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Portfolio (Quarterly) Guide ↗

MAYPORT, LLC

· CIK 0001922875
13F Portfolio $645M AUM 134 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 134 New
Page 1 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 218,387.0 $150.0M 23.26% NEW $686.81 +2.5%
2 VGSH VANGUARD SCOTTSDALE FDS 1,281,135.0 $74.6M 11.56% NEW $58.20 -0.1%
3 VEA VANGUARD TAX-MANAGED FDS 721,836.0 $51.4M 7.98% NEW $71.25 +3.0%
4 VXF VANGUARD INDEX FDS 192,454.0 $47.4M 7.35% NEW $246.21 -0.3%
5 VTI VANGUARD INDEX FDS 108,519.0 $40.2M 6.23% NEW $370.04 +2.2%
6 FRDM EA SERIES TRUST 306,597.0 $22.4M 3.47% NEW $72.90 -5.7%
7 VGIT VANGUARD SCOTTSDALE FDS 361,424.0 $21.3M 3.31% NEW $58.98 -1.1%
8 VTIP VANGUARD MALVERN FDS 420,360.0 $21.1M 3.27% NEW $50.23 -0.9%
9 VTV VANGUARD INDEX FDS 72,444.0 $15.8M 2.45% NEW $217.93 +3.9%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 20,483.0 $15.3M 2.37% NEW $746.77 +2.5%
11 VBR VANGUARD INDEX FDS 49,609.0 $12.1M 1.87% NEW $242.99 +2.5%
12 SHV ISHARES TR 105,261.0 $11.6M 1.80% NEW $110.35 -0.0%
13 VV VANGUARD INDEX FDS 29,933.0 $10.3M 1.60% NEW $343.91 +2.5%
14 AAPL APPLE INC Technology 32,951.0 $9.5M 1.48% NEW $289.36 +6.9%
15 IVV ISHARES TR 10,195.0 $7.6M 1.18% NEW $748.87 +2.7%
16 VXUS VANGUARD STAR FDS 79,824.0 $6.8M 1.06% NEW $85.49 +2.6%
17 VTES VANGUARD WELLINGTON FD 63,855.0 $6.5M 1.00% NEW $101.31 -0.5%
18 VB VANGUARD INDEX FDS 18,285.0 $5.5M 0.86% NEW $303.12 +0.5%
19 META META PLATFORMS INC Communication Services 8,882.0 $5.0M 0.78% NEW $563.29 -2.4%
20 NVDA NVIDIA CORPORATION Technology 24,116.0 $4.8M 0.75% NEW $200.09 +7.3%
Page 1 of 7  ·  134 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 33.0%
Communication Services 11.7%
Consumer Cyclical 7.3%
Healthcare 6.7%
Industrials 2.8%
Real Estate 1.7%
Consumer Defensive 1.3%
Basic Materials 0.8%
Energy 0.6%