Filed: 2/18/2026ACC: 0002010145-26-000001
📋 What this filing means
KITCHING PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $109.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$109.56M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
DIV APP ETF$17.49M16.0%
VAN FTSE DEV MKT$13.63M12.4%
VANGUARD ULTRA$10.99M10.0%
0-5YR HI YL CP$10.36M9.5%
STATE STREET SPD$8.50M7.8%
ISHARES NEW$8.03M7.3%
S&P 500 ETF SHS$7.49M6.8%
Portfolio Concentration
Top 3$42.10M38.4%
4–10$49.66M45.3%
11–25$13.76M12.6%
Rest$4.04M3.7%
Top 3 weight
38.4%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 1.49M
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
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
VANGUARD SPECIALIZED FUNDS
SOLEShares79.57K
TypeSH
Market value$17.49M
15.96%
Sole
0.00
Shared
0.00
None
79.57K
VANGUARD TAX-MANAGED FDS
SOLEShares218.14K
TypeSH
Market value$13.63M
12.44%
Sole
0.00
Shared
0.00
None
218.14K
VANGUARD BD INDEX FDS
SOLEShares220.46K
TypeSH
Market value$10.99M
10.03%
Sole
0.00
Shared
0.00
None
220.46K
ISHARES TR
SOLEShares241.65K
TypeSH
Market value$10.36M
9.46%
Sole
0.00
Shared
0.00
None
241.65K
SPDR SERIES TRUST
SOLEShares61.09K
TypeSH
Market value$8.50M
7.76%
Sole
0.00
Shared
0.00
None
61.09K
ISHARES GOLD TR
SOLEShares98.92K
TypeSH
Market value$8.03M
7.33%
Sole
0.00
Shared
0.00
None
98.92K
VANGUARD INDEX FDS
SOLEShares11.95K
TypeSH
Market value$7.49M
6.84%
Sole
0.00
Shared
0.00
None
11.95K
VANGUARD WHITEHALL FDS
SOLEShares81.27K
TypeSH
Market value$5.48M
5.00%
Sole
0.00
Shared
0.00
None
81.27K
VANGUARD INTL EQUITY INDEX F
SOLEShares99.45K
TypeSH
Market value$5.35M
4.88%
Sole
0.00
Shared
0.00
None
99.45K
VANGUARD SCOTTSDALE FDS
SOLEShares79.78K
TypeSH
Market value$4.45M
4.06%
Sole
0.00
Shared
0.00
None
79.78K
VANGUARD INDEX FDS
SOLEShares16.78K
TypeSH
Market value$3.20M
2.93%
Sole
0.00
Shared
0.00
None
16.78K
VANGUARD INDEX FDS
SOLEShares6.43K
TypeSH
Market value$1.66M
1.51%
Sole
0.00
Shared
0.00
None
6.43K
ISHARES INC
SOLEShares28.20K
TypeSH
Market value$1.17M
1.07%
Sole
0.00
Shared
0.00
None
28.20K
NVIDIA CORPORATION
SOLEShares5.74K
TypeSH
Market value$1.07M
0.98%
Sole
0.00
Shared
0.00
None
5.74K
VANGUARD SCOTTSDALE FDS
SOLEShares15.31K
TypeSH
Market value$899.1K
0.82%
Sole
0.00
Shared
0.00
None
15.31K
MICROSOFT CORP
SOLEShares1.65K
TypeSH
Market value$799.5K
0.73%
Sole
0.00
Shared
0.00
None
1.65K
VANGUARD INDEX FDS
SOLEShares1.63K
TypeSH
Market value$792.8K
0.72%
Sole
0.00
Shared
0.00
None
1.63K
ISHARES TR
SOLEShares7.57K
TypeSH
Market value$755.9K
0.69%
Sole
0.00
Shared
0.00
None
7.57K
AMAZON COM INC
SOLEShares3.27K
TypeSH
Market value$755.0K
0.69%
Sole
0.00
Shared
0.00
None
3.27K
NEXTNAV INC
SOLEShares35.43K
TypeSH
Market value$589.6K
0.54%
Sole
0.00
Shared
0.00
None
35.43K
APPLE INC
SOLEShares1.64K
TypeSH
Market value$445.9K
0.41%
