Kilterhowling Llc Portfolio Stock Holdings
Kilterhowling Llc disclosed 49 stock positions valued at approximately $198.3 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and VANGUARD SPECIALIZED FUNDS. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 49
- Portfolio Value
- $198.3M
Holdings by Sector
Kilterhowling Llc Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHZ | Other | 15.74% | 1,344,150 | +87,706 | +6.98% | $31,211,169 |
| VANGUARD INDEX FDS | VOO | Other | 15.01% | 49,791 | +821 | +1.68% | $29,752,791 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 14.90% | 137,315 | +1,743 | +1.29% | $29,531,018 |
| INVESCO QQQ TR | QQQ | Other | 12.48% | 42,868 | -25 | -0.06% | $24,742,281 |
| ISHARES TR | SHYG | Other | 7.67% | 359,293 | +97,898 | +37.45% | $15,201,673 |
| ISHARES TR | USMV | Other | 6.52% | 139,419 | +2,214 | +1.61% | $12,929,701 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.80% | 148,492 | +12,960 | +9.56% | $9,515,372 |
| AMERICAN CENTY ETF TR | AVDE | Other | 4.69% | 109,658 | +109,658 | +100.00% | $9,303,421 |
| APPLE INC | AAPL | Technology | 1.99% | 15,539 | +1,633 | +11.74% | $3,943,700 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.16% | 4,817 | +150 | +3.21% | $2,308,306 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.92% | 6,195 | +782 | +14.45% | $1,822,195 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.87% | 8,255 | +867 | +11.74% | $1,719,269 |
| ELI LILLY & CO | LLY | Healthcare | 0.86% | 1,848 | +1,162 | +169.39% | $1,699,635 |
| EXXON MOBIL CORP | XOM | Energy | 0.83% | 9,709 | +1,922 | +24.68% | $1,647,191 |
| ISHARES TR | IWV | Other | 0.81% | 4,314 | +8 | +0.19% | $1,599,251 |
| ALPHABET INC | GOOG | Communication Services | 0.71% | 4,895 | -456 | -8.52% | $1,404,275 |
| NVIDIA CORPORATION | NVDA | Technology | 0.70% | 7,974 | +661 | +9.04% | $1,390,609 |
| MICROSOFT CORP | MSFT | Technology | 0.69% | 3,701 | +446 | +13.70% | $1,370,073 |
| VANGUARD INDEX FDS | VTI | Other | 0.68% | 4,218 | +3,441 | +442.86% | $1,353,304 |
| BROADCOM INC | AVGO | Technology | 0.67% | 4,318 | +235 | +5.76% | $1,336,580 |
| VANGUARD INDEX FDS | VUG | Other | 0.63% | 2,878 | +3 | +0.10% | $1,257,266 |
| ISHARES TR | ESGU | Other | 0.63% | 8,809 | +1,548 | +21.32% | $1,245,722 |
| VISA INC | V | Financial Services | 0.62% | 4,074 | +959 | +30.79% | $1,231,454 |
| ISHARES TR | EAGG | Other | 0.57% | 23,709 | +6,338 | +36.49% | $1,127,353 |
| ISHARES TR | IWF | Other | 0.45% | 2,093 | +2 | +0.10% | $892,545 |
| CUMMINS INC | CMI | Industrials | 0.37% | 1,366 | - | - | $735,046 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.35% | 27,269 | +17,539 | +180.26% | $684,442 |
| ISHARES TR | IWB | Other | 0.31% | 1,715 | +4 | +0.23% | $611,605 |
| ORACLE CORP | ORCL | Technology | 0.25% | 3,426 | +2 | +0.06% | $504,069 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.23% | 3,154 | -34 | -1.07% | $455,554 |
| ISHARES TR | SDG | Other | 0.22% | 5,309 | +798 | +17.69% | $445,694 |
| VANGUARD WORLD FD | VSGX | Other | 0.22% | 6,123 | +680 | +12.49% | $439,224 |
| ISHARES TR | IWM | Other | 0.21% | 1,679 | +94 | +5.93% | $416,456 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 1,347 | -9 | -0.66% | $387,309 |
| ISHARES TR | BGRN | Other | 0.19% | 7,841 | +2,169 | +38.24% | $372,236 |
| ISHARES TR | IWP | Other | 0.19% | 2,875 | +1 | +0.03% | $368,340 |
| ISHARES TR | IWS | Other | 0.17% | 2,316 | +7 | +0.30% | $337,589 |
| ISHARES TR | CRBN | Other | 0.15% | 1,372 | +114 | +9.06% | $305,677 |
| SPDR SERIES TRUST | SHE | Other | 0.15% | 2,329 | +223 | +10.59% | $297,648 |
| BALL CORP | BALL | Consumer Cyclical | 0.14% | 4,581 | -2 | -0.04% | $270,810 |
| SPDR SERIES TRUST | BIL | Other | 0.13% | 2,829 | -10 | -0.35% | $259,205 |
| WATERS CORP | WAT | Healthcare | 0.13% | 867 | - | - | $258,193 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.12% | 1,003 | -2 | -0.20% | $243,060 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.12% | 2,050 | +13 | +0.64% | $237,384 |
| ISHARES TR | AOM | Other | 0.12% | 5,000 | -57,237 | -91.97% | $236,850 |
| ISHARES TR | IWD | Other | 0.12% | 1,095 | +5 | +0.46% | $233,894 |
| WALMART INC | WMT | Consumer Defensive | 0.10% | 1,640 | +1,640 | +100.00% | $203,788 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 311 | +311 | +100.00% | $202,284 |