Alongside, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed July 9, 2026), Alongside, LLC reported 83 stock positions worth $301.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.8%) and iShares Core Intl Stock ETF (IXUS, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002113496
- Portfolio Value
- $301.2M (Q4 2025)
- SEC Filing
- 0001104659-26-082151 ↗ filed Jul 9, 2026
Holdings Value
Holdings 83 stocks · $301.2M
| IVV iShares Core S&P 500 ETF | 10.89% | 47,871 | $32.8M | — |
| VOO Vanguard S&P 500 ETF | 9.80% | 47,061 | $29.5M | — |
| IXUS iShares Core Intl Stock ETF | 7.54% | 268,148 | $22.7M | — |
| IWF iShares Russell 1000 Growth | 6.74% | 42,903 | $20.3M | — |
| IEMG iShares Core MSCI Emerging | 6.52% | 291,988 | $19.6M | — |
| IWR iShares Russell Mid-Cap ETF | 4.19% | 131,061 | $12.6M | — |
| HTRB Hartford TTL RTRN BND ETF | 4.11% | 362,094 | $12.4M | — |
| IWM iShares Russell 2000 ETF | 4.07% | 49,763 | $12.2M | — |
| IJH iShares Core S&P Midcap ETF | 3.80% | 173,397 | $11.4M | — |
| USHY iShares Broad Usd High Yield | 3.77% | 303,349 | $11.3M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.41% | 190,826 | $10.3M | — |
| FDLO Fidelity Low Volat Fact ETF | 2.61% | 117,558 | $7.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.50% | 25,944 | $7.5M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 2.48% | 153,425 | $7.5M | — |
| IVE iShares S&P 500 Value ETF | 2.10% | 29,762 | $6.3M | — |
| VT Vanguard Tot World STK ETF | 2.04% | 43,605 | $6.2M | — |
| MUB iShares National Muni Bond E | 1.72% | 48,281 | $5.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.65% | 19,312 | $5.0M | — |
| IVW iShares S&P 500 Growth ETF | 1.50% | 36,536 | $4.5M | — |
| MSFT Microsoft Corp. | 1.28% | 7,956 | $3.8M | — |
| TIP iShares Tips Bond ETF | 1.21% | 33,027 | $3.6M | — |
| USRT iShares Core US REIT ETF | 1.07% | 56,535 | $3.2M | — |
| SCHP Schwab U.S. Tips ETF | 0.86% | 97,988 | $2.6M | — |
| IAGG iShares Intl Aggregate Bond | 0.83% | 49,817 | $2.5M | — |
| PHYL Pgim Active High Yield Bond | 0.81% | 68,975 | $2.4M | — |
| IEI iShares 3-7 Year Treasury Bo | 0.80% | 20,160 | $2.4M | — |
| FLOT iShares Floating Rate Bond E | 0.74% | 43,730 | $2.2M | — |
| ABBV Abbvie Inc. | 0.57% | 7,457 | $1.7M | — |
| LLY Eli Lilly & Co. | 0.56% | 1,574 | $1.7M | — |
| AAPL Apple Inc. | 0.55% | 6,103 | $1.7M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 16,091 | $1.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.47% | 11,663 | $1.4M | — |
| PDBC Invesco Optimum Yield Divers | 0.41% | 93,576 | $1.2M | — |
| ICSH iShares Ultra Short Duration | 0.37% | 22,262 | $1.1M | — |
| EMB iShares JP Morgan Usd Emergi | 0.36% | 11,328 | $1.1M | — |
| AMZN Amazon.com Inc. | 0.36% | 4,667 | $1.1M | — |
| META Meta Platforms Inc. Class A | 0.32% | 1,477 | $975K | — |
| NVDA Nvidia Corp. | 0.31% | 5,021 | $936K | — |
| AGG iShares Core U.S. Aggregate | 0.27% | 8,117 | $811K | — |
| MRK Merck & Co. Inc. | 0.27% | 7,661 | $806K | — |
| ABT Abbott Laboratories | 0.26% | 6,292 | $788K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 14,228 | $752K | — |
| IWB iShares Russell 1000 ETF | 0.23% | 1,888 | $705K | — |
| CSCO Cisco Systems Inc. | 0.22% | 8,770 | $676K | — |
| RLY SS Multi-Asset Real Ret ETF | 0.22% | 20,696 | $651K | — |
| PFF iShares Preferred & Income S | 0.20% | 19,233 | $595K | — |
| FLTB Fidelity Ltd. TRM BND ETF | 0.20% | 11,671 | $591K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,696 | $569K | — |
| ORCL Oracle Corp. | 0.18% | 2,795 | $545K | — |
| TXN Texas Instruments Inc. | 0.18% | 3,123 | $542K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.18% | 1,297 | $535K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 4,561 | $520K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.17% | 5,543 | $507K | — |
| ONB Old National Bancorp | 0.16% | 22,042 | $492K | — |
| CAT Caterpillar Inc. | 0.16% | 836 | $479K | — |
| ACN Accenture PLC Class A | 0.16% | 1,744 | $468K | — |
| WEC WEC Energy Group Inc. | 0.14% | 4,012 | $423K | — |
| BA The Boeing Co. | 0.13% | 1,835 | $398K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.12% | 2,673 | $347K | — |
| SUB iShares Short-Term National | 0.11% | 3,225 | $344K | — |
| VEA Vanguard Ftse Developed ETF | 0.11% | 5,410 | $338K | — |
| DGRO iShares Core Dividend Growth | 0.11% | 4,792 | $333K | — |
| WMT Walmart Inc. | 0.11% | 2,928 | $326K | — |
| WFC Wells Fargo & Co. | 0.11% | 3,486 | $325K | — |
| SNA Snap-on Inc. | 0.11% | 933 | $321K | — |
| T AT&T Inc. | 0.10% | 12,447 | $309K | — |
| XLK SS Technology Select Sector | 0.10% | 2,103 | $303K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 444 | $303K | — |
| WELL Welltower Inc. | 0.10% | 1,621 | $301K | — |
| HD Home Depot Inc. | 0.10% | 841 | $289K | — |
| COST Costco Wholesale Corp. | 0.09% | 330 | $284K | — |
| IUSG iShares Core S&P U.S. Growth | 0.09% | 1,613 | $271K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.09% | 1,834 | $259K | — |
| JPM JPMorgan Chase & Co. | 0.08% | 759 | $245K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 497 | $243K | — |
| GOOGL Alphabet Inc. Class A | 0.08% | 773 | $242K | — |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 1,700 | $237K | — |
| GOOG Alphabet Inc. Class C | 0.07% | 719 | $226K | — |
| AEE Ameren Corporation | 0.07% | 2,225 | $222K | — |
| TSLA Tesla Inc. | 0.07% | 483 | $217K | — |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 1,979 | $206K | — |
| IWD iShares Russell 1000 Value E | 0.07% | 971 | $204K | — |
| CAH Cardinal Health Inc. | 0.07% | 986 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.