KilterHowling LLC

CIK: 0001759354SEC EDGAR →

Portfolio Value

$197.3B

Holdings

51

As of

Q4 2025

New Positions

46

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

48,970$30.7B
15.57%
2

VANGUARD SPECIALIZED FUNDS

135,572$29.8B
15.10%
3

SCHWAB STRATEGIC TR

1,256,444$29.4B
14.88%
4

INVESCO QQQ TR

42,893$26.3B
13.36%
5

ISHARES TR

137,205$12.9B
6.55%
6

ISHARES TR

261,395$11.2B
5.68%
7

VANGUARD TAX-MANAGED FDS

135,532$8.5B
4.29%
8

PROFESIONALLY MANAGED PORTFO

105,087$6.9B
3.49%
9

VANGUARD INSTL INDEX FD

70,588$5.3B
2.70%
10

APPLE INC

13,906$3.8B
1.92%

Quarterly Changes

Top Buys

AKRENEW
$6.9B
VBILNEW
$5.3B
AOMNEW
$3.0B
VOO↑ Increased
$1.8B
VIG↑ Increased
$1.7B

Top Sells

SHYG↓ Decreased
$3.0B
AAPL↓ Decreased
$860.7M
VUG↓ Decreased
$327.7M
ORCL↓ Decreased
$324.4M
IWV↓ Decreased
$316.7M

New Positions (6)

$6.9B · 105K shares
$5.3B · 71K shares
$3.0B · 62K shares
$285.0M · 3K shares
$259.0M · 3K shares
$234.0M · 404 shares

Closed Positions (1)

$200.1M · 835 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services30$151.1B76.6%
Unknown2$28.7B14.5%
Technology7$9.3B4.7%
Communication Services2$2.1B1.1%
Consumer Cyclical2$1.9B1.0%
Healthcare3$1.3B0.7%
Consumer Defensive2$950.0M0.5%
Energy1$937.0M0.5%
Industrials1$697.0M0.4%
Utilities1$214.0M0.1%