Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
1015 Capital Partners, LLC (CIK 2133991) reported $119.4M across 609 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($10.7M, 9.00%), IJH ($8.7M, 7.32%), VTI ($6.4M, 5.39%), NVDA ($5.4M, 4.51%), IJR ($4.4M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $10.7M | 9.00% | 14,341 | Trimmed |
| 2 | IJH | ISHARES CORE S&P MID-CAP ETF | $8.7M | 7.32% | 113,246 | Added |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $6.4M | 5.39% | 17,393 | Hold |
| 4 | NVDA | NVIDIA CORPORATION COM | $5.4M | 4.51% | 26,912 | Trimmed |
| 5 | IJR | ISHARES CORE S&P SMALL CAP ETF | $4.4M | 3.68% | 29,628 | Hold |
| 6 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $3.9M | 3.24% | 36,323 | Added |
| 7 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $3.0M | 2.48% | 35,920 | Added |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $2.8M | 2.35% | 3,750 | Trimmed |
| 9 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.8M | 2.33% | 17,635 | Added |
| 10 | AMD | ADVANCED MICRO DEVICES INC COM | $2.7M | 2.30% | 4,726 | Trimmed |
| 11 | JMUB | JPMORGAN MUNICIPAL ETF | $2.6M | 2.15% | 50,597 | Added |
| 12 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2.4M | 1.98% | 28,852 | Trimmed |
| 13 | EFA | ISHARES MSCI EAFE ETF | $2.3M | 1.96% | 22,493 | Hold |
| 14 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2.2M | 1.88% | 11,790 | Hold |
| 15 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.2M | 1.87% | 23,153 | Added |
| 16 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.0M | 1.72% | 13,464 | Hold |
| 17 | GOOGL | ALPHABET INC CAP STK CL A | $2.0M | 1.71% | 5,698 | Added |
| 18 | AAPL | APPLE INC COM | $2.0M | 1.68% | 6,949 | Added |
| 19 | DSI | ISHARES ESG MSCI KLD 400 ETF | $1.9M | 1.62% | 13,580 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC COM | $1.7M | 1.44% | 1,492 | Added |
| 21 | MUB | ISHARES NATIONAL MUNI BOND ETF | $1.6M | 1.35% | 15,013 | Trimmed |
| 22 | AMZN | AMAZON COM INC COM | $1.6M | 1.33% | 6,674 | Added |
| 23 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.5M | 1.26% | 25,127 | Added |
| 24 | QQQ | INVESCO QQQ TRUST SERIES I | $1.4M | 1.19% | 1,921 | Hold |
| 25 | MSFT | MICROSOFT CORP COM | $1.4M | 1.15% | 3,671 | Added |
Source: SEC Form 13F filings · as of 2026-06-30