Standpoint Asset Management, LLC

CIK 1780423 · View on SEC EDGAR ↗

Portfolio value
$477.0M
#3,890 of 9,443 by 13F value · top 41.2%
Positions
8
As of
June 30, 2026

Portfolio value QoQ: +15.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
7.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $11,212,294 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
6
Decreased
0
Closed
0
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 8 positions

Type Streak 8Q trend
VOO $78,502,383 16.46% 114,300 $12,413,353 Up ×1
SPYM $77,765,012 16.30% 884,900 $12,315,658 Up ×1
IVV $75,862,557 15.90% 101,300 $9,692,384
SCHX $75,467,349 15.82% 2,564,300 $9,718,697
VEU $42,679,000 8.95% 509,600 $5,707,270 Up ×1
IXUS iShares Core MSCI Total International Stock ETF $42,403,992 8.89% 444,300 $5,313,408 Up ×1
VXUS Vanguard Total International Stock ETF $42,240,609 8.86% 494,100 $5,412,873 Up ×1
IDEV $42,066,126 8.82% 472,600 $4,116,989 Up ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Bought more +4K +$12.4M
SPYM Bought more +30K +$12.3M
SCHX Price move only +0 +$9.7M
IVV Price move only +0 +$9.7M
VEU Bought more +17K +$5.7M
VXUS Bought more +16K +$5.4M
IXUS Bought more +16K +$5.3M
IDEV Bought more +18K +$4.1M