Filed: 4/25/2025ACC: 0001951757-25-000445
📋 What this filing means
LITTLE HOUSE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $363.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$363.84M
Total AUM (reported)
3.55M
Total Shares
Allocation by class
COM$193.07M53.1%
CL A$18.14M5.0%
CORE S&P MCP ETF$11.42M3.1%
7-10 YR TRSY BD$10.68M2.9%
ENHANCED SMALL$10.57M2.9%
CAP STK CL A$9.67M2.7%
CL B NEW$9.01M2.5%
Portfolio Concentration
Top 3$50.10M13.8%
4–10$71.02M19.5%
11–25$95.55M26.3%
Rest$147.17M40.4%
Top 3 weight
13.8%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 3.55M
Sole
Full voting authority
3.55M
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)
Sole131
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings131
Rows:
APPLE INC
SOLEShares96.48K
TypeSH
Market value$21.43M
5.89%
Sole
96.48K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.82K
TypeSH
Market value$17.20M
4.73%
Sole
45.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares60.27K
TypeSH
Market value$11.47M
3.15%
Sole
60.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares195.79K
TypeSH
Market value$11.42M
3.14%
Sole
195.79K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares101.92K
TypeSH
Market value$11.05M
3.04%
Sole
101.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares111.99K
TypeSH
Market value$10.68M
2.94%
Sole
111.99K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares358.38K
TypeSH
Market value$10.57M
2.90%
Sole
358.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares62.54K
TypeSH
Market value$9.67M
2.66%
Sole
62.54K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.92K
TypeSH
Market value$9.01M
2.48%
Sole
16.92K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares14.96K
TypeSH
Market value$8.62M
2.37%
Sole
14.96K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares33.17K
TypeSH
Market value$8.14M
2.24%
Sole
33.17K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares160.64K
TypeSH
Market value$8.13M
2.24%
Sole
160.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.68K
TypeSH
Market value$7.82M
2.15%
Sole
95.68K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares113.60K
TypeSH
Market value$7.73M
2.12%
Sole
113.60K
Shared
0.00
None
0.00
WALMART INC
SOLEShares84.68K
TypeSH
Market value$7.43M
2.04%
Sole
84.68K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares83.31K
TypeSH
Market value$6.81M
1.87%
Sole
83.31K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.85K
TypeSH
Market value$6.49M
1.78%
Sole
11.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.24K
TypeSH
Market value$6.22M
1.71%
Sole
75.24K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares122.19K
TypeSH
Market value$6.08M
1.67%
Sole
122.19K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.37K
TypeSH
Market value$5.92M
1.63%
Sole
35.37K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares32.28K
TypeSH
Market value$5.40M
1.48%
Sole
32.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares119.26K
TypeSH
Market value$5.21M
1.43%
Sole
119.26K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares28.71K
TypeSH
Market value$4.76M
1.31%
Sole
28.71K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares8.64K
TypeSH
Market value$4.72M
1.30%
Sole
8.64K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares35.35K
TypeSH
Market value$4.68M
1.29%
Sole
35.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 96.48K | SH | $21.43M 5.89% | 96.48K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.82K | SH | $17.20M 4.73% | 45.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.27K | SH | $11.47M 3.15% | 60.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 195.79K | SH | $11.42M 3.14% | 195.79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 101.92K | SH | $11.05M 3.04% | 101.92K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 111.99K | SH | $10.68M 2.94% | 111.99K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED SMALL | 358.38K | SH | $10.57M 2.90% | 358.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 62.54K | SH | $9.67M 2.66% | 62.54K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.92K | SH | $9.01M 2.48% | 16.92K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 14.96K | SH | $8.62M 2.37% | 14.96K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 33.17K | SH | $8.14M 2.24% | 33.17K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 160.64K | SH | $8.13M 2.24% | 160.64K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 95.68K | SH | $7.82M 2.15% | 95.68K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 113.60K | SH | $7.73M 2.12% | 113.60K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 84.68K | SH | $7.43M 2.04% | 84.68K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 83.31K | SH | $6.81M 1.87% | 83.31K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.85K | SH | $6.49M 1.78% | 11.85K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 75.24K | SH | $6.22M 1.71% | 75.24K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 122.19K | SH | $6.08M 1.67% | 122.19K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.37K | SH | $5.92M 1.63% | 35.37K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 32.28K | SH | $5.40M 1.48% | 32.28K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 119.26K | SH | $5.21M 1.43% | 119.26K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 28.71K | SH | $4.76M 1.31% | 28.71K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.64K | SH | $4.72M 1.30% | 8.64K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 35.35K | SH | $4.68M 1.29% | 35.35K | 0.00 | 0.00 |
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