78.8M	8,475	954,683
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	TRIM	−$12.0M	−7,939	$87.0M	$75.0M	183,774	175,835
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	+$2.9M	+46,276	$69.3M	$72.2M	300,422	346,698
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	ADD	+$1.7M	+29,391	$69.7M	$71.4M	201,342	230,733
—	share class as filed: ISHARES FLEXIBLE · position key `pos:11638` · issuer key `iss:280`	TRIM	−$44.6M	−823,562	$112M	$67.6M	2,124,508	1,300,946
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	ADD	−$4.5M	+5,566	$70.2M	$65.7M	217,799	223,365
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	−$3.2M	+8,062	$67.9M	$64.7M	217,091	225,153
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	ADD	+$10.3M	+33,436	$53.4M	$63.7M	478,992	512,428
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM UT LTD PTN · position key `pos:13390` · issuer key `iss:656`	ADD	+$9.9M	+46,678	$52.5M	$62.4M	3,186,247	3,232,925
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15499` · issuer key `iss:23`	TRIM	−$3.5M	−2,468	$61.9M	$58.4M	271,111	268,643
—	share class as filed: SHORT DURATION B · position key `sid:sec:prov:7bcdf14911a7fd0ef5217ab7ac306d5d` · issuer key `cusip6:46431W`	ADD	+$36.3M	+716,172	$21.5M	$57.8M	420,219	1,136,391
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11717` · issuer key `iss:440`	ADD	+$17.3M	+14,089	$40.2M	$57.5M	264,006	278,095
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:17839` · issuer key `iss:2093`	ADD	+$8.2M	+6,152	$48.8M	$57.0M	153,207	159,359

