Payne Capital Management, LLC: 13F holdings
CIK 19943322026Q2
| Positions | 88 |
|---|---|
| Reported value | $375.0m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHF SCHWAB STRATEGIC TR | 1,570,302 | $43.5m | 11.6% |
| MLPX GLOBAL X FDS | 420,592 | $31.0m | 8.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 424,274 | $25.3m | 6.8% |
| VEA VANGUARD TAX-MANAGED FDS | 349,447 | $24.9m | 6.6% |
| BCI ABRDN ETFS | 934,217 | $20.9m | 5.6% |
| SCHG SCHWAB STRATEGIC TR | 580,688 | $19.7m | 5.2% |
| SCHV SCHWAB STRATEGIC TR | 560,537 | $19.5m | 5.2% |
| VUG VANGUARD INDEX FDS | 201,200 | $17.3m | 4.6% |
| VBK VANGUARD INDEX FDS | 46,677 | $17.1m | 4.6% |
| VOT VANGUARD INDEX FDS | 52,013 | $15.9m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1994332")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.