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Portfolio (Quarterly) Guide ↗

25 LLC

· CIK 0001968777
13F Portfolio $365M AUM 80 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 38 Added 11 Reduced 2 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 728,825.0 $62.3M 17.06% +16K +2.3% $85.49 +2.4%
2 VCIT VANGUARD SCOTTSDALE FDS 397,366.0 $32.8M 8.99% +23K +6.0% $82.65 -1.8%
3 VTV VANGUARD INDEX FDS 141,177.0 $30.8M 8.43% +3K +1.8% $217.93 +3.4%
4 VUG VANGUARD INDEX FDS 351,738.0 $30.3M 8.30% +292K +491.9% $86.14 +2.8%
5 VGIT VANGUARD SCOTTSDALE FDS 455,811.0 $26.9M 7.36% +26K +6.0% $58.98 -1.3%
6 DUHP DIMENSIONAL ETF TRUST 392,450.0 $16.4M 4.48% +20K +5.5% $41.73 +1.5%
7 DIHP DIMENSIONAL ETF TRUST 466,978.0 $15.9M 4.36% +24K +5.3% $34.12 +3.6%
8 VTEB VANGUARD MUN BD FDS 183,538.0 $9.3M 2.54% +21K +13.0% $50.58 -2.3%
9 MUB ISHARES TR 84,806.0 $9.1M 2.50% +8K +10.3% $107.62 -2.2%
10 DISV DIMENSIONAL ETF TRUST 200,601.0 $8.1M 2.20% +6K +3.3% $40.13 +11.1%
11 AAPL APPLE INC Technology 19,330.0 $5.6M 1.53% +369.0 +1.9% $289.36 +10.5%
12 DFAC DIMENSIONAL ETF TRUST 81,164.0 $3.6M 0.99% +706.0 +0.9% $44.36 +2.8%
13 NVDA NVIDIA CORPORATION Technology 12,124.0 $2.4M 0.66% +258.0 +2.2% $200.08 +8.7%
14 AMZN AMAZON COM INC Consumer Cyclical 7,460.0 $1.8M 0.49% +50.0 +0.7% $238.34 +11.8%
15 DFIC DIMENSIONAL ETF TRUST 42,056.0 $1.6M 0.43% +629.0 +1.5% $37.26 +5.3%
16 DFIV DIMENSIONAL ETF TRUST 28,394.0 $1.5M 0.42% +202.0 +0.7% $54.02 +7.3%
17 MSFT MICROSOFT CORP Technology 3,894.0 $1.5M 0.40% +373.0 +10.6% $373.06 +37.7%
18 DFEM DIMENSIONAL ETF TRUST 32,857.0 $1.3M 0.37% +2K +4.8% $40.64 -0.8%
19 GOOGL ALPHABET INC Communication Services 3,207.0 $1.1M 0.31% +390.0 +13.8% $357.37 -3.0%
20 WMT WALMART INC Consumer Defensive 9,038.0 $1.0M 0.28% +868.0 +10.6% $113.27 -9.0%
Page 1 of 2  ·  38 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 52.2%
Consumer Cyclical 12.0%
Communication Services 9.3%
Financial Services 8.4%
Industrials 5.8%
Healthcare 5.4%
Consumer Defensive 4.7%
Energy 2.2%