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CIK: 0002052048
Total reported value
$198.3M
$198.3M
40 檔
51.1%
As reported in its official Q3 2025 Form 13F filing, Arrien Investments, Inc.'s tracked investment portfolio stood at $198.3M with 40 total positions.
Arrien Investments, Inc. executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 2 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 18.21% | -0.51% | +5.91% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 14.52% | -0.34% | -2.97% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.25% | +0.87% | -0.55% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 7.23% | -0.08% | +4.29% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.09% | +0.22% | -2.99% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 5.30% | +0.03% | -4.91% | |
| 7 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 4.77% | -0.14% | +108.50% | |
| 8 | IDU | Ishares US Utilities ETF | ETF-Other | 4.53% | -0.28% | +0.53% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.97% | -0.19% | +5.48% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.84% | -0.13% | +10.88% | |
| 11 | IGF | Ishares Global Infrastructur | ETF-Other | 3.14% | -0.10% | +6.31% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.10% | +0.54% | +17.68% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.02% | -11.01% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.34% | -0.09% | -0.66% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.29% | -0.36% | +186.07% | |
| 16 | IFRA | Ishares US Infrastructure | ETF-Other | 1.07% | +0.01% | +0.81% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.98% | -0.12% | -32.92% | |
| 18 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.79% | +0.05% | -5.42% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.73% | -0.14% | +2.38% | |
| 20 | PPTA | Perpetua Resources CORP | Stock-Other | 0.57% | -0.07% | +0.86% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.08% | +0.45% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.06% | — | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.21% | -5.50% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.02% | — | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.32% | -0.07% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | -2.45% | |
| 27 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.22% | -0.13% | EXIT | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.22% | +0.09% | -10.03% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.03% | — | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.22% | -0.13% | EXIT | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.03% | -5.13% | |
| 32 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.19% | — | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | — | |
| 34 | IDA | Idacorp Inc | Stock-Utilities | 0.17% | -0.01% | -8.95% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.16% | — | -74.45% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.15% | -0.06% | — | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.14% | -0.13% | EXIT | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.14% | — | — | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.13% | +0.16% | — | |
| 40 | USB | US Bancorp | Stock-Financials | 0.13% | +0.01% | -1.44% |
According to official SEC Form 13F filings, Arrien Investments, Inc. reported a total U.S. public equity portfolio value of $198.3M across 40 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPAB, EFA, SPYM) accounted for 51.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPLB
市值: $8.2M
Top Position Liquidated / Trimmed
EEM
前期市值: $872.4K
During Q3 2025, Arrien Investments, Inc.'s top holdings by market value included SPAB (18.2%)、EFA (14.5%)、SPYM (13.3%). The largest single position, SPAB, represented 18.2% of total portfolio value.
In Q3 2025, Arrien Investments, Inc. made 40 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 17 holdings, and fully liquidating 2 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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