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CIK: 0001840629
Total reported value
$367.0M
$367.0M
191 檔
37.1%
As reported in its official Q3 2025 Form 13F filing, Running Point Capital Advisors, LLC's tracked investment portfolio stood at $367.0M with 191 total positions.
In Q3 2025, Running Point Capital Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 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 | 13.90% | -3.37% | -15.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.06% | +0.06% | -0.05% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 5.83% | -0.75% | -14.23% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.40% | +0.51% | +2.76% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.29% | +0.35% | +3.03% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.03% | -0.45% | +1.50% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.13% | -0.12% | +6.25% | |
| 8 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 3.07% | +0.42% | +4.91% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.46% | — | -0.38% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.28% | — | -2.23% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.06% | -0.29% | +1.50% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.05% | +0.38% | +6.09% | |
| 13 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.84% | -0.04% | -2.11% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.84% | -0.16% | -1.32% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.52% | — | -0.38% | |
| 16 | ARES | Ares Management CORP - A | Stock-Financials | 1.45% | -0.01% | -14.19% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.09% | +3.31% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.33% | -0.33% | +3.54% | |
| 19 | EMBD | Global X Emerging Markets Bd | ETF-Emerging Markets | 1.33% | +0.32% | +9.44% | |
| 20 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.32% | +0.28% | +13.01% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.28% | — | +6.90% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.12% | -0.48% | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.97% | -0.21% | +1.00% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | — | -0.20% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | — | -0.34% | |
| 26 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.81% | +0.17% | +8.52% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.77% | -0.08% | +1.88% | |
| 28 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.76% | +0.24% | -14.25% | |
| 29 | IFGL | Ishares International Develo | ETF-Other | 0.75% | -0.20% | +5.04% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +1.02% | +22.75% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | — | +0.06% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.70% | -0.09% | -1.19% | |
| 33 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.69% | +0.20% | -28.30% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | — | +6.55% | |
| 35 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.66% | +1.11% | +82.09% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | — | +0.19% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.02% | -1.03% | |
| 38 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.54% | — | -9.63% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | — | +4.27% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.48% | — | +0.22% | |
| 41 | FCAL | First Trust California Munic | ETF-Other | 0.47% | +0.06% | +2.46% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | — | +13.06% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | — | +9.17% | |
| 44 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.45% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.18% | -5.59% | |
| 46 | CMF | Ishares California Muni Bond | ETF-Other | 0.43% | — | +1.31% | |
| 47 | DFIV | Dimensional International Va | ETF-Other | 0.42% | +0.04% | +60.08% | |
| 48 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.41% | — | -1.86% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | — | — | |
| 50 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.39% | — | +1.86% |
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 191 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, QQQ, BILS) accounted for 37.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BA
市值: $652.6K
Top Position Liquidated / Trimmed
MCD
前期市值: $285.8K
During Q3 2025, Running Point Capital Advisors, LLC's top holdings by market value included BIL (13.9%)、QQQ (6.1%)、BILS (5.8%). The largest single position, BIL, represented 13.9% of total portfolio value.
In Q3 2025, Running Point Capital Advisors, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 1 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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