Fund HoldingsBBR PARTNERS, LLC

Total Portfolio Value
$1.86B
Total Bought
$135.50M
Total Sold
$49.46M
Net Transaction
+$86.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)1,017,6471,045,576+27,929677,936712,99938.26%+35,063
AB ACTIVE ETFS INC
INTL LOW VOLATLT
3,638,3124,263,472+625,160154,701181,5819.74%+26,880
UNITED PARCEL SERVICE INC(UPS)0754,275+754,275074,8174.01%+74,817
ISHARES TR071,285+71,285010,5990.57%+10,599
EXCHANGE LISTED FDS TR596,709946,211+349,50215,44625,2541.36%+9,809
APPLE INC(AAPL)214,671229,592+14,92154,66262,4173.35%+7,755
ALPHABET INC(GOOG)86,57786,047-53021,04726,9331.45%+5,886
ALPHABET INC(GOOG)59,34460,090+74614,45318,8561.01%+4,403
ROBINHOOD MKTS INC(HOOD)036,676+36,67604,1480.22%+4,148
AIRBNB INC026,594+26,59403,6090.19%+3,609
ISHARES TR018,449+18,44903,3430.18%+3,343
ISHARES TR09,163+9,16302,9600.16%+2,960
ISHARES TR30,74041,173+10,4336,0218,2210.44%+2,201
P MORGAN EXCHANGE TRADED
SHORT DURA CORE
033,530+33,53001,5950.09%+1,595
VANGUARD INTL EQUITY INDEX F21,56631,906+10,3402,9724,5010.24%+1,529
SPDR GOLD TRUST44,52743,780-74715,82817,3510.93%+1,522
BLACKSTONE GROUP INC.010,162+10,16201,5660.08%+1,566
APPLIED MATLS INC19,20719,134-733,9324,9170.26%+985
GOLDMAN SACHS GROUP INC(GS)9,0859,210+1257,2358,0960.43%+861
CIRCLE INTERNET GROUP INC(CRCL)010,747+10,74708520.05%+852
JOHNSON & JOHNSON(JNJ)29,64730,596+9495,4976,3320.34%+835
AMAZON COM INC(AMZN)045,419+45,419010,4840.56%+10,484
ISHARES TR189,410186,242-3,168126,772127,5656.84%+792
VANGUARD INDEX FDS106,694106,707+1335,01435,7761.92%+762
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,77122,453+13,6822,4723,2330.17%+760
ISHARES BITCOIN TRUST ETF(IBIT)68,018102,136+34,1184,4215,0710.27%+650
WAL MART STORES INC(WMT)78,12177,924-1978,0518,6820.47%+630
BLACKROCK ETF TRUST II011,705+11,70506180.03%+618
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
05,539+5,53905510.03%+551
EXXON MOBIL CORP74,26573,926-3398,3738,8960.48%+523
LILLY ELI & CO(LLY)01,629+1,62901,7510.09%+1,751
BERKSHIRE HATHAWAY INC DEL17,48718,408+9218,7919,2530.50%+461
VANECK ETF TRUST01,187+1,18704270.02%+427
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
01,373+1,37304240.02%+424
PARKER HANNIFIN CORP(PH)3,3853,378-72,5662,9690.16%+403
DOVER CORP(DOV)014,000+14,00002,7330.15%+2,733
IRIDIUM COMMUNICATIONS INC(IRDM)022,809+22,80903960.02%+396
VANGUARD INDEX FDS023,044+23,04406,6880.36%+6,688
CATERPILLAR INC DEL(CAT)4,1764,136-401,9932,3690.13%+377
KLAVIYO INC(KVYO)011,584+11,58403760.02%+376
NVIDIA CORP COM(NVDA)8,67010,586+1,9161,6181,9740.11%+357
ISHARES TR03,267+3,26703450.02%+345
CARVANA CO(CVNA)0787+78703320.02%+332
SELECT SECTOR SPDR TR010,833+10,83305930.03%+593
AMGEN INC(AMGN)07,085+7,08502,3190.12%+2,319
AXIS CAP HLDGS LTD026,666+26,66602,8560.15%+2,856
SELECT SECTOR SPDR TR
