Gridiron Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Gridiron Partners, LLC reported 47 stock positions worth $163.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 28.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 26.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 9.7%). Compared with Q4 2025, it opened 1 new position, sold out of 13, added to 6 and reduced 33. The biggest buy was iShares JP Morgan Usd Emergi (EMB, shares +326%) and the biggest sale an exit from BlackRock Munivest Fund (XMVFX).
- Most Recent 13F
- Q2 2026
- Location
- Wexford, PA
- CIK
- 0001910867
- Portfolio Value
- $163.7M (Q1 2026)
- SEC Filing
- 0001172661-26-001479 ↗ filed Apr 13, 2026
Holdings Value
Holdings 47 stocks · $163.7M
| AGG iShares Core U.S. Aggregate | 28.27% | 467,661 | $46.3M | Reduce -2.1% |
| BND Vanguard Total Bond Market | 26.44% | 589,666 | $43.3M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.71% | 24,440 | $15.9M | Reduce -6.1% |
| VTI VG Morningstar TS MKT ETF-US | 5.39% | 27,480 | $8.8M | Reduce -1.7% |
| PML PIMCO Municipal Income FD II | 2.95% | 637,270 | $4.8M | Reduce -8.4% |
| EMB iShares JP Morgan Usd Emergi | 2.43% | 42,501 | $4.0M | Add +325.6% |
| NMZ Nuveen Muni Hi Inc. Opport | 2.03% | 319,835 | $3.3M | Reduce -26.4% |
| IWM iShares Russell 2000 ETF | 1.41% | 9,335 | $2.3M | Reduce -0.1% |
| DBL Doubleline Opport Credit | 1.38% | 154,710 | $2.3M | Add +252.3% |
| LEO BNY Mellon Strategic Muni | 1.31% | 340,762 | $2.1M | Reduce -16.8% |
| XFFCX Flaherty & Crumrine Pref Inc. | 1.28% | 135,742 | $2.1M | Reduce -9.8% |
| NVG Nuveen Amt-FR Muni CRDT | 1.25% | 166,284 | $2.1M | Reduce -29.2% |
| NZF Nuveen Municipal Credit Inc. | 1.22% | 163,501 | $2.0M | Reduce -40.3% |
| MDY State Street SPDR S&P Midcap | 1.18% | 3,123 | $1.9M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 1.06% | 26,975 | $1.7M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.02% | 30,866 | $1.7M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.96% | 4,265 | $1.6M | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.96% | 139,848 | $1.6M | Reduce -17.7% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.93% | 67,359 | $1.5M | Reduce -12.8% |
| VXUS Vanguard Total Intl Stock | 0.92% | 19,427 | $1.5M | No change |
| VGM Invesco Trust for Investmen | 0.78% | 129,726 | $1.3M | Reduce -13.5% |
| NMCO Nuveen Municipal Credit Opp | 0.63% | 97,096 | $1.0M | Reduce -36.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.53% | 10,961 | $866K | Add +11.0% |
| BSV Vanguard Short-Term Bond ETF | 0.48% | 9,993 | $781K | Add +13.6% |
| VMO Invesco Municipal Opport | 0.46% | 78,605 | $748K | Reduce -13.3% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.45% | 69,450 | $732K | New |
| KKR KKR & Co. Inc. | 0.44% | 7,716 | $714K | No change |
| PSF Cohen & Steers Select Prefer | 0.40% | 34,086 | $661K | Reduce -15.4% |
| VVR Invesco Senior Income Trust | 0.37% | 190,285 | $613K | Add +412.4% |
| BX Blackstone Inc. | 0.31% | 4,454 | $512K | No change |
| BBN BlackRock Taxable Muni BND | 0.27% | 27,766 | $449K | Reduce -14.7% |
| DLY Doubleline Yield Opport | 0.24% | 28,396 | $395K | Reduce -12.9% |
| FAX Abrdn Asia-Pacific Income | 0.23% | 26,318 | $380K | Reduce -12.2% |
| BRW Saba Capital Income & Opport | 0.23% | 54,852 | $370K | Add +134.0% |
| EVN Eaton Vance Muni Inc. TR | 0.21% | 33,135 | $345K | Reduce -13.3% |
| PDO PIMCO Dynamic Income Opport | 0.21% | 26,433 | $342K | Reduce -11.8% |
| FPF First TR Interm Dur & Inc. | 0.21% | 19,345 | $338K | Reduce -27.2% |
| RA Brookfield Real Assets Incom | 0.20% | 26,024 | $335K | Reduce -17.5% |
| JPC Nuveen Prefered & Income Opp | 0.20% | 43,356 | $327K | Reduce -18.1% |
| SABA Saba Capital Income & Opp II | 0.20% | 38,655 | $322K | Reduce -31.8% |
| IIM Invesco Value Municipal Inco | 0.19% | 25,233 | $307K | Reduce -12.2% |
| PPG PPG Industries Inc. | 0.18% | 2,709 | $290K | No change |
| DSL Doubleline Income Solutions | 0.16% | 24,248 | $263K | Reduce -28.3% |
| NBB Nuveen Taxable Municipal Inc. | 0.15% | 15,370 | $241K | Reduce -14.7% |
| TEI Templeton Emrg MKTS Inc. | 0.09% | 25,516 | $153K | Reduce -30.2% |
| ZTR Virtus Total Return Fund Inc. | 0.05% | 12,282 | $81K | No change |
