Sierra Capital LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$911.6M

Holdings

207

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (207 positions)

#StockSharesValue% PortfolioType
101
HLNEHamilton Lane Incorporat Class A
12,917$1.7M0.19%
102
HYGiShares iBoxx $ High Yield Corporate Bond ETF
19,933$1.6M0.18%
103
VNQVanguard Real Estate ETF
17,058$1.6M0.17%
104
EWKiShares MSCI Japan UCITS ETF (Acc)
6,574$1.6M0.17%
105
JNJJohnson & Johnson
8,103$1.5M0.16%
106
VOOVVanguard S&P 500 Value ETF
7,447$1.5M0.16%
107
EWKiShares MSCI World UCITS ETF (Dist)
16,001$1.5M0.16%
108
VOTVanguard Mid-Cap Growth ETF
4,954$1.5M0.16%
109
VPLVanguard FTSE Pacific ETF
16,261$1.4M0.16%
110
USFRWisdomtree TR (floatng Rat Trea)
28,010$1.4M0.15%
111
EZUiShares MSCI Eurozone ETF
22,427$1.4M0.15%
112
TSMTaiwan SMCNDCTR MFG Co LTD ADR
4,900$1.4M0.15%
113
DISWalt Disney
11,293$1.3M0.14%
114
EZBCFranklin Bitcoin ETF
19,501$1.3M0.14%
115
EWKiShares MSCI EM ex-China UCITS ETF (Acc)
201,600$1.3M0.14%
116
IEMGiShares Core MSCI EM IMI UCITS ETF (Acc)
29,493$1.3M0.14%
117
QNXTiShares NASDAQ 100 UCITS ETF (Acc)
889$1.3M0.14%
118
XOEFiShares S&P 500 Utilities Sector UCITS ETF (Acc)
117,697$1.2M0.14%
119
VGUSVanguard Ultra SHRT Treasury
16,202$1.2M0.13%
120
ACWIiShares MSCI ACWI ETF
8,857$1.2M0.13%
121
RTXRaytheon Technologies Corp
7,035$1.2M0.13%
122
NOWService Now Inc
1,259$1.2M0.13%
123
NTSXWisdomTree 90/60 U.S. Balanced Fund
21,439$1.2M0.13%
124
QQQMInvesco Nasdaq 100 ETF
4,664$1.2M0.13%
125
HEZUiShares Currency Hedged MSCI Eurozone ETF
27,301$1.2M0.13%
126
XOEFiShares S&P 500 Health Care Sector UCITS ETF (Acc)
101,098$1.1M0.12%
127
IEMGiShares Core S&P 500 UCITS ETF USD (Acc)
1,498$1.1M0.12%
128
EWKiShares MSCI Japan UCITS ETF USD (Acc)
4,390$1.0M0.11%
129
EFViShares MSCI EAFE Value Index Fund
15,250$1.0M0.11%
130
VTVanguard Total World Stock ETF
7,403$1.0M0.11%
131
IEMGiShares Core S&P 500 UCITS ETF USD (Dist)
15,009$994K0.11%
132
HOODRobinhood MKTS Inc
6,917$990K0.11%
133
GOVTiShares $ Treasury Bond 0-1yr UCITS ETF (Acc)
8,364$984K0.11%
134
MTUMiShares Edge MSCI USA Momntm ETF
3,761$965K0.11%
135
SHViShares Short Treasury Bond ETF
8,476$937K0.10%
136
VIOGVanguard S&P Small-Cap 600 Growth ETF
7,674$934K0.10%
137
JPMJPMorgan Chase
2,951$931K0.10%
138
iShares Edge MSCI EM Minimum Volatility UCITS ETF (Acc)
24,100$911K0.10%
139
VEAVanguard FTSE All-World UCITS ETF (USD) Acc
5,300$868K0.10%
140
FALNiShares Fallen Angels ETF
31,185$866K0.09%
141
CRMSalesforce
3,646$864K0.09%
142
NFLXNetflix Inc Com
712$854K0.09%
143
Vanguard Usd CP 1-3 Ucits ETF
17,147$850K0.09%
144
AIRRFirst Trust RBA Amer Industrial Renaissance ETF
8,685$840K0.09%
145
VVisa Inc CL A
2,400$819K0.09%
146
ARKKArk Innovation ETF
9,437$814K0.09%
147
DELLDell Technologies Inc
5,586$792K0.09%
148
iShares (IB1MXX) MXN Hedged $ Treasury Bond 0-1yr UCITS ETF (Acc)
1,622$784K0.09%
149
CVSCVS Health Corp Com
10,378$782K0.09%
150
