account_balance
Investment manager · 13F filer · SEC CIK 2133991
1015 Capital Partners, LLC
Reported value$119Mas of Jun 30, 2026
Positions609 33 new, 21 sold out
Top 10 weight42.6%IVV alone is 9%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
9.0%
IJHiShares Core S&P Mid-Cap ETF
7.3%
VTIVanguard Total Stock Market ETF
5.4%
NVDANVIDIA Corp
4.5%
IJRiShares Core S&P Small Cap ETF
3.7%
SUBiShares Short-Term National Muni Bond ETF
3.2%Added +4%
JIREJPMorgan International Research Enhanced Equity ETF
2.5%Added +32%
SPYSPDR S&P 500 ETF Trust
2.3%Trimmed −5%
VYMVanguard High Dividend Yield Index ETF
2.3%+2%
AMDAdvanced Micro Devices Inc
2.3%
JMUBJPMorgan Municipal ETF
2.1%Added +16%
SHYiShares 1-3 Year Treasury Bond ETF
2.0%−13%
IVViShares Core S&P 500 ETF
9.0%
IJHiShares Core S&P Mid-Cap ETF
7.3%
VTIVanguard Total Stock Market ETF
5.4%
NVDANVIDIA Corp
4.5%
IJRiShares Core S&P Small Cap ETF
3.7%
SUBiShares Short-Term National Muni Bond ETF
3.2%
JIRE2.5%
SPY2.3%VYM2.3%
AMD2.3%JMUB2.1%
SHY2.0%
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 Core S&P 500 ETF 9.0% Held
IJH iShares Core S&P Mid-Cap ETF 7.3% Held
VTI Vanguard Total Stock Market ETF 5.4% Held
NVDA NVIDIA Corp 4.5% HeldIJR iShares Core S&P Small Cap ETF 3.7% Held
SUB iShares Short-Term National Muni Bond ETF 3.2% Added +4%
JIRE JPMorgan International Research Enhanced Equity ETF 2.5% Added +32%
SPY SPDR S&P 500 ETF Trust 2.3% Trimmed −5%VYM Vanguard High Dividend Yield Index ETF 2.3% Added +2%
AMD Advanced Micro Devices Inc 2.3% HeldJMUB JPMorgan Municipal ETF 2.1% Added +16%
SHY iShares 1-3 Year Treasury Bond ETF 2.0% Trimmed −13%
What changed
Biggest moves since Mar 31, 2026
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