account_balance
Investment manager · 13F filer · SEC CIK 1845950
Ade, LLC
Reported value$246Mas of Sep 30, 2026
Positions97 7 new, 3 sold out
Top 10 weight68.8%VOO alone is 15%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
14.9%Added +3%
TCAFT Rowe Price Exchange-Traded
11.4%Added +6%
IVViShares Tr
10.3%Added +3%
VEAVanguard Tax-Managed FDS
8.6%Added +2%
DYNFBlackRock ETF Trust
6.2%Added +7%
JPIBJ P Morgan Exchange Traded F
6.2%Added +6%
VXUSVanguard Star FDS
4.0%
IEFAiShares Tr
2.7%Added +4%
SGOViShares Tr
2.4%
SPEMSPDR Index SHS FDS
2.0%
AAPLApple Inc.
1.8%
EFViShares Tr
1.7%
VOOVanguard Index FDS
14.9%Added +3%
TCAFT Rowe Price Exchange-Traded
11.4%Added +6%
IVViShares Tr
10.3%Added +3%
VEAVanguard Tax-Managed FDS
8.6%Added +2%
DYNFBlackRock ETF Trust
6.2%
JPIBJ P Morgan Exchange Traded F
6.2%
VXUSVanguard Star FDS
4.0%
IEFA2.7%
SGOV
AAPLEFV
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
VOO Vanguard Index FDS 14.9% Added +3%
TCAF T Rowe Price Exchange-Traded 11.4% Added +6%
IVV iShares Tr 10.3% Added +3%
VEA Vanguard Tax-Managed FDS 8.6% Added +2%
DYNF BlackRock ETF Trust 6.2% Added +7%
JPIB J P Morgan Exchange Traded F 6.2% Added +6%
VXUS Vanguard Star FDS 4.0% Held
IEFA iShares Tr 2.7% Added +4%
SGOV iShares Tr 2.4% Held
SPEM SPDR Index SHS FDS 2.0% Held
AAPL Apple Inc. 1.8% HeldEFV iShares Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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