Weaver Capital Management LLC

CIK: 0001552247Latest portfolio: $473.6M · Q4 2025

Holdings

181

Total Value

$473.6M

New Positions

179

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SCHGSCHWAB STRATEGIC TR
869,459$28.4M5.99%NEWPut
2
FLXRTCW ETF TRUST
510,726$20.2M4.27%NEW
3
VTVVANGUARD INDEX FDS
95,347$18.2M3.84%NEW
4
DDFOINNOVATOR ETFS TRUST
775,688$16.8M3.54%NEW
5
STRVEA SERIES TRUST
366,538$16.2M3.41%NEW
6
NVDANVIDIA CORPORATION
85,216$15.9M3.36%NEW
7
AVGOBROADCOM INC
39,479$13.7M2.88%NEW
8
DDFNINNOVATOR ETFS TRUST
549,473$10.5M2.22%NEW
9
AAPLAPPLE INC
38,064$10.3M2.18%NEW
10
MSFTMICROSOFT CORP
19,590$9.5M2.00%NEW
11
AMZNAMAZON COM INC
39,264$9.1M1.91%NEW
12
HEFAISHARES TR
219,011$9.1M1.91%NEW
13
BRK-BBERKSHIRE HATHAWAY INC DEL
12$9.1M1.91%NEW
14
SHOPSHOPIFY INC
55,511$8.9M1.89%NEW
15
BRK/BBERKSHIRE HATHAWAY INC DEL
16,249$8.2M1.72%NEW
16
ORCLORACLE CORP
38,783$7.6M1.60%NEW
17
SPYSPDR S&P 500 ETF TR
10,365$7.1M1.49%NEWPut
18
LLYELI LILLY & CO
6,476$7.0M1.47%NEW
19
WMTWALMART INC
58,079$6.5M1.37%NEW
20
EFAISHARES TR
66,020$6.3M1.34%NEW
21
JPMJPMORGAN CHASE & CO.
18,257$5.9M1.24%NEW
22
TSLATESLA INC
12,952$5.8M1.23%NEW
23
METAMETA PLATFORMS INC
8,196$5.4M1.14%NEW
24
GOOGALPHABET INC
17,192$5.4M1.14%NEW
25
APHAMPHENOL CORP NEW
36,640$5.0M1.05%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($2.836120224182102e+221T)
Technology0.0% ($1.5892136631034795e+94T)
Healthcare0.0% ($6.960401427182203e+48T)
Consumer Cyclical0.0% ($9.06258243902322e+37T)
Unknown0.0% ($1.6766905781672712e+37T)
Industrials0.0% ($3.8533022242424053e+23T)
Communication Services0.0% ($541053944381368631296.0T)
Consumer Defensive0.0% ($64704883259322248.0T)
Utilities0.0% ($175416361275768.4T)
Basic Materials0.0% ($233711.9T)
Energy0.0% ($442.9T)
Real Estate0.0% ($16.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$473.6M184
Q3 2025Oct 20, 2025$462.0B0
Q2 2025Jul 24, 2025$409.5B190
Q1 2025Apr 22, 2025$377.9B185

Fund Information

CIK0001552247
Most Recent FilingJan 22, 2026
Number of Filings4

Weaver Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $473.6M across 181 holdings. The largest position is SCHWAB STRATEGIC TR (SCHG), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 181 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.