Alongside, LLC
- SEC CIK
- 0002113496
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jul 9, 2026. Long positions only.
- Positions
- 83
- No filing for Q3 2025
- Portfolio value
- $301.2M
- No filing for Q3 2025
Alongside, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 47,871 | $32.8M | 10.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 47,061 | $29.5M | 9.8% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 268,148 | $22.7M | 7.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 42,903 | $20.3M | 6.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 291,988 | $19.6M | 6.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 131,061 | $12.6M | 4.2% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 362,094 | $12.4M | 4.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 49,763 | $12.2M | 4.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 173,397 | $11.4M | 3.8% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 303,349 | $11.3M | 3.8% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 190,826 | $10.3M | 3.4% | – | – | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 117,558 | $7.85M | 2.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,944 | $7.53M | 2.5% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 153,425 | $7.48M | 2.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 29,762 | $6.31M | 2.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 43,605 | $6.15M | 2.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 48,281 | $5.17M | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 19,312 | $4.98M | 1.7% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 36,536 | $4.50M | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,956 | $3.85M | 1.3% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 33,027 | $3.63M | 1.2% | – | – | – |
| iShares Tr464288521 | CRE U S REIT ETF | 56,535 | $3.22M | 1.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 97,988 | $2.60M | 0.9% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 49,817 | $2.49M | 0.8% | – | – | – |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 68,975 | $2.45M | 0.8% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 20,160 | $2.41M | 0.8% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 43,730 | $2.22M | 0.7% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,457 | $1.70M | 0.6% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,574 | $1.69M | 0.6% | – | – | History |
| AAPLApple Inc. | Stock | 6,103 | $1.66M | 0.6% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,091 | $1.44M | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,663 | $1.40M | 0.5% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 93,576 | $1.24M | 0.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 22,262 | $1.13M | 0.4% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 11,328 | $1.09M | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,667 | $1.08M | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,477 | $975.0K | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 5,021 | $936.3K | 0.3% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,117 | $810.7K | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 7,661 | $806.4K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 6,292 | $788.4K | 0.3% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,228 | $752.4K | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,888 | $705.0K | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 8,770 | $675.6K | 0.2% | – | – | History |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 20,696 | $650.9K | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 19,233 | $595.5K | 0.2% | – | – | – |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 11,671 | $591.2K | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,696 | $568.6K | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 2,795 | $544.8K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 3,123 | $541.9K | 0.2% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,297 | $535.2K | 0.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,561 | $519.6K | 0.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,543 | $506.5K | 0.2% | – | – | – |
| ONBOld National Bancorp | Stock | 22,042 | $491.8K | 0.2% | – | – | History |
| CATCaterpillar Inc | Stock | 836 | $478.6K | 0.2% | – | – | History |
| ACNAccenture plc | Stock | 1,744 | $467.8K | 0.2% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 4,012 | $423.1K | 0.1% | – | – | History |
| BABoeing Co | Stock | 1,835 | $398.4K | 0.1% | – | – | History |
| BMOBank of Montreal | COM | 2,673 | $346.9K | 0.1% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,225 | $344.1K | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,410 | $338.0K | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,792 | $332.7K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 2,928 | $326.2K | 0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 3,486 | $324.9K | 0.1% | – | – | History |
| SNASnap-on Inc | COM | 933 | $321.4K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 12,447 | $309.2K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,103 | $302.7K | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 444 | $302.5K | 0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 1,621 | $300.9K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 841 | $289.3K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 330 | $284.3K | 0.1% | – | – | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,613 | $270.9K | 0.1% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 1,834 | $258.8K | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 759 | $244.7K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 497 | $242.5K | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 773 | $242.0K | 0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,700 | $236.6K | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 719 | $225.7K | 0.1% | – | – | History |
| AEEAmeren Corp | COM | 2,225 | $222.2K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 483 | $217.0K | 0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 1,979 | $206.0K | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 971 | $204.1K | 0.1% | – | – | – |
| CAHCardinal Health Inc | Stock | 986 | $202.6K | 0.1% | – | – | History |