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CIK: 0002030974
Total reported value
$375.8M
$375.8M
257 檔
18.9%
As reported in its official Q1 2025 Form 13F filing, Kings Path Partners LLC's tracked investment portfolio stood at $375.8M with 257 total positions.
In Q1 2025, Kings Path Partners LLC adopted a defensive or profit-taking posture, trimming 72 positions and completely liquidating 39 holdings to manage risk exposure.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.11% | +0.18% | +9.22% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.28% | -0.30% | +10.70% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.29% | -0.05% | +2.32% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.58% | -0.97% | +15.11% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.55% | -0.36% | +8.54% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.29% | -0.26% | +6.80% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.51% | -0.21% | +7.78% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 4.50% | -0.19% | -1.14% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.21% | -0.34% | +1.62% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.02% | +0.26% | +17.07% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.86% | +0.22% | +8.92% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.88% | -0.14% | +0.86% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.75% | +0.24% | +5.48% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.72% | -0.14% | -28.67% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.70% | -0.11% | -28.07% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.69% | -0.41% | +2.90% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.37% | -0.38% | +0.01% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.21% | -0.70% | |
| 19 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.18% | -0.42% | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.17% | -0.19% | — | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.10% | +0.28% | +88.01% | |
| 22 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.04% | -0.31% | — | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.99% | -0.13% | +0.00% | |
| 24 | TRGP | Targa Resources CORP | Stock-Energy | 0.94% | +0.27% | -8.99% | |
| 25 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.89% | -0.14% | +8.50% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | +1.02% | -8.88% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.79% | -0.20% | +7.52% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.12% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | +1.05% | -16.94% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.60% | -0.10% | +8.21% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.03% | +1000.00% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.58% | +1.15% | -5.54% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.51% | -0.08% | -30.82% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.05% | -0.61% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | -0.03% | -0.07% | |
| 36 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.42% | -0.05% | -18.34% | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.40% | +0.29% | +157.51% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | -0.02% | — | |
| 39 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 0.39% | -0.03% | -38.65% | |
| 40 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.37% | -0.05% | -49.70% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.36% | -1.43% | -5.80% | |
| 42 | IIIV | I3 Verticals Inc-class A | Stock-Other | 0.36% | -0.18% | EXIT | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.34% | -0.03% | — | |
| 44 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.34% | -0.01% | — | |
| 45 | ARISUSD | Aris Water Solutions Inc-a | Stock-Other | 0.33% | — | -53.31% | |
| 46 | ✓ | Stock-Other | 0.33% | -0.13% | EXIT | ||
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.32% | — | +2.20% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.32% | -0.04% | -1.34% | |
| 49 | IRMD | Iradimed CORP | Stock-Other | 0.32% | -0.06% | -49.67% | |
| 50 | EE | Excelerate Energy Inc-a | Stock-Other | 0.28% | -0.03% | -38.63% |
According to official SEC Form 13F filings, Kings Path Partners LLC reported a total U.S. public equity portfolio value of $375.8M across 257 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 VTI, GSLC, VEA) accounted for 18.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFGP
市值: $2.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $1.7M
During Q1 2025, Kings Path Partners LLC's top holdings by market value included VTI (10.1%)、GSLC (7.3%)、VEA (6.3%). The largest single position, VTI, represented 10.1% of total portfolio value.
In Q1 2025, Kings Path Partners LLC made 152 total portfolio adjustments, initiating 12 new buys, adding to 29 positions, trimming 72 holdings, and fully liquidating 39 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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