1015 Capital Partners, LLC

Est. AUM

$102.9M

13F long equity, this entity only

Positions

597

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$9.4M	14345	9.11%	SOLE
2	ISHARES CORE S&P MID-CAP ETF	ETF	$7.6M	113115	7.43%	SOLE
3	VANGUARD TOTAL STOCK MARKET ETF	ETF	$5.6M	17393	5.43%	SOLE
4	NVIDIA CORPORATION COM	Stock	$4.7M	26925	4.57%	SOLE
5	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$3.7M	34898	3.61%	SOLE
6	ISHARES CORE S&P SMALL CAP ETF	ETF	$3.7M	29628	3.58%	SOLE
7	ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	$2.7M	33252	2.67%	SOLE
8	STATE STREET SPDR S&P 500 ETF	ETF	$2.6M	3950	2.50%	SOLE
9	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$2.5M	17220	2.48%	SOLE
10	ISHARES MSCI EAFE ETF	ETF	$2.2M	22493	2.12%	SOLE
11	JPMORGAN MUNICIPAL ETF	ETF	$2.2M	43498	2.11%	SOLE
12	JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$2.1M	27260	2.01%	SOLE
13	ISHARES CORE MSCI EAFE ETF	ETF	$2.0M	22406	1.97%	SOLE
14	STATE STREET SPDR S&P DIVIDEND ETF	ETF	$2.0M	13464	1.91%	SOLE
15	ISHARES ESG MSCI KLD 400 ETF	ETF	$1.7M	14380	1.69%	SOLE
16	ISHARES NATIONAL MUNI BOND ETF	ETF	$1.7M	16374	1.69%	SOLE
17	APPLE INC COM	Stock	$1.7M	6817	1.68%	SOLE
18	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$1.6M	11790	1.52%	SOLE
19	ALPHABET INC CAP STK CL A	Stock	$1.6M	5448	1.52%	SOLE
20	MICROSOFT CORP COM	Stock	$1.3M	3644	1.31%	SOLE
21	AMAZON COM INC COM	Stock	$1.3M	6202	1.26%	SOLE
22	STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	ETF	$1.2M	12605	1.17%	SOLE
23	INVESCO QQQ TRUST SERIES I	ETF	$1.1M	1921	1.08%	SOLE
24	COSTCO WHOLESALE CORPORATION COM	Stock	$988K	992	0.96%	SOLE
25	ADVANCED MICRO DEVICES INC COM	Stock	$965K	4743	0.94%	SOLE
26	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$946K	9528	0.92%	SOLE
27	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$848K	10776	0.82%	SOLE
28	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$832K	15391	0.81%	SOLE
29	VANGUARD HEALTH CARE ETF	ETF	$820K	3010	0.80%	SOLE
30	JPMORGAN ACTIVE BOND ETF	ETF	$818K	15215	0.80%	SOLE
31	PGIM JENNISON FOCUSED GROWTH ETF	ETF	$761K	7813	0.74%	SOLE
32	JPMORGAN CHASE & CO COM	Stock	$742K	2524	0.72%	SOLE
33	VISA INC COM CL A	Stock	$713K	2359	0.69%	SOLE
34	JPMORGAN CORE PLUS BOND ETF	ETF	$659K	13988	0.64%	SOLE
35	ELI LILLY & CO COM	Stock	$634K	689	0.62%	SOLE
36	ILLINOIS TOOL WKS INC COM	Stock	$613K	2354	0.60%	SOLE
37	FIDELITY ENHANCED MID CAP ETF	ETF	$584K	16234	0.57%	SOLE
38	VANGUARD CORE BOND ETF	ETF	$532K	6876	0.52%	SOLE
39	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$512K	7204	0.50%	SOLE
40	VANGUARD CONSUMER DISCRETIONARY ETF	ETF	$471K	1313	0.46%	SOLE
41	MICRON TECHNOLOGY INC COM	Stock	$469K	1389	0.46%	SOLE
42	DEERE & CO COM	Stock	$456K	809	0.44%	SOLE
43	UNITEDHEALTH GROUP INC COM	Stock	$456K	1686	0.44%	SOLE
44	EATON CORP PLC SHS	Stock	$446K	1248	0.43%	SOLE
45	COCA COLA CO COM	Stock	$414K	5447	0.40%	SOLE
46	JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	ETF	$392K	7680	0.38%	SOLE
47	JOHNSON & JOHNSON COM	Stock	$383K	1568	0.37%	SOLE
48	PROCTER & GAMBLE CO COM	Stock	$382K	2647	0.37%	SOLE
49	AMGEN INC COM	Stock	$378K	1073	0.37%	SOLE
50	EXXON MOBIL CORP COM	Stock	$367K	2164	0.36%	SOLE

1–50 of 597

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