Fund HoldingsBBR PARTNERS, LLC

Total Portfolio Value
$1.61B
Total Bought
$225.80M
Total Sold
$100.64M
Net Transaction
+$125.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AB ACTIVE ETFS INC
INTL LOW VOLATLT
02,204,489+2,204,489091,7735.71%+91,773
SPDR S&P 500 ETF TR(SPY)01,010,922+1,010,9220624,59838.88%+624,598
ISHARES TR0189,448+189,4480117,6287.32%+117,628
MICROSOFT CORP(MSFT)076,349+76,349037,9772.36%+37,977
VANGUARD INDEX FDS0106,688+106,688032,4262.02%+32,426
UNITED PARCEL SERVICE INC(UPS)0756,415+756,415076,3534.75%+76,353
VANGUARD INDEX FDS057,964+57,964032,9252.05%+32,925
VANGUARD WORLD FDS031,981+31,981021,2121.32%+21,212
SERVICENOW INC(NOW)03,227+3,22703,3180.21%+3,318
EXCHANGE LISTED FDS TR0118,218+118,21802,9920.19%+2,992
VANGUARD INTL EQUITY INDEX F021,566+21,56602,7720.17%+2,772
SELECT SECTOR SPDR TR
ST STR STAPL ETF
033,770+33,77002,7340.17%+2,734
PHILIP MORRIS INTL INC(PM)148,614142,692-5,92223,59025,9881.62%+2,399
ALPHABET INC(GOOG)098,859+98,859017,4221.08%+17,422
HAYWARD HLDGS INC(HAYW)04,591,730+4,591,730063,3663.94%+63,366
ISHARES TR044,345+44,34505,1510.32%+5,151
ISHARES TR10,22618,982+8,7561,4363,2890.20%+1,853
SPDR GOLD TRUST9,62915,077+5,4482,7754,5960.29%+1,821
VANGUARD INDEX FDS023,801+23,80106,6600.41%+6,660
ALPHABET INC(GOOG)059,673+59,673010,5850.66%+10,585
GOLDMAN SACHS GROUP INC(GS)09,040+9,04006,3980.40%+6,398
VANGUARD INDEX FDS015,941+15,94101,4200.09%+1,420
SNOWFLAKE INC(SNOW)05,926+5,92601,3260.08%+1,326
AEVA TECHNOLOGIES INC(AEVA)40,01040,01002801,5120.09%+1,232
ROBLOX COR(RBLX)25,95525,945-101,5132,7290.17%+1,216
INVESCO EXCHANGE TRADED FD T0129,920+129,920023,6121.47%+23,612
ISHARES TR010,719+10,71904,5510.28%+4,551
FACEBOOK INC(META)6,5146,582+683,7544,8580.30%+1,104
NU HLDGS LTD(NU)0316,026+316,02604,3360.27%+4,336
SELECT SECTOR SPDR TR
ST STR UTIL ETF
012,421+12,42101,0140.06%+1,014
JPMORGAN CHASE & CO(JPM)031,171+31,17109,0370.56%+9,037
AMAZON COM INC(AMZN)044,590+44,59009,7830.61%+9,783
ISHARES BITCOIN TRUST ETF(IBIT)058,524+58,52403,5820.22%+3,582
VANGUARD INTL EQUITY INDEX F12,85227,771+14,9195821,3740.09%+792
WAL MART STORES INC(WMT)078,883+78,88307,7130.48%+7,713
VANGUARD INDEX FDS05,819+5,81901,3790.09%+1,379
SPDR INDEX SHS FDS
ST STR ACWI ETF
023,341+23,34107620.05%+762
ISHARES TR
RUSEL 2500 ETF
011,206+11,20607600.05%+760
HOME DEPOT INC(HD)07,177+7,17702,6310.16%+2,631
APPLIED MATLS INC019,134+19,13403,5030.22%+3,503
SAP SE(SAP)01,886+1,88605740.04%+574
MORGAN STANLEY ETF TRUST
CALVERT US MDCP
08,796+8,79605340.03%+534
BOEING CO(BA)4,9236,418+1,4958401,3450.08%+505
VANGUARD INTL EQUITY INDEX F84,91184,045-8665,1515,6500.35%+499
FIRST TR NASDAQ 100 TECH IND011,888+11,88802,5300.16%+2,530
ISHARES TR41,91541,563-3524,8785,3450.33%+467
ATLASSIAN CORPORATION02,229+2,22904530.03%+453