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 59

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:16000` · issuer key `iss:215`	NO CHANGE	+$3.2M	$9.1M	$12.3M	262,644	262,644
—	share class as filed: ACT · position key `pos:11479` · issuer key `iss:2017`	NO CHANGE	+$2.2M	$5.7M	$7.9M	86,367	86,367
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10434` · issuer key `iss:482`	NO CHANGE	+$509K	$6.5M	$7.0M	82,000	82,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A SHS · position key `pos:13330` · issuer key `iss:905`	NO CHANGE	+$778K	$6.1M	$6.9M	178,028	178,028
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14489` · issuer key `iss:234`	NO CHANGE	−$410K	$6.9M	$6.5M	93,600	93,600
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: LTD PARTNR INT A · position key `pos:13791` · issuer key `iss:1460`	NO CHANGE	+$1.2M	$4.4M	$5.6M	228,717	228,717
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15837` · issuer key `iss:1075`	NO CHANGE	−$402K	$5.5M	$5.1M	228,388	228,388
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15847` · issuer key `iss:759`	NO CHANGE	−$585K	$4.9M	$4.3M	370,125	370,125
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:10596` · issuer key `iss:1297`	NO CHANGE	+$714K	$3.3M	$4.0M	85,446	85,446
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COMMON SHARES · position key `pos:15452` · issuer key `iss:863`	NO CHANGE	+$51.7K	$3.0M	$3.1M	14,446	14,446
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10718` · issuer key `iss:1311`	NO CHANGE	+$366K	$2.3M	$2.7M	29,011	29,011
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$110K	$2.3M	$2.2M	3	3
—	share class as filed: MSCI EAFE ETF · position key `pos:14648` · issuer key `iss:1012`	NO CHANGE	+$23.9K	$2.1M	$2.1M	21,746	21,746
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$19.9K	$2.0M	$2.0M	20,760	20,760
—	share class as filed: MCAP GR IDXVIP · position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `iss:2483`	NO CHANGE	−$169K	$2.2M	$2.0M	7,755	7,755
—	share class as filed: U.S. REAL ES ETF · position key `pos:17094` · issuer key `iss:1012`	NO CHANGE	+$13.8K	$1.9M	$2.0M	20,644	20,644
—	share class as filed: COM UNIT · position key `sid:sec:prov:a04aaeb27e349a597164f36b98c17a06` · issuer key `cusip6:25820R`	NO CHANGE	+$266K	$1.3M	$1.5M	56,126	56,126
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:16088` · issuer key `iss:937`	NO CHANGE	−$61.5K	$1.5M	$1.4M	29,166	29,166
—	share class as filed: US HIGH DIVIDEND · position key `pos:15922` · issuer key `iss:1981`	NO CHANGE	+$89.9K	$1.2M	$1.3M	12,150	12,150
—	share class as filed: 500 GRTH IDX F · position key `sid:sec:prov:c8f043869bd8b335686b8dae04ab1826` · issuer key `cusip6:921932`	NO CHANGE	−$120K	$1.4M	$1.3M	3,251	3,251
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:13801` · issuer key `iss:1188`	NO CHANGE	+$66.0K	$1.2M	$1.3M	3,922	3,922
—	share class as filed: MEGA CAP VAL ETF · position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910`	NO CHANGE	+$28.8K	$1.1M	$1.1M	7,594	7,594
—	share class as filed: COM BEN SHS · position key `sid:sec:prov:ae4afb1639666bcbd43103a1a89ca1c6` · issuer key `cusip6:69355M`	NO CHANGE	−$72.2K	$1.1M	$1.0M	79,317	79,317
—	share class as filed: MEGA GRWTH IND · position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910`	NO CHANGE	−$112K	$1.0M	$906K	2,467	2,467
—	share class as filed: STATE STREET SPD · position key `pos:12580` · issuer key `iss:1602`	NO CHANGE	−$74.0K	$898K	$824K	8,415	8,415
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:14081` · issuer key `iss:2235`	NO CHANGE	+$52.1K	$736K	$788K	1,891	1,891
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16514` · issuer key `iss:1163`	NO CHANGE	+$178K	$599K	$777K	3,500	3,500
—	share class as filed: COM · position key `sid:sec:prov:d37cd84cdc3d3f283899fc5c135dc0ff` · issuer key `cusip6:858927`	NO CHANGE	+$112K	$611K	$724K	19,763	19,763
—	share class as filed: COM · position key `sid:sec:prov:6af0203b6527b5555258ee54ac626a0a` · issuer key `cusip6:19248A`	NO CHANGE	+$44.3K	$603K	$647K	25,010	25,010
—	share class as filed: STATE STREET SPD · position key `pos:14252` · issuer key `iss:1602`	NO CHANGE	+$11.3K	$500K	$511K	8,632	8,632
—	share class as filed: STATE STREET IND · position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `iss:2454`	NO CHANGE	+$20.6K	$483K	$504K	3,115	3,115
—	share class as filed: US MKTWIDE VALUE · position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V`	NO CHANGE	+$19.1K	$476K	$495K	10,223	10,223
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15542` · issuer key `iss:902`	NO CHANGE	−$131K	$607K	$476K	32,250	32,250
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11894` · issuer key `iss:1744`	NO CHANGE	+$21.7K	$426K	$447K	4,119	4,119
—	share class as filed: STATE STREET REA · position key `sid:sec:prov:3c7254bf686fe138e5a2df2aa1be5a39` · issuer key `iss:2454`	NO CHANGE	+$4.0K	$340K	$344K	8,432	8,432
—	share class as filed: SHS REP COM UT · position key `pos:16309` · issuer key `iss:2395`	NO CHANGE	−$95.5K	$419K	$323K	6,124	6,124
—	share class as filed: HLTH CARE ALPH · position key `sid:sec:prov:8d6f60ceff21208e7ea66ac70f1ebba8` · issuer key `iss:2381`	NO CHANGE	−$11.8K	$332K	$320K	2,918	2,918
—	share class as filed: TEXAS CAP TEX EQ · position key `sid:sec:prov:9074dc8eadca73fbb6514f6405a91d65` · issuer key `cusip6:88224A`	NO CHANGE	+$16.2K	$300K	$317K	8,450	8,450
—	share class as filed: ISHS 1-5YR INVS · position key `pos:14231` · issuer key `iss:1013`	NO CHANGE	−$1.8K	$303K	$301K	5,729	5,729
—	share class as filed: CL A SHS REPSTG · position key `sid:sec:prov:49742cb02fd6ccf1ff08481bf072a881` · issuer key `cusip6:940923`	NO CHANGE	+$73.6K	$217K	$291K	10,861	10,861
—	share class as filed: 0-5YR HI YL CP · position key `pos:17088` · issuer key `iss:2405`	NO CHANGE	−$3.5K	$267K	$264K	6,233	6,233
—	share class as filed: VNG RUS2000GRW · position key `sid:sec:prov:6a5a78d8b0e1d0da17b0c6f17f04c959` · issuer key `iss:2482`	NO CHANGE	−$7.9K	$267K	$259K	1,132	1,132
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13363` · issuer key `iss:1393`	NO CHANGE	−$790	$258K	$257K	1,234	1,234
—	share class as filed: GLOBAL 100 ETF · position key `pos:11670` · issuer key `iss:1012`	NO CHANGE	−$11.9K	$265K	$253K	2,094	2,094
—	share class as filed: XTRACK MSCI EAFE · position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051`	NO CHANGE	+$6.6K	$246K	$252K	5,105	5,105
—	share class as filed: PFD AND INCM SEC · position key `pos:13661` · issuer key `iss:1013`	NO CHANGE	−$5.3K	$257K	$252K	8,305	8,305
—	share class as filed: TECH ALPHADEX · position key `sid:sec:prov:72e2a7e5708adcd3be1e7f0ff54d834b` · issuer key `iss:2381`	NO CHANGE	−$14.6K	$262K	$247K	1,554	1,554
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11939` · issuer key `iss:1387`	NO CHANGE	−$29.2K	$265K	$236K	21,336	21,336
—	share class as filed: US TARGETED VLU · position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V`	NO CHANGE	+$10.6K	$217K	$227K	3,640	3,640
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X`	NO CHANGE	+$6.1K	$219K	$225K	4,935	4,935
—	share class as filed: COM · position key `sid:sec:prov:d82afe8b217f1f58d70d6f67341b8973` · issuer key `cusip6:75776W`	NO CHANGE	+$22.5K	$190K	$213K	25,000	25,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16195` · issuer key `iss:1493`	NO CHANGE	+$7.2K	$202K	$210K	1,585	1,585
—	share class as filed: NYLI MACKAY MUNI · position key `sid:sec:prov:16e0aa9716a0c65288910b9afd5cf420` · issuer key `cusip6:45409F`	NO CHANGE	−$2.0K	$204K	$202K	8,540	8,540
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:15710` · issuer key `iss:139`	NO CHANGE	−$3.4K	$194K	$191K	16,952	16,952
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15970` · issuer key `iss:1104`	NO CHANGE	−$17.9K	$176K	$158K	15,999	15,999
—	share class as filed: COM NEW · position key `sid:sec:prov:900b6c288410f358bba42974626cb202` · issuer key `cusip6:45783C`	NO CHANGE	−$44.6K	$178K	$133K	16,176	16,176
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12346` · issuer key `iss:718`	NO CHANGE	−$50.4K	$161K	$111K	10,895	10,895
—	share class as filed: COM CL B · position key `sid:sec:prov:28b605b3f47448a6b4f7928f495846d5` · issuer key `cusip6:75062E`	NO CHANGE	+$3.1K	$51.7K	$54.7K	43,793	43,793
—	share class as filed: COM · position key `sid:sec:prov:1eabbea4ad52d87442fc2c9de16a9e96` · issuer key `cusip6:54948X`	NO CHANGE	+$1.6K	$28.8K	$30.4K	26,427	26,427

