KINGS PATH PARTNERS LLC

Filed: 7/14/2026ACC: 0002030974-26-000004

📋 What this filing means

KINGS PATH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 295 equity positions with a total reported market value of $285.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

295

Positions

$285.36M

Total AUM (reported)

4.98M

Total Shares

Allocation by class

TOTAL STK MKT$31.50M11.0%

INTL EQTY ETF$22.23M7.8%

ACTIVEBETA US LG$21.58M7.6%

COM$17.95M6.3%

VAN FTSE DEV MKT$15.35M5.4%

CORE FIXED INCOM$13.81M4.8%

INTER TERM TREAS$13.75M4.8%

Portfolio Concentration

Top 3$75.32M26.4%

4–10$89.14M31.2%

11–25$69.05M24.2%

Rest$51.85M18.2%

Top 3 weight

26.4%

Top 10 weight

57.6%

Voting Authority Distribution

Total shares with voting rights: 4.98M

Sole

Full voting authority

93.14K

% of voting shares1.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.88M

% of voting shares98.1%

Investment Discretion (by position count)

Sole295

Shared0

Other0

Dominant voting typeNone · 98.1% of voting shares

Institutional Holdings295

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares93.97K

TypeSH

Market value$31.50M

11.04%

Sole

1.93K

Shared

0.00

None

92.04K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares924.79K

TypeSH

Market value$22.23M

7.79%

Sole

0.00

Shared

0.00

None

924.79K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares163.05K

TypeSH

Market value$21.58M

7.56%

Sole

3.24K

Shared

0.00

None

159.81K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares245.78K

TypeSH

Market value$15.35M

5.38%

Sole

4.83K

Shared

0.00

None

240.95K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares324.46K

TypeSH

Market value$13.81M

4.84%

Sole

17.70K

Shared

0.00

None

306.76K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares229.37K

TypeSH

Market value$13.75M

4.82%

Sole

8.29K

Shared

0.00

None

221.08K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares220.63K

TypeSH

Market value$12.96M

4.54%

Sole

8.43K

Shared

0.00

None

212.20K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares228.16K

TypeSH

Market value$12.27M

4.30%

Sole

3.98K

Shared

0.00

None

224.19K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares141.27K

TypeSH

Market value$10.70M

3.75%

Sole

0.00

Shared

0.00

None

141.27K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares239.91K

TypeSH

Market value$10.30M

3.61%

Sole

4.63K

Shared

0.00

None

235.28K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares169.12K

TypeSH

Market value$10.07M

3.53%

Sole

0.00

Shared

0.00

None

169.12K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares174.94K

TypeSH

Market value$8.73M

3.06%

Sole

0.00

Shared

0.00

None

174.94K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL CORE PLUS

Shares138.91K

TypeSH

Market value$7.51M

2.63%

Sole

13.64K

Shared

0.00

None

125.28K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares82.97K

TypeSH

Market value$6.46M

2.26%

Sole

9.70K

Shared

0.00

None

73.27K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares74.91K

TypeSH

Market value$5.77M

2.02%

Sole

0.00

Shared

0.00

None

74.91K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares61.28K

TypeSH

Market value$5.76M

2.02%

Sole

0.00

Shared

0.00

None

61.28K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares179.64K

TypeSH

Market value$4.76M

1.67%

Sole

9.83K

Shared

0.00

None

169.81K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares24.17K

TypeSH

Market value$3.59M

1.26%

Sole

0.00

Shared

0.00

None

24.17K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares32.27K

TypeSH

Market value$2.89M

1.01%

Sole

0.00

Shared

0.00

None

32.27K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares100.63K

TypeSH

Market value$2.74M

0.96%

Sole

0.00

Shared

0.00

None

100.63K

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares19.83K

TypeSH

Market value$2.28M

0.80%

Sole

0.00

Shared

0.00

None

19.83K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares3.00

TypeSH

Market value$2.26M

0.79%

Sole

0.00

Shared

0.00

None

3.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares20.86K

TypeSH

Market value$2.23M

0.78%

Sole

0.00

Shared

0.00

None

20.86K

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares38.35K

TypeSH

Market value$2.14M

0.75%

Sole

0.00

Shared

0.00

None

38.35K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares2.70K

TypeSH

Market value$1.85M

0.65%

Sole

0.00

Shared

0.00

None

2.70K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	93.97K	SH	$31.50M 11.04%	1.93K	92.04K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	924.79K	SH	$22.23M 7.79%	0.00	924.79K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	163.05K	SH	$21.58M 7.56%	3.24K	159.81K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	245.78K	SH	$15.35M 5.38%	4.83K	240.95K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	324.46K	SH	$13.81M 4.84%	17.70K	306.76K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	229.37K	SH	$13.75M 4.82%	8.29K	221.08K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	220.63K	SH	$12.96M 4.54%	8.43K	212.20K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	228.16K	SH	$12.27M 4.30%	3.98K	224.19K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	141.27K	SH	$10.70M 3.75%	0.00	141.27K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	239.91K	SH	$10.30M 3.61%	4.63K	235.28K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	169.12K	SH	$10.07M 3.53%	0.00	169.12K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	174.94K	SH	$8.73M 3.06%	0.00	174.94K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL CORE PLUS	138.91K	SH	$7.51M 2.63%	13.64K	125.28K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	82.97K	SH	$6.46M 2.26%	9.70K	73.27K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	74.91K	SH	$5.77M 2.02%	0.00	74.91K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	61.28K	SH	$5.76M 2.02%	0.00	61.28K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	179.64K	SH	$4.76M 1.67%	9.83K	169.81K
ISHARES TRSOLE	CORE S&P TTL STK	24.17K	SH	$3.59M 1.26%	0.00	24.17K
ISHARES TRSOLE	CORE MSCI EAFE	32.27K	SH	$2.89M 1.01%	0.00	32.27K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	100.63K	SH	$2.74M 0.96%	0.00	100.63K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	19.83K	SH	$2.28M 0.80%	0.00	19.83K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	3.00	SH	$2.26M 0.79%	0.00	3.00
ISHARES TRSOLE	NATIONAL MUN ETF	20.86K	SH	$2.23M 0.78%	0.00	20.86K
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	38.35K	SH	$2.14M 0.75%	0.00	38.35K
ISHARES TRSOLE	CORE S&P500 ETF	2.70K	SH	$1.85M 0.65%	0.00	2.70K

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