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CIK: 0002079652
Total reported value
$211.6M
$211.6M
68 檔
43.2%
According to the latest 13F quarterly dataset, StoryOne LLC managed an equity portfolio of $211.6M at the end of Q4 2025, spanning 68 distinct U.S. exchange-listed positions.
During Q4 2025, StoryOne 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.24% | +0.19% | NEW | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.49% | -4.19% | NEW | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 8.64% | +1.67% | NEW | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 7.75% | +1.79% | NEW | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.14% | -2.38% | NEW | |
| 6 | USTB | Victoryshares Short-term Bon | ETF-Other | 4.00% | +1.50% | NEW | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 3.53% | +0.72% | NEW | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | -0.24% | NEW | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.01% | NEW | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.17% | NEW | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.09% | -0.09% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.12% | NEW | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.07% | NEW | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.11% | NEW | |
| 15 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.38% | +0.09% | NEW | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.31% | +0.62% | NEW | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.19% | -0.14% | NEW | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.15% | -0.39% | NEW | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.13% | NEW | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.08% | NEW | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.03% | NEW | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | +0.04% | NEW | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.06% | NEW | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.51% | -0.01% | NEW | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | — | NEW | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.01% | NEW | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.04% | NEW | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.02% | NEW | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.01% | NEW | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.03% | NEW | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.20% | NEW | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.09% | NEW | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | -0.02% | NEW | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.13% | NEW | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.04% | NEW | |
| 36 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 0.32% | -0.24% | — | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.30% | +0.25% | NEW | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.05% | NEW | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.04% | NEW | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | NEW | |
| 41 | GE | General Electric | Stock-Industrials | 0.23% | +0.02% | NEW | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | +0.03% | NEW | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.03% | NEW | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.22% | -0.03% | NEW | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.21% | -0.05% | NEW | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.21% | -0.02% | NEW | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.18% | +0.02% | NEW | |
| 48 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.17% | -0.16% | — | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.16% | -0.01% | NEW | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | +0.02% | NEW |
According to official SEC Form 13F filings, StoryOne LLC reported a total U.S. public equity portfolio value of $211.6M across 68 disclosed positions in Q4 2025.
During Q4 2025, StoryOne LLC's top holdings by market value included QQQ (19.2%)、VOO (15.5%)、IWP (8.6%). The largest single position, QQQ, represented 19.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, VOO, IWP) accounted for 43.2% of total reported equity market value during Q4 2025.
In Q4 2025, StoryOne 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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