account_balance

Investment manager · 13F filer · SEC CIK 1352467

BBR Partners, LLC

Reported value$2.13Bas of Jun 30, 2026
Positions250 30 new, 33 sold out
Top 10 weight70.0%SPY alone is 38%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPY SPDR S&P 500 ETF Trust 37.6% Held
ILOW Ab Active Etfs Inc 10.4% Added +3%
IVV iShares Tr 7.9% Added +21%
UPS United Parcel Service Inc 3.8% HeldAAPL Apple Inc. 2.6% Trimmed −3%
LPRE Exchange Listed FDS Tr 1.8% Added +3%
VOO Vanguard Index FDS 1.8% Added +10%
VGT Vanguard World FDS 1.4% Held
GOOGL Alphabet Inc. 1.4% Held
RSP Invesco Exchange Traded Fd T 1.2% Held
VTI Vanguard Index FDS 1.2% Held
PM Philip Morris International Inc. 1.1% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the May 12, 2026 filing
add_circleNew
  • EMXC $6.95M
  • IJH $4.29M
  • VYM $3.12M
  • IEFA $2.24M
arrow_upwardAdded
  • IJR +1706%
  • DVY +683%
  • IWF +617%
  • VEA +283%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast