SYON CAPITAL LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.5B

Holdings

724

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (724 positions)

StockValue
CMFISHARES CALIFORNIA MUNI BOND ETF
$67.2M
DASHDOORDASH INC CL A
$62.9M
METAMETA PLATFORMS INC CL A
$52.3M
MSFTMICROSOFT CORP COM
$45.9M
NVDANVIDIA CORPORATION COM
$42.6M
CLOIVANECK CLO ETF
$41.9M
AAPLAPPLE INC COM
$36.8M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$33.7M
IVVISHARES CORE S&P 500 ETF
$32.0M
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
$31.5M
XYZBLOCK INC CL A
$30.0M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$27.9M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$27.7M
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$26.1M
PCYINVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
$25.8M
AGZISHARES AGENCY BOND ETF
$20.6M
GOOGLALPHABET INC CAP STK CL A
$20.6M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$20.4M
IAU*ISHARES GOLD TRUST
$20.1M
AMZNAMAZON COM INC COM
$18.3M
AVGOBROADCOM INC COM
$17.5M
GDXVANECK GOLD MINERS ETF
$17.4M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$15.4M
MCHIISHARES MSCI CHINA ETF
$15.2M
DOCUDOCUSIGN INC COM
$14.1M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$14.0M
EZUISHARES MSCI EUROZONE ETF
$12.7M
IBITISHARES BITCOIN TRUST ETF
$12.3M
JPMJPMORGAN CHASE & CO. COM
$11.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$10.3M
GOOGALPHABET INC CAP STK CL C
$9.8M
LLYELI LILLY & CO COM
$9.4M
GQ9SPDR GOLD SHARES
$9.0M
EVREVERCORE INC CLASS A
$8.5M
RINGISHARES MSCI GLOBAL GOLD MINERS ETF
$8.5M
VVISA INC COM CL A
$8.2M
COSTCOSTCO WHSL CORP NEW COM
$7.9M
NFLXNETFLIX INC COM
$7.8M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$7.7M
XOMEXXON MOBIL CORP COM
$7.7M
EPPISHARES MSCI PACIFIC EX-JAPAN ETF
$7.3M
WMTWALMART INC COM
$7.2M
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$6.5M
EWUISHARES MSCI UNITED KINGDOM ETF
$6.4M
TSLATESLA INC COM
$6.2M
IJHISHARES CORE S&P MID-CAP ETF
$6.1M
MAMASTERCARD INCORPORATED CL A
$6.1M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$5.8M
SPOTSPOTIFY TECHNOLOGY S A SHS
$5.8M
VISVANGUARD INDUSTRIALS ETF
$5.4M
ORCLORACLE CORP COM
$5.2M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$5.2M
RBLXROBLOX CORP CL A
$5.0M
EWDISHARES MSCI SWEDEN ETF
$4.9M
PGPROCTER AND GAMBLE CO COM
$4.7M
HDHOME DEPOT INC COM
$4.5M
GSGOLDMAN SACHS GROUP INC COM
$4.4M
EEMISHARES MSCI EMERGING MARKETS ETF
$4.3M
VTVVANGUARD VALUE ETF
$4.2M
JNJJOHNSON & JOHNSON COM
$4.0M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$4.0M
XONEBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
$4.0M
ABBVABBVIE INC COM
$4.0M
GBILACCESS TREASURY 0-1 YEAR ETF
$3.9M
VOOVANGUARD S&P 500 ETF
$3.8M
BACBANK AMERICA CORP COM
$3.8M
SGOLABRDN PHYSICAL GOLD SHARES ETF
$3.6M
IEURISHARES CORE MSCI EUROPE ETF
$3.4M
EWJISHARES MSCI JAPAN ETF
$3.4M
IYFISHARES U.S. FINANCIALS ETF
$3.1M
ABTABBOTT LABS COM
$3.1M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$3.1M
LINLINDE PLC SHS
$3.0M
COPCONOCOPHILLIPS COM
$3.0M
UNHUNITEDHEALTH GROUP INC COM
$2.9M
4I1PHILIP MORRIS INTL INC COM
$2.9M
INTUINTUIT COM
$2.9M
MPCMARATHON PETE CORP COM
$2.8M
VDEVANGUARD ENERGY ETF
$2.8M
BSXBOSTON SCIENTIFIC CORP COM
$2.7M
PGRPROGRESSIVE CORP COM
$2.7M
GEGE AEROSPACE COM NEW
$2.7M
KOCOCA COLA CO COM
$2.7M
EWCISHARES MSCI CANADA ETF
$2.6M
DWDMORGAN STANLEY COM NEW
$2.6M
IJRISHARES CORE S&P SMALL CAP ETF
$2.5M
CATCATERPILLAR INC COM
$2.5M
ETNEATON CORP PLC SHS
$2.5M
SYKSTRYKER CORPORATION COM
$2.4M
AMDADVANCED MICRO DEVICES INC COM
$2.4M
HODLVANECK BITCOIN ETF
$2.3M
JAAAJANUS HENDERSON AAA CLO ETF
$2.3M
MCDMCDONALDS CORP COM
$2.3M
COFCAPITAL ONE FINL CORP COM
$2.2M
AMGNAMGEN INC COM
$2.2M
AMATAPPLIED MATLS INC COM
$2.2M
AXPAMERICAN EXPRESS CO COM
$2.2M
BLKBLACKROCK INC COM
$2.2M
ADBEADOBE INC COM
$2.2M
ISRGINTUITIVE SURGICAL INC COM NEW
$2.2M
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