Filed: 7/8/2025ACC: 0001951757-25-000586
📋 What this filing means
LITTLE HOUSE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $399.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$399.25M
Total AUM (reported)
3.58M
Total Shares
Allocation by class
COM$211.04M52.9%
CL A$21.43M5.4%
CORE S&P MCP ETF$12.30M3.1%
ENHANCED SMALL$11.79M3.0%
7-10 YR TRSY BD$11.32M2.8%
CAP STK CL A$10.14M2.5%
CL B NEW$9.62M2.4%
Portfolio Concentration
Top 3$57.14M14.3%
4–10$82.09M20.6%
11–25$109.06M27.3%
Rest$150.96M37.8%
Top 3 weight
14.3%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Sole
Full voting authority
3.58M
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)
Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:
MICROSOFT CORP
SOLEShares43.80K
TypeSH
Market value$21.79M
5.46%
Sole
43.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares87.54K
TypeSH
Market value$17.96M
4.50%
Sole
87.54K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares110.09K
TypeSH
Market value$17.39M
4.36%
Sole
110.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares64.38K
TypeSH
Market value$14.12M
3.54%
Sole
64.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares198.36K
TypeSH
Market value$12.30M
3.08%
Sole
198.36K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares368.49K
TypeSH
Market value$11.79M
2.95%
Sole
368.49K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15.78K
TypeSH
Market value$11.64M
2.92%
Sole
15.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares118.20K
TypeSH
Market value$11.32M
2.84%
Sole
118.20K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares39.06K
TypeSH
Market value$10.77M
2.70%
Sole
39.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares57.56K
TypeSH
Market value$10.14M
2.54%
Sole
57.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.80K
TypeSH
Market value$9.62M
2.41%
Sole
19.80K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares119.17K
TypeSH
Market value$8.92M
2.24%
Sole
119.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares98.05K
TypeSH
Market value$8.76M
2.20%
Sole
98.05K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares169.96K
TypeSH
Market value$8.61M
2.16%
Sole
169.96K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares27.82K
TypeSH
Market value$8.07M
2.02%
Sole
27.82K
Shared
0.00
None
0.00
WALMART INC
SOLEShares80.33K
TypeSH
Market value$7.85M
1.97%
Sole
80.33K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares87.56K
TypeSH
Market value$7.26M
1.82%
Sole
87.56K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares30.58K
TypeSH
Market value$6.69M
1.67%
Sole
30.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares29.38K
TypeSH
Market value$6.66M
1.67%
Sole
29.38K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares42.02K
TypeSH
Market value$6.42M
1.61%
Sole
42.02K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares128.77K
TypeSH
Market value$6.41M
1.60%
Sole
128.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares76.16K
TypeSH
Market value$6.31M
1.58%
Sole
76.16K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.04K
TypeSH
Market value$6.20M
1.55%
Sole
11.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.67K
TypeSH
Market value$5.92M
1.48%
Sole
122.67K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.57K
TypeSH
Market value$5.36M
1.34%
Sole
7.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 43.80K | SH | $21.79M 5.46% | 43.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.54K | SH | $17.96M 4.50% | 87.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 110.09K | SH | $17.39M 4.36% | 110.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 64.38K | SH | $14.12M 3.54% | 64.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 198.36K | SH | $12.30M 3.08% | 198.36K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED SMALL | 368.49K | SH | $11.79M 2.95% | 368.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.78K | SH | $11.64M 2.92% | 15.78K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 118.20K | SH | $11.32M 2.84% | 118.20K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 39.06K | SH | $10.77M 2.70% | 39.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 57.56K | SH | $10.14M 2.54% | 57.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.80K | SH | $9.62M 2.41% | 19.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 119.17K | SH | $8.92M 2.24% | 119.17K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 98.05K | SH | $8.76M 2.20% | 98.05K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 169.96K | SH | $8.61M 2.16% | 169.96K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 27.82K | SH | $8.07M 2.02% | 27.82K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 80.33K | SH | $7.85M 1.97% | 80.33K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 87.56K | SH | $7.26M 1.82% | 87.56K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 30.58K | SH | $6.69M 1.67% | 30.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 29.38K | SH | $6.66M 1.67% | 29.38K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 42.02K | SH | $6.42M 1.61% | 42.02K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 128.77K | SH | $6.41M 1.60% | 128.77K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 76.16K | SH | $6.31M 1.58% | 76.16K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.04K | SH | $6.20M 1.55% | 11.04K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 122.67K | SH | $5.92M 1.48% | 122.67K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.57K | SH | $5.36M 1.34% | 7.57K | 0.00 | 0.00 |
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