Fund Holdings — BBR PARTNERS, LLC

Total Portfolio Value
$2.13B
Total Bought
$311.49M
Total Sold
$71.04M
Net Transaction
+$240.45M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2026
▲▼
Q2 2026
▲▼
Change
▲▼
Q1 2026
▲▼
Q2 2026
▲▼
Weight (%)
▲▼
Change
▲▼
SPDR S&P 500 ETF TR(SPY)1,067,3471,073,616+6,269694,139801,74537.60%+107,606
ISHARES TR186,005224,946+38,941121,500168,4607.90%+46,959
AB ACTIVE ETFS INC
INTL LOW VOLATLT
4,728,1984,856,373+128,175201,705220,77110.35%+19,066
ISHARES TR2,97085,231+82,2611,26610,5830.50%+9,317
ISHARES TR63,345112,271+48,9268,76517,6230.83%+8,858
VANGUARD INTL EQUITY INDEX F53,405103,368+49,9637,38716,2240.76%+8,837
VANGUARD WORLD FDS31,981255,848+223,86722,31430,5791.43%+8,265
VANGUARD INDEX FDS50,60555,497+4,89230,23938,1161.79%+7,877
VANGUARD TAX MANAGED INTL FD35,399135,752+100,3532,2689,6720.45%+7,404
ISHARES INC067,926+67,92606,9490.33%+6,949
UNITED PARCEL SERVICE INC(UPS)754,290754,288-274,20781,0863.80%+6,879
VANGUARD INTL EQUITY INDEX F82,258154,608+72,3506,17812,9480.61%+6,771
APPLIED MATLS INC16,78416,782-25,73712,1330.57%+6,397
EXCHANGE LISTED FDS TR1,248,9511,281,464+32,51332,52338,5721.81%+6,049
ALPHABET INC(GOOG)83,68983,888+19924,06629,9791.41%+5,913
APPLE INC(AAPL)200,535194,145-6,39050,89456,1782.63%+5,284
ISHARES TR1,96135,412+33,4512445,2520.25%+5,008
ISHARES TR055,688+55,68804,2940.20%+4,294
ISHARES TR16,41959,553+43,1341,6305,8950.28%+4,265
ISHARES TR105,013115,418+10,40514,95718,9600.89%+4,003
ISHARES TR3,68928,874+25,1855594,5130.21%+3,954
VANGUARD INDEX FDS22,253154,463+132,2109,72013,3050.62%+3,586
VANGUARD INDEX FDS69,97269,840-13222,44825,8441.21%+3,396
ALPHABET INC(GOOG)56,52355,418-1,10516,21419,5810.92%+3,367
VANGUARD WHITEHALL FDS019,765+19,76503,1230.15%+3,123
ISHARES TR43,18943,18907,83510,8940.51%+3,058
INVESCO EXCHANGE TRADED FD T124,286124,287+123,85326,4441.24%+2,591
INTEL CORP(INTC)24,86424,859-51,0973,4710.16%+2,374
ISHARES TR
CORE MSCI EAFE
023,229+23,22902,2430.11%+2,243
ISHARES TR1,25910,159+8,9002692,4630.12%+2,194
PHILIP MORRIS INTL INC(PM)127,524127,519-521,08523,0691.08%+1,985
ABBVIE INC(ABBV)53,61753,615-211,66113,4920.63%+1,831
ISHARES INC014,992+14,99201,8100.08%+1,810
ISHARES TR RUSSELL MIDCAP015,802+15,80201,7430.08%+1,743
FLEXSHARES TR
STOXX GLOBR INF
026,084+26,08401,6730.08%+1,673
FLEXSHARES TR032,718+32,71801,6120.08%+1,612
SNOWFLAKE INC(SNOW)05,926+5,92601,5080.07%+1,508
FIRST TR NASDAQ 100 TECH IND11,88811,88802,5683,9790.19%+1,411
SELECT SECTOR SPDR TR
ST STR TECHN ETF
23,75323,757+43,1574,5260.21%+1,369
GOLDMAN SACHS GROUP INC(GS)8,9508,809-1417,5728,9100.42%+1,338
CATERPILLAR INC DEL(CAT)3,6563,652-42,5903,8890.18%+1,299
ISHARES TR024,091+24,09101,2630.06%+1,263
DIGIMARC CORP NEW517,299446,750-70,5492,5403,6720.17%+1,132
ROBINHOOD MKTS INC(HOOD)36,97636,676-3002,5623,6780.17%+1,115
ISHARES TR9,16310,057+8942,8753,9620.19%+1,087
