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CIK: 0001701714
Total reported value
$1.3B
$1.3B
931 檔
20.2%
During the Q2 2025 filing period, McIlrath & Eck, LLC (CIK: 0001701714) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 931 reported positions.
During Q2 2025, McIlrath & Eck, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 931 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.19% | -2.04% | +3.17% | |
| 2 | STXT | Strive Total Return Bond ETF | ETF-Other | 7.35% | -1.22% | +1.71% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 5.31% | -0.92% | +1.05% | |
| 4 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 5.18% | -0.80% | +4.42% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.10% | -0.79% | +6.91% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 4.40% | -0.73% | -6.36% | |
| 7 | BUXX | Strive Enhanced Income Short | ETF-Other | 4.27% | -0.68% | -1.97% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.21% | -0.56% | +4.26% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 3.57% | -0.44% | +15.42% | |
| 10 | CGSD | Cap Group Short Duration | ETF-Other | 3.46% | -0.46% | -2.97% | |
| 11 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 3.13% | -0.56% | -1.66% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.46% | -1.12% | -6.89% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.36% | -0.40% | +6.93% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.30% | -0.41% | -5.27% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -1.36% | -62.33% | |
| 16 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.21% | -0.29% | -1.13% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.14% | -0.35% | +3.93% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.11% | -0.37% | -12.69% | |
| 19 | IDMO | Invesco S&p International De | ETF-Other | 2.08% | -0.43% | +31.83% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | -0.03% | +8.29% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | -0.26% | +0.49% | |
| 22 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.39% | -0.27% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.27% | -0.24% | +0.41% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.26% | -0.09% | -2.38% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.15% | -0.15% | +22.74% | |
| 26 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.02% | +0.14% | -5.83% | |
| 27 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.98% | -0.14% | +4.17% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.18% | +5.63% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.81% | -0.09% | +13.79% | |
| 30 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.76% | -0.12% | +6.53% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.75% | -0.15% | +13.70% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.14% | +4.36% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.03% | +130.84% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | -0.15% | +181058.62% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.14% | +23.00% | |
| 36 | UMH | Umh Properties Inc | Stock-Other | 0.49% | -0.21% | -3.92% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.50% | -10.25% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.06% | -2.25% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.09% | -13.68% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.34% | -0.04% | +5.02% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.14% | +1.19% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.08% | -2.60% | |
| 43 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.27% | -0.07% | -6.99% | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 0.26% | -0.06% | -17.72% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.24% | -0.03% | -33.54% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.06% | +1.15% | |
| 47 | CMF | Ishares California Muni Bond | ETF-Other | 0.20% | -0.03% | +4.34% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | -0.09% | +0.66% | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.19% | -0.14% | +0.08% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.18% | -0.02% | -7.26% |
According to official SEC Form 13F filings, McIlrath & Eck, LLC reported a total U.S. public equity portfolio value of $1.3B across 931 disclosed positions in Q2 2025.
During Q2 2025, McIlrath & Eck, LLC's top holdings by market value included VUG (8.2%)、STXT (7.3%)、DFAI (5.3%). The largest single position, VUG, represented 8.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, STXT, DFAI) accounted for 20.2% of total reported equity market value during Q2 2025.
In Q2 2025, McIlrath & Eck, LLC made 0 total portfolio adjustments, initiating 0 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.
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