MAYPORT, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, MAYPORT, LLC maintained a portfolio of 143 distinct positions. The most significant new addition to the portfolio was TERRENO RLTY CORP, which now represents 0.32% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 4.5%. The fund also reduced its exposure to ISHARES TR by 8.5%.
PCA Score Concentration Risk
Risk ENB
Total Positions
143
Quarter
2026 Q1
Top Holding
VOO (23.2%)
Top 10 Concentration
71.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 143
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 23.19% 25.23% #1
Prev: #1
6.5 9,031 4.5%
P
S
208,790 $124,762,200 2022 Q1 13F Filing 2026-03-31 2026-04-21
VGSH
VANGUARD SCOTTS...
ETF 13.12% 12.93% #2
Prev: #2
7.5 112,191 10.3%
P
S
1,205,223 $70,553,761 2022 Q1 13F Filing 2026-03-31 2026-04-21
VEA
VANGUARD TAX-MA...
ETF 7.89% 7.18% #3 1
Prev: #4
6.2 92,023 16.1%
P
S
662,483 $42,451,887 2022 Q1 13F Filing 2026-03-31 2026-04-21
VXF
VANGUARD INDEX ...
ETF 7.00% 7.33% #4 1
Prev: #3
5.3 8,935 5.1%
P
S
182,970 $37,655,189 2022 Q1 13F Filing 2026-03-31 2026-04-21
VTI
VANGUARD INDEX ...
ETF 5.63% 6.13% #5
Prev: #5
3.3 3,555 3.9%
P
S
94,342 $30,265,764 2022 Q1 13F Filing 2026-03-31 2026-04-21
VTIP
VANGUARD MALVER...
ETF 3.68% 3.31% #6 1
Prev: #7
3.5 63,924 19.2%
P
S
396,348 $19,797,562 2022 Q1 13F Filing 2026-03-31 2026-04-21
VGIT
VANGUARD SCOTTS...
Bond/Debt 3.68% 3.51% #7 1
Prev: #6
3.5 41,479 14.3%
P
S
332,302 $19,788,586 2022 Q1 13F Filing 2026-03-31 2026-04-21
FRDM
EA SERIES TRUST
ETF 3.01% 2.88% #8
Prev: #8
3.2 17,566 6.3%
P
S
296,252 $16,190,156 2022 Q2 13F Filing 2026-03-31 2026-04-21
VTV
VANGUARD INDEX ...
ETF 2.59% 2.52% #9
Prev: #9
3.0 5,427 8.3%
P
S
70,909 $13,912,357 2022 Q1 13F Filing 2026-03-31 2026-04-21
SHV
ISHARES TR
ETF 2.16% 2.33% #10
Prev: #10
1.4 444 0.4%
P
S
105,240 $11,617,490 2022 Q2 13F Filing 2026-03-31 2026-04-21
VBR
VANGUARD INDEX ...
ETF 1.95% 1.92% #11 1
Prev: #12
2.8 3,173 7.1%
P
S
48,175 $10,465,955 2022 Q1 13F Filing 2026-03-31 2026-04-21
VV
VANGUARD INDEX ...
ETF 1.67% 1.94% #12 1
Prev: #11
1.2 -444 -1.5%
P
S
30,098 $8,994,787 2022 Q1 13F Filing 2026-03-31 2026-04-21
AAPL
APPLE INC
Technology 1.55% 1.87% #13
Prev: #13
1.1 -1,264 -3.7%
P
S
32,825 $8,330,586 2022 Q1 13F Filing 2026-03-31 2026-04-21
VTES
VANGUARD WELLIN...
ETF 1.17% 0.85% #14 5
Prev: #19
3.5 20,669 50.0%
P
S
62,006 $6,271,275 2023 Q3 13F Filing 2026-03-31 2026-04-21
VXUS
VANGUARD STAR F...
Bond/Debt 1.04% 1.00% #15
Prev: #15
2.4 7,044 10.7%
P
S
72,722 $5,607,570 2022 Q1 13F Filing 2026-03-31 2026-04-21
IVV
ISHARES TR
ETF 1.03% 0.53% #16 7
Prev: #23
3.4 4,648 120.0%
P
S
8,520 $5,565,306 2022 Q1 13F Filing 2026-03-31 2026-04-21
META
META PLATFORMS ...
