Fearless Solutions, LLC dba Best Invest
Long book
$165.7M
Q1 2026
Positions
127
Top-10 weight
39%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsFearless Solutions, LLC dba Best Invest is a wealth-management firm allocating client money, running a $165.7M US long book across 127 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: PCR US SM CP CSH CWS ETF-USD, APPLE INC, ISHARES GOLD TRUST, PACER US CASH COWS 100 ETF, FT TACTICAL HIGH YIELD ETF.
Over the last 6 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 4 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.0%
Q1 2025
+7.1%
Q2 2025
+9.4%
Q3 2025
+2.7%
Q4 2025
-1.4%
Q1 2026
+12.1%
Sector allocation
Technology 40%
Financials 20%
Consumer discretionary 16%
Services media 7%
Healthcare 6%
Energy 5%
Industrials 5%
Communications 1%
Long book by quarter
What does Fearless Solutions, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 30.8K | $7.8M | 4.7% | -2.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 18.9K | $3.9M | 2.4% | 0.0% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 37.5K | $3.5M | 2.1% | -1.8% |
| BX BLACKSTONE INC | Financials | 26.0K | $3.0M | 1.8% | +8.6% |
| ABBV ABBVIE INC | Healthcare | 12.8K | $2.8M | 1.7% | -1.6% |
| GOOGL ALPHABET INC-CL A | Technology | 9.5K | $2.7M | 1.7% | -1.8% |
| MSFT MICROSOFT CORP | Technology | 6.6K | $2.5M | 1.5% | +1.1% |
| NFLX NETFLIX INC | Services media | 25.2K | $2.4M | 1.5% | New |
| TSLA TESLA INC | Industrials | 5.8K | $2.2M | 1.3% | +1.8% |
| INTC INTEL CORP | Technology | 47.0K | $2.1M | 1.3% | -8.9% |
| NVDA NVIDIA CORP | Technology | 11.0K | $1.9M | 1.2% | +1.1% |
| WMT WALMART INC | Consumer discretionary | 15.4K | $1.9M | 1.2% | Held |
| TFC TRUIST FINANCIAL CORP | Financials | 38.7K | $1.8M | 1.1% | -2.3% |
| VLO VALERO ENERGY CORP | Energy | 5.2K | $1.3M | 0.8% | +1.4% |
| GOOG ALPHABET INC-CL C | Technology | 4.2K | $1.2M | 0.7% | +0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 1.7K | $956K | 0.6% | -2.6% |
| XOM EXXON MOBIL CORP | Energy | 4.9K | $831K | 0.5% | +0.6% |
| V VISA INC-CLASS A SHARES | Services media | 2.3K | $697K | 0.4% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $544K | 0.3% | -2.6% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 5.2K | $482K | 0.3% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 1.6K | $472K | 0.3% | -3.0% |
| CFR CULLEN/FROST BANKERS INC | Financials | 3.3K | $458K | 0.3% | +1.8% |
| T AT&T INC | Communications | 14.7K | $425K | 0.3% | +0.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 423 | $422K | 0.3% | Held |
| XYZ BLOCK INC | Technology | 7.0K | $420K | 0.3% | -12.6% |
| ASO ACADEMY SPORTS & OUTDOORS IN | Consumer discretionary | 7.3K | $413K | 0.2% | -6.6% |
| URI UNITED RENTALS INC | Services media | 554 | $404K | 0.2% | Held |
| KR KROGER CO | Consumer discretionary | 5.3K | $382K | 0.2% | Held |
| NOW SERVICENOW INC | Technology | 3.5K | $369K | 0.2% | New |
| FDX FEDEX CORP | Industrials | 1.0K | $360K | 0.2% | Held |
| LMND LEMONADE INC | Financials | 5.7K | $357K | 0.2% | +35.8% |
| HCA HCA HEALTHCARE INC | Healthcare | 727 | $344K | 0.2% | Held |
| AAP ADVANCE AUTO PARTS INC | Consumer discretionary | 6.5K | $343K | 0.2% | +4.2% |
| FANG DIAMONDBACK ENERGY INC | Energy | 1.7K | $342K | 0.2% | New |
| SBUX STARBUCKS CORP | Consumer discretionary | 3.8K | $339K | 0.2% | +0.2% |
| C CITIGROUP INC | Financials | 3.0K | $336K | 0.2% | -9.6% |
| CRM SALESFORCE INC | Technology | 1.8K | $336K | 0.2% | -14.1% |
| LLY ELI LILLY & CO | Healthcare | 358 | $329K | 0.2% | -0.8% |
| CVX CHEVRON CORP | Energy | 1.6K | $322K | 0.2% | -36.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.1K | $306K | 0.2% | +25.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 127 | $165.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 121 | $165.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 115 | $155.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Nov 5, 2025 | 109 | $143.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Nov 5, 2025 | 100 | $128.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Nov 5, 2025 | 96 | $131.0M | canonical | SEC ↗ |