Terminal · Institutions

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

Payne Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Payne Capital LLC (CIK 2094426) reported $120.0M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($10.9M, 9.04%), FNDX ($9.0M, 7.50%), VTV ($8.1M, 6.74%), SCHD ($7.5M, 6.25%), SCHR ($7.2M, 6.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHXSCHWAB STRATEGIC TR$10.9M9.04%368,774Trimmed
2FNDXSCHWAB STRATEGIC TR$9.0M7.50%289,355Added
3VTVVANGUARD INDEX FDS$8.1M6.74%37,088Trimmed
4SCHDSCHWAB STRATEGIC TR$7.5M6.25%236,418Hold
5SCHRSCHWAB STRATEGIC TR$7.2M6.03%293,454Trimmed
6DYNFBLACKROCK ETF TRUST$6.1M5.06%89,292Added
7MSFTMICROSOFT CORP$5.6M4.65%14,541Trimmed
8BDYNBLACKROCK ETF TRUST$4.8M3.99%172,608Hold
9AAPLAPPLE INC$3.4M2.85%11,833Hold
10SMHVANECK ETF TRUST$3.2M2.63%4,816Trimmed
11VCITVANGUARD SCOTTSDALE FDS$3.1M2.62%38,105Hold
12SPIBSPDR SERIES TRUST$3.0M2.54%90,938Trimmed
13VUSBVANGUARD BD INDEX FDS$3.0M2.46%59,335Added
14SCHGSCHWAB STRATEGIC TR$2.6M2.17%77,094Trimmed
15IDEQLAZARD ACTIVE ETF TR$2.6M2.15%73,588Added
16AVDEAMERICAN CENTY ETF TR$2.5M2.12%28,465Added
17EWYISHARES INC$2.5M2.07%12,325Added
18IDOGALPS ETF TR$2.5M2.04%59,572Added
19FDEMFIDELITY COVINGTON TRUST$2.3M1.95%64,361Hold
20SCHESCHWAB STRATEGIC TR$2.2M1.82%60,106Trimmed
21XLISELECT SECTOR SPDR TR$1.9M1.56%10,132Trimmed
22IEMGISHARES INC$1.8M1.54%22,320Hold
23MBBISHARES TR$1.8M1.52%19,344Added
24XLYSELECT SECTOR SPDR TR$1.7M1.45%14,820Trimmed
25DXJWISDOMTREE TR$1.5M1.25%8,667Added

Source: SEC Form 13F filings · as of 2026-06-30