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CIK: 0001840629
Total reported value
$367.0M
$367.0M
181 檔
30.1%
According to the latest 13F quarterly dataset, Running Point Capital Advisors, LLC managed an equity portfolio of $367.0M at the end of Q1 2025, spanning 181 distinct U.S. exchange-listed positions.
In Q1 2025, Running Point Capital Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 15.39% | -3.37% | -0.84% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.08% | +0.06% | -1.42% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.03% | +0.35% | +4.28% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.29% | +0.51% | +0.98% | |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 4.28% | -0.75% | +120.77% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.93% | -0.45% | +0.43% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.27% | — | -0.75% | |
| 8 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 3.15% | +0.42% | +2.05% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.94% | -0.12% | +9.61% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.34% | -0.16% | -4.13% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.32% | — | — | |
| 12 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.22% | -0.04% | -2.96% | |
| 13 | ARES | Ares Management CORP - A | Stock-Financials | 2.11% | -0.01% | +24.66% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.98% | +0.38% | +4.42% | |
| 15 | EMBD | Global X Emerging Markets Bd | ETF-Emerging Markets | 1.68% | +0.32% | -8.03% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.64% | -0.33% | -5.77% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.57% | +0.28% | -5.62% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.55% | — | -1.48% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.43% | -0.29% | -4.32% | |
| 20 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.42% | +0.20% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.32% | — | +35.42% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.27% | -0.12% | -3.03% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.09% | +22.83% | |
| 24 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.96% | -0.21% | -4.56% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -0.08% | -5.15% | |
| 26 | IFGL | Ishares International Develo | ETF-Other | 0.82% | -0.20% | +3.91% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | — | +2.36% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.79% | -0.09% | +2.41% | |
| 29 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.74% | +0.17% | -10.33% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.73% | — | +4.63% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.73% | — | — | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.70% | -0.09% | +0.14% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | — | -9.83% | |
| 34 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.68% | +0.24% | — | |
| 35 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.67% | — | +104.04% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.02% | +3.60% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.18% | +25.62% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | — | +300.12% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | — | +452.62% | |
| 40 | FCAL | First Trust California Munic | ETF-Other | 0.59% | +0.06% | +5.04% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.53% | — | +4.90% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | — | +2.28% | |
| 43 | CMF | Ishares California Muni Bond | ETF-Other | 0.48% | — | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.47% | — | +4.75% | |
| 45 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.44% | — | +130.59% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.43% | — | -3.89% | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.43% | — | -1.95% | |
| 48 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.42% | — | +2.54% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.41% | — | +2.12% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | — | +51.58% |
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 181 disclosed positions in Q1 2025.
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 30.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $48.5M
During Q1 2025, Running Point Capital Advisors, LLC's top holdings by market value included BIL (15.4%)、QQQ (6.1%)、IEMG (5.0%). The largest single position, BIL, represented 15.4% of total portfolio value.
In Q1 2025, Running Point Capital Advisors, 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.
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