Dag Ventures, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Dag Ventures, LLC reported 3 stock positions worth $189.0 million. Its top holding was Wealthfront (WLTH) at 99.3% of the portfolio, followed by Block (XYZ, 0.6%) and Oportun Financial (OPRT, 0.1%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001624576
Portfolio Value
$189.0M (Q4 2025)
SEC Filing
0001624576-26-000002 ↗ filed Feb 4, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $7.9M Q1 2024 Q2 2024: $8.1M Q2 2024 Q3 2024: $7.2M Q3 2024 Q4 2025: $189.0M $189.0M Q4 2025 Q1 2026: $128.8M Q1 2026 Q2 2026: $124.8M Q2 2026

Holdings 3 stocks · $189.0M

WLTH Wealthfront Corp. 99.31% 13,813,474 $187.7M —
XYZ Block Inc. 0.58% 16,813 $1.1M —
OPRT Oportun Financial Corp. 0.11% 38,452 $203K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$124.8MWLTH, XYZ, OPRT
Q1 2026 3$128.8MWLTH, XYZ, OPRT
Q4 2025 3$189.0MWLTH, XYZ, OPRT
Q3 2024 3$7.2MZUO, XYZ, OPRT
Q2 2024 3$8.1MZUO, XYZ, OPRT
Q1 2024 4$7.9MZUO, XYZ, OPRT, MVLA