KINGS PATH PARTNERS LLC

Filed: 7/13/2026ACC: 0002030974-26-000003

📋 What this filing means

KINGS PATH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 319 equity positions with a total reported market value of $271.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

319

Positions

$271.37M

Total AUM (reported)

4.82M

Total Shares

Allocation by class

TOTAL STK MKT$30.40M11.2%

INTL EQTY ETF$22.87M8.4%

ACTIVEBETA US LG$20.82M7.7%

COM$18.40M6.8%

VAN FTSE DEV MKT$14.26M5.3%

CORE FIXED INCOM$13.03M4.8%

INTER TERM TREAS$12.72M4.7%

Portfolio Concentration

Top 3$74.09M27.3%

4–10$83.83M30.9%

11–25$62.81M23.1%

Rest$50.63M18.7%

Top 3 weight

27.3%

Top 10 weight

58.2%

Voting Authority Distribution

Total shares with voting rights: 4.82M

Sole

Full voting authority

91.75K

% of voting shares1.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.73M

% of voting shares98.1%

Investment Discretion (by position count)

Sole319

Shared0

Other0

Dominant voting typeNone · 98.1% of voting shares

Institutional Holdings319

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares92.63K

TypeSH

Market value$30.40M

11.20%

Sole

1.93K

Shared

0.00

None

90.70K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares982.45K

TypeSH

Market value$22.87M

8.43%

Sole

0.00

Shared

0.00

None

982.45K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares159.80K

TypeSH

Market value$20.82M

7.67%

Sole

3.24K

Shared

0.00

None

156.56K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares237.99K

TypeSH

Market value$14.26M

5.25%

Sole

6.05K

Shared

0.00

None

231.93K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares304.68K

TypeSH

Market value$13.03M

4.80%

Sole

16.90K

Shared

0.00

None

287.79K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares211.82K

TypeSH

Market value$12.72M

4.69%

Sole

7.74K

Shared

0.00

None

204.08K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares224.46K

TypeSH

Market value$12.16M

4.48%

Sole

4.16K

Shared

0.00

None

220.30K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares203.43K

TypeSH

Market value$11.97M

4.41%

Sole

7.87K

Shared

0.00

None

195.56K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares242.39K

TypeSH

Market value$9.96M

3.67%

Sole

5.71K

Shared

0.00

None

236.68K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares134.68K

TypeSH

Market value$9.73M

3.59%

Sole

0.00

Shared

0.00

None

134.68K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares165.23K

TypeSH

Market value$9.62M

3.54%

Sole

0.00

Shared

0.00

None

165.23K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares167.97K

TypeSH

Market value$7.75M

2.85%

Sole

0.00

Shared

0.00

None

167.97K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL CORE PLUS

Shares111.97K

TypeSH

Market value$6.22M

2.29%

Sole

13.15K

Shared

0.00

None

98.82K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares69.67K

TypeSH

Market value$5.46M

2.01%

Sole

9.50K

Shared

0.00

None

60.16K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares71.70K

TypeSH

Market value$5.39M

1.98%

Sole

0.00

Shared

0.00

None

71.70K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares55.83K

TypeSH

Market value$4.97M

1.83%

Sole

0.00

Shared

0.00

None

55.83K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares176.68K

TypeSH

Market value$4.76M

1.75%

Sole

9.02K

Shared

0.00

None

167.66K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares24.22K

TypeSH

Market value$3.53M

1.30%

Sole

0.00

Shared

0.00

None

24.22K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares32.51K

TypeSH

Market value$2.84M

1.05%

Sole

0.00

Shared

0.00

None

32.51K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares3.00

TypeSH

Market value$2.26M

0.83%

Sole

0.00

Shared

0.00

None

3.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares85.03K

TypeSH

Market value$2.24M

0.82%

Sole

0.00

Shared

0.00

None

85.03K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares19.70K

TypeSH

Market value$2.10M

0.77%

Sole

0.00

Shared

0.00

None

19.70K

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares36.65K

TypeSH

Market value$2.08M

0.77%

Sole

0.00

Shared

0.00

None

36.65K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares2.72K

TypeSH

Market value$1.82M

0.67%

Sole

0.00

Shared

0.00

None

2.72K

TESLA INC

SOLE

COM

Shares4K

TypeSH

Market value$1.78M

0.66%

Sole

0.00

Shared

0.00

None

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	92.63K	SH	$30.40M 11.20%	1.93K	90.70K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	982.45K	SH	$22.87M 8.43%	0.00	982.45K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	159.80K	SH	$20.82M 7.67%	3.24K	156.56K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	237.99K	SH	$14.26M 5.25%	6.05K	231.93K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	304.68K	SH	$13.03M 4.80%	16.90K	287.79K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	211.82K	SH	$12.72M 4.69%	7.74K	204.08K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	224.46K	SH	$12.16M 4.48%	4.16K	220.30K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	203.43K	SH	$11.97M 4.41%	7.87K	195.56K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	242.39K	SH	$9.96M 3.67%	5.71K	236.68K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	134.68K	SH	$9.73M 3.59%	0.00	134.68K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	165.23K	SH	$9.62M 3.54%	0.00	165.23K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	167.97K	SH	$7.75M 2.85%	0.00	167.97K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL CORE PLUS	111.97K	SH	$6.22M 2.29%	13.15K	98.82K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	69.67K	SH	$5.46M 2.01%	9.50K	60.16K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	71.70K	SH	$5.39M 1.98%	0.00	71.70K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	55.83K	SH	$4.97M 1.83%	0.00	55.83K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	176.68K	SH	$4.76M 1.75%	9.02K	167.66K
ISHARES TRSOLE	CORE S&P TTL STK	24.22K	SH	$3.53M 1.30%	0.00	24.22K
ISHARES TRSOLE	CORE MSCI EAFE	32.51K	SH	$2.84M 1.05%	0.00	32.51K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	3.00	SH	$2.26M 0.83%	0.00	3.00
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	85.03K	SH	$2.24M 0.82%	0.00	85.03K
ISHARES TRSOLE	NATIONAL MUN ETF	19.70K	SH	$2.10M 0.77%	0.00	19.70K
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	36.65K	SH	$2.08M 0.77%	0.00	36.65K
ISHARES TRSOLE	CORE S&P500 ETF	2.72K	SH	$1.82M 0.67%	0.00	2.72K
TESLA INCSOLE	COM	4K	SH	$1.78M 0.66%	0.00	4K

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