account_balance
Investment manager · 13F filer · SEC CIK 1313998
Bristlecone Value Partners, LLC
Reported value$128Mas of Sep 30, 2026
Positions73 8 new, 5 sold out
Top 10 weight55.6%VEA alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
12.6%
FNDXSchwab Strategic Tr
9.0%
VIGVanguard Specialized Funds
8.1%Added +2%
DGSWisdomtree Tr
5.9%
VIGIVanguard Whitehall FDS
3.8%
VOOVanguard Index FDS
3.7%
AVDVAmerican Centy ETF Tr
3.5%
VUSBVanguard Bd Index FDS
3.2%Added +26%
IJRiShares Tr
3.1%
GNRSPDR Index SHS FDS
2.8%
REETiShares Tr
2.6%+3%
BNDVanguard Bd Index FDS
2.6%
VEAVanguard Tax-Managed FDS
12.6%
FNDXSchwab Strategic Tr
9.0%
VIGVanguard Specialized Funds
8.1%+2%
DGSWisdomtree Tr
5.9%
VIGIVanguard Whitehall FDS
3.8%
VOOVanguard Index FDS
3.7%
AVDV3.5%
VUSB3.2%
IJR3.1%
GNR2.8%
REET
BND2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 12.6% Held
FNDX Schwab Strategic Tr 9.0% Held
VIG Vanguard Specialized Funds 8.1% Added +2%
DGS Wisdomtree Tr 5.9% Held
VIGI Vanguard Whitehall FDS 3.8% Held
VOO Vanguard Index FDS 3.7% Held
AVDV American Centy ETF Tr 3.5% Held
VUSB Vanguard Bd Index FDS 3.2% Added +26%
IJR iShares Tr 3.1% Held
GNR SPDR Index SHS FDS 2.8% Held
REET iShares Tr 2.6% Added +3%
BND Vanguard Bd Index FDS 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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