BCCCGlobal X US Infrastructure
16,305$777K0.09%
151
PANWPalo Alto Networks Inc
3,803$774K0.08%
152
VOOGVanguard S&P 500 UCITS ETF (Acc)
5,972$761K0.08%
153
KOCoca-Cola
11,093$736K0.08%
154
ACMAecom
5,560$725K0.08%
155
XOEFiShares S&P 500 Swap UCITS ETF USD (Acc)
65,700$725K0.08%
156
VEUVanguard FTSE All World Ex US ETF
10,024$715K0.08%
157
RKTRocket Cos Inc Com
36,847$714K0.08%
158
IWOiShares Russell 2000 GRWTH ETF
2,223$711K0.08%
159
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)
6,529$694K0.08%
160
Invesco USD AAA CLO UCITS ETF Acc
33,572$692K0.08%
161
SHYiShares 1-3 Year Treasury Bond ETF
8,285$687K0.08%
162
COWZPacer US Cash Cows 100 ETF
11,656$670K0.07%
163
IEMGiShares Core MSCI Emu-Usd Ha
63,787$669K0.07%
164
EWKiShares MSCI EMU UCITS ETF (Acc)
2,694$651K0.07%
165
MEMMatthews Emrg MRKT EQT Actv ETF
17,334$628K0.07%
166
UNHUnitedHealth Group
1,779$614K0.07%
167
UBERUber Technologies Inc
6,207$608K0.07%
168
CRWDCrowdstrike Holdings Inc - A
1,196$586K0.06%
169
SNOWSnowflake Inc Class A
2,555$576K0.06%
170
EWKiShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)
1,004$571K0.06%
171
FISFidelity National Information SVCS
8,309$548K0.06%
172
VIOVVanguard S&P Small-Cap 600 Value ETF
5,611$534K0.06%
173
DBEUXtrackers MSCI Eurpe HDGD Eqy ETF
11,222$517K0.06%
174
ADBEAdobe Systems Inc
1,418$500K0.05%
175
IFGLiShares Developed Markets Property Yield UCITS ETF (Acc)
78,253$472K0.05%
176
BABAAlibaba Group HLDG LTD
2,617$468K0.05%
177
DONSPDR Dow Jones Industrial Average ETF Trust
955$443K0.05%
178
SCZiShares TR EAFE SML (CP Etf)
5,723$439K0.05%
179
EMMGlobal X Emerging MKT Ex CHN ETF
13,640$429K0.05%
180
PMBSPIMCO Mortgage Backed Sec Act ETF
8,494$422K0.05%
181
BWFGBankwell Finl Group
9,286$411K0.05%
182
QNXTiShares NASDAQ 100 UCITS ETF (Acc)
289$407K0.04%
183
GSGiShares S&P GSCI Commodity-Indexed Trust
17,649$405K0.04%
184
Invesco AT1 Capital Bond UCITS ETF (Acc)
13,797$403K0.04%
185
IJRiShares Core S&P Small-Cap ETF
3,327$395K0.04%
186
VOEVanguard Mid-Cap Value ETF
2,168$379K0.04%
187
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
8,679$376K0.04%
188
EEMiShares MSCI Emerging Markets ETF
6,641$355K0.04%
189
ARKGArk Genomic Revolution ETF
12,636$351K0.04%
190
AXPAmerican Express
1,001$332K0.04%
191
PCRXPacira Biosciences Inc
12,500$322K0.04%
192
GOVTiShares $ Treasury Bond 7-10yr UCITS ETF USD (Acc)
2,080$319K0.03%
193
iShares V PLC - iShares Ibonds Dec 2025 Term Usd Corp Ucits ETF Accum SHS
2,859$319K0.03%
194
IVOGVanguard S&P Mid Cap 400 Growth ETF
2,628$314K0.03%
195
XOEFiShares S&P 500 Energy Sector UCITS ETF (Acc)
33,528$309K0.03%
196
XLYCons Discret Sel Sect SPDR FD
1,281$307K0.03%
197
BBJPJPMorgan Betabuilders Japan ETF
4,236$281K0.03%
198
PGXInvesco Preferred Shares UCITS ETF (Acc)
5,810$276K0.03%
199
IYRiShares U.S. Real Estate ETF
2,830$275K0.03%
200
iShares $ Corp Bond UCITS ETF
2,650$275K0.03%
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