StoryOne LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$165.4B

Holdings

68

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
0$31.8B19.24%
2
VOOVANGUARD INDEX FDS
0$25.6B15.49%
3
IWPISHARES TR
0$14.3B8.64%
4
DONSPDR DOW JONES INDL AVERAGE
0$12.8B7.75%
5
AGGISHARES TR
0$6.8B4.14%
6
USTBVICTORY PORTFOLIOS II
0$6.6B4.00%
7
IJTISHARES TR
0$5.8B3.53%
8
NVDANVIDIA CORPORATION
0$5.4B3.26%
9
AAPLAPPLE INC
0$5.2B3.16%
10
MSFTMICROSOFT CORP
0$5.1B3.08%
11
IWBISHARES TR
0$3.5B2.09%
12
GOOGLALPHABET INC
0$3.2B1.91%
13
METAMETA PLATFORMS INC
0$2.9B1.75%
14
VEAVANGUARD TAX-MANAGED FDS
0$2.6B1.59%
15
FYCFIRST TR EXCHANGE-TRADED ALP
0$2.3B1.38%
16
AMDADVANCED MICRO DEVICES INC
0$2.2B1.31%
17
EFAISHARES TR
0$2.0B1.19%
18
GQ9SPDR GOLD TR
0$1.9B1.15%
19
AVGOBROADCOM INC
0$1.9B1.13%
20
AMZNAMAZON COM INC
0$1.8B1.08%
21
GOOGALPHABET INC
0$1.8B1.08%
22
TSLATESLA INC
0$1.3B0.76%
23
ORCLORACLE CORP
0$1.1B0.66%
24
MGCVANGUARD WORLD FD
0$848.7M0.51%
25
VUGVANGUARD INDEX FDS
0$809.4M0.49%
26
JPMJPMORGAN CHASE & CO.
0$778.2M0.47%
27
LLYELI LILLY & CO
0$705.0M0.43%
28
VTIVANGUARD INDEX FDS
0$685.6M0.41%
29
IVVISHARES TR
0$683.1M0.41%
30
VVISA INC
0$638.6M0.39%
31
XOMEXXON MOBIL CORP
0$621.8M0.38%
32
WMTWALMART INC
0$598.8M0.36%
33
SCHFSCHWAB STRATEGIC TR
0$583.2M0.35%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
0$547.4M0.33%
35
JNJJOHNSON & JOHNSON
0$533.9M0.32%
36
PSBDPALMER SQUARE CAPITAL BDC IN
0$527.7M0.32%
37
SOXXISHARES TR
0$502.9M0.30%
38
IEIISHARES TR
0$440.8M0.27%
39
CSCOCISCO SYS INC
0$393.5M0.24%
40
ABBVABBVIE INC
0$393.0M0.24%
41
GEGE AEROSPACE
0$375.2M0.23%
42
HDHOME DEPOT INC
0$374.0M0.23%
43
WFCWELLS FARGO CO NEW
0$370.9M0.22%
44
FBTCFIDELITY WISE ORIGIN BITCOIN
0$360.0M0.22%
45
NEENEXTERA ENERGY INC
0$344.4M0.21%
46
PLTRPALANTIR TECHNOLOGIES INC
0$343.9M0.21%
47
APHAMPHENOL CORP NEW
0$304.2M0.18%
48
GWXSPDR INDEX SHS FDS
0$278.2M0.17%
49
VONGVANGUARD SCOTTSDALE FDS
0$268.5M0.16%
50
BACBANK AMERICA CORP
0$259.7M0.16%
51
CVXCHEVRON CORP NEW
0$258.2M0.16%
52
MAMASTERCARD INCORPORATED
0$247.8M0.15%
53
COSTCOSTCO WHSL CORP NEW
0$244.0M0.15%
54
NFLXNETFLIX INC
0$243.9M0.15%
55
CATCATERPILLAR INC
0$234.9M0.14%
56
MUMICRON TECHNOLOGY INC
0$234.6M0.14%
57
PGPROCTER AND GAMBLE CO
0$226.1M0.14%
58
SPYSPDR S&P 500 ETF TR
0$224.1M0.14%
59
DWDMORGAN STANLEY
0$223.9M0.14%
60
LRCXLAM RESEARCH CORP
0$221.2M0.13%
61
WELLWELLTOWER INC
0$220.1M0.13%
62
GEVGE VERNOVA INC
0$217.0M0.13%
63
TMOTHERMO FISHER SCIENTIFIC INC
0$216.7M0.13%
64
BNDVANGUARD BD INDEX FDS
0$214.8M0.13%
65
PEPPEPSICO INC
0$209.8M0.13%
66
GSGOLDMAN SACHS GROUP INC
0$205.7M0.12%
67
COFCAPITAL ONE FINL CORP
0$202.1M0.12%
68
BLKBLACKROCK INC
0$201.2M0.12%