Top 50 Alongside LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.82% | 54.8K | $41.0M | new | $678.99(+15.09%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.11% | 323.6K | $26.8M | new | $67.47(+20.48%) | 2026-06-30 | |
| IXUS | ISHARES TR | 4.83% | 265.3K | $25.3M | new | $83.61(+17.23%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.39% | 185.5K | $23.0M | new | $117.71(+6.44%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.7% | 201.2K | $19.4M | new | $91.84(+10.21%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.35% | 58.5K | $17.6M | new | $247.94(+22.41%) | 2026-06-30 | |
| DIVZ | ELEVATION SERIES TRUST | 3.1% | 434.7K | $16.2M | new | $37.27(+3.20%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.04% | 206.8K | $15.9M | new | $66.55(+17.83%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.87% | 136.6K | $15.1M | new | $96.66(+18.68%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.6% | 155.0K | $13.6M | new | $81.11(+12.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
Alongside LLC reports $524.59M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.8%), IEMG (5.1%) and IXUS (4.8%). The top 20 holdings account for 59.89% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Alongside LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2113496). View Alongside LLC’s 13F filings on SEC