account_balance

Investment manager · 13F filer · SEC CIK 2113496

Alongside, LLC

Reported value$904Mas of Sep 30, 2026
Positions276 95 new, 9 sold out
Top 10 weight33.4%IVV alone is 5%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 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
IVV iShares Tr 5.2% Added +11%
IEFA iShares Tr 4.8% Added +121%
DIVZ Elevation Series Trust 4.1% Added +133%
IDVZ Elevation Series Trust 3.3% New
SPYM SPDR Series Trust 3.0% Added +94%
IEMG iShares Inc 2.8% Trimmed −3%
PFDE RBB Fund Trust 2.7% Added +138%
IWF iShares Tr 2.7% Added +6%
IXUS iShares Tr 2.7% Trimmed −2%
IJH iShares Tr 2.2% Added +33%
IWR iShares Tr 1.9% Added +16%
BIV Vanguard Bd Index FDS 1.8% Added +78%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • IDVZ $29.4M
  • SHYD $13.3M
  • MEAR $10.6M
  • SHM $10.5M
arrow_upwardAdded
  • SUB +2920%
  • SPY +1288%
  • VTI +942%
  • VNLA +703%
arrow_downwardTrimmed
  • PDBC −61%
  • PAAA −57%
  • PULS −55%
  • BIL −54%
remove_circleSold out
  • CSHI $1.82M
  • IWN $358K
  • UTG $224K
  • FER $216K

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 · Your watchlist