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: 0001840629
Total reported value
$367.0M
$367.0M
162 檔
30.6%
As reported in its official Q4 2024 Form 13F filing, Running Point Capital Advisors, LLC's tracked investment portfolio stood at $367.0M with 162 total positions.
During Q4 2024, Running Point Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 16.70% | -3.37% | +105.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.26% | +0.06% | -5.00% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.04% | +0.35% | +4.24% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.00% | +0.51% | -3.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | -0.45% | +9.42% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.71% | — | -8.16% | |
| 7 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 3.33% | +0.42% | +8.46% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.71% | -0.12% | +20.30% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.63% | — | — | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.52% | -0.04% | -9.50% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.50% | -0.16% | -17.55% | |
| 12 | ARES | Ares Management CORP - A | Stock-Financials | 2.21% | -0.01% | — | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.08% | -0.75% | -7.56% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.07% | +0.38% | +11.88% | |
| 15 | EMBD | Global X Emerging Markets Bd | ETF-Emerging Markets | 1.94% | +0.32% | +16.02% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.83% | -0.33% | +2.76% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.79% | -0.29% | +19.58% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.78% | — | -0.73% | |
| 19 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.78% | +0.28% | +19.49% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.12% | -0.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.09% | +5.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.19% | — | -11.34% | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.11% | -0.21% | -17.28% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.97% | -0.08% | +18.24% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | — | +1468.09% | |
| 26 | IFGL | Ishares International Develo | ETF-Other | 0.83% | -0.20% | -1.51% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.82% | -0.09% | +21.15% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.81% | — | +4.91% | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.77% | -0.09% | +2.42% | |
| 30 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.75% | +0.17% | -2.53% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | — | +22.47% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.02% | +0.45% | |
| 34 | FCAL | First Trust California Munic | ETF-Other | 0.62% | +0.06% | +16.78% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | — | -9.21% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | — | -17.25% | |
| 37 | CMF | Ishares California Muni Bond | ETF-Other | 0.53% | — | -0.98% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.18% | +1.47% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.47% | — | +12.65% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.46% | — | +0.94% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.46% | — | -13.61% | |
| 42 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.45% | — | +37.02% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | — | +130.93% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.44% | — | +10.60% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.35% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | — | +26.96% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.27% | — | — | |
| 49 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.27% | — | -10.44% | |
| 50 | DFIV | Dimensional International Va | ETF-Other | 0.26% | +0.04% | — |
According to official SEC Form 13F filings, Running Point Capital Advisors, LLC reported a total U.S. public equity portfolio value of $367.0M across 162 disclosed positions in Q4 2024.
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 BIL, QQQ, IEMG) accounted for 30.6% of total reported equity market value during Q4 2024.
During Q4 2024, Running Point Capital Advisors, LLC's top holdings by market value included BIL (16.7%)、QQQ (7.3%)、IEMG (5.0%). The largest single position, BIL, represented 16.7% of total portfolio value.
In Q4 2024, Running Point Capital Advisors, 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.
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.