Filed: 5/14/2025ACC: 0002010145-25-000002
📋 What this filing means
KITCHING PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $86.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$86.94M
Total AUM (reported)
1.31M
Total Shares
Allocation by class
DIV APP ETF$14.55M16.7%
S&P DIVID ETF$9.75M11.2%
VANGUARD ULTRA$9.66M11.1%
0-5YR HI YL CP$9.13M10.5%
VAN FTSE DEV MKT$8.17M9.4%
S&P 500 ETF SHS$7.37M8.5%
ISHARES NEW$6.01M6.9%
Portfolio Concentration
Top 3$33.95M39.0%
4–10$42.93M49.4%
11–25$8.16M9.4%
Rest$1.90M2.2%
Top 3 weight
39.0%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings35
Rows:
VANGUARD SPECIALIZED FUNDS
SOLEShares74.98K
TypeSH
Market value$14.55M
16.73%
Sole
0.00
Shared
0.00
None
74.98K
SPDR SER TR
SOLEShares71.83K
TypeSH
Market value$9.75M
11.21%
Sole
0.00
Shared
0.00
None
71.83K
VANGUARD BD INDEX FDS
SOLEShares193.68K
TypeSH
Market value$9.66M
11.11%
Sole
0.00
Shared
0.00
None
193.68K
ISHARES TR
SOLEShares214.64K
TypeSH
Market value$9.13M
10.50%
Sole
0.00
Shared
0.00
None
214.64K
VANGUARD TAX-MANAGED FDS
SOLEShares160.78K
TypeSH
Market value$8.17M
9.40%
Sole
0.00
Shared
0.00
None
160.78K
VANGUARD INDEX FDS
SOLEShares14.34K
TypeSH
Market value$7.37M
8.48%
Sole
0.00
Shared
0.00
None
14.34K
ISHARES GOLD TR
SOLEShares101.96K
TypeSH
Market value$6.01M
6.92%
Sole
0.00
Shared
0.00
None
101.96K
VANGUARD SCOTTSDALE FDS
SOLEShares75.66K
TypeSH
Market value$4.36M
5.01%
Sole
0.00
Shared
0.00
None
75.66K
VANGUARD WHITEHALL FDS
SOLEShares67.06K
TypeSH
Market value$4.31M
4.95%
Sole
0.00
Shared
0.00
None
67.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares79.20K
TypeSH
Market value$3.58M
4.12%
Sole
0.00
Shared
0.00
None
79.20K
VANGUARD INDEX FDS
SOLEShares3.03K
TypeSH
Market value$1.12M
1.29%
Sole
0.00
Shared
0.00
None
3.03K
KRANESHARES TRUST
SOLEShares38.55K
TypeSH
Market value$1.05M
1.21%
Sole
0.00
Shared
0.00
None
38.55K
VANGUARD INDEX FDS
SOLEShares5.44K
TypeSH
Market value$939.5K
1.08%
Sole
0.00
Shared
0.00
None
5.44K
AMAZON COM INC
SOLEShares4.18K
TypeSH
Market value$795.1K
0.91%
Sole
0.00
Shared
0.00
None
4.18K
NVIDIA CORPORATION
SOLEShares6.07K
TypeSH
Market value$657.5K
0.76%
Sole
0.00
Shared
0.00
None
6.07K
MICROSOFT CORP
SOLEShares1.39K
TypeSH
Market value$522.2K
0.60%
Sole
0.00
Shared
0.00
None
1.39K
NEXTNAV INC
SOLEShares40.19K
TypeSH
Market value$489.1K
0.56%
Sole
0.00
Shared
0.00
None
40.19K
APPLE INC
SOLEShares1.82K
TypeSH
Market value$404.3K
0.47%
Sole
0.00
Shared
0.00
None
1.82K
VANGUARD INDEX FDS
SOLEShares1.64K
TypeSH
Market value$362.5K
0.42%
Sole
0.00
Shared
0.00
None
1.64K
ISHARES TR
SOLEShares2.70K
TypeSH
Market value$327.1K
0.38%
Sole
0.00
Shared
0.00
None
2.70K
EASTERN BANKSHARES INC
SOLEShares19.90K
TypeSH
Market value$326.4K
0.38%
Sole
0.00
Shared
0.00
None
