Filed: 11/3/2025ACC: 0001951757-25-001253
๐ What this filing means
LITTLE HOUSE CAPITAL LLC filed this quarterly 13FโHR report disclosing 123 equity positions with a total reported market value of $434.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$434.99M
Total AUM (reported)
3.65M
Total Shares
Allocation by class
COM$233.82M53.8%
CL A$20.72M4.8%
ENHANCED SMALL$13.85M3.2%
CAP STK CL A$13.38M3.1%
CORE S&P MCP ETF$13.37M3.1%
7-10 YR TRSY BD$11.66M2.7%
CL B NEW$10.23M2.4%
Portfolio Concentration
Top 3$66.85M15.4%
4โ10$90.89M20.9%
11โ25$118.00M27.1%
Rest$159.26M36.6%
Top 3 weight
15.4%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 3.65M
Sole
Full voting authority
3.65M
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)
Sole123
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings123
Rows:
MICROSOFT CORP
SOLEShares45.68K
TypeSH
Market value$23.66M
5.44%
Sole
45.68K
Shared
0.00
None
0.00
APPLE INC
SOLEShares90.55K
TypeSH
Market value$23.06M
5.30%
Sole
90.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares107.89K
TypeSH
Market value$20.13M
4.63%
Sole
107.89K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares65.08K
TypeSH
Market value$14.29M
3.28%
Sole
65.08K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares378.77K
TypeSH
Market value$13.85M
3.18%
Sole
378.77K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares55.04K
TypeSH
Market value$13.38M
3.08%
Sole
55.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares204.95K
TypeSH
Market value$13.37M
3.07%
Sole
204.95K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares39.10K
TypeSH
Market value$12.90M
2.97%
Sole
39.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares120.86K
TypeSH
Market value$11.66M
2.68%
Sole
120.86K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15.57K
TypeSH
Market value$11.44M
2.63%
Sole
15.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.35K
TypeSH
Market value$10.23M
2.35%
Sole
20.35K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares122.42K
TypeSH
Market value$9.87M
2.27%
Sole
122.42K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares34.04K
TypeSH
Market value$9.51M
2.19%
Sole
34.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares101.69K
TypeSH
Market value$9.49M
2.18%
Sole
101.69K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.02K
TypeSH
Market value$8.84M
2.03%
Sole
28.02K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares173.67K
TypeSH
Market value$8.81M
2.03%
Sole
173.67K
Shared
0.00
None
0.00
WALMART INC
SOLEShares85K
TypeSH
Market value$8.76M
2.01%
Sole
85K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares88.96K
TypeSH
Market value$7.48M
1.72%
Sole
88.96K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares40.29K
TypeSH
Market value$7.47M
1.72%
Sole
40.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares125.49K
TypeSH
Market value$6.70M
1.54%
Sole
125.49K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares130.07K
TypeSH
Market value$6.48M
1.49%
Sole
130.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares77.99K
TypeSH
Market value$6.47M
1.49%
Sole
77.99K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.01K
TypeSH
Market value$6.26M
1.44%
Sole
11.01K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.75K
TypeSH
Market value$6.17M
1.42%
Sole
7.75K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares19.33K
TypeSH
Market value$5.44M
1.25%
Sole
19.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 45.68K | SH | $23.66M 5.44% | 45.68K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 90.55K | SH | $23.06M 5.30% | 90.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 107.89K | SH | $20.13M 4.63% | 107.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 65.08K | SH | $14.29M 3.28% | 65.08K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED SMALL | 378.77K | SH | $13.85M 3.18% | 378.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 55.04K | SH | $13.38M 3.08% | 55.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 204.95K | SH | $13.37M 3.07% | 204.95K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 39.10K | SH | $12.90M 2.97% | 39.10K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 120.86K | SH | $11.66M 2.68% | 120.86K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.57K | SH | $11.44M 2.63% | 15.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.35K | SH | $10.23M 2.35% | 20.35K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 122.42K | SH | $9.87M 2.27% | 122.42K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 34.04K | SH | $9.51M 2.19% | 34.04K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 101.69K | SH | $9.49M 2.18% | 101.69K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.02K | SH | $8.84M 2.03% | 28.02K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 173.67K | SH | $8.81M 2.03% | 173.67K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 85K | SH | $8.76M 2.01% | 85K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 88.96K | SH | $7.48M 1.72% | 88.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 40.29K | SH | $7.47M 1.72% | 40.29K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 125.49K | SH | $6.70M 1.54% | 125.49K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 130.07K | SH | $6.48M 1.49% | 130.07K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 77.99K | SH | $6.47M 1.49% | 77.99K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.01K | SH | $6.26M 1.44% | 11.01K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.75K | SH | $6.17M 1.42% | 7.75K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 19.33K | SH | $5.44M 1.25% | 19.33K | 0.00 | 0.00 |
Page 1 of 5
โฆ