Skip to main content

25 LLC

SEC CIK
0001968777
Latest filing
Jul 28, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 16, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
67
+5 vs. Q2 2025
Portfolio value
$293.7M
+$21.5M (+7.9%) vs. Q2 2025
Filed
Oct 16, 2025
SEC
Holdings of 25 LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Star FDS921909768VG TL INTL STK F632,978$46.5M15.8%+10,138+1.6%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF192,208$40.1M13.7%+823+0.4%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF202,035$28.8M9.8%+1,428+0.7%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF323,389$27.2M9.3%+14,275+4.6%Added–
Vanguard Morningstar Value ETF922908744ETF130,435$24.3M8.3%−456−0.3%Reduced–
Vanguard Morningstar Growth ETF922908736ETF46,685$22.4M7.6%+1,242+2.7%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS326,941$19.6M6.7%+22,967+7.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF52,741$13.4M4.6%+104+0.2%Added–
iShares Tr464288414NATIONAL MUN ETF97,800$10.4M3.5%−4,848−4.7%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD193,500$9.69M3.3%−5,006−2.5%Reduced–
Vanguard S&P 500 ETF922908363ETF7,590$4.65M1.6%−647−7.9%Reduced–
AAPLApple Inc.Stock15,247$3.88M1.3%+377+2.5%AddedHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF64,372$3.09M1.1%+6,252+10.8%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF79,695$3.07M1.0%+2,878+3.7%Added–
GOOGAlphabet Inc.Stock10,742$2.62M0.9%−176−1.6%ReducedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE46,629$2.08M0.7%+90.0%Added–
SPDR Series Trust78464A664ST LON TREAS ETF66,140$1.78M0.6%−1,352−2.0%Reduced–
NVDANVIDIA CorpStock9,408$1.76M0.6%+481+5.4%AddedHistory
MSFTMicrosoft CorpStock3,078$1.59M0.5%+153+5.2%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF25,857$1.51M0.5%+69+0.3%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY40,623$1.33M0.5%+1,121+2.8%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL28,290$1.30M0.4%+164+0.6%Added–
Schwab International Small-Cap Equity ETF808524888ETF28,431$1.29M0.4%−1,867−6.2%Reduced–
AMZNAmazon Com IncStock5,626$1.24M0.4%+123+2.2%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF15,759$1.14M0.4%+17+0.1%Added–
TSLATesla, Inc.Stock2,391$1.06M0.4%+33+1.4%AddedHistory
Dimensional ETF Trust25434V732EMERGING MKTS CO30,932$992.0K0.3%+1,275+4.3%Added–
ProShares Tr74347X831ULTRAPRO QQQ9,228$954.2K0.3%+135+1.5%Added–
iShares Tr464288877EAFE VALUE ETF11,910$807.8K0.3%+11+0.1%Added–
WMTWalmart Inc.Stock7,631$786.4K0.3%+132+1.8%AddedHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF20,804$785.8K0.3%+1,192+6.1%Added–
Dimensional U.S. Small Cap ETF25434V500ETF11,057$756.9K0.3%−36−0.3%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,025$683.1K0.2%−18−1.7%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF15,507$663.1K0.2%+2,687+21.0%Added–
Vanguard Mun BD FDS922907738INTERMEDIATE TRM6,284$630.4K0.2%+72+1.2%Added–
FASTFastenal CoStock12,427$609.4K0.2%+23+0.2%AddedHistory
HDHome Depot, Inc.Stock1,293$524.0K0.2%+31+2.5%AddedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V14,295$510.2K0.2%−464−3.1%Reduced–
Dimensional ETF Trust25434V815US SMALL CAP ETF15,645$498.1K0.2%−1,819−10.4%Reduced–
ORCLOracle CorpStock1,648$463.5K0.2%+61+3.8%AddedHistory
METAMeta Platforms, Inc.Stock630$462.3K0.2%+23+3.8%AddedHistory
JPMJPMorgan Chase & CoStock1,461$460.7K0.2%+45+3.2%AddedHistory
GOOGLAlphabet Inc.Stock1,785$434.0K0.1%+223+14.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF4,121$413.2K0.1%00.0%Unchanged–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF12,635$396.5K0.1%00.0%Unchanged–
Schwab International Equity ETF808524805ETF16,888$393.2K0.1%+57+0.3%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,193$391.6K0.1%−17−1.4%Reduced–
Vanguard World FD921910691ESG US CORP BD5,208$334.4K0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF476$318.4K0.1%+89+23.0%Added–
SNASnap-on IncCOM909$315.0K0.1%−1−0.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,757$310.9K0.1%+84+3.1%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF4,078$282.9K0.1%+10.0%Added–
NFLXNetflix IncStock235$281.7K0.1%−8−3.3%ReducedHistory
Dimensional ETF Trust25434V765INTL HIGH PROFIT9,168$278.7K0.1%+649+7.6%Added–
TTANServiceTitan, Inc.SHS CL A2,760$278.3K0.1%−1,486−35.0%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF887$273.2K0.1%+887New–
AVGOBroadcom Inc.Stock823$271.5K0.1%+823NewHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,650$248.1K0.1%00.0%Unchanged–
LLYEli Lilly & CoStock324$247.2K0.1%+2+0.6%AddedHistory
IAUiShares Gold TrustETF3,362$244.7K0.1%+3,362NewHistory
GBTCGrayscale Bitcoin Trust ETFETF2,613$234.6K0.1%+3+0.1%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF8,830$232.6K0.1%+231+2.7%Added–
Schwab U.S. Small-Cap ETF808524607ETF7,904$220.5K0.1%+7,904New–
LOWLowes Companies IncStock874$219.7K0.1%+874NewHistory
FISVFiserv IncStock1,630$210.2K0.1%−12−0.7%ReducedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA4,020$201.0K0.1%+4,020New–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR15,645$198.1K0.1%−1,173−7.0%ReducedHistory

Sold out since Q2 2025 (1)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of 25 LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MKZRMacKenzie Realty Capital, Inc.COM18,120$12.1K<0.1%History