Interchange Capital Partners, LLC

Est. AUM

$316.6M

13F long equity, this entity only

Positions

309

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$17.2M	72502	5.43%	SOLE
2	ISHARES TR	MSCI INTL QUALTY	$11.8M	298137	3.74%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$11.1M	218999	3.52%	SOLE
4	MICROSOFT CORP	COM	$9.3M	24773	2.93%	SOLE
5	STRIVE INC	CL A COM	$8.8M	880571	2.79%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$8.3M	47884	2.61%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$6.7M	85352	2.11%	SOLE
8	MEDICUS PHARMA LTD	COM	$6.2M	1661871	1.95%	SOLE
9	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.1M	119932	1.92%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$6.1M	10683	1.91%	SOLE
11	AMAZON COM INC	COM	$5.0M	25875	1.57%	SOLE
12	NVIDIA CORPORATION	COM	$4.8M	38191	1.52%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$4.3M	79720	1.37%	SOLE
14	META PLATFORMS INC	CL A	$4.3M	7454	1.36%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$4.1M	24091	1.30%	SOLE
16	ISHARES TR	MSCI USA VALUE	$4.1M	38389	1.29%	SOLE
17	ALPHABET INC	CAP STK CL A	$3.9M	21808	1.23%	SOLE
18	JPMORGAN CHASE & CO	COM	$3.8M	14722	1.21%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.6M	6010	1.14%	SOLE
20	TESLA INC	COM	$3.4M	12432	1.07%	SOLE
21	ABBVIE INC	COM	$3.2M	15019	1.00%	SOLE
22	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.9M	51487	0.93%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$2.9M	31424	0.93%	SOLE
24	HOME DEPOT INC	COM	$2.8M	7690	0.89%	SOLE
25	ALPHABET INC	CAP STK CL C	$2.7M	16440	0.86%	SOLE
26	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.6M	40493	0.82%	SOLE
27	ISHARES GOLD TR	ISHARES NEW	$2.6M	43470	0.81%	SOLE
28	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.4M	49182	0.76%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4487	0.74%	SOLE
30	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.3M	31240	0.73%	SOLE
31	VISA INC	COM CL A	$2.3M	6627	0.72%	SOLE
32	UNITEDHEALTH GROUP INC	COM	$2.2M	4293	0.71%	SOLE
33	ISHARES TR	S&P 500 VAL ETF	$2.2M	11526	0.70%	SOLE
34	PGIM ETF TR	PGIM ULTRA SH BD	$2.2M	43878	0.69%	SOLE
35	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	39846	0.65%	SOLE
36	ABBOTT LABORATORIES	COM	$2.0M	15509	0.64%	SOLE
37	ISHARES INC	MSCI EURZONE ETF	$1.9M	36267	0.61%	SOLE
38	J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$1.9M	33783	0.60%	SOLE
39	ISHARES TR	EAFE VALUE ETF	$1.9M	31308	0.59%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	6749	0.59%	SOLE
41	ISHARES INC	MSCI EMRG CHN	$1.9M	33580	0.58%	SOLE
42	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.8M	39944	0.58%	SOLE
43	MASTERCARD INCORPORATED	CL A	$1.7M	3191	0.55%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.7M	7488	0.53%	SOLE
45	BROADCOM INC	COM	$1.7M	8413	0.52%	SOLE
46	RTX CORPORATION	COM	$1.6M	12104	0.52%	SOLE
47	PEPSICO INC	COM	$1.6M	10957	0.52%	SOLE
48	APPLIED MATLS INC	COM	$1.6M	5575	0.52%	SOLE
49	MARATHON PETE CORP	COM	$1.6M	11027	0.51%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	2	0.50%	SOLE

1–50 of 309

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.