| PFN PIMCO Income Strategy FD II | 0.05% | 10,778 | $74K | Reduce -9.5% |
Portfolio Sells Q4 2025 → Q1 2026
| XMVFX BlackRock Munivest Fund | Sold out | 0.00% | −1.36 |
| NZF Nuveen Municipal Credit Inc. | Reduce -40.3% | 1.22% | −0.74 |
| NMZ Nuveen Muni Hi Inc. Opport | Reduce -26.4% | 2.03% | −0.50 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -29.2% | 1.25% | −0.44 |
| BFK BlackRock Municipal Inc. TRST | Sold out | 0.00% | −0.42 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.1% | 9.71% | −0.40 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.30 |
| NMCO Nuveen Municipal Credit Opp | Reduce -36.4% | 0.63% | −0.26 |
| LEO BNY Mellon Strategic Muni | Reduce -16.8% | 1.31% | −0.18 |
| DSM BNYM Strat Muni BND | Sold out | 0.00% | −0.17 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -17.7% | 0.96% | −0.17 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.16 |
| XMVTX BlackRock Munivest Fund II | Sold out | 0.00% | −0.15 |
| XFFCX Flaherty & Crumrine Pref Inc. | Reduce -9.8% | 1.28% | −0.13 |
| VGM Invesco Trust for Investmen | Reduce -13.5% | 0.78% | −0.10 |
| FPF First TR Interm Dur & Inc. | Reduce -27.2% | 0.21% | −0.08 |
| GOF Guggenheim Strategic Opport | Sold out | 0.00% | −0.07 |
| XFRAX BlackRock Fltng RT Inc. Strat | Sold out | 0.00% | −0.07 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -12.8% | 0.93% | −0.07 |
| SABA Saba Capital Income & Opp II | Reduce -31.8% | 0.20% | −0.07 |
| PSF Cohen & Steers Select Prefer | Reduce -15.4% | 0.40% | −0.06 |
| PPT Franklin Premir Inc. Trust-Ui | Sold out | 0.00% | −0.06 |
| DSL Doubleline Income Solutions | Reduce -28.3% | 0.16% | −0.06 |
| EIM Eaton Vance Municipal Bond | Sold out | 0.00% | −0.06 |
| KTF DWS Municipal Income Trust | Sold out | 0.00% | −0.05 |
| JPC Nuveen Prefered & Income Opp | Reduce -18.1% | 0.20% | −0.04 |
| TEI Templeton Emrg MKTS Inc. | Reduce -30.2% | 0.09% | −0.04 |
| PML PIMCO Municipal Income FD II | Reduce -8.4% | 2.95% | −0.04 |
| VMO Invesco Municipal Opport | Reduce -13.3% | 0.46% | −0.04 |
| MFM Aberdeen Municipal Income | Sold out | 0.00% | −0.04 |
| FAX Abrdn Asia-Pacific Income | Reduce -12.2% | 0.23% | −0.03 |
| DLY Doubleline Yield Opport | Reduce -12.9% | 0.24% | −0.03 |
| RA Brookfield Real Assets Incom | Reduce -17.5% | 0.20% | −0.03 |
| BBN BlackRock Taxable Muni BND | Reduce -14.7% | 0.27% | −0.03 |
| PDO PIMCO Dynamic Income Opport | Reduce -11.8% | 0.21% | −0.03 |
| EVN Eaton Vance Muni Inc. TR | Reduce -13.3% | 0.21% | −0.02 |
| PIM Franklin Master Interm IT-Ui | Sold out | 0.00% | −0.02 |
| NBB Nuveen Taxable Municipal Inc. | Reduce -14.7% | 0.15% | −0.02 |
| IIM Invesco Value Municipal Inco | Reduce -12.2% | 0.19% | −0.01 |
| PFN PIMCO Income Strategy FD II | Reduce -9.5% | 0.05% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 5.39% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.0% | 1.02% | +0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -1.3% | 1.18% | +0.09 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 1.41% | +0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -2.1% | 28.27% | +1.08 |
| BND Vanguard Total Bond Market | Reduce -0.4% | 26.44% | +1.46 |
Portfolio Buys Q4 2025 → Q1 2026
| EMB iShares JP Morgan Usd Emergi | Add +325.6% | 2.43% | +1.88 |
| DBL Doubleline Opport Credit | Add +252.3% | 1.38% | +1.00 |
| XEFRX Eaton Vance Sr FLTG Rate TR | New | 0.45% | +0.45 |
| VVR Invesco Senior Income Trust | Add +412.4% | 0.37% | +0.31 |
| BRW Saba Capital Income & Opport | Add +134.0% | 0.23% | +0.13 |
| BSV Vanguard Short-Term Bond ETF | Add +13.6% | 0.48% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.0% | 0.53% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 51 | $190.5M | AGG, BND, SPY, VTI, EMB |
| Q1 2026 | 47 | $163.7M | AGG, BND, SPY, VTI, PML |
| Q4 2025 | 59 | $175.5M | AGG, BND, SPY, VTI, PML |
| Q3 2025 | 67 | $176.0M | AGG, BND, SPY, VTI, PML |
| Q2 2025 | 62 | $161.2M | AGG, BND, SPY, VTI, NMZ |
| Q1 2025 | 63 | $156.3M | AGG, BND, SPY, VTI, NMZ |
| Q4 2024 | 63 | $157.9M | AGG, BND, SPY, VTI, NMZ |
| Q3 2024 | 64 | $165.2M | AGG, BND, SPY, VTI, PML |
| Q2 2024 | 63 | $157.0M | AGG, BND, SPY, VTI, NMZ |
| Q1 2024 | 63 | $156.9M | AGG, BND, SPY, VTI, NMZ |