STUDIO INVESTMENT MANAGEMENT LLC
CIK: 0001893893SEC EDGAR →
Portfolio Value
$547.3B
Holdings
180
As of
Q4 2025
New Positions
8
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Short-Term Inflation-Protected ETF | 1,821,477 | $90.1B | 16.46% |
| 2 | Vanguard Dividend Appreciation ETF | 144,060 | $31.7B | 5.78% |
| 3 | Vanguard Value ETF | 156,558 | $29.9B | 5.46% |
| 4 | DFA International Core Equity 2 ETF | 584,642 | $20.1B | 3.68% |
| 5 | Schwab Fundamental Intl Lg Co ETF | 394,842 | $17.9B | 3.26% |
| 6 | Vanguard Small-Cap Value ETF | 80,476 | $17.0B | 3.11% |
| 7 | Alphabet Inc Class A | 50,379 | $15.8B | 2.88% |
| 8 | Vanguard Short-Term Treasury ETF | 257,299 | $15.1B | 2.76% |
| 9 | Dimensional Short-Duration Fixed Income ETF | 305,609 | $14.7B | 2.68% |
| 10 | Berkshire Hathaway Inc Class B | 28,834 | $14.5B | 2.65% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $353.3B | 64.6% |
| Industrials | 27 | $45.5B | 8.3% |
| Technology | 19 | $37.8B | 6.9% |
| Healthcare | 12 | $24.4B | 4.5% |
| Communication Services | 8 | $22.8B | 4.2% |
| Unknown | 15 | $21.4B | 3.9% |
| Consumer Defensive | 7 | $13.4B | 2.5% |
| Utilities | 3 | $10.6B | 1.9% |
| Consumer Cyclical | 7 | $8.1B | 1.5% |
| Energy | 3 | $5.0B | 0.9% |
| Basic Materials | 4 | $4.3B | 0.8% |
| Real Estate | 1 | $674.0M | 0.1% |