Kings Path Partners LLC Top Holdings and 13F Report (2025) About Kings Path Partners LLCInvestment ActivityKings Path Partners LLC has $234.18 million in total holdings as of December 31, 2024.Kings Path Partners LLC owns shares of 288 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 5.67% of the portfolio was sold this quarter.This quarter, Kings Path Partners LLC has purchased 299 new stocks and bought additional shares in 51 stocks.Kings Path Partners LLC sold shares of 57 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $19,956,819Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $14,053,444Vanguard FTSE Developed Markets ETF $11,817,321Vanguard Intermediate-Term Treasury Index ETF $10,205,275Vanguard Short-Term Treasury Index ETF $10,035,295 Largest New Holdings this Quarter W. R. Berkley $1,084,434 HoldingAutoZone $1,072,670 HoldingPerella Weinberg Partners $534,612 HoldingSelect Water Solutions $465,929 HoldingDouglas Dynamics $419,196 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 63,393 shares (about $1.64M)Schwab Fundamental U.S. Large Company Index ETF 56,786 shares (about $1.34M)Avantis U.S. Large Cap Value ETF 19,121 shares (about $1.28M)iShares Core S&P Total U.S. Stock Market ETF 8,929 shares (about $1.15M)W. R. Berkley 18,531 shares (about $1.08M) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 48,014 shares (about $2.38M)DIMENSIONAL ETF TRUST 23,917 shares (about $1.21M)Vanguard Total Stock Market ETF 3,637 shares (about $1.05M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5,301 shares (about $610.57K)State Street 5,510 shares (about $540.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKings Path Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$19,956,819$1,054,035 ▼-5.0%68,8628.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$14,053,444$610,569 ▼-4.2%122,0136.0%ETFVEAVanguard FTSE Developed Markets ETF$11,817,321$493,120 ▲4.4%247,1215.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$10,205,275$421,080 ▲4.3%175,9534.4%ETFVGSHVanguard Short-Term Treasury Index ETF$10,035,295$182,453 ▲1.9%172,4874.3%ETFDFCFDimensional Core Fixed Income ETF$9,714,970$610,797 ▲6.7%235,4004.1%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$8,692,476$564,780 ▲6.9%260,7223.7%ETFVWOVanguard FTSE Emerging Markets ETF$8,316,067$168,012 ▲2.1%188,8303.6%ETFDFIVDimensional International Value ETF$5,815,676$647,582 ▲12.5%163,9142.5%ETFDFATDimensional U.S. Targeted Value ETF$5,698,768$505,005 ▲9.7%102,3852.4%ETFAVLVAvantis U.S. Large Cap Value ETF$5,490,551$1,276,706 ▲30.3%82,2312.3%ETFBNDXVanguard Total International Bond ETF$4,959,887$151,123 ▲3.1%101,1192.1%ETFBNDVanguard Total Bond Market ETF$4,728,131$163,666 ▲3.6%65,7512.0%ETFAVDVAvantis International Small Cap Value ETF$3,546,098$457,645 ▲14.8%54,4881.5%ETFAVEMAvantis Emerging Markets Equity ETF$3,309,068$321,583 ▲10.8%56,2861.4%ETFSCHPSchwab U.S. TIPS ETF$3,233,296$1,637,441 ▲102.6%125,1761.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,941,797$1,148,448 ▲64.0%22,8721.3%ETFIEFAiShares Core MSCI EAFE ETF$2,415,734$118,703 ▲5.2%34,3731.0%ETFBRK.ABerkshire Hathaway$2,042,7600.0%30.9%FinanceFNDXSchwab Fundamental U.S. Large Company Index ETF$2,021,416$1,344,690 ▲198.7%85,3640.9%ETFMUBiShares National Muni Bond ETF$2,001,622$30,579 ▼-1.5%18,7860.9%ETFTRGPTarga Resources$1,877,4630.0%10,5180.8%Oils/EnergyUNHUnitedHealth Group$1,669,338$170,981 ▲11.4%3,3000.7%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,651,616$28,674 ▼-1.7%32,9470.7%ETFROSTRoss Stores$1,635,8340.0%10,8140.7%Retail/WholesaleLMATLeMaitre Vascular$1,633,919$25,339 ▼-1.5%17,7330.7%MedicalVGLTVanguard Long-Term Treasury Index ETF$1,611,891$141,197 ▲9.6%29,1220.7%ETFIVViShares Core S&P 500 ETF$1,594,734$801,782 ▲101.1%2,7090.7%ETFOSWOneSpaWorld$1,535,1860.0%77,1450.7%Consumer DiscretionaryMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,513,516$37,763 ▼-2.4%29,2580.6%ETFSHViShares Short Treasury Bond ETF$1,488,484$58,799 ▲4.1%13,5180.6%ETFCORCencora$1,470,531$181,092 ▼-11.0%6,5450.6%MedicalSYYSysco$1,426,2080.0%18,6530.6%Consumer StaplesLOWLowe's Companies$1,423,296$336,388 ▼-19.1%5,7670.6%Retail/WholesaleDISWalt