KITCHING PARTNERS, LLC

Filed: 8/14/2025ACC: 0002010145-25-000003

📋 What this filing means

KITCHING PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $98.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$98.55M

Total AUM (reported)

1.41M

Total Shares

Allocation by class

DIV APP ETF$16.22M16.5%

VAN FTSE DEV MKT$11.03M11.2%

VANGUARD ULTRA$10.29M10.4%

S&P DIVID ETF$10.08M10.2%

0-5YR HI YL CP$9.71M9.9%

S&P 500 ETF SHS$9.22M9.4%

ISHARES NEW$6.57M6.7%

Portfolio Concentration

Top 3$37.54M38.1%

4–10$48.64M49.4%

11–25$10.14M10.3%

Rest$2.22M2.3%

Top 3 weight

38.1%

Top 10 weight

87.5%

Voting Authority Distribution

Total shares with voting rights: 1.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.41M

% 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

SOLE

DIV APP ETF

Shares79.26K

TypeSH

Market value$16.22M

16.46%

Sole

0.00

Shared

0.00

None

79.26K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares193.56K

TypeSH

Market value$11.03M

11.20%

Sole

0.00

Shared

0.00

None

193.56K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares206.29K

TypeSH

Market value$10.29M

10.44%

Sole

0.00

Shared

0.00

None

206.29K

SPDR SERIES TRUST

SOLE

S&P DIVID ETF

Shares74.27K

TypeSH

Market value$10.08M

10.23%

Sole

0.00

Shared

0.00

None

74.27K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares225.02K

TypeSH

Market value$9.71M

9.85%

Sole

0.00

Shared

0.00

None

225.02K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares16.23K

TypeSH

Market value$9.22M

9.35%

Sole

0.00

Shared

0.00

None

16.23K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares105.41K

TypeSH

Market value$6.57M

6.67%

Sole

0.00

Shared

0.00

None

105.41K

VANGUARD WHITEHALL FDS

SOLE

EM MK GOV BD ETF

Shares67.96K

TypeSH

Market value$4.44M

4.51%

Sole

0.00

Shared

0.00

None

67.96K

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares78.01K

TypeSH

Market value$4.38M

4.44%

Sole

0.00

Shared

0.00

None

78.01K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares85.78K

TypeSH

Market value$4.24M

4.31%

Sole

0.00

Shared

0.00

None

85.78K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares8.19K

TypeSH

Market value$1.45M

1.47%

Sole

0.00

Shared

0.00

None

8.19K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares2.92K

TypeSH

Market value$1.28M

1.30%

Sole

0.00

Shared

0.00

None

2.92K

KRANESHARES TRUST

SOLE

MOUNT LUCAS ETF

Shares41.65K

TypeSH

Market value$1.10M

1.11%

Sole

0.00

Shared

0.00

None

41.65K

NVIDIA CORPORATION

SOLE

COM

Shares6.07K

TypeSH

Market value$958.5K

0.97%

Sole

0.00

Shared

0.00

None

6.07K

NEXTNAV INC

SOLE

COMMON STOCK

Shares50.19K

TypeSH

Market value$762.9K

0.77%

Sole

0.00

Shared

0.00

None

50.19K

MICROSOFT CORP

SOLE

COM

Shares1.50K

TypeSH

Market value$748.6K

0.76%

Sole

0.00

Shared

0.00

None

1.50K

AMAZON COM INC

SOLE

COM

Shares3.27K

TypeSH

Market value$717.6K

0.73%

Sole

0.00

Shared

0.00

None

3.27K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares10.23K

TypeSH

Market value$601.4K

0.61%

Sole

0.00

Shared

0.00

None

10.23K

AMERICAN EXPRESS CO

SOLE

COM

Shares1.39K

TypeSH

Market value$443.7K

0.45%

Sole

0.00

Shared

0.00

None

1.39K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares1.64K

TypeSH

Market value$387.4K

0.39%

Sole

0.00

Shared

0.00

None

1.64K

NEXTNAV INC

SOLE

*W EXP 99/99/999

Shares56.65K

TypeSH

Market value$359.7K

0.37%

Sole

0.00

Shared

0.00

None

56.65K

CSX CORP

SOLE

COM

Shares10.89K

TypeSH

Market value$355.5K

0.36%

Sole

0.00

Shared

0.00

None

10.89K

PHILIP MORRIS INTL INC

SOLE

COM

Shares1.82K

TypeSH

Market value$330.9K

0.34%

Sole

0.00

Shared

0.00

None

1.82K

META PLATFORMS INC

SOLE

CL A

Shares442.00

TypeSH

Market value$326.2K

0.33%

Sole

0.00

Shared

0.00

None

442.00

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares2.39K

TypeSH

Market value$325.3K

0.33%

Sole

0.00

Shared

0.00

None

2.39K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	79.26K	SH	$16.22M 16.46%	79.26K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	193.56K	SH	$11.03M 11.20%	193.56K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	206.29K	SH	$10.29M 10.44%	206.29K
SPDR SERIES TRUSTSOLE	S&P DIVID ETF	74.27K	SH	$10.08M 10.23%	74.27K
ISHARES TRSOLE	0-5YR HI YL CP	225.02K	SH	$9.71M 9.85%	225.02K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	16.23K	SH	$9.22M 9.35%	16.23K
ISHARES GOLD TRSOLE	ISHARES NEW	105.41K	SH	$6.57M 6.67%	105.41K
VANGUARD WHITEHALL FDSSOLE	EM MK GOV BD ETF	67.96K	SH	$4.44M 4.51%	67.96K
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	78.01K	SH	$4.38M 4.44%	78.01K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	85.78K	SH	$4.24M 4.31%	85.78K
VANGUARD INDEX FDSSOLE	VALUE ETF	8.19K	SH	$1.45M 1.47%	8.19K
VANGUARD INDEX FDSSOLE	GROWTH ETF	2.92K	SH	$1.28M 1.30%	2.92K
KRANESHARES TRUSTSOLE	MOUNT LUCAS ETF	41.65K	SH	$1.10M 1.11%	41.65K
NVIDIA CORPORATIONSOLE	COM	6.07K	SH	$958.5K 0.97%	6.07K
NEXTNAV INCSOLE	COMMON STOCK	50.19K	SH	$762.9K 0.77%	50.19K
MICROSOFT CORPSOLE	COM	1.50K	SH	$748.6K 0.76%	1.50K
AMAZON COM INCSOLE	COM	3.27K	SH	$717.6K 0.73%	3.27K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	10.23K	SH	$601.4K 0.61%	10.23K
AMERICAN EXPRESS COSOLE	COM	1.39K	SH	$443.7K 0.45%	1.39K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	1.64K	SH	$387.4K 0.39%	1.64K
NEXTNAV INCSOLE	*W EXP 99/99/999	56.65K	SH	$359.7K 0.37%	56.65K
CSX CORPSOLE	COM	10.89K	SH	$355.5K 0.36%	10.89K
PHILIP MORRIS INTL INCSOLE	COM	1.82K	SH	$330.9K 0.34%	1.82K
META PLATFORMS INCSOLE	CL A	442.00	SH	$326.2K 0.33%	442.00
PALANTIR TECHNOLOGIES INCSOLE	CL A	2.39K	SH	$325.3K 0.33%	2.39K

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