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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001800593
Total reported value
$1.5B
$1.5B
262 檔
45.0%
In Q4 2024, Adero Partners, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 262 disclosed stock positions.
During Q4 2024, Adero Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, DIHP, AVUS) accounted for 45.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 15.05% | +15.28% | NEW | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 10.31% | +11.38% | NEW | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.79% | +10.03% | NEW | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 4.67% | +5.29% | NEW | |
| 5 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.53% | +4.87% | NEW | |
| 6 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 4.18% | +2.89% | NEW | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.72% | +3.50% | NEW | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.64% | +3.98% | NEW | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.15% | +3.08% | NEW | |
| 10 | NU | Nu Holdings Ltd. | Stock-Financials | 3.13% | +3.14% | NEW | |
| 11 | DASH | Doordash Inc - A | Stock-Consumer Disc | 3.10% | +2.90% | NEW | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +1.78% | NEW | |
| 13 | DDOG | Datadog Inc - Class A | Stock-Tech | 2.17% | +1.51% | NEW | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.16% | +1.96% | NEW | |
| 15 | SNOW | Snowflake Inc | Stock-Tech | 2.10% | +1.52% | NEW | |
| 16 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.41% | +1.32% | NEW | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.24% | +1.29% | NEW | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.15% | +1.11% | NEW | |
| 19 | PCOR | Procore Technologies Inc | Stock-Tech | 1.08% | +1.21% | NEW | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.03% | +0.95% | NEW | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.93% | NEW | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +1.54% | NEW | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.79% | NEW | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | +0.87% | NEW | |
| 25 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.69% | +0.67% | NEW | |
| 26 | DT | Dynatrace Inc | Stock-Tech | 0.58% | +0.51% | NEW | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.63% | NEW | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.54% | NEW | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.40% | NEW | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.45% | +0.47% | NEW | |
| 31 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.44% | +0.46% | NEW | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.40% | +0.43% | NEW | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.32% | NEW | |
| 34 | DAY | Dayforce Inc | Stock-Other | 0.38% | +0.30% | NEW | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.38% | +0.37% | NEW | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.37% | NEW | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.32% | NEW | |
| 38 | RLX | Rlx Technology Inc-adr | Stock-Other | 0.29% | +0.25% | NEW | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.25% | NEW | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.25% | — | -8.19% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.24% | +0.20% | NEW | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.24% | — | +0.06% | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.23% | +0.21% | NEW | |
| 44 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.22% | +0.23% | NEW | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.26% | NEW | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.20% | NEW | |
| 47 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.21% | NEW | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.20% | +0.22% | NEW | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.19% | +0.20% | NEW | |
| 50 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | — | — |
According to official SEC Form 13F filings, Adero Partners, LLC reported a total U.S. public equity portfolio value of $1.5B across 262 disclosed positions in Q4 2024.
During Q4 2024, Adero Partners, LLC's top holdings by market value included DUHP (15.1%)、DIHP (10.3%)、AVUS (9.8%). The largest single position, DUHP, represented 15.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Adero Partners, LLC made 0 total portfolio adjustments, initiating 0 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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