1015 Capital Partners, LLC - Portfolio overview

1015 Capital Partners, LLC has 597 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 9.11%
2. IJH - ISHARES CORE S&P MID-CAP ETF, 7.43%
3. VTI - VANGUARD TOTAL STOCK MARKET ETF, 5.42%

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

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