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CIK: 0002030974
Total reported value
$375.8M
$375.8M
283 檔
24.5%
During the Q2 2025 filing period, Kings Path Partners LLC (CIK: 0002030974) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $375.8M across 283 reported positions.
In Q2 2025, Kings Path Partners LLC displayed an active expansion posture, initiating 21 new positions and adding to 50 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.66% | +0.18% | +15.79% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.75% | -1.43% | +2527.12% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.53% | -0.30% | +14.02% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.31% | -0.05% | -8.51% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.88% | -0.97% | +5.73% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.72% | -0.36% | +2.60% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.41% | -0.26% | +1.14% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.30% | -0.21% | +6.16% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.75% | -0.19% | -8.93% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.39% | +0.26% | +30.26% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.33% | +0.22% | +35.40% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.79% | -0.34% | -2.80% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.13% | -0.42% | +114.31% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.91% | -0.41% | +38.21% | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.85% | -0.31% | +116.18% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.85% | +0.24% | +12.75% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.70% | -0.14% | -3.32% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.32% | -0.38% | +5.87% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | -0.21% | -4.68% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.88% | -0.19% | — | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.85% | -0.13% | +0.73% | |
| 22 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.75% | -0.14% | +4.85% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | +1.02% | +3.65% | |
| 24 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.69% | +0.28% | -24.00% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.12% | +0.26% | |
| 26 | TRGP | Targa Resources CORP | Stock-Energy | 0.67% | +0.27% | — | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.59% | -0.14% | -59.21% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | +1.05% | +8.28% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.20% | -9.89% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.11% | -61.63% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.51% | +1.15% | +7.19% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.03% | +263.64% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.44% | -0.10% | -11.65% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | -0.03% | -3.95% | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.37% | -0.08% | -12.73% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.05% | — | |
| 37 | IIIV | I3 Verticals Inc-class A | Stock-Other | 0.33% | -0.18% | EXIT | |
| 38 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 0.31% | -0.02% | — | |
| 39 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.30% | -0.05% | — | |
| 40 | IRMD | Iradimed CORP | Stock-Other | 0.30% | -0.06% | — | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.29% | — | +4.47% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.29% | -0.03% | — | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.29% | -0.04% | -1.36% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | — | — | |
| 45 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.28% | — | — | |
| 46 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 0.26% | -0.03% | -15.54% | |
| 47 | MCB | Metropolitan Bank Holding Co | Stock-Other | 0.24% | — | — | |
| 48 | EE | Excelerate Energy Inc-a | Stock-Other | 0.24% | -0.03% | — | |
| 49 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 0.23% | +0.07% | — | |
| 50 | ARISUSD | Aris Water Solutions Inc-a | Stock-Other | 0.23% | — | +14.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +8.4% | +2527.12% | Add |
| 2 | DFGP | Dimensional Glbl Core Pl Fix | +1% | +114.31% | Add |
| 3 | VCRB | Vanguard Core Bond ETF | +0.8% | +116.18% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +15.79% | Add |
| 5 | AVLV | Avantis US Large Cap Value | +0.5% | +35.40% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.4% | +30.26% | Add |
| 7 | TSLA | Tesla Inc | +0.4% | +263.64% | Add |
| 8 | LLY | Eli Lilly & Co | +0.3% | NEW | New buy |
| 9 | GSLC | Goldman Activebeta US Lc ETF | +0.3% | +14.02% | Add |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.2% | +38.21% | Add |
| 11 | WRBY | Warby Parker Inc-class A | +0.1% | NEW | New buy |
| 12 | AVEM | Avantis Emerging Markets Eq | +0.1% | +12.75% | Add |
| 13 | CVLG | Covenant Logistics Group Inc | +0.1% | NEW | New buy |
| 14 | KRUS | Kura Sushi USA Inc-class A | +0.1% | — | Unchanged |
| 15 | PAHC | Phibro Animal Health Corp-a | +0.1% | +87.27% | Add |
| 16 | DFNM | Dimensional National Muni Bd | +0.1% | +122.28% | Add |
| 17 | KRT | Karat Packaging Inc | +0.1% | +91.68% | Add |
| 18 | PLOW | Douglas Dynamics Inc | +0.1% | +47.28% | Add |
| 19 | DFAC | Dimensional US Core Equity 2 | +0.1% | NEW | New buy |
| 20 | AGX | Argan Inc | +0.1% | NEW | New buy |
| 21 | PNTG | Pennant Group Inc/the | +0.1% | +45.82% | Add |
| 22 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | NEW | New buy |
| 23 | SMCI | Super Micro Computer Inc | +0.1% | — | Unchanged |
| 24 | DFAX | Dimensional World Ex US Core | +0.1% | NEW | New buy |
| 25 | AAPL | Apple Inc | 0% | +67.57% | Add |
| 26 | NCNO | Ncino Inc | 0% | +63.52% | Add |
| 27 | PDFS | Pdf Solutions Inc | 0% | +34.10% | Add |
| 28 | SLV | Ishares Silver Trust | 0% | NEW | New buy |
| 29 | DFUV | Dimensional US Marketwide Va | 0% | +1996.04% | Add |
| 30 | UFPT | Ufp Technologies Inc | 0% | +13.92% | Add |
| 31 | LMB | Limbach Holdings Inc | 0% | -22.04% | Trim |
| 32 | BOOT | Boot Barn Holdings Inc | 0% | — | Unchanged |
| 33 | TLT | Ishares 20+ Year Treasury Bd | 0% | +140.51% | Add |
| 34 | KMI | Kinder Morgan, Inc. | 0% | NEW | New buy |
| 35 | SHYM | Ishares Short Duration High | 0% | +103.67% | Add |
| 36 | VITL | Vital Farms Inc | 0% | — | Unchanged |
| 37 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 38 | UEC | Uranium Energy CORP | 0% | NEW | New buy |
| 39 | MET | Metlife Inc | 0% | NEW | New buy |
| 40 | UAL | United Airlines Holdings Inc | 0% | NEW | New buy |
| 41 | DFAS | Dimensional US Small Cap ETF | 0% | NEW | New buy |
| 42 | ARKK | Ark Innovation ETF | 0% | — | Unchanged |
| 43 | MCB | Metropolitan Bank Holding Co | — | — | Unchanged |
| 44 | ADMA | Adma Biologics Inc | — | +35.08% | Add |
| 45 | COCO | Vita Coco Co Inc/the | — | — | Unchanged |
| 46 | MSFT | Microsoft CORP | — | — | Unchanged |
| 47 | AMZN | Amazon.com Inc | — | +2.60% | Add |
| 48 | WMT | Walmart Inc | — | +20.13% | Add |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | +3.22% | Add |
| 50 | TXN | Texas Instruments Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Kings Path Partners LLC reported a total U.S. public equity portfolio value of $375.8M across 283 disclosed positions in Q2 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, SCHF, GSLC) accounted for 24.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
LLY
市值: $694.6K
Top Position Liquidated / Trimmed
RPAY
前期市值: $269.1K
During Q2 2025, Kings Path Partners LLC's top holdings by market value included VTI (10.7%)、SCHF (8.8%)、GSLC (7.5%). The largest single position, VTI, represented 10.7% of total portfolio value.
In Q2 2025, Kings Path Partners LLC made 124 total portfolio adjustments, initiating 21 new buys, adding to 50 positions, trimming 43 holdings, and fully liquidating 10 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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