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.
Portfolio Design Labs, LLC (CIK 2010278) reported $562.3M across 232 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($41.6M, 7.40%), NVDA ($29.3M, 5.22%), AAPL ($25.5M, 4.54%), MSFT ($24.7M, 4.40%), GOOG ($20.9M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $41.6M | 7.40% | 96,654 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $29.3M | 5.22% | 168,180 | Trimmed |
| 3 | AAPL | APPLE INC | $25.5M | 4.54% | 100,667 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $24.7M | 4.40% | 66,829 | Added |
| 5 | GOOG | ALPHABET INC | $20.9M | 3.72% | 73,007 | Trimmed |
| 6 | TFLO | ISHARES TR | $17.2M | 3.06% | 339,302 | Added |
| 7 | SHY | ISHARES TR | $17.0M | 3.02% | 205,958 | Added |
| 8 | AMZN | AMAZON COM INC | $16.6M | 2.95% | 79,655 | Trimmed |
| 9 | EFAV | ISHARES TR | $15.9M | 2.83% | 174,466 | Trimmed |
| 10 | META | META PLATFORMS INC | $13.0M | 2.31% | 22,733 | Added |
| 11 | STIP | ISHARES TR | $12.5M | 2.23% | 121,334 | Added |
| 12 | AVGO | BROADCOM INC | $12.1M | 2.15% | 39,079 | Trimmed |
| 13 | SSO | PROSHARES TR | $11.8M | 2.09% | 227,064 | Trimmed |
| 14 | IEI | ISHARES TR | $10.9M | 1.94% | 91,782 | Added |
| 15 | USMV | ISHARES TR | $9.4M | 1.67% | 101,202 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $8.1M | 1.44% | 8,783 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $7.5M | 1.33% | 44,118 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $6.6M | 1.18% | 27,205 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $6.3M | 1.12% | 21,440 | Trimmed |
| 20 | V | VISA INC | $6.0M | 1.06% | 19,812 | Trimmed |
| 21 | MEAR | ISHARES U S ETF TR | $5.6M | 1.00% | 111,610 | Trimmed |
| 22 | NFLX | NETFLIX INC. | $5.3M | 0.95% | 55,271 | Added |
| 23 | TJX | TJX COS INC NEW | $5.2M | 0.92% | 32,424 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $5.0M | 0.89% | 24,083 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.6M | 0.82% | 9,673 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31