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.
BBR PARTNERS, LLC (CIK 1352467) reported $1.79B across 252 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($694.1M, 38.74%), ILOW ($201.7M, 11.26%), IVV ($121.5M, 6.78%), UPS ($74.2M, 4.14%), AAPL ($50.9M, 2.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $694.1M | 38.74% | 1.1M | Added |
| 2 | ILOW | AB ACTIVE ETFS INC | $201.7M | 11.26% | 4.7M | Added |
| 3 | IVV | ISHARES TR | $121.5M | 6.78% | 186,005 | Trimmed |
| 4 | UPS | UNITED PARCEL SERVICE INC | $74.2M | 4.14% | 754,290 | Added |
| 5 | AAPL | APPLE INC | $50.9M | 2.84% | 200,535 | Trimmed |
| 6 | LPRE | EXCHANGE LISTED FDS TR | $32.5M | 1.81% | 1.2M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $30.2M | 1.69% | 50,605 | Added |
| 8 | GOOGL | ALPHABET INC | $24.1M | 1.34% | 83,689 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $23.9M | 1.33% | 124,286 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $22.4M | 1.25% | 69,972 | Trimmed |
| 11 | VGT | VANGUARD WORLD FDS | $22.3M | 1.25% | 31,981 | Hold |
| 12 | MSFT | MICROSOFT CORP | $21.8M | 1.21% | 58,811 | Trimmed |
| 13 | PM | PHILIP MORRIS INTL INC | $21.1M | 1.18% | 127,524 | Trimmed |
| 14 | KKR | KKR & CO INC. | $19.5M | 1.09% | 210,845 | Hold |
| 15 | GLD | SPDR GOLD TRUST | $19.2M | 1.07% | 44,526 | Added |
| 16 | GOOG | ALPHABET INC | $16.2M | 0.90% | 56,523 | Trimmed |
| 17 | ITOT | ISHARES TR | $15.0M | 0.83% | 105,013 | Added |
| 18 | XOM | EXXON MOBIL CORP | $12.5M | 0.70% | 73,532 | Trimmed |
| 19 | FLIN | FRANKLIN TEMPLETON ETF TR | $11.8M | 0.66% | 354,265 | New |
| 20 | ABBV | ABBVIE INC | $11.7M | 0.65% | 53,617 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $9.7M | 0.54% | 22,253 | Added |
| 22 | AMZN | AMAZON COM INC | $9.5M | 0.53% | 45,378 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.0M | 0.50% | 18,737 | Added |
| 24 | ACWI | ISHARES TR | $8.8M | 0.49% | 63,345 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $8.3M | 0.47% | 28,328 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31