Zeit Capital LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Zeit Capital LLC reported 52 stock positions worth $165.9 million. Its top holding was Vngrd Mrgstr MG CP VL ETF-Ui (MGV) at 18.7% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 14.8%) and Vanguard Ftse Europe ETF (VGK, 10.3%). Compared with Q1 2026, it added to 27 and reduced 3. The biggest buy was Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares +1%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0001808163
Portfolio Value
$165.9M (Q2 2026)
SEC Filing
0001808163-26-000003 ↗ filed Aug 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $123.9M Q1 2024 Q2 2024: $123.2M Q2 2024 Q3 2024: $129.4M Q3 2024 Q4 2024: $130.4M Q4 2024 Q1 2025: $130.0M Q1 2025 Q2 2025: $139.9M Q2 2025 Q3 2025: $147.1M Q3 2025 Q4 2025: $148.2M Q4 2025 Q1 2026: $149.4M Q1 2026 Q2 2026: $165.9M $165.9M Q2 2026

Holdings 52 stocks · $165.9M
MGV Vngrd Mrgstr MG CP VL ETF-Ui 18.71% 189,915 $31.0M Add +0.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 14.75% 278,413 $24.5M Add +0.8%
VGK Vanguard Ftse Europe ETF 10.27% 192,527 $17.0M Add +1.2%
BND Vanguard Total Bond Market 7.28% 164,501 $12.1M Add +3.1%
BSV Vanguard Short-Term Bond ETF 6.56% 139,747 $10.9M Add +3.0%
VPL Vanguard Ftse Pacific ETF 5.78% 82,926 $9.6M Reduce -1.6%
VWO Vanguard Ftse Emerging Marke 5.42% 150,703 $9.0M Add +0.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 4.21% 22,803 $7.0M Add +2.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 4.18% 35,128 $6.9M Add +1.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.69% 16,722 $6.1M Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.63% 24,791 $6.0M Add +1.1%
VNQ Vanguard Real Estate ETF 3.14% 54,065 $5.2M Add +1.2%
BNDX Vanguard Total Intl Bond ETF 2.91% 99,807 $4.8M Add +3.1%
GLD SPDR Gold Shares 2.87% 12,934 $4.8M Add +1.4%
IGE iShares North American Natur 1.56% 45,953 $2.6M Add +0.1%
VTIP Vanguard Short-Term Tips 1.33% 43,775 $2.2M Add +2.4%
MSFT Microsoft Corp. 0.73% 3,252 $1.2M Reduce -2.0%
LLY Eli Lilly & Co. 0.58% 800 $960K Add +33.3%
TSLA Tesla Inc. 0.27% 1,073 $451K Reduce -2.7%
AAPL Apple Inc. 0.21% 1,213 $351K Add +33.3%
BMY Bristol-Myers Squibb Co. 0.20% 2,028 $331K No change
VTI VG Morningstar TS MKT ETF-US 0.19% 843 $312K Add +0.1%
AMAT Applied Materials Inc. 0.17% 400 $289K Add +33.3%
EFA iShares MSCI Eafe ETF 0.16% 2,620 $272K No change
INTC Intel Corp. 0.16% 1,933 $270K Add +33.3%
AMOV America Movil-SPN ADR Class L 0.11% 6,991 $182K Add +33.3%
NVDA Nvidia Corp. 0.11% 900 $180K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 600 $169K Add +33.3%
DVY iShares Select Dividend ETF 0.08% 899 $141K Add +33.4%
MMM 3M Co. 0.08% 800 $130K Add +33.3%
VEU Vanguard Ftse All-World Ex-U 0.07% 1,480 $124K Add +0.1%
AVGO Broadcom Inc. 0.07% 299 $113K Add +5.3%
IVV iShares Core S&P 500 ETF 0.06% 143 $107K Add +104.3%
PG The Procter & Gamble Co. 0.05% 600 $88K No change
VOO Vanguard S&P 500 ETF 0.04% 107 $73K No change
PEP Pepsico Inc. 0.04% 500 $68K No change
PLTR Palantir Technologies Inc. Class A 0.04% 500 $58K No change
T AT&T Inc. 0.02% 1,874 $39K No change
COHU Cohu Inc. 0.02% 500 $37K No change
CSCO Cisco Systems Inc. 0.02% 250 $29K No change
PI Impinj Inc. 0.02% 200 $29K No change
HD Home Depot Inc. 0.02% 74 $26K No change
AMGN Amgen Inc. 0.01% 62 $22K No change
PBI Pitney Bowes Inc. 0.01% 800 $14K No change
SOLV Solventum Corp. 0.01% 150 $12K No change
FBIN Fortune Brands Innovations I 0.01% 200 $11K No change
ABT Abbott Laboratories 0.01% 116 $11K No change
VB Vanguard Most SM-Cap ETF-Usd 0.01% 31 $9K No change
CI The Cigna Group 0.00% 18 $5K No change
VEA Vanguard Ftse Developed ETF 0.00% 69 $5K No change
MBC Masterbrand Inc. 0.00% 200 $2K No change
KD Kyndryl Holdings Inc. 0.00% 90 $1K No change

