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CIK: 0002030974
Total reported value
$375.8M
$375.8M
307 檔
27.0%
The Q1 2026 SEC filing reveals that Kings Path Partners LLC held a total portfolio value of $375.8M, covering 307 public equity positions.
Kings Path Partners LLC executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 11 holdings and trimming 49 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHF, GSLC) accounted for 27.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.38% | +0.18% | +0.12% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.56% | -1.43% | -4.00% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.98% | -0.30% | -0.45% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.27% | -0.05% | -2.67% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.74% | -0.97% | +0.65% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.72% | -0.36% | +0.50% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.44% | -0.26% | -0.13% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.20% | -0.21% | -0.90% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.87% | +0.22% | -1.09% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.58% | +0.26% | -1.35% | |
| 11 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.48% | -0.19% | -2.27% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.10% | -0.34% | -2.44% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.66% | -0.42% | +3.05% | |
| 14 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.24% | -0.31% | +1.38% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.05% | +0.24% | -1.07% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.04% | -0.14% | -3.12% | |
| 17 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.00% | +0.94% | +152.19% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.65% | -0.41% | +0.33% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.18% | -0.38% | +0.02% | |
| 20 | TRGP | Targa Resources CORP | Stock-Energy | 1.08% | +0.27% | +30.29% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.21% | -2.88% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.96% | -0.13% | -0.14% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.79% | +1.02% | +4.00% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.75% | -0.14% | +2.63% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | -0.19% | — | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.64% | +1.15% | +24.31% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | +1.05% | +1.75% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.12% | -0.92% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.20% | -13.44% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.05% | — | |
| 31 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.43% | +0.28% | -10.90% | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.42% | +1.25% | +60.91% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.40% | -0.14% | -3.64% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | -0.10% | -1.16% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.11% | -1.64% | |
| 36 | PAHC | Phibro Animal Health Corp-a | Stock-Other | 0.33% | -0.08% | — | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.31% | -0.08% | — | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.29% | -0.04% | -3.05% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | — | -0.43% | |
| 40 | PDFS | Pdf Solutions Inc | Stock-Other | 0.28% | +0.13% | — | |
| 41 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 0.27% | +0.07% | — | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.27% | -0.03% | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | -0.03% | -0.44% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.24% | -0.04% | — | |
| 45 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.24% | -0.24% | EXIT | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | +0.02% | +73.53% | |
| 47 | PLOW | Douglas Dynamics Inc | Stock-Other | 0.23% | -0.07% | — | |
| 48 | IRMD | Iradimed CORP | Stock-Other | 0.23% | -0.06% | — | |
| 49 | KRT | Karat Packaging Inc | Stock-Other | 0.19% | +0.03% | +8.44% | |
| 50 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.19% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BOXX | Alpha Architect 1-3 Mnth Box | +1.2% | +152.19% | Add |
| 2 | TRGP | Targa Resources CORP | +0.5% | +30.29% | Add |
| 3 | DFNM | Dimensional National Muni Bd | +0.2% | +60.91% | Add |
| 4 | PEGA | Pegasystems Inc | +0.1% | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 6 | AVLV | Avantis US Large Cap Value | +0.1% | -1.09% | Trim |
| 7 | SUB | Ishares Short-term National | +0.1% | +24.31% | Add |
| 8 | PLPC | Preformed Line Products Co | +0.1% | NEW | New buy |
| 9 | PAHC | Phibro Animal Health Corp-a | +0.1% | — | Unchanged |
| 10 | MU | Micron Technology Inc | +0.1% | +3000.00% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +579.83% | Add |
| 12 | MELI | Mercadolibre Inc | +0.1% | +566.67% | Add |
| 13 | WULF | Terawulf Inc | +0.1% | +119.55% | Add |
| 14 | WLDN | Willdan Group Inc | +0.1% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +73.53% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +97.49% | Add |
| 17 | WBI | Waterbridge Infrastruc-cl A | +0.1% | +69.93% | Add |
| 18 | DFAT | Dimensional US Target Value | +0.1% | -1.35% | Trim |
| 19 | PLOW | Douglas Dynamics Inc | +0.1% | — | Unchanged |
| 20 | TSLA | Tesla Inc | +0.1% | +100.00% | Add |
| 21 | DFIV | Dimensional International Va | 0% | -2.44% | Trim |
| 22 | KRT | Karat Packaging Inc | 0% | +8.44% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +193.25% | Add |
| 24 | WTTR | Select Water Solutions Inc | 0% | — | Unchanged |
| 25 | CVX | Chevron CORP | 0% | -1.34% | Trim |
| 26 | PDFS | Pdf Solutions Inc | 0% | — | Unchanged |
| 27 | DFGP | Dimensional Glbl Core Pl Fix | 0% | +3.05% | Add |
| 28 | AVEM | Avantis Emerging Markets Eq | 0% | -1.07% | Trim |
| 29 | WMT | Walmart Inc | 0% | +100.13% | Add |
| 30 | KRUS | Kura Sushi USA Inc-class A | 0% | — | Unchanged |
| 31 | TFIN | Triumph Financial Inc | 0% | +29.44% | Add |
| 32 | AVDV | Avantis Intl S/c Value ETF | 0% | -3.12% | Trim |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +20.69% | Add |
| 34 | GRDN | Guardian Phrmcy Services-a | 0% | — | Unchanged |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +21.77% | Add |
| 36 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 37 | SLV | Ishares Silver Trust | 0% | +900.00% | Add |
| 38 | AVUV | Avantis US Small Cap Value | 0% | -0.43% | Trim |
| 39 | AVGO | Broadcom Inc | 0% | +200.00% | Add |
| 40 | CVLG | Covenant Logistics Group Inc | 0% | — | Unchanged |
| 41 | GOOGL | Alphabet Inc-cl A | 0% | +111.11% | Add |
| 42 | NVEC | Nve CORP | 0% | — | Unchanged |
| 43 | PLTR | Palantir Technologies Inc-a | 0% | +150.00% | Add |
| 44 | MUB | Ishares National Muni Bond E | 0% | +4.00% | Add |
| 45 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | — | Unchanged |
| 46 | SEI | Solaris Energy Infrastructur | 0% | -7.83% | Trim |
| 47 | MCB | Metropolitan Bank Holding Co | 0% | — | Unchanged |
| 48 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 49 | LGND | Ligand Pharmaceuticals | 0% | — | Unchanged |
| 50 | PNTG | Pennant Group Inc/the | 0% | — | 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 307 disclosed positions in Q1 2026.
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
PEGA
市值: $408.6K
Top Position Liquidated / Trimmed
BPRE
前期市值: $689.6K
During Q1 2026, Kings Path Partners LLC's top holdings by market value included VTI (10.4%)、SCHF (7.6%)、GSLC (7.0%). The largest single position, VTI, represented 10.4% of total portfolio value.
In Q1 2026, Kings Path Partners LLC made 116 total portfolio adjustments, initiating 6 new buys, adding to 50 positions, trimming 49 holdings, and fully liquidating 11 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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