Communication Services 0.95% 1.18% #17 3
Prev: #14
0.9 75 0.8%
P
S
8,933 $5,110,837 2022 Q1 13F Filing 2026-03-31 2026-04-21
ISHG
ISHARES TR
ETF 0.83% 0.91% #18 2
Prev: #16
1.3 no change no change
P
S
59,894 $4,443,188 2025 Q4 13F Filing 2026-03-31 2026-04-21
VB
VANGUARD INDEX ...
ETF 0.81% 0.83% #19 1
Prev: #20
0.8 553 3.5%
P
S
16,539 $4,331,932 2022 Q1 13F Filing 2026-03-31 2026-04-21
SPY
STATE STR SPDR ...
ETF 0.72% 0.87% #20 3
Prev: #17
0.8 -406 -6.4%
P
S
5,947 $3,867,328 2022 Q1 13F Filing 2026-03-31 2026-04-21
IWF
ISHARES TR
ETF 0.65% 0.85% #21 3
Prev: #18
0.8 -760 -8.5%
P
S
8,140 $3,470,896 2022 Q1 13F Filing 2026-03-31 2026-04-21
VO
VANGUARD INDEX ...
ETF 0.60% 0.44% #22 5
Prev: #27
3.2 3,760 50.0%
P
S
11,277 $3,238,421 2022 Q1 13F Filing 2026-03-31 2026-04-21
MSFT
MICROSOFT CORP
Technology 0.60% 0.80% #23 2
Prev: #21
2.2 461 5.6%
P
S
8,686 $3,215,163 2022 Q1 13F Filing 2026-03-31 2026-04-21
NVDA
NVIDIA CORPORAT...
Technology 0.56% 0.62% #24 2
Prev: #22
0.7 638 3.8%
P
S
17,252 $3,008,687 2023 Q1 13F Filing 2026-03-31 2026-04-21
IEFA
ISHARES TR
ETF 0.48% 0.42% #25 3
Prev: #28
2.7 4,889 20.7%
P
S
28,455 $2,575,988 2023 Q4 13F Filing 2026-03-31 2026-04-21
VSGX
VANGUARD WORLD ...
Bond/Debt 0.44% 0.48% #26 1
Prev: #25
1.2 no change no change
P
S
33,335 $2,391,120 2023 Q4 13F Filing 2026-03-31 2026-04-21
ESGV
VANGUARD WORLD ...
ETF 0.42% 0.50% #27 3
Prev: #24
1.2 no change no change
P
S
20,328 $2,282,225 2023 Q4 13F Filing 2026-03-31 2026-04-21
AMZN
AMAZON COM INC
Consumer Cyclical 0.42% 0.47% #28 2
Prev: #26
2.2 813 8.0%
P
S
10,920 $2,274,308 2022 Q1 13F Filing 2026-03-31 2026-04-21
NUBD
NUSHARES ETF TR
ETF 0.39% 0.42% #29
Prev: #29
1.2 no change no change
P
S
94,104 $2,090,050 2023 Q4 13F Filing 2026-03-31 2026-04-21
GOOGL
ALPHABET INC
Communication Services 0.38% 0.41% #30
Prev: #30
2.2 578 8.9%
P
S
7,079 $2,035,764 2022 Q1 13F Filing 2026-03-31 2026-04-21
IJR
ISHARES TR
ETF 0.38% 0.07% #31 50
Prev: #81
3.2 13,605 492.6%
P
S
16,367 $2,034,635 2024 Q4 13F Filing 2026-03-31 2026-04-21
VWO
VANGUARD INTL E...
ETF 0.37% 0.27% #32 6
Prev: #38
2.6 12,323 49.6%
P
S
37,154 $2,008,152 2022 Q1 13F Filing 2026-03-31 2026-04-21
VEU
VANGUARD INTL E...
