Investor

StoryOne LLC

CIK 0002079652 · filed 2026-04-22 · SEC filing

Q1 2026 Q4 2025

13F book

$177.4M

Positions

8 new · 3 sold

Largest name

19.2%

Invesco Qqq Tr

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Invesco Qqq Tr	—	0	$34M	19.2%	—	Held
Vanguard Index Fds	—	0	$26.4M	14.9%	—	Held
Ishares Tr	—	0	$15.2M	8.6%	—	Held
Spdr Dow Jones Indl Average	—	0	$14.1M	8.0%	—	Held
Ishares Tr	—	0	$9.34M	5.3%	—	Held
Victory Portfolios Ii	—	0	$9.12M	5.1%	—	Held
Ishares Tr	—	0	$6.71M	3.8%	—	Held
Nvidia Corp	NVDA	0	$5.64M	3.2%	—	Held
Apple Inc.	AAPL	0	$5.06M	2.9%	—	Held
Microsoft Corp	MSFT	0	$3.93M	2.2%	—	Held
Ishares Tr	—	0	$3.29M	1.9%	—	Held
Alphabet Inc	—	0	$3.09M	1.7%	—	Held
Vanguard Tax-Managed Fds	—	0	$2.67M	1.5%	—	Held
Meta Platforms, Inc.	META	0	$2.6M	1.5%	—	Held
Spdr Gold Tr	—	0	$2.28M	1.3%	—	Held
First Tr Exchange-Traded Alp	—	0	$2.25M	1.3%	—	Held
Advanced Micro Devices Inc	AMD	0	$2.13M	1.2%	—	Held
Amazon Com Inc	AMZN	0	$1.89M	1.1%	—	Held
Broadcom Inc.	AVGO	0	$1.82M	1.0%	—	Held
Ishares Tr	—	0	$1.75M	1.0%	—	Held
Alphabet Inc	—	0	$1.65M	0.9%	—	Held
Tesla, Inc.	TSLA	0	$1.09M	0.6%	—	Held
Exxon Mobil Corp	—	0	$963.7K	0.5%	—	Held
Oracle Corp	—	0	$901.9K	0.5%	—	Held
Rivian Automotive Inc	—	143.7K	$837.6K	0.5%	—	New
Vanguard World Fd	—	0	$798.6K	0.4%	—	Held
Jpmorgan Chase & Co.	—	0	$726.9K	0.4%	—	Held
Vanguard Growth Etf	—	0	$724.6K	0.4%	—	Held
Schwab Strategic Tr	—	0	$699.9K	0.4%	—	Held
Johnson & Johnson	JNJ	0	$674.2K	0.4%	—	Held
Walmart Inc.	WMT	0	$671.7K	0.4%	—	Held
Ishares Tr	—	0	$661K	0.4%	—	Held
Vanguard Index Fds	—	0	$653.8K	0.4%	—	Held
Eli Lilly & Co	LLY	0	$632.8K	0.4%	—	Held
Ishares Tr	—	0	$599.1K	0.3%	—	Held
Berkshire Hathaway Inc Del	—	0	$570.7K	0.3%	—	Held
GE Vernova Inc.	GEV	0	$536.8K	0.3%	—	Held
Visa Inc.	V	0	$477.5K	0.3%	—	Held
Cisco Sys Inc	—	0	$465.9K	0.3%	—	Held
Ishares Tr	—	0	$438K	0.2%	—	Held
Palmer Square Capital Bdc In	—	0	$422.9K	0.2%	—	Held
Nextera Energy Inc	—	0	$412.1K	0.2%	—	Held
Chevron Corp New	CVX	0	$403.7K	0.2%	—	Held
AbbVie Inc.	ABBV	0	$375.4K	0.2%	—	Held
Ge Aerospace	—	0	$369.8K	0.2%	—	Held
Micron Technology Inc	MU	0	$336.2K	0.2%	—	Held
Schwab Strategic Tr	—	0	$325.9K	0.2%	—	New
Procter And Gamble Co	PG	0	$322.4K	0.2%	—	Held
Fidelity Wise Origin Bitcoin	—	0	$319.5K	0.2%	—	Held
Caterpillar Inc	CAT	0	$313.8K	0.2%	—	Held
Wells Fargo Co New	—	0	$313.1K	0.2%	—	Held
Lam Research Corp	LRCX	0	$300.8K	0.2%	—	Held
Costco Whsl Corp New	—	0	$292.9K	0.2%	—	Held
Palantir Technologies Inc.	PLTR	0	$285K	0.2%	—	Held
Spdr Index Shs Fds	—	0	$276.9K	0.2%	—	Held
Netflix Inc	NFLX	0	$270.2K	0.2%	—	Held
Goldman Sachs Group Inc	—	0	$262.3K	0.1%	—	Held
Applied Matls Inc	—	0	$261.1K	0.1%	—	New
Home Depot, Inc.	HD	0	$260.8K	0.1%	—	Held
Amphenol Corp New	—	0	$260.8K	0.1%	—	Held
Coca Cola Co	KO	0	$247.5K	0.1%	—	New
Pepsico Inc	PEP	0	$244.6K	0.1%	—	Held
Vanguard Scottsdale Fds	—	0	$241.9K	0.1%	—	Held
Mastercard Inc	MA	0	$230.3K	0.1%	—	Held
Honeywell Intl Inc	—	0	$229.2K	0.1%	—	New
Tjx Cos Inc New	—	0	$226.6K	0.1%	—	New
Welltower Inc.	WELL	0	$226.4K	0.1%	—	Held
Morgan Stanley	—	0	$217.9K	0.1%	—	Held
Verizon Communications Inc	VZ	0	$216K	0.1%	—	New
Vanguard Bd Index Fds	—	0	$213.6K	0.1%	—	Held
Thermo Fisher Scientific Inc.	TMO	0	$212.3K	0.1%	—	Held
Linde Plc	LIN	0	$207.7K	0.1%	—	New
Bank America Corp	—	0	$205.6K	0.1%	—	Held

Positions as of Q1 2026. 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.