Disney$1,376,0630.0%12,3580.6%Consumer DiscretionaryTMOThermo Fisher Scientific$1,371,847$159,190 ▲13.1%2,6370.6%MedicalIRMDIradimed$1,351,3500.0%24,5700.6%MedicalCVXChevron$1,315,1470.0%9,0800.6%Oils/EnergySUBiShares Short-Term National Muni Bond ETF$1,249,863$45,779 ▲3.8%11,8490.5%ETFJNJJohnson & Johnson$1,233,3190.0%8,5280.5%MedicalGLDSPDR Gold Shares$1,210,6500.0%5,0000.5%FinanceMMCMarsh & McLennan Companies$1,194,8060.0%5,6250.5%FinanceDIMENSIONAL ETF TRUST$1,194,736$1,209,964 ▼-50.3%23,6160.5%ULTRASHORT FIXEDUSBU.S. Bancorp$1,160,3080.0%24,2590.5%FinanceSCIService Co. International$1,139,6700.0%14,2780.5%Consumer StaplesKDPKeurig Dr Pepper$1,123,140$158,609 ▲16.4%34,9670.5%Consumer StaplesIIIVi3 Verticals$1,123,0850.0%48,7450.5%Computer and TechnologyPMPhilip Morris International$1,098,9160.0%9,1310.5%Consumer StaplesUFPTUFP Technologies$1,096,6270.0%4,4850.5%Industrial ProductsVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,092,452$3,389 ▲0.3%22,5620.5%ManufacturingARISAris Water Solutions$1,089,246$521,008 ▼-32.4%45,4800.5%Business ServicesWRBW. R. Berkley$1,084,434$1,084,434 ▲New Holding18,5310.5%FinanceANIPANI Pharmaceuticals$1,073,4270.0%19,4180.5%MedicalAZOAutoZone$1,072,670$1,072,670 ▲New Holding3350.5%Retail/WholesaleMDLZMondelez International$1,062,7760.0%17,7930.5%Consumer StaplesGWWW.W. Grainger$1,062,482$347,836 ▼-24.7%1,0080.5%Industrial ProductsBNDWVanguard Total World Bond ETF$1,034,988$223,663 ▲27.6%15,1780.4%ETFMCHPMicrochip Technology$1,020,486$11,699 ▼-1.1%17,7940.4%Computer and TechnologyMDTMedtronic$1,012,6390.0%12,6770.4%MedicalKRUSKura Sushi USA$997,739$75,272 ▲8.2%11,0150.4%Retail/WholesaleAMGNAmgen$987,565$150,911 ▼-13.3%3,7890.4%MedicalEEExcelerate Energy$982,7320.0%32,4870.4%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$947,907$14,674 ▼-1.5%18,1520.4%ETFSTZConstellation Brands$917,3710.0%4,1510.4%Consumer StaplesGPNGlobal Payments$912,6170.0%8,1440.4%Business ServicesABTAbbott Laboratories$909,0650.0%8,0370.4%MedicalXOMExxon Mobil$894,9820.0%8,3200.4%Oils/EnergyMLABMesa Laboratories$893,5510.0%6,7760.4%MedicalLGNDLigand Pharmaceuticals$885,0590.0%8,2600.4%MedicalBLFSBioLife Solutions$880,4330.0%33,9150.4%MedicalAPDAir Products and Chemicals$865,1890.0%2,9830.4%Basic MaterialsNVECNVE$851,0250.0%10,4510.4%Computer and TechnologyVITLVital Farms$834,4570.0%22,1400.4%Consumer StaplesUPSUnited Parcel Service$832,8910.0%6,6050.4%TransportationMITKMitek Systems$829,4080.0%74,5200.4%Computer and TechnologyTFINTriumph Financial$829,2800.0%9,1250.4%FinanceBFSTBusiness First Bancshares$828,054$118,991 ▼-12.6%32,2200.4%FinanceMCBMetropolitan Bank$824,024$82,928 ▲11.2%14,1100.4%FinanceSTTState Street$776,367$540,807 ▼-41.1%7,9100.3%FinancePDFSPDF Solutions$752,012$211,766 ▼-22.0%27,7700.3%Computer and TechnologySCHFSchwab International Equity ETF$734,877$349,318 ▲90.6%39,7230.3%ETFKOCoca-Cola$726,512$154,405 ▼-17.5%11,6690.3%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$713,839$40,253 ▼-5.3%7,3950.3%ETFVONVVanguard Russell 1000 Value$684,125$16,331 ▼-2.3%8,4200.3%ETFQNSTQuinStreet$662,109$349,234 ▲111.6%28,7000.3%Computer and TechnologyINFUSYSTEM HLDGS INC$639,9610.0%75,7350.3%COMSLPSimulations Plus$629,1980.0%22,5600.3%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$605,4180.0%18,2300.3%ETFRPAYRepay$600,6030.0%78,7160.3%Business ServicesCOCOVita Coco$587,6070.0%15,9200.3%Consumer StaplesBOOTBoot Barn$573,880$250,503 ▼-30.4%3,7800.2%Retail/WholesaleTILTFlexShares Morningstar US Market Factor Tilt Index Fund$568,415$54,207 ▼-8.7%2,6320.2%ETFEPMEvolution Petroleum$561,8590.0%107,4300.2%Oils/EnergySCHRSchwab Intermediate-Term U.S. Treasury ETF$534,825$280,578 ▲110.4%22,0180.2%ETFPWPPerella Weinberg Partners$534,612$534,612 ▲New Holding22,4250.2%FinanceBAXBaxter International$526,1920.0%18,0450.2%MedicalUTMDUtah Medical Products$523,0480.0%8,5090.2%MedicalPNTGThe Pennant Group$520,057$314,394 ▲152.9%19,6100.2%MedicalKRTKarat Packaging$474,840$5,870 ▲1.3%15,6920.2%Industrial ProductsWTTRSelect Water Solutions$465,929$465,929 ▲New Holding35,1910.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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