Running Point Capital Advisors, LLC - Portfolio overview

Running Point Capital Advisors, LLC has 195 reported holdings in this dataset, with the latest filing dated 2026-02-17.

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. BIL - SPDR SERIES TRUST, 10.50%
  2. QQQ - INVESCO QQQ TR, 6.07%
  3. QQQM - INVESCO EXCH TRADED FD TR II, 5.89%

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

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