19.90K
CSX CORP
SOLEShares10.85K
TypeSH
Market value$319.3K
0.37%
Sole
0.00
Shared
0.00
None
10.85K
PHILIP MORRIS INTL INC
SOLEShares1.82K
TypeSH
Market value$288.4K
0.33%
Sole
0.00
Shared
0.00
None
1.82K
FISERV INC
SOLEShares1.25K
TypeSH
Market value$276.7K
0.32%
Sole
0.00
Shared
0.00
None
1.25K
KONINKLIJKE PHILIPS N V
SOLEShares10.80K
TypeSH
Market value$274.4K
0.32%
Sole
0.00
Shared
0.00
None
10.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 74.98K | SH | $14.55M 16.73% | 0.00 | 0.00 | 74.98K |
SPDR SER TRSOLE | S&P DIVID ETF | 71.83K | SH | $9.75M 11.21% | 0.00 | 0.00 | 71.83K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 193.68K | SH | $9.66M 11.11% | 0.00 | 0.00 | 193.68K |
ISHARES TRSOLE | 0-5YR HI YL CP | 214.64K | SH | $9.13M 10.50% | 0.00 | 0.00 | 214.64K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 160.78K | SH | $8.17M 9.40% | 0.00 | 0.00 | 160.78K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.34K | SH | $7.37M 8.48% | 0.00 | 0.00 | 14.34K |
ISHARES GOLD TRSOLE | ISHARES NEW | 101.96K | SH | $6.01M 6.92% | 0.00 | 0.00 | 101.96K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 75.66K | SH | $4.36M 5.01% | 0.00 | 0.00 | 75.66K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 67.06K | SH | $4.31M 4.95% | 0.00 | 0.00 | 67.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 79.20K | SH | $3.58M 4.12% | 0.00 | 0.00 | 79.20K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.03K | SH | $1.12M 1.29% | 0.00 | 0.00 | 3.03K |
KRANESHARES TRUSTSOLE | MOUNT LUCAS ETF | 38.55K | SH | $1.05M 1.21% | 0.00 | 0.00 | 38.55K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.44K | SH | $939.5K 1.08% | 0.00 | 0.00 | 5.44K |
AMAZON COM INCSOLE | COM | 4.18K | SH | $795.1K 0.91% | 0.00 | 0.00 | 4.18K |
NVIDIA CORPORATIONSOLE | COM | 6.07K | SH | $657.5K 0.76% | 0.00 | 0.00 | 6.07K |
MICROSOFT CORPSOLE | COM | 1.39K | SH | $522.2K 0.60% | 0.00 | 0.00 | 1.39K |
NEXTNAV INCSOLE | COMMON STOCK | 40.19K | SH | $489.1K 0.56% | 0.00 | 0.00 | 40.19K |
APPLE INCSOLE | COM | 1.82K | SH | $404.3K 0.47% | 0.00 | 0.00 | 1.82K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.64K | SH | $362.5K 0.42% | 0.00 | 0.00 | 1.64K |
ISHARES TRSOLE | CORE HIGH DV ETF | 2.70K | SH | $327.1K 0.38% | 0.00 | 0.00 | 2.70K |
EASTERN BANKSHARES INCSOLE | COM | 19.90K | SH | $326.4K 0.38% | 0.00 | 0.00 | 19.90K |
CSX CORPSOLE | COM | 10.85K | SH | $319.3K 0.37% | 0.00 | 0.00 | 10.85K |
PHILIP MORRIS INTL INCSOLE | COM | 1.82K | SH | $288.4K 0.33% | 0.00 | 0.00 | 1.82K |
FISERV INCSOLE | COM | 1.25K | SH | $276.7K 0.32% | 0.00 | 0.00 | 1.25K |
KONINKLIJKE PHILIPS N VSOLE | NY REGIS SHS NEW | 10.80K | SH | $274.4K 0.32% | 0.00 | 0.00 | 10.80K |
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