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CIK: 0001845743
Total reported value
$310.2M
$310.2M
171 檔
17.0%
According to the latest 13F quarterly dataset, Firethorn Wealth Partners, LLC managed an equity portfolio of $310.2M at the end of Q1 2025, spanning 171 distinct U.S. exchange-listed positions.
In Q1 2025, Firethorn Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.86% | +0.23% | -1.68% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.11% | -0.04% | +47.17% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | -0.01% | -7.46% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | +0.12% | -4.88% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.50% | +0.33% | +18.48% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.48% | -0.69% | +11.48% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.35% | +1.09% | +1.18% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.02% | -0.17% | +2.38% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.82% | -0.01% | +4.01% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.32% | +0.23% | +32.27% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.23% | -0.75% | -15.99% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.00% | -0.19% | -4.56% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.06% | +7.33% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | -0.06% | +1.50% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.56% | +0.28% | -38.90% | |
| 16 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.27% | -0.04% | +19.32% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.13% | -0.28% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.19% | -0.21% | -1.58% | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 1.16% | -0.09% | +5.37% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.11% | — | -18.85% | |
| 21 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.10% | -0.06% | +8.77% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.06% | +60.37% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | +0.18% | +0.83% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.95% | -0.02% | +1.79% | |
| 25 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.92% | -0.07% | -1.81% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.90% | +0.02% | +23.01% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.16% | +16.86% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.87% | -0.04% | +3.24% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.82% | -0.08% | -13.13% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.77% | -0.53% | +70.70% | |
| 31 | CSX | Csx CORP | Stock-Industrials | 0.70% | +0.01% | +0.69% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.66% | -0.15% | -0.14% | |
| 33 | DFSD | Dimensional Short Duration | ETF-Other | 0.63% | -0.05% | +13.78% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.63% | -0.15% | -21.96% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | +0.01% | +1.30% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.14% | +2.04% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.07% | +65.25% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.08% | +0.30% | |
| 39 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.54% | -0.05% | -10.42% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.52% | -0.02% | +9.53% | |
| 41 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.48% | +0.01% | — | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.48% | -0.16% | +83.22% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | -0.01% | -16.64% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.09% | +6.61% | |
| 45 | PSQA | Plmr Sq Senior Debt ETF | ETF-Other | 0.45% | -0.10% | — | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.43% | — | — | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.43% | — | -11.37% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.11% | -14.17% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.42% | -0.20% | -2.05% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.03% | -2.31% |
According to official SEC Form 13F filings, Firethorn Wealth Partners, LLC reported a total U.S. public equity portfolio value of $310.2M across 171 disclosed positions in Q1 2025.
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 DFAC, JAAA, IVV) accounted for 17.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFAC
市值: $14.4M
During Q1 2025, Firethorn Wealth Partners, LLC's top holdings by market value included DFAC (6.9%)、JAAA (6.1%)、IVV (4.5%). The largest single position, DFAC, represented 6.9% of total portfolio value.
In Q1 2025, Firethorn Wealth Partners, 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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