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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IALT BLACKROCK ETF TRUST 120,000.0 $3.4M 0.18% NEW $28.05 +3.1%
2 CTAP SIMPLIFY EXCHANGE TRADED FUN 100,000.0 $2.6M 0.14% NEW $26.41 +6.6%
3 LONZ PIMCO ETF TR 9,509.0 $469K 0.03% NEW $49.31 +0.0%

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%