Kings Path Partners LLC
CIK: 0002030974SEC EDGAR →
Portfolio Value
$248.3B
Holdings
283
As of
Q2 2025
New Positions
36
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 87,084 | $26.5B | 10.66% |
| 2 | SCHWAB STRATEGIC TR | 983,068 | $21.7B | 8.75% |
| 3 | GOLDMAN SACHS ETF TR | 154,010 | $18.7B | 7.53% |
| 4 | VANGUARD TAX-MANAGED FDS | 231,331 | $13.2B | 5.31% |
| 5 | DIMENSIONAL ETF TRUST | 286,492 | $12.1B | 4.88% |
| 6 | VANGUARD SCOTTSDALE FDS | 195,933 | $11.7B | 4.72% |
| 7 | VANGUARD SCOTTSDALE FDS | 186,324 | $11.0B | 4.41% |
| 8 | VANGUARD INTL EQUITY INDEX F | 216,073 | $10.7B | 4.30% |
| 9 | GOLDMAN SACHS ETF TR | 234,753 | $9.3B | 3.75% |
| 10 | DIMENSIONAL ETF TRUST | 156,124 | $8.4B | 3.39% |
Quarterly Changes
Top Buys
New Positions (36)
$694.6M · 891 shares
$300.0M · 14K shares
$256.6M · 11K shares
$174.6M · 5K shares
$169.8M · 770 shares
$155.9M · 2K shares
$121.3M · 4K shares
$98.4M · 3K shares
$52.9M · 2K shares
$23.6M · 3K shares
$18.0M · 224 shares
$15.9M · 200 shares
$13.5M · 213 shares
$7.9M · 1K shares
$7.5M · 177 shares
$6.5M · 1K shares
$6.0M · 1K shares
$5.8M · 100 shares
$4.5M · 215 shares
$4.0M · 117 shares
$3.7M · 30 shares
$2.5M · 85 shares
$2.4M · 81 shares
$2.1M · 20 shares
$1.1M · 10 shares
$831K · 20 shares
$756K · 23 shares
$498K · 21 shares
$468K · 4 shares
$419K · 2 shares
$409K · 5 shares
$372K · 12 shares
$272K · 2 shares
$192K · 3 shares
$34K · 1 shares
$18K · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $218.2B | 87.9% |
| Unknown | 16 | $7.1B | 2.9% |
| Healthcare | 18 | $6.2B | 2.5% |
| Technology | 27 | $4.5B | 1.8% |
| Consumer Cyclical | 17 | $4.4B | 1.8% |
| Energy | 12 | $3.6B | 1.4% |
| Consumer Defensive | 9 | $1.3B | 0.5% |
| Industrials | 17 | $1.3B | 0.5% |
| Utilities | 3 | $779.6M | 0.3% |
| Communication Services | 12 | $764.8M | 0.3% |
| Real Estate | 3 | $112.6M | 0.0% |
| Basic Materials | 5 | $83.0M | 0.0% |