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Tableaux LLC

SEC CIK
0002060663
Latest filing
Aug 7, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
91
+21 vs. Q4 2024
Portfolio value
$138.7M
+$17.8M (+14.7%) vs. Q4 2024
Filed
May 13, 2025
SEC
Holdings of Tableaux LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF387,640$25.5M18.4%+13,551+3.6%Added–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF213,719$10.1M7.3%+18,447+9.4%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF181,101$6.00M4.3%+16,277+9.9%Added–
iShares Tr464287721U.S. TECH ETF40,315$5.66M4.1%+4,230+11.7%Added–
Fidelity Covington Trust31609A404ENHANCED INTL188,462$5.61M4.0%+20,749+12.4%Added–
AAPLApple Inc.Stock24,597$5.46M3.9%−5,000−16.9%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT117,429$4.51M3.3%−1,065−0.9%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF78,791$4.31M3.1%+78,791New–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR74,881$4.23M3.0%+11,085+17.4%Added–
iShares Tr464288646ISHS 1-5YR INVS77,361$4.05M2.9%+1,819+2.4%Added–
Ea Series Trust02072L607FREEDOM 100 EM112,915$3.96M2.9%+17,853+18.8%Added–
iShares Flexible Income Active ETF092528603ETF74,489$3.90M2.8%−7,327−9.0%Reduced–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR97,463$3.04M2.2%+43,906+82.0%AddedHistory
MSFTMicrosoft CorpStock7,391$2.77M2.0%+4,831+188.7%AddedHistory
iShares Russell 2000 ETF464287655ETF13,637$2.72M2.0%+3,156+30.1%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM39,180$2.24M1.6%+35,450+950.4%Added–
TDToronto Dominion BankStock36,930$2.21M1.6%+111+0.3%AddedHistory
Dimensional ETF Trust25434V575INTL COR FIX ETF41,651$2.18M1.6%+5,800+16.2%Added–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY23,522$2.15M1.6%−44,881−65.6%Reduced–
SPYSPDR S&P 500 ETF TrustETF3,458$1.93M1.4%−42−1.2%ReducedHistory
iShares Core S&P 500 ETF464287200ETF3,342$1.88M1.4%00.0%Unchanged–
RBB FD Inc74933W452F/M US TREASURY36,073$1.80M1.3%+36,073New–
Dimensional ETF Trust25434V765INTL HIGH PROFIT45,563$1.23M0.9%+4,960+12.2%Added–
BRK.BBerkshire Hathaway IncStock2,267$1.21M0.9%+1,594+236.8%AddedHistory
GEGeneral Electric CoStock6,022$1.21M0.9%00.0%UnchangedHistory
Dimensional ETF Trust25434V757EMERGING MKTS HI46,419$1.17M0.8%+6,844+17.3%Added–
BXBlackstone Inc.COM8,362$1.17M0.8%+6,597+373.8%AddedHistory
WisdomTree Tr97717W422INDIA ERNGS FD25,067$1.10M0.8%+7,357+41.5%Added–
AMZNAmazon Com IncStock4,979$947.3K0.7%+123+2.5%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS15,156$938.0K0.7%−2,186−12.6%ReducedHistory
CVXChevron CorpStock5,414$905.7K0.7%+1,000+22.7%AddedHistory
IBMInternational Business Machines CorpStock3,633$903.4K0.7%+1,880+107.2%AddedHistory
LMTLockheed Martin CorpStock1,815$811.0K0.6%00.0%UnchangedHistory
DEDeere & CoStock1,552$728.4K0.5%+75+5.1%AddedHistory
CACICACI International IncCL A1,960$719.2K0.5%+1,960NewHistory
GEVGE Vernova Inc.Stock2,176$664.3K0.5%+671+44.6%AddedHistory
MKLMarkel Group Inc.COM325$607.6K0.4%+325NewHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF12,772$607.6K0.4%−1,717−11.9%Reduced–
ESEversource EnergyStock9,218$572.5K0.4%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,689$555.2K0.4%00.0%Unchanged–
HONHoneywell International IncCOM2,588$548.0K0.4%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock2,167$531.6K0.4%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF1,020$524.2K0.4%+254+33.2%Added–
iShares Tr46429B655FLTG RATE NT ETF10,213$521.4K0.4%+10,213New–
EDConsolidated Edison IncStock4,669$516.3K0.4%00.0%UnchangedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK14,433$450.7K0.3%−6,046−29.5%Reduced–
MCDMcDonalds CorpStock1,438$449.2K0.3%+6+0.4%AddedHistory
