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CIK: 0002112646
Total reported value
$699.6M
$699.6M
53 檔
79.3%
In Q1 2026, Larch Capital Partners LLC's U.S. equity holdings reached a combined market value of $699.6M, distributed across 53 disclosed stock positions.
In Q1 2026, Larch Capital Partners LLC displayed an active expansion posture, initiating 22 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. | Stock-Financials | 74.46% | -6.12% | -1.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +0.61% | — | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.46% | -0.03% | — | |
| 4 | VALE | Vale Sa-sp Adr | Stock-Materials | 1.44% | -0.11% | -54.42% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.36% | +0.77% | +4.43% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 1.19% | -0.17% | — | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.17% | +0.14% | +0.19% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.15% | +0.32% | +0.54% | |
| 9 | BBD | Banco Bradesco-adr | Stock-Other | 1.10% | -0.08% | -12.23% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.97% | -0.01% | +3.27% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.97% | -0.01% | — | |
| 12 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.96% | -0.21% | -49.69% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.90% | +0.01% | +0.06% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.07% | — | |
| 15 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.81% | +0.43% | +9.67% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.75% | +0.01% | +6.89% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.67% | +0.80% | — | |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.63% | +0.02% | — | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.62% | +0.06% | — | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.60% | -0.01% | +0.20% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.54% | +0.10% | — | |
| 22 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.52% | +0.22% | +3.07% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.52% | -0.01% | — | |
| 24 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.45% | +0.39% | +5.55% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.08% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.04% | +12.70% | |
| 27 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.42% | -0.01% | — | |
| 28 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 0.39% | -0.08% | — | |
| 29 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.34% | +0.10% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | +0.05% | +0.88% | |
| 31 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.32% | -0.03% | -16.59% | |
| 32 | INDA | Ishares Msci India ETF | ETF-Other | 0.21% | +0.01% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.03% | — | |
| 34 | NZAC | State Street Spdr Msci Acwi | ETF-Other | 0.14% | -0.14% | EXIT | |
| 35 | JBS | Jbs N.v. | Stock-Other | 0.12% | -0.04% | -34.07% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.12% | -59.41% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.05% | — | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.07% | — | — | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.07% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.07% | — | — | |
| 43 | GGB | Gerdau SA -spon Adr | Stock-Other | 0.07% | — | — | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.06% | — | — | |
| 45 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.05% | -0.05% | EXIT | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.05% | — | — | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.04% | — | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.04% | — | — | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.04% | — | — | |
| 50 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Larch Capital Partners LLC reported a total U.S. public equity portfolio value of $699.6M across 53 disclosed positions in Q1 2026.
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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 NU, IVV, IEF) accounted for 79.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IVV
市值: $11.6M
Top Position Liquidated / Trimmed
HOOD
前期市值: $279.9K
During Q1 2026, Larch Capital Partners LLC's top holdings by market value included NU (74.5%)、IVV (1.7%)、IEF (1.5%). The largest single position, NU, represented 74.5% of total portfolio value.
In Q1 2026, Larch Capital Partners LLC made 44 total portfolio adjustments, initiating 22 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 3 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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