Bedminster, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
53
Quarter
2025 Q4
Top Holding
IVV (29.1%)
Top 10 Concentration
75.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 53
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 29.09% #1
Prev: #—
10.0 46,234 no change
NEW
46,234 $31,667,209 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 9.15% #2
Prev: #—
5.7 14,603 no change
NEW
14,603 $9,958,105 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 7.97% #3
Prev: #—
5.2 142,711 no change
NEW
142,711 $8,678,271 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 4.96% #4
Prev: #—
4.0 100,362 no change
NEW
100,362 $5,395,469 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 4.69% #5
Prev: #—
3.9 25,716 no change
NEW
25,716 $5,107,712 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BINC
BLACKROCK ETF T...
ETF 4.38% #6
Prev: #—
3.8 90,441 no change
NEW
90,441 $4,772,572 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES TR
ETF 4.32% #7
Prev: #—
3.7 46,249 no change
NEW
46,249 $4,702,136 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 4.10% #8
Prev: #—
3.6 92,421 no change
NEW
92,421 $4,465,783 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 3.49% #9
Prev: #—
3.4 46,759 no change
NEW
46,759 $3,795,428 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAI
BLACKROCK ETF T...
ETF 2.81% #10
Prev: #—
3.1 91,858 no change
NEW
91,858 $3,058,871 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THRO
BLACKROCK ETF T...
ETF 2.44% #11
Prev: #—
3.0 68,949 no change
NEW
68,949 $2,658,673 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
ETF 1.99% #12
Prev: #—
2.8 4,508 no change
NEW
4,508 $2,166,469 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 1.51% #13
Prev: #—
2.6 2,729 no change
NEW
2,729 $1,646,555 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHLD
GLOBAL X FDS
ETF 1.49% #14
Prev: #—
2.6 25,089 no change
NEW
25,089 $1,625,516 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.32% #15
Prev: #—
2.5 2,979 no change
NEW
2,979 $1,440,933 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 1.22% #16
Prev: #—
2.5 11,045 no change
NEW
11,045 $1,327,403 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.12% #17
Prev: #—
2.4 13,680 no change
NEW
13,680 $1,223,813 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR
ETF 0.98% #18
Prev: #—
2.4 11,089 no change
NEW
11,089 $1,064,858 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 0.88% #19
Prev: #—
2.4 7,736 no change
NEW
7,736 $953,539 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IYW
ISHARES TR
ETF 0.85% #20
Prev: #—
2.3 4,630 no change
NEW
4,630 $924,518 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.74% #21
Prev: #—
2.3 6,687 no change
NEW
6,687 $804,750 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBB
ISHARES TR
ETF 0.68% #22
Prev: #—
2.3 7,728 no change
NEW
7,728 $735,860 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.58% #23
Prev: #—
2.2 2,334 no change
NEW
2,334 $634,654 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SRE
SEMPRA
Utilities 0.51% #24
Prev: #—
2.2 6,283 no change
NEW
6,283 $554,726 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THG
HANOVER INS GRO...
Financial Services 0.48% #25
Prev: #—
2.2 2,865 no change
NEW
2,865 $523,636 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 53 holdings

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