Dimensional ETF Trust25434V799INTL CORE EQUITY15,292$424.7K0.3%+2,863+23.0%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF12,332$406.8K0.3%−3,317−21.2%Reduced–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF15,838$398.3K0.3%+15,838New–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF16,451$398.3K0.3%+16,451New–
iShares Tr46435G425ESG AWR MSCI USA3,246$395.7K0.3%−462−12.5%Reduced–
CQPCheniere Energy Partners, L.P.COM UNIT5,965$393.9K0.3%+5,965NewHistory
GOOGAlphabet Inc.Stock2,520$393.7K0.3%00.0%UnchangedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF16,056$388.2K0.3%+16,056New–
GOOGLAlphabet Inc.Stock2,453$379.3K0.3%+53+2.2%AddedHistory
LLYEli Lilly & CoStock457$377.4K0.3%+23+5.3%AddedHistory
METAMeta Platforms, Inc.Stock645$371.8K0.3%+645NewHistory
iShares Tr464287291GLOBAL TECH ETF4,893$370.6K0.3%−417−7.9%Reduced–
iShares Tr46436E866IBONDS 25 TRM TS15,810$369.5K0.3%+15,810New–
iShares Tr46436E858IBONDS 26 TRM TS16,041$368.0K0.3%+16,041New–
iShares Tr46436E841IBONDS 27 TRM TS16,338$366.3K0.3%+16,338New–
Dimensional ETF Trust25434V401US EQUI MARK ETF5,690$344.1K0.2%+845+17.4%Added–
iShares Core S&P Small Cap ETF464287804ETF3,275$342.4K0.2%−129−3.8%Reduced–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF12,673$332.0K0.2%+3,401+36.7%Added–
FNVFranco Nevada CorpStock2,003$315.6K0.2%+2,003NewHistory
APDAir Products & Chemicals, Inc.Stock1,068$315.0K0.2%+1,068NewHistory
DMLPDorchester Minerals, L.P.COM UNIT9,537$286.9K0.2%+9,537NewHistory
iShares Tr46436E825IBONDS 29 TRM TS13,160$286.5K0.2%+13,160New–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF12,378$286.3K0.2%+12,378New–
iShares Tr46436E833IBONDS 28 TRM TS12,850$285.9K0.2%+12,850New–
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF11,295$285.3K0.2%+11,295New–
iShares Russell Midcap ETF464287499ETF2,960$251.8K0.2%00.0%Unchanged–
CRLCharles River Laboratories International, Inc.COM1,672$251.7K0.2%+1,672NewHistory
JNJJohnson & JohnsonStock1,454$241.1K0.2%+1,454NewHistory
VVisa Inc.Stock679$238.0K0.2%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock160$229.2K0.2%+160NewHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,541$225.0K0.2%−386−20.0%Reduced–
ISRGIntuitive Surgical IncCOM NEW453$224.4K0.2%+453NewHistory
NVDANVIDIA CorpStock2,049$222.1K0.2%+55+2.8%AddedHistory
ABTAbbott LaboratoriesStock1,663$220.6K0.2%−150−8.3%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,677$219.8K0.2%+31+1.9%Added–
iShares Tr464288158SHRT NAT MUN ETF2,080$219.6K0.2%+2,080New–
Dimensional Emerging Core Equity Market ETF25434V302ETF8,437$218.4K0.2%+8,437New–
CMECME Group Inc.COM819$217.3K0.2%+819NewHistory
ABBVAbbVie Inc.Stock1,034$216.6K0.2%+1,034NewHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE5,046$207.9K0.1%−127−2.5%Reduced–
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF3,049$204.9K0.1%+3,049New–
KRPKimbell Royalty Partners, LPUNIT11,570$162.0K0.1%+11,570NewHistory
FFord Motor CoStock14,901$149.5K0.1%00.0%UnchangedHistory
AURAurora Innovation, Inc.CLASS A COM14,530$97.7K0.1%+14,530NewHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Tableaux LLC in Q1 2025
SecurityClassPutsCalls
Apple Inc037833950PUT$37–
Apple Inc037833900CALL–$25

Sold out since Q4 2024 (10)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Tableaux LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Dimensional ETF Trust25434V583GLOB CO PLUS ETF13,228$698.8K0.6%–
TSLATesla, Inc.Stock1,686$680.9K0.6%History
WisdomTree Tr97717Y477US QUALITY GROW8,625$424.9K0.4%–
ProShares Tr74347B581SP500 EX ENRGY4,611$291.7K0.2%–
AVGOBroadcom Inc.Stock1,090$252.7K0.2%History
Invesco QQQ Trust Series I46090E103ETF446$228.3K0.2%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF970$217.6K0.2%–
HDHome Depot, Inc.Stock539$209.7K0.2%History
iShares Tr4642874571 3 YR TREAS BD2,555$209.4K0.2%–
iShares Core S&P U.S. Growth ETF464287671ETF1,470$204.8K0.2%–