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
977 檔
23.2%
In Q4 2025, McIlrath & Eck, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 977 disclosed stock positions.
In Q4 2025, McIlrath & Eck, LLC displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, STXT, VTV) accounted for 23.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 977 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.35% | -2.04% | -1.62% | |
| 2 | STXT | Strive Total Return Bond ETF | ETF-Other | 6.52% | -1.22% | +4.53% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.22% | -0.79% | +8.79% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 5.04% | -0.44% | +23.45% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.94% | -0.92% | +1.22% | |
| 6 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 4.89% | -0.80% | +4.70% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -1.36% | +164.29% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 3.65% | -0.73% | -13.74% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.58% | -0.56% | -12.09% | |
| 10 | BUXX | Strive Enhanced Income Short | ETF-Other | 3.41% | -0.68% | -1.98% | |
| 11 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 2.95% | -0.56% | -0.45% | |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.42% | -0.40% | +11.60% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.36% | -1.12% | +7.03% | |
| 14 | IDMO | Invesco S&p International De | ETF-Other | 2.28% | -0.43% | +13.78% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.24% | -0.37% | +11.50% | |
| 16 | CGSD | Cap Group Short Duration | ETF-Other | 2.12% | -0.46% | -3.11% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.91% | -0.35% | +5.37% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.82% | -0.41% | -7.82% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.79% | -0.29% | -8.00% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.67% | -0.26% | +7.71% | |
| 21 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.62% | +0.14% | +43.09% | |
| 22 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.52% | -0.27% | -26.02% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.24% | -3.26% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | -0.03% | -13.26% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.21% | -0.15% | +7.76% | |
| 26 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 1.01% | -0.14% | +7.05% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.97% | -0.09% | +16.42% | |
| 28 | VEXC | Vanguard Emer Mark Ex-ch ETF | ETF-Other | 0.84% | -0.14% | — | |
| 29 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.79% | -0.12% | +9.64% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.18% | -0.16% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 0.73% | -0.16% | +17392.99% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 0.73% | -0.10% | +21565.64% | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.72% | -0.09% | +461087.50% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.66% | -0.15% | +15.27% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.14% | +4.49% | |
| 36 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.59% | -0.15% | -15.04% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.52% | -0.50% | +21.88% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.14% | +15.49% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.03% | -0.25% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | -0.09% | -61.82% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.14% | +7.58% | |
| 42 | UMH | Umh Properties Inc | Stock-Other | 0.36% | -0.21% | -6.14% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.06% | -22.72% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.09% | +0.72% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.09% | -0.25% | |
| 46 | PCAR | Paccar Inc | Stock-Industrials | 0.28% | -0.06% | +11.67% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.28% | -0.04% | +1.04% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.08% | -3.32% | |
| 49 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.25% | -0.03% | +18.45% | |
| 50 | CMF | Ishares California Muni Bond | ETF-Other | 0.23% | -0.03% | +25.14% |
According to official SEC Form 13F filings, McIlrath & Eck, LLC reported a total U.S. public equity portfolio value of $1.3B across 977 disclosed positions in Q4 2025.
During Q4 2025, McIlrath & Eck, LLC's top holdings by market value included VUG (7.3%)、STXT (6.5%)、VTV (5.2%). The largest single position, VUG, represented 7.3% 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.
Top New Position Initiated
VEXC
市值: $9.1M
Top Position Liquidated / Trimmed
DRLL
前期市值: $1.0M
In Q4 2025, McIlrath & Eck, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 17 holdings, and fully liquidating 2 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.