Payne Capital LLC - Portfolio overview

Payne Capital LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB U.S. LARGE-CAP ETF, 8.79%
2. SCHR - SCHWAB INTERMEDIATE-TERM US TREASURY ETF, 5.55%
3. VTV - VANGUARD VALUE ETF, 5.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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