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CIK: 0001599404
Total reported value
$334.6M
$334.6M
11 檔
64.8%
The Q1 2026 SEC filing reveals that Trustees of Dartmouth College held a total portfolio value of $334.6M, covering 11 public equity positions.
During Q1 2026, Trustees of Dartmouth College performed routine portfolio adjustments (2 new buys, 0 additions, 3 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 22.92% | -22.92% | EXIT | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 19.34% | -3.72% | — | |
| 3 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 15.76% | +32.10% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 14.21% | -4.64% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 13.93% | -6.86% | -32.51% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.72% | -6.72% | EXIT | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.08% | -1.08% | — | |
| 8 | ETH | Grayscale Ethereum Staking M | ETF-Other | 1.41% | -0.61% | — | |
| 9 | BSOL | Bitwise Solana Staking ETF | ETF-Other | 1.34% | -0.43% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.86% | — | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +5.4% | — | Unchanged |
| 2 | QLTY | Gmo U.s. Quality ETF | +5% | — | Unchanged |
| 3 | IJR | Ishares Core S&p Small-cap E | +1.4% | -22.10% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | +1.2% | -32.51% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.7% | — | Unchanged |
| 6 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | — | Unchanged |
| 7 | ETH | Grayscale Ethereum Staking M | +0.1% | — | Unchanged |
| 8 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | -35% | -73.47% | Trim |
| 10 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 11 | BSOL | Bitwise Solana Staking ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Trustees of Dartmouth College reported a total U.S. public equity portfolio value of $334.6M across 11 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VGK, QLTY) accounted for 64.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGK
市值: $48.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $227.9M
During Q1 2026, Trustees of Dartmouth College's top holdings by market value included SPY (22.9%)、VGK (19.3%)、QLTY (15.8%). The largest single position, SPY, represented 22.9% of total portfolio value.
In Q1 2026, Trustees of Dartmouth College made 5 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 3 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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