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

395 issuers · 510 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

20 positions · 20 reported rows

Rows Americana Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$78.8M	954,683
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$75.0M	175,835
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$45.7M	214,068
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$5.9M	47,676
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$5.3M	8,062
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$3.9M	10,961
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$3.6M	22,908
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$3.4M	13,873
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.1M	21,746
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.0M	20,760
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$2.0M	20,644
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$1.3M	13,465
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$1.3M	6,892
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.1M	9,769
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$885K	4,193
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$548K	6,318
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$516K	1,621
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$442K	6,540
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$430K	3,651
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$253K	2,094

ticker not yet mapped

$234M

1,565,759

6.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$191M

515,180

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$156M

613,573

4.0%

—

INNOVATOR ETFS TRUST

9 positions · 9 reported rows

Rows Americana Partners, LLC reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · QUITY MANAGD FLR CUSIP 45783Y673 src ↗	$88.0M	2,485,585
INNOVATOR ETFS TRUST · INTL DEVELOPED P CUSIP 45783Y293 src ↗	$3.5M	116,174
INNOVATOR ETFS TRUST · INTL DEVELOPED P CUSIP 45783Y350 src ↗	$3.2M	107,685
INNOVATOR ETFS TRUST · INNOVATOR INTL D CUSIP 45783Y343 src ↗	$2.7M	92,179
INNOVATOR ETFS TRUST · INTL DEVELOPED CUSIP 45783Y145 src ↗	$2.5M	88,209
INNOVATOR ETFS TRUST · INTERNATIONAL DE CUSIP 45783Y426 src ↗	$1.3M	39,978
INNOVATOR ETFS TRUST · INTL DEV PWR BUF CUSIP 45783Y459 src ↗	$1.3M	36,504
INNOVATOR ETFS TRUST · INNOVATOR INTL D CUSIP 45783Y285 src ↗	$1.1M	36,679
INNOVATOR ETFS TRUST · INNOVATOR INTER CUSIP 45783Y533 src ↗	$1.1M	32,280

ticker not yet mapped

$105M

3,035,273

2.7%

—

ISHARES TR

11 positions · 11 reported rows

Rows Americana Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$86.6M	784,593
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$2.8M	26,363
ISHARES TR · MBS ETF CUSIP — src ↗	$1.1M	11,368
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$887K	17,308
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$772K	6,931
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$598K	4,323
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$440K	5,914
ISHARES TR · MSCI AC ASIA ETF CUSIP — src ↗	$340K	3,532
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$313K	3,335
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$301K	5,729
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$252K	8,305

ticker not yet mapped

$94.4M

877,701

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Americana Partners, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$64.7M	225,153
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$24.2M	84,296