ST STR CARE ETF
08,863+8,86301,3720.07%+1,372
MESA LABS INC025,195+25,19501,9780.11%+1,978
ALBEMARLE CORP(ALB)04,573+4,57306470.03%+647
ISHARES TR014,735+14,73501,4720.08%+1,472
ISHARES TR10,71911,183+4645,0215,2930.28%+272
VISA INC(V)011,314+11,31403,9680.21%+3,968
GRINDR INC(GRND)020,000+20,00002710.01%+271
AMERICAN TOWER CORP NEW(AMT)01,541+1,54102710.01%+271
GRAIL INC(GRAL)010,001+10,00108560.05%+856
CUMMINS INC(CMI)3,0773,060-171,3001,5620.08%+262
QUALCOMM INC(QCOM)01,423+1,42302430.01%+243
ISHARES TR01,961+1,96102360.01%+236
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,146+4,14604950.03%+495
VANGUARD WORLD FDS31,98131,981023,87824,1071.29%+229
VANGUARD TAX MANAGED INTL FD037,057+37,05702,3150.12%+2,315
ISHARES TR137,802138,391+5899,3829,6070.52%+226
COCA COLA CO(KO)035,900+35,90002,5100.13%+2,510
HERSHEY CO(HSY)01,204+1,20402190.01%+219
LYELL IMMUNOPHARMA INC06,834+6,83402100.01%+210
ADVANCED MICRO DEVICES INC(AMD)0970+97002080.01%+208
INTEL CORP(INTC)40,28342,232+1,9491,3511,5580.08%+207
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,5903,866+1,2763996000.03%+200
MASTERCARD INCORPORATED(MA)09,505+9,50505,4260.29%+5,426
GE VERNOVA INC(GEV)01,767+1,76701,1550.06%+1,155
MCDONALDS CORP(MCD)07,591+7,59102,3200.12%+2,320
HUT 8 CORP(HUT)16,08516,08505607390.04%+179
MERCK & CO INC NEW(MRK)08,583+8,58309030.05%+903
CISCO SYS INC(CSCO)019,997+19,99701,5400.08%+1,540
JPMORGAN CHASE & CO(JPM)29,66729,556-1119,3589,5240.51%+166
VANGUARD INTL EQUITY INDEX F84,04583,740-3055,9986,1600.33%+162
LIONSGATE STUDIOS CORP(LION)70,98470,98404906480.03%+158
GENERAL ELECTRIC CO(GE)7,3067,636+3302,1982,3520.13%+154
WELLS FARGO & CO NEW(WFC)017,411+17,41101,6230.09%+1,623
IQVIA HLDGS INC(IQV)04,105+4,10509250.05%+925
BROADCOM INC.(AVGO)02,724+2,72409430.05%+943
MAPLEBEAR INC(CART)016,897+16,89707600.04%+760
TWILIO INC(TWLO)03,420+3,42004860.03%+486
ISHARES TR13,44113,44104,4744,6100.25%+136
ISHARES TR41,56341,566+35,7465,8810.32%+136
WARNER BROS DISCOVERY INC(WBD)014,290+14,29004120.02%+412
INVESCO QQQ TRUST SERIES 13,9564,079+1232,3752,5060.13%+131
ISHARES TR
MSCI INTL QUALTY
085,430+85,43003,8830.21%+3,883
ENTERPRISE PRODS PARTNERS L(EPD)018,835+18,83506040.03%+604
PRINCIPAL FINL GROUP INC(PFG)022,001+22,00101,9410.10%+1,941
BLACKROCK INC(BLK)01,065+1,06501,1400.06%+1,140
VANGUARD STAR FD49,95750,027+703,6703,7740.20%+104
DIMENSIONAL ETF TRUST74,74674,74604,3514,4500.24%+99
ISHARES TR42,69242,474-2185,3775,4720.29%+95
ISHARES INC022,440+22,44004,1690.22%+4,169
ISHARES TR014,574+14,57401,7960.10%+1,796
RAYTHEON TECHNOLOGIES CORP(RTX)06,719+6,71901,2320.07%+1,232
VANGUARD INDEX FDS01,740+1,74008490.05%+849
BRISTOL-MYERS SQUIBB CO(BMY)08,890+8,89004800.03%+480
ISHARES TR
MSCI USA QLT FCT
02,944+2,94405850.03%+585
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