ETF 0.37% 0.38% #33 2
Prev: #31
0.6 307 1.2%
P
S
26,188 $1,966,749 2022 Q1 13F Filing 2026-03-31 2026-04-21
IWD
ISHARES TR
ETF 0.35% 0.32% #34 2
Prev: #36
2.1 1,410 18.8%
P
S
8,910 $1,903,760 2022 Q1 13F Filing 2026-03-31 2026-04-21
SUB
ISHARES TR
ETF 0.35% 0.37% #35 3
Prev: #32
0.6 477 2.8%
P
S
17,478 $1,861,407 2022 Q1 13F Filing 2026-03-31 2026-04-21
VT
VANGUARD INTL E...
ETF 0.33% 0.35% #36 3
Prev: #33
0.6 511 4.1%
P
S
12,917 $1,786,727 2023 Q4 13F Filing 2026-03-31 2026-04-21
TRNO
TERRENO RLTY CO...
Real Estate 0.32% #37
Prev: #—
3.6 28,394 no change
NEW
28,394 $1,743,959 2022 Q3 13F Filing 2026-03-31 2026-04-21
BRK/B
BERKSHIRE HATHA...
Financial Services 0.31% 0.33% #38 3
Prev: #35
2.1 223 6.9%
P
S
3,473 $1,664,262 2022 Q1 13F Filing 2026-03-31 2026-04-21
ABBV
ABBVIE INC
Healthcare 0.29% 0.33% #39 5
Prev: #34
0.6 111 1.6%
P
S
7,269 $1,580,853 2022 Q1 13F Filing 2026-03-31 2026-04-21
GOOG
ALPHABET INC
Communication Services 0.27% 0.20% #40 4
Prev: #44
3.1 1,818 56.6%
P
S
5,031 $1,443,193 2022 Q1 13F Filing 2026-03-31 2026-04-21
JPM
JPMORGAN CHASE ...
Financial Services 0.26% 0.24% #41
Prev: #41
2.6 1,005 26.8%
P
S
4,761 $1,400,455 2022 Q1 13F Filing 2026-03-31 2026-04-21
VYM
VANGUARD WHITEH...
ETF 0.25% 0.27% #42 5
Prev: #37
0.6 -48 -0.5%
P
S
9,257 $1,370,968 2022 Q1 13F Filing 2026-03-31 2026-04-21
ITOT
ISHARES TR
ETF 0.23% 0.26% #43 4
Prev: #39
1.1 no change no change
P
S
8,827 $1,257,265 2023 Q4 13F Filing 2026-03-31 2026-04-21
QQQ
INVESCO QQQ TR
ETF 0.22% 0.26% #44 4
Prev: #40
1.1 no change no change
P
S
2,086 $1,203,892 2022 Q1 13F Filing 2026-03-31 2026-04-21
VIG
VANGUARD SPECIA...
ETF 0.21% 0.23% #45 3
Prev: #42
1.1 no change no change
P
S
5,225 $1,123,689 2022 Q3 13F Filing 2026-03-31 2026-04-21
IXUS
ISHARES TR
ETF 0.19% 0.18% #46 2
Prev: #48
2.1 1,632 15.9%
P
S
11,908 $1,031,687 2023 Q1 13F Filing 2026-03-31 2026-04-21
DFAU
DIMENSIONAL ETF...
ETF 0.18% #47
Prev: #—
3.6 21,667 no change
NEW
21,667 $977,615 2026 Q1 13F Filing 2026-03-31 2026-04-21
BA
BOEING CO
Industrials 0.17% #48
Prev: #—
3.6 4,644 no change
NEW
4,644 $924,295 2026 Q1 13F Filing 2026-03-31 2026-04-21
LLY
ELI LILLY & CO
Healthcare 0.17% 0.21% #49 6
Prev: #43
0.6 38 3.9%
P
S
1,005 $923,963 2022 Q4 13F Filing 2026-03-31 2026-04-21
IVE
ISHARES TR
ETF 0.16% #50
Prev: #—
3.6 4,110 no change
NEW
4,110 $867,853 2026 Q1 13F Filing 2026-03-31 2026-04-21
Showing 1-50 of 143 holdings

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