$88.9M

309,449

2.3%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$86.5M

2,285,210

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$80.2M

472,674

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$80.1M

459,452

2.1%

—

VANGUARD INDEX FDS

8 positions · 8 reported rows

Rows Americana Partners, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$43.2M	72,328
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$13.4M	68,388
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$7.3M	82,450
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$5.1M	17,803
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$3.6M	13,864
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$2.8M	6,350
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$2.0M	7,755
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$1.3M	3,940

ticker not yet mapped

$78.7M

272,878

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$72.2M

346,698

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$71.4M

230,733

1.9%

—

BLACKROCK ETF TRUST II

2 positions · 2 reported rows

Rows Americana Partners, LLC reported for BLACKROCK ETF TRUST II, as it reported them
BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — src ↗	$67.6M	1,300,946
BLACKROCK ETF TRUST II · ISHARES LRG CAP CUSIP — src ↗	$920K	28,713

ticker not yet mapped

$68.5M

1,329,659

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$65.7M

223,365

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$63.7M

512,428

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENERGY TRANSFER L P · COM UT LTD PTN CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$62.4M

3,232,925

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$58.4M

268,643

1.5%

—

ISHARES U S ETF TR · SHORT DURATION B CUSIP 46431W507
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$57.8M

1,136,391

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$57.5M

278,095

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$57.0M

159,359

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$52.2M

213,366

1.4%

—

J P MORGAN EXCHANGE TRADED F

3 positions · 3 reported rows

Rows Americana Partners, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ACTIVE VALUE ETF CUSIP 46641Q167 src ↗	$27.3M	380,521
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$17.1M	302,286
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$1.9M	36,862

ticker not yet mapped

$46.3M

719,669

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MPLX LP · COM UNIT REP LTD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$43.7M

765,467

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$43.3M

178,783

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$40.2M

81,840

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$38.8M

201,338

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$37.4M

40,704

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$36.9M

1,100,133

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$34.6M

153,221

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$32.9M

451,426

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$32.1M

45,328

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$32.0M

266,031

0.8%

—

ISHARES TR

3 positions · 3 reported rows

Rows Americana Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EURO CUSIP 46434V738 src ↗	$28.3M	403,226
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$2.5M	53,638
ISHARES TR · 0-5YR HI YL CP CUSIP — src ↗	$264K	6,233

ticker not yet mapped

$31.1M

463,097

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$30.9M

155,289

0.8%

—

FIRST TR EXCHNG TRADED FD VI

13 positions · 13 reported rows

Rows Americana Partners, LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U653 src ↗	$6.1M	157,643
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U661 src ↗	$4.4M	108,322
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740U687 src ↗	$3.6M	92,856
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740U711 src ↗	$3.4M	89,395
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U679 src ↗	$3.2M	87,479
FIRST TR EXCHNG TRADED FD VI · FT VEST EQ ENHAN CUSIP 33740U638 src ↗	$2.8M	80,430
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740U695 src ↗	$2.8M	71,548
FIRST TR EXCHNG TRADED FD VI · VEST US EQUITY M CUSIP 33740U588 src ↗	$1.1M	30,943
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUTY CUSIP 33740U554 src ↗	$670K	21,148
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUTY CUSIP 33740U422 src ↗	$418K	13,784
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUIT CUSIP 33740U497 src ↗	$373K	11,423
FIRST TR EXCHNG TRADED FD VI · VEST US EQUITY M CUSIP 33740U562 src ↗	$348K	10,280
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUIT CUSIP 33740U455 src ↗	$229K	6,986

ticker not yet mapped

$29.5M

782,237

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$29.5M

51,507

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$29.3M

44,995

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$29.1M

180,045

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$27.3M

90,401

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$27.3M

165,169

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.3M

90,489

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.0M

926,212

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ONEOK INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$25.7M

284,827

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$25.6M

82,436

0.7%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$25.0M

116,080

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IRON MTN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$24.9M

