MAYPORT, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
119
Quarter
2025 Q4
Top Holding
VOO (25.2%)
Top 10 Concentration
73.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 119
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
VOO
VANGUARD INDEX ...
ETF 25.23% 26.66% #1
Prev: #1
10.0 -1,200 -0.6%
P
S
199,759 $125,274,752 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 12.93% 12.02% #2
Prev: #2
7.2 149,994 15.9%
P
S
1,093,032 $64,193,741 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 7.33% 7.72% #3
Prev: #3
4.9 3,895 2.3%
P
S
174,035 $36,394,299 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 7.18% 7.14% #4
Prev: #4
4.9 20,046 3.6%
P
S
570,460 $35,636,636 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 6.13% 5.99% #5
Prev: #5
4.5 6,516 7.7%
P
S
90,787 $30,438,120 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 3.51% 3.75% #6
Prev: #6
3.4 2,228 0.8%
P
S
290,823 $17,429,006 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTIP
VANGUARD MALVER...
ETF 3.31% 2.90% #7
Prev: #7
3.4 68,264 25.8%
P
S
332,424 $16,441,667 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FRDM
EA SERIES TRUST
ETF 2.88% 2.62% #8 1
Prev: #9
3.2 6,050 2.2%
P
S
278,686 $14,288,216 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 2.52% 2.72% #9 1
Prev: #8
1.0 -1,933 -2.9%
P
S
65,482 $12,506,340 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHV
ISHARES TR
ETF 2.33% 2.56% #10
Prev: #10
0.9 -2,270 -2.1%
P
S
104,796 $11,543,326 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 1.94% 1.93% #11
Prev: #11
2.8 1,569 5.4%
P
S
30,542 $9,614,622 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 1.92% 1.90% #12
Prev: #12
2.8 3,050 7.3%
P
S
45,002 $9,530,904 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.87% 1.55% #13
Prev: #13
2.8 6,076 21.7%
P
S
34,089 $9,267,331 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.18% 1.40% #14
Prev: #14
2.5 37 0.4%
P
S
8,858 $5,847,077 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 1.00% 1.03% #15
Prev: #15
2.4 858 1.3%
P
S
65,678 $4,954,740 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ISHG
ISHARES TR
ETF 0.91% #16
Prev: #—
2.4 59,894 no change
NEW
59,894 $4,506,425 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.87% 0.92% #17 1
Prev: #18
0.3 -12 -0.2%
P
S
6,353 $4,331,931 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 0.85% 0.94% #18 1
Prev: #17
0.4 -400 -4.3%
P
S
8,900 $4,212,370 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTES
VANGUARD WELLIN...
ETF 0.85% 0.67% #19 2
Prev: #21
2.4 10,868 35.7%
P
S
41,337 $4,198,784 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 0.83% 0.88% #20 1
Prev: #19
2.3 78 0.5%
P
S
15,986 $4,123,563 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.80% 1.03% #21 5
Prev: #16
0.4 -919 -10.1%
P
S
8,225 $3,977,969 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.62% 0.77% #22 2
Prev: #20
0.3 -2,422 -12.7%
P
S
16,614 $3,098,490 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.53% 0.36% #23 6
Prev: #29
2.4 1,356 53.9%
P
S
3,872 $2,652,191 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGV
VANGUARD WORLD ...
ETF 0.50% 0.55% #24 2
Prev: #22
0.2 -1,244 -5.8%
P
S
20,328 $2,458,875 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VSGX
VANGUARD WORLD ...
Bond/Debt 0.48% 0.53% #25 2
Prev: #23
0.2 -1,846 -5.2%
P
S
33,335 $2,387,453 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.00% 0.14%
Sold All 😨
(Was: #52)
0.3 -12,955 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FIS
FIDELITY NATL I...
Technology 0.00% 0.06%
Sold All 😨
(Was: #83)
0.3 -4,516 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADP
AUTOMATIC DATA ...
Technology 0.00% 0.05%
Sold All 😨
(Was: #94)
0.3 -771 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IHDG
WISDOMTREE TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #95)
0.3 -4,893 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #100)
0.3 -178 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #102)
0.3 -1,136 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAP
SAP SE
Technology 0.00% 0.04%
Sold All 😨
(Was: #103)
0.3 -758 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 119 holdings

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