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Range Advisory, LLC Portfolio holdings

AUM $840M
This Fund
S&P 500
This Quarter Est. Return
+3.33%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
Cap. Flow
+$383M
Cap. Flow %
98.82%
Top 10 Hldgs %
50.25%
Holding
196
New
196
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.94%
2 Technology 11.78%
3 Communication Services 3.21%
4 Consumer Discretionary 2.61%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$55.8M 14.39%
+88,970
New +$55.3M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$240B
$49.5M 12.76%
+792,232
New +$48.5M
IJR icon
3
iShares Core S&P Small-Cap ETF
IJR
$110B
$18.2M 4.69%
+151,491
New +$18.1M
SPEM icon
4
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$13M 3.36%
+278,376
New +$13.1M
VTI icon
5
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$12.2M 3.14%
+36,319
New +$12.1M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$9.89M 2.55%
+183,996
New +$9.99M
CHYM
7
Chime Financial
CHYM
$12.8B
$9.86M 2.54%
+391,609
New +$8.32M
NVDA icon
8
NVIDIA
NVDA
$5.56T
$9.61M 2.48%
+51,510
New +$9.59M
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
$8.74M 2.25%
+196,807
New +$8.6M
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$138B
$8.1M 2.09%
+81,066
New +$8.13M
AAPL icon
11
Apple
AAPL
$4.67T
$7.55M 1.95%
+27,779
New +$7.46M
SCHX icon
12
Schwab US Large- Cap ETF
SCHX
$74.4B
$6.29M 1.62%
+233,587
New +$6.24M
AMZN icon
13
Amazon
AMZN
$2.79T
$6.12M 1.58%
+26,528
New +$6.07M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$6.11M 1.58%
+8,959
New +$6.06M
SCZ icon
15
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$5.97M 1.54%
+77,056
New +$5.91M
BNDX icon
16
Vanguard Total International Bond ETF
BNDX
$82.2B
$5.52M 1.42%
+114,298
New +$5.64M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.1T
$4.94M 1.27%
+15,739
New +$4.51M
VXUS icon
18
Vanguard Total International Stock ETF
VXUS
$165B
$4.93M 1.27%
+65,330
New +$4.88M
MSFT icon
19
Microsoft
MSFT
$3.71T
$4.26M 1.1%
+8,806
New +$4.41M
IEMG icon
20
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$4.01M 1.03%
+59,655
New +$4M
SHY icon
21
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$4M 1.03%
+48,358
New +$4.01M
SCHM icon
22
Schwab US Mid-Cap ETF
SCHM
$15B
$4M 1.03%
+133,088
New +$3.97M
TFLO icon
23
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
$3.59M 0.93%
+71,147
New +$3.59M
BND icon
24
Vanguard Total Bond Market
BND
$160B
$3.53M 0.91%
+47,650
New +$3.55M
SCHF icon
25
Schwab International Equity ETF
SCHF
$70.1B
$3.48M 0.9%
+144,588
New +$3.44M

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Range Advisory, LLC's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Range Advisory, LLC, which disclosed 196 positions worth $388M. Its ten largest holdings account for 50% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 88,970 shares worth $55.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, followed by Technology and Communication Services.

  • Range Advisory, LLC's largest Q4 2025 buy was Vanguard S&P 500 ETF: 88,970 shares worth $55.8M.
  • Range Advisory, LLC's ten largest holdings make up 50% of its $388M portfolio in Q4 2025.
  • Range Advisory, LLC disclosed 196 positions in Q4 2025, its first 13F filing on record.

Based on Range Advisory, LLC's 13F filing for Q4 2025, filed 2 Sep 2026.