Vivaldi Capital Management LP Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$735.4M

Holdings

278

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (278 positions)

StockValue
AAPLAPPLE INC
$40.9M
SPYMSPDR SERIES TRUST
$26.9M
AMATAPPLIED MATLS INC
$22.8M
GOOGLALPHABET INC
$22.5M
NVDANVIDIA CORPORATION
$22.5M
SPDWSPDR INDEX SHS FDS
$19.6M
BKBANK NEW YORK MELLON CORP
$18.9M
SLVISHARES SILVER TR
$18.4M
SCHWSCHWAB CHARLES CORP
$17.2M
BWABORGWARNER INC
$16.6M
AMGNAMGEN INC
$16.0M
GBILGOLDMAN SACHS ETF TR
$16.0M
MDTMEDTRONIC PLC
$15.1M
SCHXSCHWAB STRATEGIC TR
$14.6M
SCHOSCHWAB STRATEGIC TR
$13.2M
SCHFSCHWAB STRATEGIC TR
$12.1M
SPYSPDR S&P 500 ETF TR
$11.8M
LLYELI LILLY & CO
$10.5M
TSLATESLA INC
$9.8M
IAU*ISHARES GOLD TR
$9.8M
METAMETA PLATFORMS INC
$9.4M
MSFTMICROSOFT CORP
$9.1M
VTIVANGUARD INDEX FDS
$8.4M
GQ9SPDR GOLD TR
$8.3M
CVSCVS HEALTH CORP
$7.9M
MRVLMARVELL TECHNOLOGY INC
$7.9M
SPMDSPDR SERIES TRUST
$7.7M
CATCATERPILLAR INC
$7.4M
ONON SEMICONDUCTOR CORP
$7.2M
SPSMSPDR SERIES TRUST
$7.2M
VVISA INC
$7.0M
SCHASCHWAB STRATEGIC TR
$6.8M
WBDWARNER BROS DISCOVERY INC
$6.5M
AQLTISHARES TR
$6.4M
SCHBSCHWAB STRATEGIC TR
$6.0M
DEDEERE & CO
$5.9M
ZBHZIMMER BIOMET HOLDINGS INC
$5.8M
PEPPEPSICO INC
$5.7M
LMBSFIRST TR EXCHANGE-TRADED FD
$5.6M
GOOGALPHABET INC
$5.5M
ACWIISHARES TR
$5.3M
IVVISHARES TR
$5.1M
VTVVANGUARD INDEX FDS
$5.0M
UPSUNITED PARCEL SERVICE INC
$5.0M
NUENUCOR CORP
$4.9M
AMZNAMAZON COM INC
$4.8M
GLPIGAMING & LEISURE PPTYS INC
$4.5M
SPEMSPDR INDEX SHS FDS
$4.2M
PNRPENTAIR PLC
$4.1M
VOOVANGUARD INDEX FDS
$4.1M
SCHESCHWAB STRATEGIC TR
$4.1M
SCHMSCHWAB STRATEGIC TR
$3.9M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$3.7M
LULULULULEMON ATHLETICA INC
$3.7M
FNDFSCHWAB STRATEGIC TR
$3.6M
VEAVANGUARD TAX-MANAGED FDS
$3.5M
GRNYTIDAL TRUST I
$3.3M
RHIROBERT HALF INC.
$3.2M
COINCOINBASE GLOBAL INC
$3.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.0M
JPMJPMORGAN CHASE & CO.
$2.9M
ITOTISHARES TR
$2.9M
FBTCFIDELITY WISE ORIGIN BITCOIN
$2.9M
IDEVISHARES TR
$2.7M
PSBDPALMER SQUARE CAPITAL BDC IN
$2.6M
WMTWALMART INC
$2.6M
XLKSELECT SECTOR SPDR TR
$2.6M
FNDESCHWAB STRATEGIC TR
$2.6M
SLBSLB LIMITED
$2.6M
SPTSSPDR SERIES TRUST
$2.5M
TAT&T INC
$2.4M
IMCVISHARES TR
$2.3M
SCHHSCHWAB STRATEGIC TR
$2.2M
VBVANGUARD INDEX FDS
$2.1M
VOVANGUARD INDEX FDS
$2.1M
AQLTISHARES TR
$2.1M
AVGOBROADCOM INC
$1.9M
HALOHALOZYME THERAPEUTICS INC
$1.9M
VHTVANGUARD WORLD FD
$1.8M
AVDVAMERICAN CENTY ETF TR
$1.8M
AVUVAMERICAN CENTY ETF TR
$1.7M
IYWISHARES TR
$1.7M
COSTCOSTCO WHSL CORP NEW
$1.7M
VNQVANGUARD INDEX FDS
$1.7M
VIGVANGUARD SPECIALIZED FUNDS
$1.6M
VGTVANGUARD WORLD FD
$1.5M
ABBVABBVIE INC
$1.5M
TMOTHERMO FISHER SCIENTIFIC INC
$1.5M
VTVANGUARD INTL EQUITY INDEX F
$1.5M
DNPDNP SELECT INCOME FD INC
$1.5M
PGPROCTER AND GAMBLE CO
$1.5M
EZUISHARES INC
$1.5M
IJRISHARES TR
$1.4M
IWRISHARES TR
$1.4M
BABOEING CO
$1.4M
ORCLORACLE CORP
$1.4M
GEGE AEROSPACE
$1.3M
EEMAISHARES INC
$1.3M
HDHOME DEPOT INC
$1.2M
VFHVANGUARD WORLD FD
$1.2M
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