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25 LLC

SEC CIK
0001968777
Latest filing
Jul 28, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 28, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
80
+11 vs. Q1 2026
Portfolio value
$365.2M
+$40.8M (+12.6%) vs. Q1 2026
Filed
Jul 28, 2026
SEC
Holdings of 25 LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Star FDS921909768VG TL INTL STK F728,825$62.3M17.1%+16,283+2.3%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF397,366$32.8M9.0%+22,616+6.0%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF131,378$31.9M8.7%−50.0%Reduced–
Vanguard Morningstar Value ETF922908744ETF141,177$30.8M8.4%+2,522+1.8%Added–
Vanguard Morningstar Growth ETF922908736ETF351,738$30.3M8.3%−4,824−1.4%ReducedConverted for a 6-for-1 split–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS455,811$26.9M7.4%+25,961+6.0%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF392,450$16.4M4.5%+20,377+5.5%Added–
Dimensional ETF Trust25434V765INTL HIGH PROFIT466,978$15.9M4.4%+23,693+5.3%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF40,836$12.4M3.4%−231−0.6%Reduced–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF74,838$11.5M3.2%−424−0.6%Reduced–
Dimensional ETF Trust25434V849NATL MUN BD ETF195,416$9.45M2.6%−12,647−6.1%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD183,538$9.28M2.5%+21,144+13.0%Added–
iShares Tr464288414NATIONAL MUN ETF84,806$9.13M2.5%+7,936+10.3%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V200,601$8.05M2.2%+6,466+3.3%Added–
AAPLApple Inc.Stock19,330$5.59M1.5%+369+1.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,431$4.42M1.2%−101−1.5%Reduced–
GOOGAlphabet Inc.Stock11,028$3.90M1.1%−123−1.1%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF81,164$3.60M1.0%+706+0.9%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE46,500$2.56M0.7%+90+0.2%Added–
NVDANVIDIA CorpStock12,124$2.43M0.7%+258+2.2%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF25,806$1.80M0.5%+70+0.3%Added–
AMZNAmazon Com IncStock7,460$1.78M0.5%+50+0.7%AddedHistory
Dimensional ETF Trust25434V799INTL CORE EQUITY42,056$1.57M0.4%+629+1.5%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL28,394$1.53M0.4%+202+0.7%Added–
ProShares Tr74347X831ULTRAPRO QQQ18,582$1.51M0.4%+39+0.2%Added–
MSFTMicrosoft CorpStock3,894$1.45M0.4%+373+10.6%AddedHistory
Dimensional ETF Trust25434V732EMERGING MKTS CO32,857$1.34M0.4%+1,517+4.8%Added–
Schwab International Small-Cap Equity ETF808524888ETF25,921$1.25M0.3%+80.0%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF14,980$1.23M0.3%+17+0.1%Added–
GOOGLAlphabet Inc.Stock3,207$1.15M0.3%+390+13.8%AddedHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK6,026$1.03M0.3%+6,026NewHistory
WMTWalmart Inc.Stock9,038$1.02M0.3%+868+10.6%AddedHistory
iShares Tr464288877EAFE VALUE ETF12,234$936.5K0.3%+166+1.4%Added–
Dimensional U.S. Small Cap ETF25434V500ETF11,118$915.5K0.3%+22+0.2%Added–
Dimensional ETF Trust25434V872CORE FIXE IN ETF20,808$878.3K0.2%+1,400+7.2%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF23,730$803.0K0.2%+23,730New–
SPYSPDR S&P 500 ETF TrustETF1,069$798.3K0.2%+35+3.4%AddedHistory
METAMeta Platforms, Inc.Stock1,255$706.8K0.2%+33+2.7%AddedHistory
LLYEli Lilly & CoStock551$660.9K0.2%+25+4.8%AddedHistory
Dimensional ETF Trust25434V815US SMALL CAP ETF15,428$598.5K0.2%+29+0.2%Added–
JPMJPMorgan Chase & CoStock1,782$583.4K0.2%+151+9.3%AddedHistory
FASTFastenal CoStock11,787$566.1K0.2%−737−5.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF672$503.4K0.1%+3+0.4%Added–
HDHome Depot, Inc.Stock1,393$491.4K0.1%+46+3.4%AddedHistory
AVGOBroadcom Inc.Stock1,284$485.0K0.1%+112+9.6%AddedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF12,904$475.4K0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,258$465.7K0.1%00.0%Unchanged–
Schwab International Equity ETF808524805ETF15,870$439.6K0.1%+163+1.0%Added–
TSLATesla, Inc.Stock956$402.1K0.1%−68−6.6%ReducedHistory
SNDKSandisk CorpCOM174$395.6K0.1%+174NewHistory
BABoeing CoStock1,780$385.3K0.1%+223+14.3%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM3,775$381.2K0.1%−2,535−40.2%Reduced–
SNASnap-on IncCOM872$350.9K0.1%−40−4.4%ReducedHistory
MUMicron Technology IncStock299$345.1K0.1%+299NewHistory
Vanguard World FD921910725ESG INTL STK ETF4,077$335.7K0.1%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF3,391$335.7K0.1%00.0%Unchanged–
Vanguard World FD921910691ESG US CORP BD5,208$326.9K0.1%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF8,660$312.9K0.1%+169+2.0%Added–
XOMExxonMobil Holdings CorpCOM2,234$305.5K0.1%+25+1.1%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF887$305.2K0.1%00.0%Unchanged–
Vanguard BD Index FDS92203C303VANGUARD ULTRA5,964$296.9K0.1%+29+0.5%Added–
JNJJohnson & JohnsonStock1,157$294.0K0.1%−7−0.6%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF9,937$292.5K0.1%+97+1.0%Added–
Dimensional ETF Trust25434V559DIMENSIONAL US4,340$288.6K0.1%+158+3.8%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF5,632$268.9K0.1%+1,025+22.2%Added–
GSGoldman Sachs Group IncStock264$267.0K0.1%+13+5.2%AddedHistory
ORCLOracle CorpStock1,791$262.5K0.1%+36+2.1%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF7,490$260.7K0.1%+7,490New–
BRK.BBerkshire Hathaway IncStock486$243.2K0.1%+486NewHistory
KLACKLA CorpCOM NEW781$235.6K0.1%+781NewHistory
UNHUnitedHealth Group IncStock564$234.4K0.1%+564NewHistory
AMDAdvanced Micro Devices IncStock380$220.7K0.1%+380NewHistory
DISWalt Disney CoStock2,267$218.2K0.1%+2,267NewHistory
VVisa Inc.Stock636$218.2K0.1%+636NewHistory
IBMInternational Business Machines CorpStock766$215.4K0.1%+766NewHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,157$202.6K0.1%00.0%Unchanged–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR11,415$184.5K0.1%−398−3.4%ReducedHistory
BPREBluerock Private Real Estate FundCOM12,585$163.7K<0.1%00.0%UnchangedHistory
COTYCoty Inc.COM CL A11,280$24.4K<0.1%+844+8.1%AddedHistory
OGENOragenics IncCOM23,160$13.4K<0.1%+23,160NewHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of 25 LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
NFLXNetflix IncStock3,070$295.2K0.1%History
LOWLowes Companies IncStock890$210.3K0.1%History