Kings Path Partners LLC Top Holdings and 13F Report (2025) About Kings Path Partners LLCInvestment ActivityKings Path Partners LLC has $204.37 million in total holdings as of March 31, 2025.Kings Path Partners LLC owns shares of 257 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 10.12% of the portfolio was purchased this quarter.About 24.36% of the portfolio was sold this quarter.This quarter, Kings Path Partners LLC has purchased 288 new stocks and bought additional shares in 41 stocks.Kings Path Partners LLC sold shares of 77 stocks and completely divested from 44 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $20,670,760Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $14,868,184Vanguard FTSE Developed Markets ETF $12,852,593Dimensional Core Fixed Income ETF $11,396,565Vanguard Intermediate-Term Treasury Index ETF $11,344,038 Largest New Holdings this Quarter 25434V583 - DIMENSIONAL ETF TRUST $2,420,165 Holding922020748 - VANGUARD MALVERN FDS $2,120,343 Holding78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $811,719 Holding78468R523 - SPDR Bloomberg 3-12 Month T-Bill ETF $693,445 Holding86800U302 - SUPER MICRO COMPUTER INC $479,360 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 45,296 shares (about $2.42M)VANGUARD MALVERN FDS 27,384 shares (about $2.12M)Vanguard Total Stock Market ETF 6,348 shares (about $1.74M)Dimensional Core Fixed Income ETF 35,560 shares (about $1.50M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 13,054 shares (about $1.44M) Largest Sales this Quarter Cencora 6,523 shares (about $1.81M)Vanguard Total International Bond ETF 28,992 shares (about $1.42M)Ross Stores 10,804 shares (about $1.38M)Vanguard Total Bond Market ETF 18,459 shares (about $1.36M)Johnson & Johnson 7,343 shares (about $1.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKings Path Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$20,670,760$1,744,688 ▲9.2%75,21010.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$14,868,184$1,436,985 ▲10.7%135,0677.3%ETFVEAVanguard FTSE Developed Markets ETF$12,852,593$291,409 ▲2.3%252,8546.3%ETFDFCFDimensional Core Fixed Income ETF$11,396,565$1,495,652 ▲15.1%270,9605.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$11,344,038$892,426 ▲8.5%190,9775.6%ETFVGSHVanguard Short-Term Treasury Index ETF$10,812,068$688,787 ▲6.8%184,2235.3%ETFVWOVanguard FTSE Emerging Markets ETF$9,211,588$665,141 ▲7.8%203,5264.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$9,189,129$105,595 ▼-1.1%257,7604.5%ETFDFIVDimensional International Value ETF$6,556,326$104,658 ▲1.6%166,5733.2%ETFDFATDimensional U.S. Targeted Value ETF$6,171,513$899,688 ▲17.1%119,8583.0%ETFAVLVAvantis U.S. Large Cap Value ETF$5,840,603$478,316 ▲8.9%89,5662.9%ETFAVDVAvantis International Small Cap Value ETF$3,832,862$32,848 ▲0.9%54,9591.9%ETFAVEMAvantis Emerging Markets Equity ETF$3,572,187$185,445 ▲5.5%59,3681.7%ETFBNDXVanguard Total International Bond ETF$3,521,223$1,415,383 ▼-28.7%72,1271.7%ETFBNDVanguard Total Bond Market ETF$3,473,571$1,355,803 ▼-28.1%47,2921.7%ETFSCHPSchwab U.S. TIPS ETF$3,463,701$97,718 ▲2.9%128,8101.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,790,857$244 ▲0.0%22,8741.4%ETFIEFAiShares Core MSCI EAFE ETF$2,582,010$18,307 ▼-0.7%34,1311.3%ETFDIMENSIONAL ETF TRUST$2,420,165$2,420,165 ▲New Holding45,2961.2%GLOBAL CORE PLUSBRK.ABerkshire Hathaway$2,395,3250.0%31.2%FinanceDIMENSIONAL ETF TRUST$2,252,426$1,054,379 ▲88.0%44,4001.1%ULTRASHORT FIXEDVANGUARD MALVERN FDS$2,120,343$2,120,343 ▲New Holding27,3841.0%CORE BD ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$2,015,535$94 ▲0.0%85,3681.0%ETFTRGPTarga Resources$1,918,899$189,645 ▼-9.0%9,5720.9%EnergyVGLTVanguard Long-Term Treasury Index ETF$1,820,276$142,583 ▲8.5%31,5970.9%ETFMUBiShares National Muni Bond ETF$1,804,870$175,869 ▼-8.9%17,1180.9%ETFSHViShares Short Treasury Bond ETF$1,605,553$112,339 ▲7.5%14,5350.8%ETFIVViShares Core S&P 500 ETF$1,522,3020.0%2,7090.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,357,877$276,924 ▼-16.9%27,3660.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,218,259$92,415 ▲8.2%24,4140.6%ManufacturingNVDANVIDIA$1,192,180$1,083,800 ▲1,000.0%11,0000.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,181,903$69,381 ▼-5.5%11,1920.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,043,372$464,878 ▼-30.8%20,2400.5%ETFXOMExxon Mobil$983,432$6,065 ▼-0.6%8,2690.5%EnergyIEMGiShares Core MSCI Emerging Markets ETF$978,972$702 ▼-0.1%18,1390.5%ETFBNDWVanguard Total World Bond ETF$852,831$191,567 ▼-18.3%12,3940.4%ETFVUSBVanguard Ultra-Short Bond ETF$815,728$498,949 ▲157.5%16,3620.