Filed: 1/30/2025ACC: 0001951757-25-000160
📋 What this filing means
LITTLE HOUSE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $350.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$350.02M
Total AUM (reported)
2.72M
Total Shares
Allocation by class
COM$198.60M56.7%
CL A$18.65M5.3%
RUSSELL 2000 ETF$13.78M3.9%
TR UNIT$12.75M3.6%
CAP STK CL A$12.23M3.5%
CORE S&P MCP ETF$9.36M2.7%
CL B NEW$8.87M2.5%
Portfolio Concentration
Top 3$61.04M17.4%
4–10$82.07M23.4%
11–25$97.19M27.8%
Rest$109.71M31.3%
Top 3 weight
17.4%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 2.72M
Sole
Full voting authority
2.72M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole109
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings109
Rows:
APPLE INC
SOLEShares103.90K
TypeSH
Market value$26.02M
7.43%
Sole
103.90K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares47.39K
TypeSH
Market value$19.97M
5.71%
Sole
47.39K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares112.08K
TypeSH
Market value$15.05M
4.30%
Sole
112.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares66.81K
TypeSH
Market value$14.66M
4.19%
Sole
66.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.38K
TypeSH
Market value$13.78M
3.94%
Sole
62.38K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares21.75K
TypeSH
Market value$12.75M
3.64%
Sole
21.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.62K
TypeSH
Market value$12.23M
3.49%
Sole
64.62K
Shared
0.00
None
0.00
WALMART INC
SOLEShares107.98K
TypeSH
Market value$9.76M
2.79%
Sole
107.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares16.29K
TypeSH
Market value$9.54M
2.73%
Sole
16.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares150.16K
TypeSH
Market value$9.36M
2.67%
Sole
150.16K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares38.32K
TypeSH
Market value$8.88M
2.54%
Sole
38.32K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.58K
TypeSH
Market value$8.87M
2.54%
Sole
19.58K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares32.61K
TypeSH
Market value$7.82M
2.23%
Sole
32.61K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares13K
TypeSH
Market value$6.84M
1.96%
Sole
13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.26K
TypeSH
Market value$6.68M
1.91%
Sole
72.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares66.33K
TypeSH
Market value$6.43M
1.84%
Sole
66.33K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares12.63K
TypeSH
Market value$6.39M
1.83%
Sole
12.63K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares76.38K
TypeSH
Market value$6.13M
1.75%
Sole
76.38K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares119.69K
TypeSH
Market value$6.03M
1.72%
Sole
119.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.93K
TypeSH
Market value$5.74M
1.64%
Sole
75.93K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares115.46K
TypeSH
Market value$5.72M
1.63%
Sole
115.46K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.83K
TypeSH
Market value$5.63M
1.61%
Sole
9.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares134.05K
TypeSH
Market value$5.61M
1.60%
Sole
134.05K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares32.79K
TypeSH
Market value$5.46M
1.56%
Sole
32.79K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares27.93K
TypeSH
Market value$4.95M
1.41%
Sole
27.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 103.90K | SH | $26.02M 7.43% | 103.90K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 47.39K | SH | $19.97M 5.71% | 47.39K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 112.08K | SH | $15.05M 4.30% | 112.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 66.81K | SH | $14.66M 4.19% | 66.81K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 62.38K | SH | $13.78M 3.94% | 62.38K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.75K | SH | $12.75M 3.64% | 21.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 64.62K | SH | $12.23M 3.49% | 64.62K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 107.98K | SH | $9.76M 2.79% | 107.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.29K | SH | $9.54M 2.73% | 16.29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 150.16K | SH | $9.36M 2.67% | 150.16K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 38.32K | SH | $8.88M 2.54% | 38.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.58K | SH | $8.87M 2.54% | 19.58K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 32.61K | SH | $7.82M 2.23% | 32.61K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 13K | SH | $6.84M 1.96% | 13K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 72.26K | SH | $6.68M 1.91% | 72.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 66.33K | SH | $6.43M 1.84% | 66.33K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 12.63K | SH | $6.39M 1.83% | 12.63K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 76.38K | SH | $6.13M 1.75% | 76.38K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 119.69K | SH | $6.03M 1.72% | 119.69K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 75.93K | SH | $5.74M 1.64% | 75.93K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 115.46K | SH | $5.72M 1.63% | 115.46K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.83K | SH | $5.63M 1.61% | 9.83K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 134.05K | SH | $5.61M 1.60% | 134.05K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 32.79K | SH | $5.46M 1.56% | 32.79K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 27.93K | SH | $4.95M 1.41% | 27.93K | 0.00 | 0.00 |
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