13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002030974
Total reported value
$380.2M
$380.2M
353 檔
34.2%
At the close of Q2 2026, Kings Path Partners LLC disclosed equity holdings valued at approximately $380.2M, spread across 353 reported holdings.
In Q2 2026, Kings Path Partners LLC displayed an active expansion posture, initiating 37 new positions and adding to 65 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.22% | -0.18% | +21.18% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.26% | -0.05% | +18.42% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.36% | -0.14% | -2.87% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.33% | -0.15% | +17.41% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.46% | +0.16% | +23.32% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.28% | +0.40% | +25.40% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.09% | -0.05% | +13.92% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.97% | -0.31% | +17.00% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.87% | +0.30% | +5.54% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.79% | -0.34% | +22.11% | |
| 11 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.42% | -0.05% | +19.97% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.72% | +0.04% | +10.74% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.26% | -0.11% | +18.76% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.21% | +0.34% | +6.68% | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.95% | +0.38% | +12.72% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.88% | +0.04% | +15.70% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.80% | -0.13% | +190.48% | |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.74% | +0.20% | +11.47% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.68% | -0.07% | +239.81% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.66% | -0.13% | +250.23% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.52% | -0.10% | +360.71% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.26% | +0.01% | -0.61% | |
| 23 | TMLP | Tortoise Mlp ETF | ETF-Other | 1.09% | -0.02% | — | |
| 24 | TRGP | Targa Resources CORP | Stock-Energy | 0.89% | -0.17% | — | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.88% | — | -16.64% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.83% | -0.01% | -0.58% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.01% | -0.64% | |
| 28 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.78% | -0.05% | +130.90% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.61% | -0.06% | +5.79% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | -0.01% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | — | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.44% | +0.13% | +4.09% | |
| 33 | PDFS | Pdf Solutions Inc | Stock-Other | 0.37% | -0.13% | -19.82% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.36% | -0.05% | +1469.80% | |
| 35 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 0.33% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | +0.06% | +0.25% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.29% | -0.04% | -6.71% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.29% | +0.07% | -2.69% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.04% | -3.29% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.26% | — | +4.89% | |
| 41 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.24% | -0.03% | — | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.24% | — | — | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.24% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.23% | -0.01% | -6.28% | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.21% | +0.01% | — | |
| 46 | NVEC | Nve CORP | Stock-Other | 0.21% | -0.09% | — | |
| 47 | CDNL | Cardinal Infrastructure Gr-a | Stock-Other | 0.19% | -0.11% | — | |
| 48 | SEI | Solaris Energy Infrastructur | Stock-Energy | 0.18% | -0.05% | — | |
| 49 | KRT | Karat Packaging Inc | Stock-Other | 0.18% | -0.01% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFNM | Dimensional National Muni Bd | +1.3% | +360.71% | Add |
| 2 | SUB | Ishares Short-term National | +1.2% | +239.81% | Add |
| 3 | TMLP | Tortoise Mlp ETF | +1.1% | NEW | New buy |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +1.1% | +250.23% | Add |
| 5 | MUB | Ishares National Muni Bond E | +1% | +190.48% | Add |
| 6 | BOXX | Alpha Architect 1-3 Mnth Box | +0.9% | +11.47% | Add |
| 7 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | +1469.80% | Add |
| 8 | DUSB | Dimension Ultrashort Fi ETF | +0.3% | +130.90% | Add |
| 9 | TRGP | Targa Resources CORP | +0.3% | — | Add |
| 10 | DFAT | Dimensional US Target Value | +0.3% | +22.11% | Add |
| 11 | AVEM | Avantis Emerging Markets Eq | +0.2% | +18.76% | Add |
| 12 | AVLV | Avantis US Large Cap Value | +0.2% | +17.00% | Add |
| 13 | CDNL | Cardinal Infrastructure Gr-a | +0.2% | NEW | New buy |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +21.18% | Add |
| 15 | TFIN | Triumph Financial Inc | +0.2% | NEW | New buy |
| 16 | PDFS | Pdf Solutions Inc | +0.1% | -19.82% | Trim |
| 17 | PLPC | Preformed Line Products Co | +0.1% | NEW | New buy |
| 18 | WULF | Terawulf Inc | +0.1% | — | Add |
| 19 | WLDN | Willdan Group Inc | +0.1% | NEW | New buy |
| 20 | CVLG | Covenant Logistics Group Inc | +0.1% | +37.96% | Add |
| 21 | GLD | Spdr Gold Shares | +0.1% | +37.08% | Add |
| 22 | OUST | Ouster Inc | +0.1% | NEW | New buy |
| 23 | ORA | Ormat Technologies Inc | +0.1% | NEW | New buy |
| 24 | AMSC | American Superconductor CORP | +0.1% | NEW | New buy |
| 25 | PEGA | Pegasystems Inc | +0.1% | NEW | New buy |
| 26 | LGND | Ligand Pharmaceuticals | +0.1% | — | Unchanged |
| 27 | MELI | Mercadolibre Inc | +0.1% | — | Add |
| 28 | MU | Micron Technology Inc | +0.1% | -75.27% | Add |
| 29 | OPLN | Openlane Inc | +0.1% | NEW | New buy |
| 30 | NVEC | Nve CORP | +0.1% | — | Unchanged |
| 31 | LQDT | Liquidity Services Inc | +0.1% | NEW | New buy |
| 32 | TBN | Tamboran Resources CORP | +0.1% | NEW | New buy |
| 33 | WBI | Waterbridge Infrastruc-cl A | 0% | -19.85% | Add |
| 34 | MGRC | Mcgrath Rentcorp | 0% | +88.97% | Add |
| 35 | NNBR | Nn Inc | 0% | NEW | New buy |
| 36 | SEI | Solaris Energy Infrastructur | 0% | — | Trim |
| 37 | KRT | Karat Packaging Inc | 0% | — | Add |
| 38 | TSLA | Tesla Inc | 0% | — | Add |
| 39 | NVDA | Nvidia CORP | 0% | — | Add |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +43.68% | Add |
| 41 | AAPL | Apple Inc | 0% | +56.88% | Add |
| 42 | META | Meta Platforms Inc-class A | 0% | — | Add |
| 43 | TXN | Texas Instruments Inc | 0% | +13.04% | Add |
| 44 | WMT | Walmart Inc | 0% | +0.67% | Add |
| 45 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
| 46 | AVGO | Broadcom Inc | 0% | — | Add |
| 47 | AVLC | Avantis US Lg Cap Eq ETF | 0% | NEW | New buy |
| 48 | WRBY | Warby Parker Inc-class A | 0% | — | Trim |
| 49 | SHYM | Ishares Short Duration High | 0% | +47.98% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +34.79% | Add |
According to official SEC Form 13F filings, Kings Path Partners LLC reported a total U.S. public equity portfolio value of $380.2M across 353 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, GSLC, SCHF) accounted for 34.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
TMLP
市值: $4.1M
Top Position Liquidated / Trimmed
BPRE
前期市值: $689.6K
During Q2 2026, Kings Path Partners LLC's top holdings by market value included VTI (11.2%)、GSLC (7.3%)、SCHF (6.4%). The largest single position, VTI, represented 11.2% of total portfolio value.
In Q2 2026, Kings Path Partners LLC made 157 total portfolio adjustments, initiating 37 new buys, adding to 65 positions, trimming 40 holdings, and fully liquidating 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.