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CIK: 0001859505
Total reported value
$149.2M
$149.2M
85 檔
30.5%
As reported in its official Q1 2025 Form 13F filing, Acas, LLC's tracked investment portfolio stood at $149.2M with 85 total positions.
In Q1 2025, Acas, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, CGGR, CGDV) accounted for 30.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.32% | — | +3.43% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 7.29% | — | +10.60% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 7.27% | — | +9.79% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.90% | — | -0.66% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.81% | — | +178.64% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.61% | — | -4.30% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | — | +1.52% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.19% | — | +15.18% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.07% | — | -4.51% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-Other | 2.76% | — | +14.27% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.75% | — | +1.01% | |
| 12 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.46% | — | -3.35% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.09% | — | -39.83% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.87% | — | -4.70% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.84% | — | -6.72% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.74% | — | -5.42% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.63% | — | +0.03% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.58% | — | +0.05% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.41% | — | -4.09% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.39% | — | -3.34% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | — | +9.56% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | — | +1.92% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.28% | — | -11.72% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.27% | — | -1.62% | |
| 25 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 1.14% | — | -3.86% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | — | -5.04% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | — | -8.89% | |
| 28 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.99% | — | -2.49% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.92% | — | -4.63% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | — | +0.41% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | — | -1.85% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.69% | — | -4.21% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.67% | — | -4.62% | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.63% | — | -4.71% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.63% | — | -4.62% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | — | +1.14% | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.58% | — | +26.61% | |
| 38 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.57% | — | -2.40% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.53% | — | -2.19% | |
| 40 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.52% | — | +21.19% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | — | -0.17% | |
| 42 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.46% | — | +9.42% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | — | -1.89% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +10.56% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | — | +0.64% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | — | -2.42% | |
| 47 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.39% | — | +20.62% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.37% | — | -1.55% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | — | +0.02% | |
| 50 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.35% | — | -7.92% |
According to official SEC Form 13F filings, Acas, LLC reported a total U.S. public equity portfolio value of $149.2M across 85 disclosed positions in Q1 2025.
During Q1 2025, Acas, LLC's top holdings by market value included BRK-B (7.3%)、CGGR (7.3%)、CGDV (7.3%). The largest single position, BRK-B, represented 7.3% of total portfolio value.
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Top New Position Initiated
BRK-B
市值: $9.6M
In Q1 2025, Acas, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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