ISHARES TR013,441+13,44104,0910.25%+4,091
MERCADOLIBRE INC(MELI)0153+15304000.02%+400
LOCAL BOUNTI CORP0194,696+194,69604560.03%+456
SHOPIFY INC(SHOP)08,729+8,72901,0070.06%+1,007
COCA COLA CO(KO)28,57234,296+5,7242,0462,4260.15%+380
VANGUARD TAX MANAGED INTL FD31,27134,495+3,2241,5901,9670.12%+377
GENERAL ELECTRIC CO(GE)6,2566,247-91,2521,6080.10%+356
VANGUARD STAR FD49,91249,939+273,1003,4500.21%+351
GE VERNOVA INC(GEV)01,563+1,56308270.05%+827
3M CO02,272+2,27203460.02%+346
TOAST INC(TOST)029,989+29,98901,3280.08%+1,328
PARKER HANNIFIN CORP(PH)03,378+3,37802,3590.15%+2,359
ISHARES TR
MSCI INTL QUALTY
84,91685,010+943,3703,6740.23%+304
ISHARES TR137,693137,746+538,5078,8070.55%+301
ISHARES INC022,957+22,95703,8880.24%+3,888
BITWISE BITCOIN ETF TR(BITB)021,500+21,50001,2600.08%+1,260
DBX ETF TR298,919298,91907,9428,2320.51%+290
PROCTER & GAMBLE CO(PG)9,06911,445+2,3761,5461,8230.11%+278
DYNATRACE INC(DT)05,000+5,00002760.02%+276
AFFIRM HLDGS INC(AFRM)011,366+11,36607860.05%+786
CHURCH & DWIGHT CO INC(CHD)02,786+2,78602680.02%+268
SPOTIFY TECHNOLOGY S A(SPOT)1,2201,22006719360.06%+265
ISHARES TR02,964+2,96402650.02%+265
NVIDIA CORP COM(NVDA)07,143+7,14301,1290.07%+1,129
IONQ INC(IONQ)011,956+11,95605140.03%+514
LIVERAMP HLDGS INC(RAMP)07,500+7,50002480.02%+248
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0977+97702470.02%+247
ISHARES TR014,102+14,10201,5530.10%+1,553
ASML HOLDING NV0298+29802390.01%+239
CATERPILLAR INC DEL(CAT)04,136+4,13601,6060.10%+1,606
BROADCOM INC.(AVGO)02,207+2,20706080.04%+608
MARRIOTT INTL INC NEW(MAR)0807+80702200.01%+220
INVESCO QQQ TRUST SERIES 13,8423,654-1881,8022,0160.13%+214
ISHARES INC02,800+2,80002100.01%+210
INVESCO EXCHANGE TRADED FD T01,775+1,77502080.01%+208
EMERSON ELEC CO(EMR)01,552+1,55202070.01%+207
ISHARES TR
BROAD USD HIGH
05,500+5,50002060.01%+206
MP MATERIALS CORP(MP)22,62422,62405527530.05%+200
INTERNATIONAL BUSINESS MACHS(IBM)4,1854,176-91,0411,2310.08%+190
DIMENSIONAL ETF TRUST074,746+74,74604,0330.25%+4,033
DISNEY WALT CO(DIS)010,859+10,85901,3470.08%+1,347
CISCO SYS INC(CSCO)20,40520,350-551,2591,4120.09%+153
NORTHERN TR CORP(NTRS)05,353+5,35306790.04%+679
BLUE OWL CAPITAL CORPORATION(OBDC)010,305+10,30501480.01%+148
WELLS FARGO & CO NEW(WFC)17,43917,409-301,2521,3950.09%+143
PALO ALTO NETWORKS INC(PANW)04,206+4,20608610.05%+861
UBER TECHNOLOGIES INC(UBER)6,7476,731-164926280.04%+136
VEEVA SYS INC(VEEV)2,3802,38005516850.04%+134
SHAKE SHACK INC(SHAK)02,500+2,50003520.02%+352
ORACLE CORP(ORCL)01,684+1,68403680.02%+368
COSTCO WHSL CORP NEW(COST)03,010+3,01002,9800.19%+2,980
MASTERCARD INCORPORATED(MA)9,3059,295-105,1005,2230.33%+123
KINDER MORGAN INC DEL(KMI)130,756130,75603,7303,8440.24%+114
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