1015 Capital Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
1C 1015 Capital Partners, LLC | Institutional Filer | — | $204.7M | 641 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 641)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | — | 14K | $9.4M | 4.58% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | — | 14K | $9.3M | 4.56% |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 113K | $7.6M | 3.73% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 112K | $7.4M | 3.61% |
| 5 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 17K | $5.8M | 2.85% |
| 6 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 17K | $5.6M | 2.73% |
| 7 | NVDA | NVIDIA Corporation | Technology | 27K | $5.0M | 2.45% |
| 8 | NVDA | NVIDIA Corporation | Technology | 27K | $4.7M | 2.29% |
| 9 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | — | 35K | $3.7M | 1.82% |
| 10 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | — | 35K | $3.7M | 1.81% |
| 11 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 30K | $3.7M | 1.80% |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 30K | $3.6M | 1.74% |
| 13 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | — | 33K | $2.8M | 1.35% |
| 14 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | — | 33K | $2.7M | 1.34% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.7M | 1.32% |
Showing 1 to 15 of 1000 holdings