Filed: 5/6/2026ACC: 0002010145-26-000002
📋 What this filing means
KITCHING PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $108.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$108.69M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
DIV APP ETF$16.24M14.9%
VAN FTSE DEV MKT$12.64M11.6%
VANGUARD ULTRA$11.85M10.9%
0-5YR HI YL CP$9.54M8.8%
STATE STREET SPD$9.52M8.8%
ISHARES NEW$8.37M7.7%
S&P 500 ETF SHS$7.15M6.6%
Portfolio Concentration
Top 3$40.73M37.5%
4–10$50.42M46.4%
11–25$13.79M12.7%
Rest$3.74M3.4%
Top 3 weight
37.5%
Top 10 weight
83.9%
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)
Sole31
Shared0
Other9
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings40
Rows:
VANGUARD SPECIALIZED FUNDS
SOLEShares75.52K
TypeSH
Market value$16.24M
14.94%
Sole
0.00
Shared
0.00
None
75.52K
VANGUARD TAX-MANAGED FDS
SOLEShares197.33K
TypeSH
Market value$12.64M
11.63%
Sole
0.00
Shared
0.00
None
197.33K
VANGUARD BD INDEX FDS
SOLEShares237.94K
TypeSH
Market value$11.85M
10.90%
Sole
0.00
Shared
0.00
None
237.94K
ISHARES TR
SOLEShares225.44K
TypeSH
Market value$9.54M
8.78%
Sole
0.00
Shared
0.00
None
225.44K
SPDR SERIES TRUST
SOLEShares65.20K
TypeSH
Market value$9.52M
8.76%
Sole
0.00
Shared
0.00
None
65.20K
ISHARES GOLD TR
SOLEShares94.98K
TypeSH
Market value$8.37M
7.70%
Sole
0.00
Shared
0.00
None
94.98K
VANGUARD INDEX FDS
SOLEShares11.96K
TypeSH
Market value$7.15M
6.57%
Sole
0.00
Shared
0.00
None
11.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares111.28K
TypeSH
Market value$6.01M
5.53%
Sole
0.00
Shared
0.00
None
111.28K
VANGUARD WHITEHALL FDS
SOLEShares81.78K
TypeSH
Market value$5.37M
4.94%
Sole
0.00
Shared
0.00
None
81.78K
VANGUARD SCOTTSDALE FDS
SOLEShares80.58K
TypeSH
Market value$4.46M
4.10%
Sole
0.00
Shared
0.00
None
80.58K
VANGUARD INDEX FDS
SOLEShares14.33K
TypeSH
Market value$2.81M
2.59%
Sole
0.00
Shared
0.00
None
14.33K
VANGUARD INDEX FDS
SOLEShares8.43K
TypeSH
Market value$2.21M
2.03%
Sole
0.00
Shared
0.00
None
8.43K
ISHARES INC
SOLEShares35.60K
TypeSH
Market value$1.45M
1.34%
Sole
0.00
Shared
0.00
None
35.60K
VANGUARD SCOTTSDALE FDS
SOLEShares20.04K
TypeSH
Market value$1.17M
1.08%
Sole
0.00
Shared
0.00
None
20.04K
NVIDIA CORPORATION
SOLEShares6.29K
TypeSH
Market value$1.10M
1.01%
Sole
0.00
Shared
0.00
None
6.29K
ISHARES TR
SOLEShares7.62K
TypeSH
Market value$756.1K
0.70%
Sole
0.00
Shared
0.00
None
7.62K
AMAZON COM INC
OTRShares2.97K
TypeSH
Market value$618.8K
0.57%
Sole
0.00
Shared
0.00
None
2.97K
VANGUARD INDEX FDS
SOLEShares1.37K
TypeSH
Market value$599.1K
0.55%
Sole
0.00
Shared
0.00
None
1.37K
NEXTNAV INC
SOLEShares35.43K
TypeSH
Market value$567.6K
0.52%
Sole
0.00
Shared
0.00
None
35.43K
RIO TINTO PLC
SOLEShares5K
TypeSH
Market value$466.4K
0.43%
Sole
0.00
Shared
0.00
None
5K
CSX CORP
SOLEShares11.01K
TypeSH
Market value$452.1K
