Investor
25 LLC
CIK 0001968777 · filed 2026-01-15 · SEC filing
13F book
$315.1M
Positions
71
Largest name
16.5%
Vanguard Star Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Star Fds | — | 687.4K | $51.9M | 16.5% | — | Held |
| Vanguard Scottsdale Fds | — | 355.7K | $29.8M | 9.5% | — | Held |
| Vanguard Index Fds | — | 132.7K | $28.1M | 8.9% | — | Held |
| Vanguard Growth Etf | — | 54.5K | $26.6M | 8.4% | — | Held |
| Vanguard Index Fds | — | 136.4K | $26.1M | 8.3% | — | Held |
| Vanguard Scottsdale Fds | — | 381.4K | $22.9M | 7.3% | — | Held |
| Dimensional Etf Trust | — | 420.1K | $13.3M | 4.2% | — | Held |
| Dimensional Etf Trust | — | 348.8K | $13.3M | 4.2% | — | Held |
| Vanguard Intl Equity Index F | — | 76.7K | $11M | 3.5% | — | Held |
| Vanguard Index Fds | — | 40.2K | $10.4M | 3.3% | — | Held |
| Dimensional Etf Trust | — | 202.6K | $9.76M | 3.1% | — | Held |
| Ishares Tr | — | 70.7K | $7.57M | 2.4% | — | Held |
| Vanguard Mun Bd Fds | — | 144.6K | $7.27M | 2.3% | — | Held |
| Dimensional Etf Trust | — | 183.8K | $6.99M | 2.2% | — | Held |
| Apple Inc. | AAPL | 17.8K | $4.85M | 1.5% | — | Held |
| Vanguard Index Fds | — | 7.01K | $4.4M | 1.4% | — | Held |
| Alphabet Inc | — | 11.1K | $3.5M | 1.1% | — | Held |
| Dimensional Etf Trust | — | 79.7K | $3.15M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 46.3K | $2.16M | 0.7% | — | Held |
| Nvidia Corp | NVDA | 9.75K | $1.82M | 0.6% | — | Held |
| Spdr Series Trust | — | 64.9K | $1.72M | 0.5% | — | Held |
| Amazon Com Inc | AMZN | 6.84K | $1.58M | 0.5% | — | Held |
| Microsoft Corp | MSFT | 3.19K | $1.54M | 0.5% | — | Held |
| Dimensional Etf Trust | — | 25.7K | $1.53M | 0.5% | — | Held |
| Dimensional Etf Trust | — | 40.9K | $1.41M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 28.2K | $1.41M | 0.4% | — | Held |
| Schwab Strategic Tr | — | 26K | $1.19M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 15.1K | $1.12M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 30.9K | $1.02M | 0.3% | — | Held |
| Proshares Tr | — | 18.5K | $975.9K | 0.3% | — | Held |
| Walmart Inc. | WMT | 7.74K | $862.2K | 0.3% | — | Held |
| Ishares Tr | — | 12.1K | $860.9K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 20.1K | $855.9K | 0.3% | — | Held |
| Spdr Gold Tr | — | 2K | $793.8K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 11.1K | $771.8K | 0.2% | — | Held |
| Meta Platforms, Inc. | META | 1.08K | $710.7K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 1.03K | $701.4K | 0.2% | — | Held |
| Vanguard Mun Bd Fds | — | 6.31K | $636.3K | 0.2% | — | Held |
| Alphabet Inc | — | 1.94K | $606.4K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 16K | $526.6K | 0.2% | — | Held |
| Fastenal Co | FAST | 12.4K | $498.8K | 0.2% | — | Held |
| Eli Lilly & Co | LLY | 463 | $497.6K | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 1.53K | $492.1K | 0.2% | — | Held |
| Ishares Tr | — | 669 | $458.4K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 1.26K | $433.3K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 12.8K | $419.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.19K | $400.1K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 826 | $371.5K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 15.4K | $370.5K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 6.87K | $342.5K | 0.1% | — | Held |
| Ishares Tr | — | 3.39K | $338.7K | 0.1% | — | Held |
| Boeing Co | — | 1.53K | $333.3K | 0.1% | — | Held |
| Vanguard World Fd | — | 5.21K | $331.4K | 0.1% | — | Held |
| Oracle Corp | — | 1.64K | $319.3K | 0.1% | — | Held |
| Snap-on Inc | SNA | 910 | $313.6K | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 893 | $309.1K | 0.1% | — | Held |
| Vanguard World Fd | — | 4.08K | $292K | 0.1% | — | Held |
| Vanguard Index Fds | — | 887 | $279.3K | 0.1% | — | Held |
| ServiceTitan, Inc. | TTAN | 2.57K | $273.8K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 9.58K | $257.7K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 8.18K | $233.1K | 0.1% | — | Held |
| Netflix Inc | NFLX | 2.45K | $229.4K | 0.1% | — | Held |
| Exxon Mobil Corp | — | 1.87K | $224.7K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 3.74K | $223.7K | 0.1% | — | Held |
| Goldman Sachs Group Inc | — | 243 | $213.6K | 0.1% | — | Held |
| International Business Machs | — | 711 | $210.6K | 0.1% | — | Held |
| Lowes Cos Inc | — | 864 | $208.4K | 0.1% | — | Held |
| Disney Walt Co | — | 1.81K | $206.1K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 4.29K | $205.6K | 0.1% | — | Held |
| Bluerock Pvt Real Estate Fd | — | 12.6K | $188.8K | 0.1% | — | Held |
| Petroleo Brasileiro Sa Petro | — | 15.6K | $185.4K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.