Weaver Consulting Group

The most notable move was an 84% jump in PIMCO's PYLD ETF, adding roughly 78,700 shares worth $45.0M. The firm also boosted Angel Oak's high-yield bond ETF UYLD by nearly 40% to $79.8M and increased Elevation Series' DIVZ dividend-focused ETF by 1.7% to $29.0M. Within the equity sleeve, Apple fell by about 620 shares (-1.6%) to $9.7M, Microsoft gained a modest 160 shares while its market value slipped to $5.8M, and Nvidia was trimmed roughly 1,100 shares to $4.8M—suggesting price-driven mark-to-market effects more than conviction changes.

New positions included Edwards Lifesciences ($3.8M), Vanguard Value ETF VTV ($3.0M), and Tidal Trust's GRNJ ($2.3M). The QQQ position was eliminated entirely, while the prior quarter's Edwards Lifesciences line (recorded under a lowercase CUSIP variant) was closed, indicating a fresh entry rather than a continuation.