SA

Standpoint Asset Management, LLC

Quality / disciplined sizingLong-term holder

Total reported value

$412.3M

Reporting period: 2026-03-31 · Number of holdings: 8

Standpoint Asset Management, LLC disclosed 8 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $412.3M and a quarterly turnover rate of 6.0%.

Personality snowflake

Concentration
53.87
Portfolio Stability
5.98
Momentum/Contrarian
50
Sector conviction
0
Diversification
16
Sizing Uniformity
97.03

Recent moves

  • Trim SPYM

    -3.9%　-$5.9M

  • Add IXUS

    -3.7%　-$523.4K

  • Add VXUS

    -3.4%　-$477.3K

  • Add VEU

    -3.5%　-$558.6K

  • Trim VOO

    -3.5%　-$5.8M

  • Trim SCHX

    -3.5%　-$5.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth16.05%-0.35%-3.34%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth16.03%-0.39%-3.49%
3SCHXSchwab US Large-cap ETFETF-Other15.95%-0.39%-3.51%
4SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth15.87%-0.43%-3.87%
5IDEVIshares Core Msci Dev MktsETF-Other9.20%+0.35%-3.34%
6IXUSIshares Core Intl Stock ETFETF-Other9.00%+0.41%-3.67%
7VEUVanguard Ftse All-world Ex-uETF-Other8.97%+0.40%-3.51%
8VXUSVanguard Total Intl StockETF-Other8.93%+0.41%-3.42%

Holding changes this quarter

Standpoint Asset Management, LLC's most significant position changes for 2026-03-31: Trim: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares -3.87%; Trim: Ishares Core Intl Stock ETF (IXUS) — shares -3.67%; Trim: Vanguard Total Intl Stock (VXUS) — shares -3.42%; Trim: Vanguard Ftse All-world Ex-u (VEU) — shares -3.51%; Trim: Vanguard S&p 500 ETF (VOO) — shares -3.49%.

Position changes disclosed by Standpoint Asset Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IXUSIshares Core Intl Stock ETF+0.4%-3.67%Trim
2VXUSVanguard Total Intl Stock+0.4%-3.42%Trim
3VEUVanguard Ftse All-world Ex-u+0.4%-3.51%Trim
4IDEVIshares Core Msci Dev Mkts+0.4%-3.34%Trim
5IVVIshares Core S&p 500 ETF-0.4%-3.34%Trim
6VOOVanguard S&p 500 ETF-0.4%-3.49%Trim
7SCHXSchwab US Large-cap ETF-0.4%-3.51%Trim
8SPYMSte Str Spdr Pt S&p 500 ETF-0.4%-3.87%Trim

FAQ

What is Standpoint Asset Management, LLC and what type of investor is it?
Standpoint Asset Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $412.3M, spread across 8 disclosed positions.
What are Standpoint Asset Management, LLC's largest equity positions?
Based on the latest 13F filing, Standpoint Asset Management, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $66.2M (16.1%) 2. Vanguard S&p 500 ETF (VOO) — $66.1M (16.0%) 3. Schwab US Large-cap ETF (SCHX) — $65.7M (15.9%) 4. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $65.4M (15.9%) 5. Ishares Core Msci Dev Mkts (IDEV) — $37.9M (9.2%)
What changes did Standpoint Asset Management, LLC make in its most recent portfolio filing?
In the latest quarter, Standpoint Asset Management, LLC took a more defensive posture — trimming 8 positions and completely exiting 0 holdings. The largest of these moves: Trim: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares -3.87%; Trim: Ishares Core Intl Stock ETF (IXUS) — shares -3.67%; Trim: Vanguard Total Intl Stock (VXUS) — shares -3.42%; Trim: Vanguard Ftse All-world Ex-u (VEU) — shares -3.51%; Trim: Vanguard S&p 500 ETF (VOO) — shares -3.49%
What sectors does Standpoint Asset Management, LLC focus on?
Sector breakdown data is not yet available for Standpoint Asset Management, LLC. Check back after the next 13F processing cycle.