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: 0001701714
Total reported value
$1.3B
$1.3B
928 檔
18.2%
In Q1 2025, McIlrath & Eck, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 928 disclosed stock positions.
In Q1 2025, McIlrath & Eck, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 928 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXT | Strive Total Return Bond ETF | ETF-Other | 7.75% | -1.22% | +6.21% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.23% | -2.04% | +2.07% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 5.11% | -0.92% | +6.42% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.02% | -0.79% | +5.69% | |
| 5 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 5.00% | -0.80% | +3.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.79% | -1.36% | +32.49% | |
| 7 | BUXX | Strive Enhanced Income Short | ETF-Other | 4.69% | -0.68% | +1.89% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 4.56% | -0.73% | +4.81% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.15% | -0.56% | +10.56% | |
| 10 | CGSD | Cap Group Short Duration | ETF-Other | 3.82% | -0.46% | -2.45% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 3.29% | -0.44% | +37.46% | |
| 12 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 3.01% | -0.56% | +1.15% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.63% | -1.12% | +4.48% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.50% | -0.41% | -5.14% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.33% | -0.40% | +16.27% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.32% | -0.37% | -35.73% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.30% | -0.29% | +2.72% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.25% | -0.35% | -11.37% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | -0.26% | +7.15% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.47% | -0.24% | -6.13% | |
| 21 | IDMO | Invesco S&p International De | ETF-Other | 1.47% | -0.43% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | -0.03% | +16.34% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.21% | -0.09% | +3.68% | |
| 24 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.17% | +0.14% | +8.14% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.97% | -0.15% | +15.27% | |
| 26 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.89% | -0.14% | +18.62% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.14% | +12.90% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.18% | +2.62% | |
| 29 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.74% | -0.12% | -3.21% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.73% | -0.09% | +9.40% | |
| 31 | UMH | Umh Properties Inc | Stock-Other | 0.61% | -0.21% | +161.35% | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.61% | -0.15% | -9.09% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.56% | -0.50% | +5.21% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.09% | -0.30% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.14% | -12.55% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.37% | -0.03% | +8.59% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.35% | -0.04% | -0.96% | |
| 38 | PCAR | Paccar Inc | Stock-Industrials | 0.35% | -0.06% | +15.30% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.08% | -13.97% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.03% | -1.03% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.06% | +14.28% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | -0.14% | +11.26% | |
| 43 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.30% | -0.07% | -5.12% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | -0.02% | -6.30% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.21% | -0.14% | +7.26% | |
| 46 | CMF | Ishares California Muni Bond | ETF-Other | 0.21% | -0.03% | -4.90% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.06% | +3.58% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.09% | -4.18% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.03% | +1.34% | |
| 50 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.13% | -0.02% | +0.58% |
According to official SEC Form 13F filings, McIlrath & Eck, LLC reported a total U.S. public equity portfolio value of $1.3B across 928 disclosed positions in Q1 2025.
During Q1 2025, McIlrath & Eck, LLC's top holdings by market value included STXT (7.8%)、VUG (7.2%)、DFAI (5.1%). The largest single position, STXT, represented 7.8% of total portfolio value.
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 STXT, VUG, DFAI) accounted for 18.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
STXT
市值: $63.1M
In Q1 2025, McIlrath & Eck, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.