Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kings Path Partners LLC 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Kings Path Partners LLC (CIK 2030974) reported $248.3M across 283 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: VTI ($26.5M, 10.66%), SCHF ($21.7M, 8.75%), GSLC ($18.7M, 7.53%), VEA ($13.2M, 5.31%), DFCF ($12.1M, 4.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$26.5M10.66%87,084Added
2SCHFSCHWAB STRATEGIC TR$21.7M8.75%983,068Added
3GSLCGOLDMAN SACHS ETF TR$18.7M7.53%154,010Added
4VEAVANGUARD TAX-MANAGED FDS$13.2M5.31%231,331Trimmed
5DFCFDIMENSIONAL ETF TRUST$12.1M4.88%286,492Added
6VGITVANGUARD SCOTTSDALE FDS$11.7M4.72%195,933Added
7VGSHVANGUARD SCOTTSDALE FDS$11.0M4.41%186,324Added
8VWOVANGUARD INTL EQUITY INDEX F$10.7M4.30%216,073Added
9GSIEGOLDMAN SACHS ETF TR$9.3M3.75%234,753Trimmed
10DFATDIMENSIONAL ETF TRUST$8.4M3.39%156,124Added
11AVLVAMERICAN CENTY ETF TR$8.3M3.33%121,268Added
12DFIVDIMENSIONAL ETF TRUST$6.9M2.79%161,903Trimmed
13DFGPDIMENSIONAL ETF TRUST$5.3M2.13%97,076Added
14SCHPSCHWAB STRATEGIC TR$4.7M1.91%178,027Added
15VCRBVANGUARD MALVERN FDS$4.6M1.85%59,200Added
16AVEMAMERICAN CENTY ETF TR$4.6M1.85%66,939Added
17AVDVAMERICAN CENTY ETF TR$4.2M1.70%53,133Trimmed
18ITOTISHARES TR$3.3M1.32%24,216Added
19IEFAISHARES TR$2.7M1.09%32,535Trimmed
20BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.88%3Hold
21FNDXSCHWAB STRATEGIC TR$2.1M0.85%85,987Added
22VGLTVANGUARD SCOTTSDALE FDS$1.9M0.75%33,128Added
23MUBISHARES TR$1.9M0.75%17,742Added
24DUSBDIMENSIONAL ETF TRUST$1.7M0.69%33,744Trimmed
25IVVISHARES TR$1.7M0.68%2,716Added

Source: SEC Form 13F filings · as of 2025-06-30