StockDriftsStockDriftsTop 50 Running Point Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 10.54% | 422.7K | $38.6M | -25.25%(-142.75K) | $91.68(-0.18%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 6.09% | 36.3K | $22.3M | -3.35%(-1.26K) | $314.67(+102.56%) | 2025-12-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.92% | 85.7K | $21.7M | +5.00%(+4.08K) | $164.10(+59.95%) | 2025-12-31 | |
| IEMG | ISHARES INC | 5.65% | 308.2K | $20.7M | +2.93%(+8.78K) | $55.26(+38.05%) | 2025-12-31 | |
| BILS | SPDR SERIES TRUST | 5.09% | 187.9K | $18.6M | -14.12%(-30.89K) | $99.39(-0.11%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 4.59% | 26.8K | $16.8M | -12.59%(-3.86K) | $454.52(+41.57%) | 2025-12-31 | |
| FDLO | FIDELITY COVINGTON TRUST | 3.5% | 192.1K | $12.8M | +10.38%(+18.07K) | $53.14(+27.38%) | 2025-12-31 | |
| IDEV | ISHARES TR | 3.01% | 133.9K | $11.0M | -8.19%(-11.95K) | $64.10(+38.81%) | 2025-12-31 | |
| QUAL | ISHARES TR | 2.48% | 45.8K | $9.1M | -2.97%(-1.40K) | $112.80(+81.19%) | 2025-12-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.43% | 141.0K | $8.9M | +15.87%(+19.32K) | $51.82(+24.48%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.71% | +50.95% | +5.54% | +30.95% |
| Top 20 Holdings Unweighted | +13.27% | +45.33% | +4.58% | +25.07% |
Running Point Capital Advisors, Llc reports $366.95M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are BIL (10.5%), QQQ (6.1%) and QQQM (5.9%). The top 20 holdings account for 66.72% of reported assets. Its disclosed equity book has returned +50.95% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Running Point Capital Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840629). View Running Point Capital Advisors, Llc’s 13F filings on SEC