Peirce Capital Management, LLC

CIK: 0002008166SEC EDGAR →

Portfolio Value

$251.2M

Holdings

43

As of

Q4 2025

New Positions

1

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

EA SERIES TRUST

1,834,005$42.7M
17.01%
2

DIMENSIONAL ETF TRUST

805,384$31.9M
12.69%
3

ISHARES TR

152,128$22.6M
9.00%
4

AMERICAN CENTY ETF TR

236,286$22.2M
8.84%
5

DIMENSIONAL ETF TRUST

339,659$16.9M
6.75%
6

DIMENSIONAL ETF TRUST

492,266$16.3M
6.48%
7

VANGUARD SCOTTSDALE FDS

253,571$15.2M
6.05%
8

ISHARES TR

177,319$14.6M
5.82%
9

DIMENSIONAL ETF TRUST

196,768$9.2M
3.65%
10

DIMENSIONAL ETF TRUST

187,385$9.0M
3.58%

Quarterly Changes

Top Buys

MSFTNEW
$1.4M
CTEF↑ Increased
$1.2M
VGIT↑ Increased
$857K
TSLANEW
$711K
NVDANEW
$691K

Top Sells

DFIV↓ Decreased
$1.1M
AVDV↓ Decreased
$1.0M
DFEM↓ Decreased
$424K
ITOT↓ Decreased
$410K
DFAC↓ Decreased
$409K

New Positions (4)

$1.4M · 3K shares
$711K · 2K shares
$691K · 4K shares
$469K · 7K shares

Closed Positions (1)

$202K · 873 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services27$200.8M80.0%
Unknown1$42.7M17.0%
Technology5$3.2M1.3%
Energy6$2.3M0.9%
Consumer Cyclical2$1.0M0.4%
Basic Materials1$759K0.3%
Healthcare1$405K0.2%