Sole
0.00
Shared
0.00
None
1.64K
AMERICAN EXPRESS CO
SOLEShares1.19K
TypeSH
Market value$440.7K
0.40%
Sole
0.00
Shared
0.00
None
1.19K
KRANESHARES TRUST
SOLEShares15.38K
TypeSH
Market value$399.1K
0.36%
Sole
0.00
Shared
0.00
None
15.38K
CSX CORP
SOLEShares10.97K
TypeSH
Market value$397.9K
0.36%
Sole
0.00
Shared
0.00
None
10.97K
EASTERN BANKSHARES INC
SOLEShares20.36K
TypeSH
Market value$375.3K
0.34%
Sole
0.00
Shared
0.00
None
20.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 79.57K | SH | $17.49M 15.96% | 0.00 | 0.00 | 79.57K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 218.14K | SH | $13.63M 12.44% | 0.00 | 0.00 | 218.14K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 220.46K | SH | $10.99M 10.03% | 0.00 | 0.00 | 220.46K |
ISHARES TRSOLE | 0-5YR HI YL CP | 241.65K | SH | $10.36M 9.46% | 0.00 | 0.00 | 241.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 61.09K | SH | $8.50M 7.76% | 0.00 | 0.00 | 61.09K |
ISHARES GOLD TRSOLE | ISHARES NEW | 98.92K | SH | $8.03M 7.33% | 0.00 | 0.00 | 98.92K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.95K | SH | $7.49M 6.84% | 0.00 | 0.00 | 11.95K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 81.27K | SH | $5.48M 5.00% | 0.00 | 0.00 | 81.27K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 99.45K | SH | $5.35M 4.88% | 0.00 | 0.00 | 99.45K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 79.78K | SH | $4.45M 4.06% | 0.00 | 0.00 | 79.78K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 16.78K | SH | $3.20M 2.93% | 0.00 | 0.00 | 16.78K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.43K | SH | $1.66M 1.51% | 0.00 | 0.00 | 6.43K |
ISHARES INCSOLE | JP MORGAN EM ETF | 28.20K | SH | $1.17M 1.07% | 0.00 | 0.00 | 28.20K |
NVIDIA CORPORATIONSOLE | COM | 5.74K | SH | $1.07M 0.98% | 0.00 | 0.00 | 5.74K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 15.31K | SH | $899.1K 0.82% | 0.00 | 0.00 | 15.31K |
MICROSOFT CORPSOLE | COM | 1.65K | SH | $799.5K 0.73% | 0.00 | 0.00 | 1.65K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.63K | SH | $792.8K 0.72% | 0.00 | 0.00 | 1.63K |
ISHARES TRSOLE | CORE US AGGBD ET | 7.57K | SH | $755.9K 0.69% | 0.00 | 0.00 | 7.57K |
AMAZON COM INCSOLE | COM | 3.27K | SH | $755.0K 0.69% | 0.00 | 0.00 | 3.27K |
NEXTNAV INCSOLE | COMMON STOCK | 35.43K | SH | $589.6K 0.54% | 0.00 | 0.00 | 35.43K |
APPLE INCSOLE | COM | 1.64K | SH | $445.9K 0.41% | 0.00 | 0.00 | 1.64K |
AMERICAN EXPRESS COSOLE | COM | 1.19K | SH | $440.7K 0.40% | 0.00 | 0.00 | 1.19K |
KRANESHARES TRUSTSOLE | MOUNT LUCAS ETF | 15.38K | SH | $399.1K 0.36% | 0.00 | 0.00 | 15.38K |
CSX CORPSOLE | COM | 10.97K | SH | $397.9K 0.36% | 0.00 | 0.00 | 10.97K |
EASTERN BANKSHARES INCSOLE | COM | 20.36K | SH | $375.3K 0.34% | 0.00 | 0.00 | 20.36K |
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