Filed: 11/12/2025ACC: 0001845998-25-000004
📋 What this filing means
INTERCHANGE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 365 equity positions with a total reported market value of $510.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
365
Positions
$510.14M
Total AUM (reported)
7.66M
Total Shares
Allocation by class
COM$221.00M43.3%
ULTRA SHT MUNCPL$38.40M7.5%
CL A$20.43M4.0%
HENDRSON AAA CL$19.40M3.8%
MSCI INTL QUALTY$13.84M2.7%
VALUE ETF$8.82M1.7%
COM CL A$8.71M1.7%
Portfolio Concentration
Top 3$97.51M19.1%
4–10$85.71M16.8%
11–25$82.46M16.2%
Rest$244.46M47.9%
Top 3 weight
19.1%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 7.66M
Sole
Full voting authority
7.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole365
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings365
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares752.36K
TypeSH
Market value$38.40M
7.53%
Sole
752.36K
Shared
0.00
None
0.00
SEMLER SCIENTIFIC INC
SOLEShares1.27M
TypeSH
Market value$38.04M
7.46%
Sole
1.27M
Shared
0.00
None
0.00
APPLE INC
SOLEShares82.76K
TypeSH
Market value$21.07M
4.13%
Sole
82.76K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares382.06K
TypeSH
Market value$19.40M
3.80%
Sole
382.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares32.45K
TypeSH
Market value$16.81M
3.29%
Sole
32.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares313.13K
TypeSH
Market value$13.84M
2.71%
Sole
313.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares56.42K
TypeSH
Market value$10.53M
2.06%
Sole
56.42K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares47.32K
TypeSH
Market value$8.82M
1.73%
Sole
47.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.19K
TypeSH
Market value$8.49M
1.66%
Sole
97.19K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares154.32K
TypeSH
Market value$7.82M
1.53%
Sole
154.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.49K
TypeSH
Market value$7.69M
1.51%
Sole
11.49K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares111.61K
TypeSH
Market value$7.36M
1.44%
Sole
111.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.69K
TypeSH
Market value$6.96M
1.36%
Sole
31.69K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares111.15K
TypeSH
Market value$6.66M
1.31%
Sole
111.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.04K
TypeSH
Market value$6.33M
1.24%
Sole
26.04K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.54K
TypeSH
Market value$6.27M
1.23%
Sole
8.54K
Shared
0.00
None
0.00
TESLA INC
SOLEShares13.87K
TypeSH
Market value$6.17M
1.21%
Sole
13.87K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares16.41K
TypeSH
Market value$5.18M
1.01%
Sole
16.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.85K
TypeSH
Market value$4.86M
0.95%
Sole
38.85K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares64.15K
TypeSH
Market value$4.67M
0.92%
Sole
64.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares18.87K
TypeSH
Market value$4.60M
0.90%
Sole
18.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.39K
TypeSH
Market value$4.35M
0.85%
Sole
22.39K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares12.05K
TypeSH
Market value$3.98M
0.78%
Sole
12.05K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.08K
TypeSH
Market value$3.72M
0.73%
Sole
16.08K
Shared
0.00
None
0.00
MEDICUS PHARMA LTD
SOLEShares1.59M
TypeSH
Market value$3.67M
0.72%
Sole
1.59M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 752.36K | SH | $38.40M 7.53% | 752.36K | 0.00 | 0.00 |
SEMLER SCIENTIFIC INCSOLE | COM | 1.27M | SH | $38.04M 7.46% | 1.27M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 82.76K | SH | $21.07M 4.13% | 82.76K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 382.06K | SH | $19.40M 3.80% | 382.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 32.45K | SH | $16.81M 3.29% | 32.45K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL QUALTY | 313.13K | SH | $13.84M 2.71% | 313.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 56.42K | SH | $10.53M 2.06% | 56.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 47.32K | SH | $8.82M 1.73% | 47.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 97.19K | SH | $8.49M 1.66% | 97.19K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 154.32K | SH | $7.82M 1.53% | 154.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.49K | SH | $7.69M 1.51% | 11.49K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 111.61K | SH | $7.36M 1.44% | 111.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.69K | SH | $6.96M 1.36% | 31.69K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 111.15K | SH | $6.66M 1.31% | 111.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.04K | SH | $6.33M 1.24% | 26.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.54K | SH | $6.27M 1.23% | 8.54K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 13.87K | SH | $6.17M 1.21% | 13.87K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 16.41K | SH | $5.18M 1.01% | 16.41K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA VALUE | 38.85K | SH | $4.86M 0.95% | 38.85K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 64.15K | SH | $4.67M 0.92% | 64.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 18.87K | SH | $4.60M 0.90% | 18.87K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 22.39K | SH | $4.35M 0.85% | 22.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 12.05K | SH | $3.98M 0.78% | 12.05K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.08K | SH | $3.72M 0.73% | 16.08K | 0.00 | 0.00 |
MEDICUS PHARMA LTDSOLE | COM | 1.59M | SH | $3.67M 0.72% | 1.59M | 0.00 | 0.00 |
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