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25 LLC

SEC CIK
0001968777
Latest filing
Jul 28, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 20, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
69
−2 vs. Q4 2025
Portfolio value
$324.4M
+$9.32M (+3.0%) vs. Q4 2025
Filed
Apr 20, 2026
SEC
Holdings of 25 LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Star FDS921909768VG TL INTL STK F712,542$54.9M16.9%+25,142+3.7%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF374,750$31.0M9.6%+19,026+5.3%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF131,383$28.5M8.8%−1,326−1.0%Reduced–
Vanguard Morningstar Value ETF922908744ETF138,655$27.2M8.4%+2,255+1.7%Added–
Vanguard Morningstar Growth ETF922908736ETF59,427$26.0M8.0%+4,928+9.0%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS429,850$25.6M7.9%+48,401+12.7%Added–
Dimensional ETF Trust25434V765INTL HIGH PROFIT443,285$14.3M4.4%+23,233+5.5%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF372,073$13.7M4.2%+23,294+6.7%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF75,262$11.0M3.4%−1,390−1.8%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF41,067$10.8M3.3%+820+2.0%Added–
Dimensional ETF Trust25434V849NATL MUN BD ETF208,063$9.97M3.1%+5,462+2.7%Added–
iShares Tr464288414NATIONAL MUN ETF76,870$8.16M2.5%+6,185+8.8%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD162,394$8.10M2.5%+17,831+12.3%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V194,135$7.66M2.4%+10,299+5.6%Added–
AAPLApple Inc.Stock18,961$4.81M1.5%+1,123+6.3%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,532$3.90M1.2%−479−6.8%Reduced–
GOOGAlphabet Inc.Stock11,151$3.20M1.0%+6+0.1%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF80,458$3.13M1.0%+788+1.0%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE46,410$2.25M0.7%+96+0.2%Added–
NVDANVIDIA CorpStock11,866$2.07M0.6%+2,117+21.7%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF25,736$1.61M0.5%+70+0.3%Added–
AMZNAmazon Com IncStock7,410$1.54M0.5%+570+8.3%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL28,192$1.49M0.5%+27+0.1%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY41,427$1.47M0.5%+514+1.3%Added–
MSFTMicrosoft CorpStock3,521$1.30M0.4%+331+10.4%AddedHistory
Schwab International Small-Cap Equity ETF808524888ETF25,913$1.21M0.4%−135−0.5%Reduced–
Dimensional ETF Trust25434V732EMERGING MKTS CO31,340$1.08M0.3%+402+1.3%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF14,963$1.06M0.3%−135−0.9%Reduced–
WMTWalmart Inc.Stock8,170$1.02M0.3%+431+5.6%AddedHistory
iShares Tr464288877EAFE VALUE ETF12,068$897.2K0.3%+12+0.1%Added–
Dimensional ETF Trust25434V872CORE FIXE IN ETF19,408$819.4K0.3%−701−3.5%Reduced–
GOOGLAlphabet Inc.Stock2,817$810.0K0.2%+880+45.4%AddedHistory
Dimensional U.S. Small Cap ETF25434V500ETF11,096$789.2K0.2%+18+0.2%Added–
ProShares Tr74347X831ULTRAPRO QQQ18,543$772.9K0.2%+33+0.2%Added–
METAMeta Platforms, Inc.Stock1,222$699.0K0.2%+145+13.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,034$672.3K0.2%+5+0.5%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM6,310$630.7K0.2%00.0%Unchanged–
FASTFastenal CoStock12,524$581.1K0.2%+93+0.7%AddedHistory
Dimensional ETF Trust25434V815US SMALL CAP ETF15,399$539.6K0.2%−612−3.8%Reduced–
LLYEli Lilly & CoStock526$483.8K0.1%+63+13.6%AddedHistory
JPMJPMorgan Chase & CoStock1,631$479.7K0.1%+104+6.8%AddedHistory
HDHome Depot, Inc.Stock1,347$443.1K0.1%+88+7.0%AddedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF12,904$438.4K0.1%+74+0.6%Added–
iShares Core S&P 500 ETF464287200ETF669$436.8K0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,258$403.7K0.1%+65+5.4%Added–
Schwab International Equity ETF808524805ETF15,707$388.7K0.1%+295+1.9%Added–
TSLATesla, Inc.Stock1,024$380.7K0.1%+198+24.0%AddedHistory
XOMExxonMobil Holdings CorpCOM2,209$374.8K0.1%+342+18.3%AddedHistory
AVGOBroadcom Inc.Stock1,172$362.7K0.1%+279+31.2%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF3,391$336.6K0.1%00.0%Unchanged–
SNASnap-on IncCOM912$331.2K0.1%+2+0.2%AddedHistory
Vanguard World FD921910691ESG US CORP BD5,208$327.2K0.1%00.0%Unchanged–
BABoeing CoStock1,557$309.9K0.1%+22+1.4%AddedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA5,935$295.5K0.1%−937−13.6%Reduced–
NFLXNetflix IncStock3,070$295.2K0.1%+623+25.5%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF4,077$292.4K0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock1,164$284.6K0.1%+1,164NewHistory
Vanguard Morningstar Large-Cap ETF922908637ETF887$265.2K0.1%00.0%Unchanged–
ORCLOracle CorpStock1,755$258.2K0.1%+117+7.1%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF9,840$252.3K0.1%+264+2.8%Added–
Dimensional ETF Trust25434V559DIMENSIONAL US4,182$248.2K0.1%+441+11.8%Added–
Schwab U.S. Small-Cap ETF808524607ETF8,491$246.9K0.1%+307+3.8%Added–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR11,813$245.1K0.1%−3,832−24.5%ReducedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF4,607$220.6K0.1%+320+7.5%Added–
GSGoldman Sachs Group IncStock251$212.3K0.1%+8+3.3%AddedHistory
LOWLowes Companies IncStock890$210.3K0.1%+26+3.0%AddedHistory
BPREBluerock Private Real Estate FundCOM12,585$209.0K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,157$200.1K0.1%+2,157New–
COTYCoty Inc.COM CL A10,436$21.0K<0.1%+10,436NewHistory

Sold out since Q4 2025 (5)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of 25 LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
SPDR Series Trust78464A664ST LON TREAS ETF64,896$1.72M0.5%–
GLDSPDR Gold TrustETF2,003$793.8K0.3%History
TTANServiceTitan, Inc.SHS CL A2,571$273.8K0.1%History
IBMInternational Business Machines CorpStock711$210.6K0.1%History
DISWalt Disney CoStock1,812$206.1K0.1%History