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$811,719$811,719 ▲New Holding8,8490.4%ETFANIPANI Pharmaceuticals$797,575$502,460 ▼-38.6%11,9130.4%MedicalLMATLeMaitre Vascular$748,388$739,411 ▼-49.7%8,9200.4%MedicalSCHFSchwab International Equity ETF$740,169$45,553 ▼-5.8%37,4200.4%ETFIIIVi3 Verticals$738,250$464,290 ▼-38.6%29,9250.4%Computer and TechnologyVONVVanguard Russell 1000 Value$694,9870.0%8,4200.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$693,445$693,445 ▲New Holding6,9700.3%ETFARISAris Water Solutions$680,369$776,809 ▼-53.3%21,2350.3%Business ServicesOSWOneSpaWorld$666,227$629,037 ▼-48.6%39,6800.3%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$658,831$14,209 ▲2.2%7,5580.3%ETFFNDFSchwab Fundamental International Large Company Index ETF$650,014$8,818 ▼-1.3%17,9860.3%ETFIRMDIradimed$648,915$640,518 ▼-49.7%12,3650.3%MedicalEEExcelerate Energy$571,793$359,934 ▼-38.6%19,9370.3%EnergyLGNDLigand Pharmaceuticals$532,534$335,922 ▼-38.7%5,0650.3%MedicalTILTFlexShares Morningstar US Market Factor Tilt Index Fund$523,001$18,517 ▼-3.4%2,5420.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$516,339$31,025 ▼-5.7%20,7700.3%ETFBRK.BBerkshire Hathaway$508,6140.0%9550.2%FinanceMLABMesa Laboratories$493,744$310,296 ▼-38.6%4,1610.2%MedicalMCBMetropolitan Bank$484,873$305,145 ▼-38.6%8,6600.2%FinanceBFSTBusiness First Bancshares$481,400$303,158 ▼-38.6%19,7700.2%FinanceSUPER MICRO COMPUTER INC$479,360$479,360 ▲New Holding14,0000.2%COM NEWBLFSBioLife Solutions$475,415$299,204 ▼-38.6%20,8150.2%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$457,595$194,234 ▲73.8%18,8000.2%ETFKRUSKura Sushi USA$453,888$110,080 ▼-19.5%8,8650.2%Retail/WholesaleADMAADMA Biologics$425,072$425,072 ▲New Holding21,4250.2%MedicalVITLVital Farms$414,087$260,518 ▼-38.6%13,5900.2%Consumer StaplesCVXChevron$411,366$1,107,627 ▼-72.9%2,4590.2%EnergyNVECNVE$408,956$257,191 ▼-38.6%6,4160.2%Computer and TechnologyCOCOVita Coco$397,255$90,693 ▼-18.6%12,9610.2%Consumer StaplesUFPTUFP Technologies$391,317$513,351 ▼-56.7%1,9400.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$390,9450.0%6,7000.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$346,535$295,722 ▲582.0%3,4440.2%ETFEPMEvolution Petroleum$341,621$214,866 ▼-38.6%65,9500.2%EnergySLPSimulations Plus$339,602$213,569 ▼-38.6%13,8500.2%Computer and TechnologyFNDCSchwab Fundamental International Small Cap Company Index ETF$332,678$2,063 ▼-0.6%9,1900.2%ETFAAPLApple$328,752$10,440 ▼-3.1%1,4800.2%Computer and TechnologyPDFSPDF Solutions$325,634$205,050 ▼-38.6%17,0400.2%Computer and TechnologyTFINTriumph Financial$323,969$203,456 ▼-38.6%5,6050.2%FinanceVOVanguard Mid-Cap ETF$319,821$259 ▲0.1%1,2370.2%ETFQNSTQuinStreet$314,252$197,757 ▼-38.6%17,6150.2%Computer and TechnologyPNTGThe Pennant Group$302,680$190,511 ▼-38.6%12,0350.1%MedicalLMBLimbach$300,412$300,412 ▲New Holding4,0340.1%ConstructionVIGVanguard Dividend Appreciation ETF$298,780$388 ▲0.1%1,5400.1%ETFGLDSPDR Gold Shares$288,140$1,152,560 ▼-80.0%1,0000.1%FinanceTSLATesla$285,076$285,076 ▲New Holding1,1000.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$275,404$2,799 ▼-1.0%4920.1%FinanceRPAYRepay$269,092$169,356 ▼-38.6%48,3110.1%Business ServicesNCNOnCino$259,042$15,521 ▼-5.7%9,4300.1%Computer and TechnologyKRTKarat Packaging$255,886$161,208 ▼-38.7%9,6270.1%IndustrialsPWPPerella Weinberg Partners$253,184$159,436 ▼-38.6%13,7600.1%FinancePLOWDouglas Dynamics$252,859$159,242 ▼-38.6%10,8850.1%Auto/Tires/TrucksBOOTBoot Barn$249,775$156,311 ▼-38.5%2,3250.1%Retail/WholesalePAHCPhibro Animal Health$234,960$234,960 ▲New Holding11,0000.1%MedicalDBEFXtrackers MSCI EAFE Hedged Equity ETF$233,8200.0%5,4000.1%ETFMRKMerck & Co., Inc.$233,3760.0%2,6000.1%MedicalWTTRSelect Water Solutions$226,758$142,748 ▼-38.6%21,5960.1%Business ServicesNATIONAL CINEMEDIA INC$220,022$138,525 ▼-38.6%37,6750.1%COM NEWDFNMDimensional National Municipal Bond ETF$214,175$214,175 ▲New Holding4,5020.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$212,282$66,276 ▼-23.8%2,1460.1%FinanceMITKMitek Systems$211,844$402,947 ▼-65.5%25,6780.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$207,9260.0%2,2250.1%ETFJNJJohnson & Johnson$196,520$1,217,761 ▼-86.1%1,1850.1%MedicalGRBKGreen Brick Partners$195,339$123,034 ▼-38.6%3,3500.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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