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CIK: 0001759354
Total reported value
$223.2M
$223.2M
49 檔
58.4%
As reported in its official Q1 2026 Form 13F filing, KilterHowling LLC's tracked investment portfolio stood at $223.2M with 49 total positions.
In Q1 2026, KilterHowling LLC displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, VOO, VIG) accounted for 58.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 15.74% | -1.78% | +6.98% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.01% | +0.73% | +1.68% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.90% | -0.13% | +1.29% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.48% | +1.54% | -0.06% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 7.67% | -0.70% | +37.45% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.52% | -0.38% | +1.61% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.80% | +0.30% | +9.56% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 4.69% | -0.24% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.77% | +11.74% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | +0.08% | +3.21% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.01% | +14.45% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.12% | +11.74% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.16% | +169.39% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.21% | +24.68% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.81% | +0.02% | +0.19% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.08% | -8.52% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.03% | +9.04% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | — | +13.70% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.40% | +442.86% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.06% | +5.76% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.04% | +0.10% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.63% | +0.01% | +21.32% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.04% | +30.79% | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.57% | -0.08% | +36.49% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.02% | +0.10% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 0.37% | +0.07% | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | -0.22% | +180.26% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.31% | +0.01% | +0.23% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.25% | -0.02% | +0.06% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.02% | -1.07% | |
| 31 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.22% | -0.01% | +17.69% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.22% | — | +12.49% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.02% | +5.93% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.02% | -0.66% | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.19% | -0.03% | +38.24% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.19% | — | +0.03% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.17% | — | +0.30% | |
| 38 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.15% | — | +9.06% | |
| 39 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.15% | — | +10.59% | |
| 40 | BALL | Ball CORP | Stock-Consumer Disc | 0.14% | -0.01% | -0.04% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.13% | -0.03% | -0.35% | |
| 42 | WAT | Waters CORP | Stock-Healthcare | 0.13% | +0.02% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | +0.01% | -0.20% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.12% | -0.01% | +0.64% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.12% | -0.12% | EXIT | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | +0.46% | |
| 47 | AKRE | Akre Focus ETF | ETF-Other | 0.11% | -0.11% | EXIT | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.10% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +2% | +37.45% | Add |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | +0.9% | +6.98% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +442.86% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.5% | +9.56% | Add |
| 5 | LLY | Eli Lilly & Co | +0.5% | +169.39% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.4% | +24.68% | Add |
| 7 | SCHB | Schwab US Broad Market ETF | +0.2% | +180.26% | Add |
| 8 | EAGG | Ishares Esg Aware US Aggrega | +0.2% | +36.49% | Add |
| 9 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +21.32% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +11.74% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +30.79% | Add |
| 12 | BGRN | Ishares Usd Green Bond ETF | +0.1% | +38.24% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +14.45% | Add |
| 14 | SDG | Ish Msci Glob Sust Deve Goal | 0% | +17.69% | Add |
| 15 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +12.49% | Add |
| 16 | CMI | Cummins Inc | 0% | — | Unchanged |
| 17 | BALL | Ball CORP | 0% | -0.04% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | +9.04% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | +5.93% | Add |
| 20 | WEC | Wec Energy Group Inc | 0% | +0.64% | Add |
| 21 | SHE | Ss Spdr Msci U Gend Div ETF | 0% | +10.59% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +11.74% | Add |
| 23 | CRBN | Ish Low Car Opt Ms Ac Etf-us | — | +9.06% | Add |
| 24 | IWS | Ishares Russell Mid-cap Valu | — | +0.30% | Add |
| 25 | IWD | Ishares Russell 1000 Value E | — | +0.46% | Add |
| 26 | PG | Procter & Gamble Co/the | — | -1.07% | Trim |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | -0.35% | Trim |
| 28 | IWB | Ishares Russell 1000 ETF | 0% | +0.23% | Add |
| 29 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.03% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | -0.66% | Trim |
| 31 | IWV | Ishares Russell 3000 ETF | 0% | +0.19% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | -0.20% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.21% | Add |
| 34 | USMV | Ishares Msci USA Min Vol Fac | 0% | +1.61% | Add |
| 35 | WAT | Waters CORP | 0% | — | Unchanged |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.10% | Add |
| 37 | AVGO | Broadcom Inc | -0.1% | +5.76% | Add |
| 38 | VUG | Vanguard Growth ETF | -0.1% | +0.10% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | +0.06% | Add |
| 40 | MSFT | Microsoft CORP | -0.1% | +13.70% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | -8.52% | Trim |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +1.29% | Add |
| 43 | VOO | Vanguard S&p 500 ETF | -0.6% | +1.68% | Add |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | -0.06% | Trim |
| 45 | AOM | Ishares Core 40/60 Moderate | -1.4% | -91.97% | Trim |
| 46 | AKRE | Akre Focus ETF | -3.4% | -96.22% | Trim |
| 47 | AVDE | Avantis International Equity | — | NEW | New buy |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | — | EXIT | Sold out |
| 49 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 50 | AOA | Ishares Core 80/20 Aggressiv | — | EXIT | Sold out |
According to official SEC Form 13F filings, KilterHowling LLC reported a total U.S. public equity portfolio value of $223.2M across 49 disclosed positions in Q1 2026.
During Q1 2026, KilterHowling LLC's top holdings by market value included SCHZ (15.7%)、VOO (15.0%)、VIG (14.9%). The largest single position, SCHZ, represented 15.7% 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.
Top New Position Initiated
AVDE
市值: $9.3M
Top Position Liquidated / Trimmed
VBIL
前期市值: $5.3M
In Q1 2026, KilterHowling LLC made 52 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 9 holdings, and fully liquidating 5 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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