AI Portfolio Summary
In 2025 Q4, Lexington Hill Partners, LLC maintained a portfolio of 67 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 15.82% of the total fund value.
Total Positions
67
Quarter
2025 Q4
Top Holding
VTI (15.8%)
Top 10 Concentration
66.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 67
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 15.82% | — |
#1
Prev: #—
|
9.5 | 62,738 | no change |
NEW
|
62,738 | $21,034,066 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 14.97% | — |
#2
Prev: #—
|
9.0 | 395,788 | no change |
NEW
|
395,788 | $19,904,170 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 6.78% | — |
#3
Prev: #—
|
7.2 | 13,162 | no change |
NEW
|
13,162 | $9,014,908 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 6.52% | — |
#4
Prev: #—
|
6.6 | 117,094 | no change |
NEW
|
117,094 | $8,673,160 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 6.04% | — |
#5
Prev: #—
|
6.4 | 11,789 | no change |
NEW
|
11,789 | $8,039,276 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.81% | — |
#6
Prev: #—
|
5.8 | 123,771 | no change |
NEW
|
123,771 | $7,731,955 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.01% | — |
#7
Prev: #—
|
5.1 | 19,612 | no change |
NEW
|
19,612 | $5,331,808 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 2.61% | — |
#8
Prev: #—
|
4.5 | 18,098 | no change |
NEW
|
18,098 | $3,466,803 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES TR
|
ETF | 2.47% | — |
#9
Prev: #—
|
4.5 | 34,820 | no change |
NEW
|
34,820 | $3,278,665 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 1.84% | — |
#10
Prev: #—
|
4.2 | 9,922 | no change |
NEW
|
9,922 | $2,442,488 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 1.78% | — |
#11
Prev: #—
|
4.2 | 24,715 | no change |
NEW
|
24,715 | $2,373,368 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 1.58% | — |
#12
Prev: #—
|
4.1 | 23,557 | no change |
NEW
|
23,557 | $2,107,378 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.57% | — |
#13
Prev: #—
|
4.1 | 3,323 | no change |
NEW
|
3,323 | $2,084,007 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.51% | — |
#14
Prev: #—
|
4.1 | 8,719 | no change |
NEW
|
8,719 | $2,012,520 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 1.48% | — |
#15
Prev: #—
|
4.1 | 49,667 | no change |
NEW
|
49,667 | $1,966,299 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.39% | — |
#16
Prev: #—
|
4.1 | 3,665 | no change |
NEW
|
3,665 | $1,842,212 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.32% | — |
#17
Prev: #—
|
4.0 | 4,421 | no change |
NEW
|
4,421 | $1,752,087 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.29% | — |
#18
Prev: #—
|
4.0 | 14,304 | no change |
NEW
|
14,304 | $1,721,376 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.20% | — |
#19
Prev: #—
|
4.0 | 9,006 | no change |
NEW
|
9,006 | $1,600,817 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.10% | — |
#20
Prev: #—
|
3.9 | 27,250 | no change |
NEW
|
27,250 | $1,464,947 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.10% | — |
#21
Prev: #—
|
3.9 | 53,099 | no change |
NEW
|
53,099 | $1,456,509 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.02% | — |
#22
Prev: #—
|
3.9 | 29,074 | no change |
NEW
|
29,074 | $1,360,670 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 1.00% | — |
#23
Prev: #—
|
3.9 | 24,306 | no change |
NEW
|
24,306 | $1,329,794 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.85% | — |
#24
Prev: #—
|
3.8 | 16,835 | no change |
NEW
|
16,835 | $1,131,616 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.84% | — |
#25
Prev: #—
|
3.8 | 13,040 | no change |
NEW
|
13,040 | $1,118,469 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 67 holdings