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CIK: 0002058915
Total reported value
$276.1M
$276.1M
1392 檔
31.1%
The Q4 2025 SEC filing reveals that Kilter Group LLC held a total portfolio value of $276.1M, covering 1392 public equity positions.
In Q4 2025, Kilter Group LLC displayed an active expansion posture, initiating 1 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DYNF, IVW, IVV) accounted for 31.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.95% | +0.39% | +9.79% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.46% | +0.03% | +7.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.34% | +5.45% | +2.10% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.16% | -1.67% | +11.46% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.02% | -3.27% | +4.10% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.52% | -2.84% | -20.26% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.50% | -4.20% | +4.62% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.09% | -2.15% | -26.47% | |
| 9 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 3.75% | -0.38% | +7.27% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.69% | +2.34% | -4.64% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.67% | +0.65% | +13.39% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.66% | +0.43% | +5.37% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.60% | +2.16% | +2.45% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.24% | +0.20% | +50.46% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.02% | +0.29% | +7008.00% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.26% | -0.74% | +7.89% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.18% | +0.04% | +46.80% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.05% | -0.82% | -2.65% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.89% | -0.02% | +3.68% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.86% | +0.08% | -22.28% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | -0.02% | +0.64% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | -0.28% | +1.12% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.23% | +18.38% | |
| 24 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.72% | +0.16% | +0.10% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.02% | +6.45% | |
| 26 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.61% | +0.14% | +0.14% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.02% | +6.14% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | +10.12% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.37% | -0.02% | -2.44% | |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.36% | -0.01% | -14.93% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.01% | +3.47% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | — | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | -0.04% | — | |
| 34 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.32% | +0.02% | -0.03% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.05% | +7.47% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.03% | -1.19% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.26% | -0.03% | +38.01% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | +0.08% | +3.26% | |
| 39 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.23% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.02% | +68.41% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.04% | +2963.64% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | +3.69% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.01% | +313.79% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.17% | -0.15% | +2.54% | |
| 45 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.17% | +0.01% | +0.02% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.17% | — | — | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.16% | -0.04% | -4.53% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.04% | -8.84% | |
| 49 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.14% | -0.05% | — | |
| 50 | TAN | Invesco Solar ETF | ETF-Other | 0.14% | -0.01% | -0.62% |
According to official SEC Form 13F filings, Kilter Group LLC reported a total U.S. public equity portfolio value of $276.1M across 1392 disclosed positions in Q4 2025.
During Q4 2025, Kilter Group LLC's top holdings by market value included DYNF (8.9%)、IVW (8.5%)、IVV (8.3%). The largest single position, DYNF, represented 8.9% of total portfolio value.
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Top New Position Initiated
SPTB
市值: $293.2K
Top Position Liquidated / Trimmed
SPAB
前期市值: $287.3K
In Q4 2025, Kilter Group LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 35 positions, trimming 12 holdings, and fully liquidating 1 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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