0.42%
Sole
0.00
Shared
0.00
None
11.01K
ALPHABET INC
OTRShares1.40K
TypeSH
Market value$402.3K
0.37%
Sole
0.00
Shared
0.00
None
1.40K
EASTERN BANKSHARES INC
SOLEShares20.50K
TypeSH
Market value$401.0K
0.37%
Sole
0.00
Shared
0.00
None
20.50K
AMERICAN EXPRESS CO
SOLEShares1.31K
TypeSH
Market value$396.5K
0.36%
Sole
0.00
Shared
0.00
None
1.31K
MICROSOFT CORP
OTRShares1.05K
TypeSH
Market value$389.5K
0.36%
Sole
0.00
Shared
0.00
None
1.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 75.52K | SH | $16.24M 14.94% | 0.00 | 0.00 | 75.52K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 197.33K | SH | $12.64M 11.63% | 0.00 | 0.00 | 197.33K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 237.94K | SH | $11.85M 10.90% | 0.00 | 0.00 | 237.94K |
ISHARES TRSOLE | 0-5YR HI YL CP | 225.44K | SH | $9.54M 8.78% | 0.00 | 0.00 | 225.44K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 65.20K | SH | $9.52M 8.76% | 0.00 | 0.00 | 65.20K |
ISHARES GOLD TRSOLE | ISHARES NEW | 94.98K | SH | $8.37M 7.70% | 0.00 | 0.00 | 94.98K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.96K | SH | $7.15M 6.57% | 0.00 | 0.00 | 11.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 111.28K | SH | $6.01M 5.53% | 0.00 | 0.00 | 111.28K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 81.78K | SH | $5.37M 4.94% | 0.00 | 0.00 | 81.78K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 80.58K | SH | $4.46M 4.10% | 0.00 | 0.00 | 80.58K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 14.33K | SH | $2.81M 2.59% | 0.00 | 0.00 | 14.33K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.43K | SH | $2.21M 2.03% | 0.00 | 0.00 | 8.43K |
ISHARES INCSOLE | JP MORGAN EM ETF | 35.60K | SH | $1.45M 1.34% | 0.00 | 0.00 | 35.60K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 20.04K | SH | $1.17M 1.08% | 0.00 | 0.00 | 20.04K |
NVIDIA CORPORATIONSOLE | COM | 6.29K | SH | $1.10M 1.01% | 0.00 | 0.00 | 6.29K |
ISHARES TRSOLE | CORE US AGGBD ET | 7.62K | SH | $756.1K 0.70% | 0.00 | 0.00 | 7.62K |
AMAZON COM INCOTR | COM | 2.97K | SH | $618.8K 0.57% | 0.00 | 0.00 | 2.97K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.37K | SH | $599.1K 0.55% | 0.00 | 0.00 | 1.37K |
NEXTNAV INCSOLE | COMMON STOCK | 35.43K | SH | $567.6K 0.52% | 0.00 | 0.00 | 35.43K |
RIO TINTO PLCSOLE | SPONSORED ADR | 5K | SH | $466.4K 0.43% | 0.00 | 0.00 | 5K |
CSX CORPSOLE | COM | 11.01K | SH | $452.1K 0.42% | 0.00 | 0.00 | 11.01K |
ALPHABET INCOTR | CAP STK CL A | 1.40K | SH | $402.3K 0.37% | 0.00 | 0.00 | 1.40K |
EASTERN BANKSHARES INCSOLE | COM | 20.50K | SH | $401.0K 0.37% | 0.00 | 0.00 | 20.50K |
AMERICAN EXPRESS COSOLE | COM | 1.31K | SH | $396.5K 0.36% | 0.00 | 0.00 | 1.31K |
MICROSOFT CORPOTR | COM | 1.05K | SH | $389.5K 0.36% | 0.00 | 0.00 | 1.05K |
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