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CIK: 0002113496
Total reported value
$524.6M
$524.6M
83 檔
23.8%
According to the latest 13F quarterly dataset, Alongside, LLC managed an equity portfolio of $524.6M at the end of Q4 2025, spanning 83 distinct U.S. exchange-listed positions.
During Q4 2025, Alongside, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.89% | -3.07% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.80% | -7.44% | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 7.54% | -2.71% | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.74% | -2.35% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.52% | -1.41% | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.19% | -1.32% | — | |
| 7 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.11% | -3.67% | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.07% | -0.72% | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.80% | -0.76% | — | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.77% | -2.76% | — | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.41% | -1.06% | — | |
| 12 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 2.61% | -0.87% | — | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.50% | -1.85% | — | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.48% | -2.48% | EXIT | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.10% | -0.53% | — | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.04% | -0.24% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.72% | -0.55% | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | -1.13% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.50% | -0.33% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.60% | — | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.21% | -0.34% | — | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.07% | -0.75% | — | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.86% | -0.73% | — | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | -0.34% | — | |
| 25 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.81% | -0.22% | — | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.80% | -0.21% | — | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.74% | -0.27% | — | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.05% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | -0.20% | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.54% | — | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | +3.22% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.19% | — | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.41% | +0.39% | — | |
| 34 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.37% | -0.15% | — | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.36% | -0.12% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.12% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.05% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.06% | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.14% | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | -0.05% | — | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.14% | — | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.25% | -0.02% | — | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.23% | -0.10% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.18% | — | |
| 45 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.20% | -0.20% | EXIT | |
| 47 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-Other | 0.20% | -0.08% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | -0.06% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.18% | +0.03% | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.18% | +0.10% | — |
According to official SEC Form 13F filings, Alongside, LLC reported a total U.S. public equity portfolio value of $524.6M across 83 disclosed positions in Q4 2025.
During Q4 2025, Alongside, LLC's top holdings by market value included IVV (10.9%)、VOO (9.8%)、IXUS (7.5%). The largest single position, IVV, represented 10.9% 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 terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, IXUS) accounted for 23.8% of total reported equity market value during Q4 2025.
In Q4 2025, Alongside, 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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