244,174

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$24.2M

85,299

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$23.3M

205,453

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$23.1M

27,355

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.9M

245,707

0.6%

—

FIRST TR EXCHNG TRADED FD VI

6 positions · 6 reported rows

Rows Americana Partners, LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F441 src ↗	$8.6M	208,703
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F516 src ↗	$4.2M	99,882
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F458 src ↗	$4.0M	99,220
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F433 src ↗	$3.7M	94,476
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F474 src ↗	$1.0M	24,889
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUIT CUSIP 33740F136 src ↗	$534K	16,407

ticker not yet mapped

$22.0M

543,577

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$21.8M

751,883

0.6%

—

SABINE RTY TR · UNIT BEN INT CUSIP 785688102
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$20.9M

278,281

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.4M

405,650

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TARGA RES CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$19.3M

76,929

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$19.1M

130,508

0.5%

—

ISHARES INC

3 positions · 3 reported rows

Rows Americana Partners, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$10.7M	126,973
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$8.0M	115,302
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$287K	3,648

ticker not yet mapped

$19.1M

245,923

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$18.8M

120,749

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$18.6M

18,640

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$18.6M

30,703

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.2M

52,366

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.0M

12,085

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SANDISK CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.7M

24,677

0.4%

—

INNOVATOR ETFS TRUST

7 positions · 7 reported rows

Rows Americana Partners, LLC reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C417 src ↗	$5.3M	131,428
INNOVATOR ETFS TRUST · INTRNL DEV APRL CUSIP 45782C367 src ↗	$4.0M	126,545
INNOVATOR ETFS TRUST · INTRNL DEV JULY CUSIP 45782C722 src ↗	$1.9M	55,516
INNOVATOR ETFS TRUST · INTRNL DEV JAN CUSIP 45782C524 src ↗	$1.7M	46,884
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C383 src ↗	$1.2M	27,829
INNOVATOR ETFS TRUST · INTERNATIONAL DV CUSIP 45782C631 src ↗	$1.0M	29,022
INNOVATOR ETFS TRUST · US EQT PWR BUF CUSIP 45782C870 src ↗	$362K	9,096

ticker not yet mapped

$15.5M

426,320

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.3M

45,278

0.4%

—

SPDR SERIES TRUST

8 positions · 8 reported rows

Rows Americana Partners, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$8.8M	60,619
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.5M	45,891
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$824K	8,415
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$511K	8,632
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$398K	15,535
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$367K	6,494
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$268K	9,348
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$203K	800

ticker not yet mapped

$14.9M

155,734

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.4M

137,670

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.0M

230,864

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.9M

28,019

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.3M

29,773

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.1M

169,285

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PLAINS ALL AMERN PIPELINE L · UNIT LTD PARTN CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.9M

579,048

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BP PLC · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.3M

262,644

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.0M

74,884

0.3%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Americana Partners, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$9.6M	20,125
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$2.2M	3

$11.8M

20,128

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.7M

21,500

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.1M

132,245

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.8M

22,715

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.7M

180,009

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.6M

181,222

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.5M

27,583

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.4M

16,237

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.3M

63,356

0.2%

—

VANGUARD SCOTTSDALE FDS

5 positions · 5 reported rows

Rows Americana Partners, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$5.6M	50,703
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$1.6M	16,571
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$1.0M	17,613
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$446K	4,453
VANGUARD SCOTTSDALE FDS · VNG RUS2000GRW CUSIP 92206C623 src ↗	$259K	1,132

ticker not yet mapped

$8.9M

90,472

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC · CL A SUB VTG SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$8.6M

72,766

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STANLEY BLACK & DECKER INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$8.5M

119,407

0.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows Americana Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$4.1M	40,831
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$4.1M	178,798

ticker not yet mapped

$8.2M

219,629

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.9M

62,535

0.2%

—

TOTALENERGIES SE · ACT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$7.9M

86,367

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.8M

54,089

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.8M

22,100

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WESTERN DIGITAL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.7M

28,325

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SLB LIMITED · COM STK CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.5M

145,290

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.0M

82,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HESS MIDSTREAM LP · CL A SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.9M

178,028

0.2%

—

PACER FDS TR · US CASH COWS 100 CUSIP 69374H881
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$6.9M

109,780

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN COPPER CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.8M

39,647

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.8M

34,660

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.7M

22,067

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WESTERN MIDSTREAM PARTNERS L · COM UNIT LP INT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.7M

162,059

0.2%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 48.0%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 132 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 510 / 510median book 97.5 positions

539 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Americana Partners, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.