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -2.0% 0.73% −0.09
TSLA Tesla Inc. Reduce -2.7% 0.27% −0.00
VPL Vanguard Ftse Pacific ETF Reduce -1.6% 5.78% +0.27

Portfolio Buys Q1 2026 → Q2 2026
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +0.8% 14.75% +1.17
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +0.5% 18.71% +0.38
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +2.1% 4.21% +0.36
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.5% 3.69% +0.32
LLY Eli Lilly & Co. Add +33.3% 0.58% +0.21
INTC Intel Corp. Add +33.3% 0.16% +0.12
AMAT Applied Materials Inc. Add +33.3% 0.17% +0.11
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.1% 3.63% +0.06
AAPL Apple Inc. Add +33.3% 0.21% +0.06
IVV iShares Core S&P 500 ETF Add +104.3% 0.06% +0.03
IBM Intl Business Machines Corp. Add +33.3% 0.10% +0.03
AMOV America Movil-SPN ADR Class L Add +33.3% 0.11% +0.02
MMM 3M Co. Add +33.3% 0.08% +0.02
DVY iShares Select Dividend ETF Add +33.4% 0.08% +0.02
AVGO Broadcom Inc. Add +5.3% 0.07% +0.01
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.19% +0.01
VEU Vanguard Ftse All-World Ex-U Add +0.1% 0.07% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.1% 5.42% −0.02
VNQ Vanguard Real Estate ETF Add +1.2% 3.14% −0.03
VTIP Vanguard Short-Term Tips Add +2.4% 1.33% −0.10
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.0% 4.18% −0.11
BNDX Vanguard Total Intl Bond ETF Add +3.1% 2.91% −0.20
VGK Vanguard Ftse Europe ETF Add +1.2% 10.27% −0.22
IGE iShares North American Natur Add +0.1% 1.56% −0.38
BSV Vanguard Short-Term Bond ETF Add +3.0% 6.56% −0.56
BND Vanguard Total Bond Market Add +3.1% 7.28% −0.58
GLD SPDR Gold Shares Add +1.4% 2.87% −0.80

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 52$165.9MMGV, MGK, VGK, BND, BSV
Q1 2026 52$149.4MMGV, MGK, VGK, BND, BSV
Q4 2025 27$148.2MMGV, MGK, VGK, BND, BSV
Q3 2025 27$147.1MMGV, MGK, VGK, BND, BSV
Q2 2025 28$139.9MMGV, MGK, VGK, BND, BSV
Q1 2025 26$130.0MMGV, MGK, VGK, BND, BSV
Q4 2024 24$130.4MMGV, MGK, VGK, BND, BSV
Q3 2024 25$129.4MMGV, MGK, VGK, BSV, VPL
Q2 2024 29$123.2MMGV, MGK, VGK, BSV, VPL
Q1 2024 30$123.9MMGV, MGK, VGK, BSV, VPL