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Portfolio (Quarterly) Guide ↗

Kensington Asset Management, LLC

· CIK 0001979884
13F Portfolio $1.8B AUM 39 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 26 Added 5 Reduced 6 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HDV ISHARES TR 188,695.0 $5.2M 0.28% +165K +694.9% $27.41 +8.8%
22 VGLT VANGUARD SCOTTSDALE FDS 83,744.0 $4.6M 0.25% +14K +19.8% $55.18 -2.9%
23 BKGI BNY MELLON ETF TRUST 94,680.0 $4.3M 0.23% +26K +37.8% $44.97 +0.1%
24 EMHY ISHARES INC 81,603.0 $3.3M 0.18% +25K +44.2% $40.66 -0.6%
25 FRDM EA SERIES TRUST 33,316.0 $2.4M 0.13% +25K +310.5% $72.90 -5.2%
26 IDMO INVESCO EXCH TRADED FD TR II 32,771.0 $2.0M 0.11% +22K +193.4% $60.29 +5.2%
Page 2 of 2  ·  26 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
Financial Services 100.0%