Kings Path Partners LLC

Est. AUM

$375.8M

13F long equity, this entity only

Positions

353

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$42.2M	114004	11.22%	SOLE
2	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$27.3M	192221	7.26%	SOLE
3	SCHWAB STRATEGIC TR	INTL EQTY ETF	$23.9M	862345	6.36%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.0M	280883	5.33%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$16.8M	284280	4.46%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$16.1M	276323	4.28%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.4M	257588	4.09%	SOLE
8	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$14.9M	163487	3.97%	SOLE
9	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$14.5M	344663	3.87%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$14.2M	203733	3.79%	SOLE
11	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$12.9M	281286	3.42%	SOLE
12	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.2M	189008	2.72%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$8.5M	88015	2.26%	SOLE
14	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$8.3M	152709	2.21%	SOLE
15	VANGUARD MALVERN FDS	CORE BD ETF	$7.3M	94808	1.95%	SOLE
16	AMERICAN CENTY ETF TR	INTL SMCP VLU	$7.1M	68691	1.88%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$6.8M	63026	1.80%	SOLE
18	EA SERIES TRUST	ALPHA ARCH 1-3	$6.5M	55758	1.74%	SOLE
19	ISHARES TR	SHRT NAT MUN ETF	$6.3M	59412	1.68%	SOLE
20	VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.2M	123291	1.66%	SOLE
21	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$5.7M	118323	1.52%	SOLE
22	SCHWAB STRATEGIC TR	US TIPS ETF	$4.7M	179141	1.26%	SOLE
23	TORTOISE CAPITAL SERIES TRUS	MLP ETF	$4.1M	147412	1.09%	SOLE
24	TARGA RES CORP	COM	$3.3M	12471	0.89%	SOLE
25	ISHARES TR	CORE S&P TTL STK	$3.3M	20153	0.88%	SOLE
26	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$3.1M	99912	0.83%	SOLE
27	ISHARES TR	CORE MSCI EAFE	$3.0M	31135	0.80%	SOLE
28	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$2.9M	57413	0.78%	SOLE
29	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$2.3M	41636	0.61%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.60%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$2.0M	2678	0.53%	SOLE
32	ISHARES TR	TRUST ISHARE 0-1	$1.7M	14964	0.44%	SOLE
33	PDF SOLUTIONS INC	COM	$1.4M	19645	0.37%	SOLE
34	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.4M	27189	0.36%	SOLE
35	LIGAND PHARMACEUTICALS INC	COM NEW	$1.3M	3960	0.33%	SOLE
36	EXXON MOBIL CORP	COM	$1.1M	8290	0.30%	SOLE
37	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	22804	0.29%	SOLE
38	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	21889	0.29%	SOLE
39	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	14632	0.29%	SOLE
40	AMERICAN CENTY ETF TR	US SML CP VALU	$961K	7702	0.26%	SOLE
41	PIMCO ETF TR	INTER MUN BD ACT	$916K	17406	0.24%	SOLE
42	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$907K	17200	0.24%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$895K	8420	0.24%	SOLE
44	ISHARES INC	CORE MSCI EMKT	$866K	10459	0.23%	SOLE
45	ISHARES TR	MSCI ACWI ETF	$798K	5085	0.21%	SOLE
46	NVE CORP	COM NEW	$774K	7405	0.21%	SOLE
47	CARDINAL INFRASTRUCTURE GROU	CL A	$698K	7415	0.19%	SOLE
48	SOLARIS ENERGY INFRAS INC	COM CL A	$673K	8360	0.18%	SOLE
49	KARAT PACKAGING INC	COM	$670K	20010	0.18%	SOLE
50	META PLATFORMS INC	CL A	$665K	1180	0.18%	SOLE

1–50 of 353

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