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4PL

46 Peaks LLC Portfolio holdings

AUM $159M
This Fund
S&P 500
This Quarter Est. Return
+1.46%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
+$136M
Cap. Flow %
99.57%
Top 10 Hldgs %
94.37%
Holding
24
New
24
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.28%
2 Consumer Discretionary 0.18%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JCPB icon
1
JPMorgan Core Plus Bond ETF
JCPB
$14.3B
$28.4M 20.85%
+597,915
New +$28.4M
NTSX icon
2
WisdomTree US Efficient Core Fund
NTSX
$1.4B
$23.5M 17.23%
+428,515
New +$23.4M
DGRO icon
3
iShares Core Dividend Growth ETF
DGRO
$43.5B
$18.2M 13.36%
+262,332
New +$18M
NTSI icon
4
WisdomTree International Efficient Core Fund
NTSI
$504M
$12.1M 8.9%
+275,151
New +$12M
FELG icon
5
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.78B
$9.78M 7.17%
+234,488
New +$9.75M
MOAT icon
6
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$9.69M 7.11%
+93,587
New +$9.56M
JHMM icon
7
John Hancock Multifactor Mid Cap ETF
JHMM
$6.21B
$9.28M 6.81%
+141,733
New +$9.21M
GAL icon
8
State Street Global Allocation ETF
GAL
$318M
$8.45M 6.2%
+170,957
New +$8.49M
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$27.5B
$4.77M 3.5%
+61,894
New +$4.74M
MMIT icon
10
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
$4.45M 3.27%
+182,482
New +$4.44M
FFGX
11
Fidelity Fundamental Global ex-U.S. ETF
FFGX
$56.5M
$1.09M 0.8%
+35,789
New +$1.08M
IVV icon
12
iShares Core S&P 500 ETF
IVV
$901B
$1.09M 0.8%
+1,588
New +$1.08M
LOUP
13
Innovator Deepwater Frontier Tech ETF
LOUP
$227M
$932K 0.68%
+12,201
New +$944K
UPAR icon
14
UPAR Ultra Risk Parity ETF
UPAR
$58.8M
$787K 0.58%
+50,930
New +$786K
QUAL icon
15
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$555K 0.41%
+2,796
New +$549K
MTUM icon
16
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$527K 0.39%
+2,105
New +$528K
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.03T
$501K 0.37%
+799
New +$497K
GSIE icon
18
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.15B
$487K 0.36%
+11,339
New +$473K
NVDA icon
19
NVIDIA
NVDA
$5.45T
$385K 0.28%
+2,064
New +$384K
USMV icon
20
iShares MSCI USA Min Vol Factor ETF
USMV
$24.2B
$362K 0.27%
+3,845
New +$362K
DRUP icon
21
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$51.4M
$252K 0.19%
+3,777
New +$253K
SIZE icon
22
iShares MSCI USA Size Factor ETF
SIZE
$445M
$246K 0.18%
+1,520
New +$245K
SCI icon
23
Service Corp International
SCI
$11.2B
$240K 0.18%
+3,075
New +$246K
WM icon
24
Waste Management
WM
$89.5B
$218K 0.16%
+994
New +$212K

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46 Peaks LLC's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for 46 Peaks LLC, which disclosed 24 positions worth $136M. Its ten largest holdings account for 94% of the portfolio.

Its largest position is JPMorgan Core Plus Bond ETF: 597,915 shares worth $28.4M.

By sector, the portfolio is most concentrated in Technology at 0.28% of assets, followed by Consumer Discretionary and Industrials.

  • 46 Peaks LLC's largest Q4 2025 buy was JPMorgan Core Plus Bond ETF: 597,915 shares worth $28.4M.
  • 46 Peaks LLC's ten largest holdings make up 94% of its $136M portfolio in Q4 2025.
  • 46 Peaks LLC disclosed 24 positions in Q4 2025, its first 13F filing on record.

Based on 46 Peaks LLC's 13F filing for Q4 2025, filed 26 Feb 2026.