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Portfolio (Quarterly) Guide ↗

Kensington Asset Management, LLC

· CIK 0001979884
13F Portfolio $1.8B AUM 42 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 42 New
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOL ETFS GOLD TR Financial Services 247,066.0 $11.0M 0.60% NEW $44.62 -3.8%
22 BKUI BNY MELLON ETF TRUST 138,713.0 $6.9M 0.38% NEW $49.79 -0.1%
23 CGUI CAPITAL GRP FIXED INCM ETF T 184,915.0 $4.7M 0.26% NEW $25.28 +0.2%
24 JHHY JOHN HANCOCK EXCHANGE TRADED 175,281.0 $4.4M 0.24% NEW $25.35 +1.2%
25 VGLT VANGUARD SCOTTSDALE FDS 69,922.0 $3.9M 0.21% NEW $55.35 -2.2%
26 HDV ISHARES TR 23,739.0 $3.2M 0.17% NEW $135.72 -79.4%
27 BKGI BNY MELLON ETF TRUST 68,712.0 $3.1M 0.17% NEW $44.54 +4.3%
28 FLJP FRANKLIN TEMPLETON ETF TR 80,941.0 $2.9M 0.16% NEW $36.18 +8.5%
29 PDBC INVESCO ACTVELY MNGD ETC FD 168,991.0 $2.9M 0.16% NEW $17.32 +5.1%
30 SPEM SPDR INDEX SHS FDS 62,270.0 $2.9M 0.16% NEW $46.91 +9.6%
31 SPSM SPDR SERIES TRUST 60,272.0 $2.9M 0.16% NEW $48.32 +10.6%
32 VGK VANGUARD INTL EQUITY INDEX F 34,830.0 $2.9M 0.16% NEW $82.43 +7.3%
33 IGIB ISHARES TR 52,464.0 $2.8M 0.15% NEW $53.22 -0.7%
34 NUSB NUSHARES ETF TR 100,700.0 $2.5M 0.14% NEW $25.28 -0.1%
35 SPYV SPDR SERIES TRUST 41,880.0 $2.4M 0.13% NEW $56.58 +8.0%
36 EMHY ISHARES INC 56,603.0 $2.2M 0.12% NEW $39.38 +1.9%
37 EMB ISHARES TR 16,462.0 $1.5M 0.08% NEW $93.93 +1.3%
38 NSCI NUSHARES ETF TR 50,000.0 $1.3M 0.07% NEW $25.18 -0.1%
39 IDMO INVESCO EXCH TRADE 11,171.0 $613K 0.03% NEW $54.84 +9.0%
40 FRDM EA SERIES TRUST 8,116.0 $444K 0.02% NEW $54.65 +23.5%
Page 2 of 3  ·  42 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%