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CIK: 0002058915
Total reported value
$276.1M
$276.1M
1567 檔
32.2%
As reported in its official Q1 2026 Form 13F filing, Kilter Group LLC's tracked investment portfolio stood at $276.1M with 1567 total positions.
In Q1 2026, Kilter Group LLC displayed an active expansion posture, initiating 24 new positions and adding to 94 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IVW, DYNF) accounted for 32.2% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1567 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.91% | +5.45% | +14.81% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.45% | +0.03% | +11.54% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.36% | +0.39% | +0.00% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.33% | -1.67% | +1.45% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.27% | -3.27% | +7.27% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.71% | -2.84% | +1.68% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.35% | -2.15% | -9.42% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.21% | -4.20% | -15.36% | |
| 9 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 3.82% | -0.38% | +5.01% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.77% | +2.34% | +2.01% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.69% | +2.16% | +5.82% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.69% | +0.65% | +4.18% | |
| 13 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.68% | +0.43% | +9.70% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.26% | +0.20% | +7.33% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.82% | +0.08% | +243.65% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.72% | +0.29% | +35.42% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.31% | -0.74% | +7.94% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.11% | +0.04% | -3.29% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.90% | -0.28% | +10.60% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.83% | -0.82% | -25.69% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.02% | -5.90% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | -0.02% | +1.07% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.01% | +97.58% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.02% | +1.85% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.02% | +9.82% | |
| 26 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.41% | +0.16% | -16.07% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.23% | -46.58% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.37% | -0.02% | +4.72% | |
| 29 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.35% | -0.01% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | +12.14% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.31% | -0.04% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | — | -0.84% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.05% | +11.36% | |
| 34 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.28% | +0.14% | -27.20% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.03% | +1.29% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | +0.08% | +16.14% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | -0.03% | -16.53% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.20% | -0.15% | +22.86% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.02% | -3.11% | |
| 40 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.19% | -0.05% | — | |
| 41 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -0.06% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.18% | -0.04% | +11.73% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | -0.04% | +0.30% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.04% | -16.86% | |
| 46 | TAN | Invesco Solar ETF | ETF-Other | 0.12% | -0.01% | -18.79% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.12% | -0.11% | -0.55% | |
| 48 | PAVE | Global X US Infrastructure | ETF-Other | 0.11% | — | — | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.11% | -0.08% | +646.67% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.01% | -25.56% |
According to official SEC Form 13F filings, Kilter Group LLC reported a total U.S. public equity portfolio value of $276.1M across 1567 disclosed positions in Q1 2026.
During Q1 2026, Kilter Group LLC's top holdings by market value included IVV (8.9%)、IVW (8.4%)、DYNF (8.4%). The largest single position, IVV, represented 8.9% of total portfolio value.
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Top New Position Initiated
SCZ
市值: $62.1K
Top Position Liquidated / Trimmed
SPTB
前期市值: $293.2K
In Q1 2026, Kilter Group LLC made 190 total portfolio adjustments, initiating 24 new buys, adding to 94 positions, trimming 34 holdings, and fully liquidating 38 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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