AMAZON COM INC(AMZN)45,37843,990-1,3889,45110,4850.49%+1,034
VANGUARD INDEX FDS010,053+10,05309690.05%+969
ISHARES TR18,44920,014+1,5653,4984,4270.21%+929
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
354,265354,265011,76912,6010.59%+833
VANGUARD GROUP1,5174,842+3,3253261,1460.05%+819
INVESCO QQQ TRUST SERIES 15,3415,291-503,0833,8960.18%+814
VANGUARD INDEX FDS22,63790,510+67,8736,5017,2920.34%+792
SPDR SERIES TRUST06,500+6,50007730.04%+773
PALO ALTO NETWORKS INC(PANW)3,9673,961-66361,3510.06%+715
JPMORGAN CHASE & CO(JPM)28,32827,621-7078,3339,0410.42%+708
MATTHEWS INTL FDS184,461184,46104,7705,4570.26%+688
CISCO SYS INC(CSCO)16,69316,591-1021,2951,9490.09%+654
BNY MELLON ETF TRUST04,517+4,51706480.03%+648
ISHARES TR13,44113,44104,2754,9180.23%+642
AEVA TECHNOLOGIES INC(AEVA)40,01040,01005271,1490.05%+623
ISHARES TR
MSCI USA QLT FCT
02,715+2,71505960.03%+596
ALTRIA GROUP INC(MO)97,81497,812-26,4557,0380.33%+583
DIMENSIONAL ETF TRUST74,74674,672-744,6685,2200.24%+552
ARES CAP CORP COM(ARCC)154,845178,163+23,3182,7903,3010.15%+511
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
09,300+9,30005020.02%+502
ADVANCED MICRO DEVICES INC(AMD)0855+85504970.02%+497
ISHARES TR29,50628,552-9543,5764,0660.19%+490
HUMANA INC(HUM)2,1272,12703698450.04%+476
CUMMINS INC(CMI)2,6852,683-21,4451,9140.09%+469
ISHARES TR06,677+6,67704450.02%+445
AIRBNB INC26,69426,594-1003,3713,8060.18%+435
ISHARES INC21,42221,132-2903,8564,2820.20%+426
AFFIRM HLDGS INC(AFRM)11,36611,36605219270.04%+406
LIONSGATE STUDIOS CORP(LION)70,98470,98406811,0870.05%+406
ISHARES TR
MSCI USA MMENTM
01,045+1,04503580.02%+358
CEREBRAS SYSTEMS INC01,575+1,57503480.02%+348
GENERAL ELECTRIC CO(GE)7,1956,391-8042,0422,3890.11%+347
PRINCIPAL FINL GROUP INC(PFG)19,29819,297-11,7392,0800.10%+341
VANECK ETF TRUST1,1871,18704557790.04%+323
LILLY ELI & CO(LLY)1,6411,523-1181,5091,8270.09%+317
IONQ INC(IONQ)12,95612,95603746900.03%+317
VISA INC(V)10,96910,533-4363,3153,6140.17%+298
ISHARES TR
BROAD USD HIGH
08,000+8,00002960.01%+296
ISHARES TR03,885+3,88502940.01%+294
IRIDIUM COMMUNICATIONS INC(IRDM)05,331+5,33102920.01%+292
ISHARES TR14,57414,102-4721,6481,9390.09%+291
KNOWLES CORP(KN)07,000+7,00002900.01%+290
LIVERAMP HLDGS INC(RAMP)07,500+7,50002820.01%+282
UNION PACIFIC CORP(UNP)19,45018,382-1,0684,7195,0000.23%+281
MESA LABS INC25,19525,19502,2282,5080.12%+280
TWILIO INC(TWLO)3,4203,416-44307050.03%+275
STUBHUB HLDGS INC(STUB)41,24841,24802575310.02%+273
GOLDMAN SACHS ETF TR
NASDA 100 ETF
04,500+4,50002670.01%+267
BERKSHIRE HATHAWAY INC DEL18,73718,436-3018,9799,2250.43%+246
QUALCOMM INC(QCOM)01,301+1,30102400.01%+240
LAM RESEARCH CORP(LRCX)1,1511,120-312464850.02%+239
GE VERNOVA INC(GEV)1,5491,346-2031,3521,5810.07%+229
DOVER CORP(DOV)14,00014,00002,9183,1400.15%+222
DYNATRACE INC(DT)05,000+5,00002200.01%+220
UNITEDHEALTH GROUP INC(UNH)0507+50702110.01%+211
Page 1 of 3
BBR PARTNERS, LLC — 13F Holdings — Q2 2026 | TickerTrail