Filed: 1/7/2026ACC: 0001951757-26-000019
📋 What this filing means
TOUNJIAN ADVISORY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $295.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$295.27M
Total AUM (reported)
3.21M
Total Shares
Allocation by class
COM$197.60M66.9%
CL A$15.53M5.3%
COM NEW$11.18M3.8%
CAP STK CL A$6.87M2.3%
CORE MSCI EAFE$6.77M2.3%
AVANTIS EMERGING$5.10M1.7%
HENDRSN SHRT ETF$4.85M1.6%
Portfolio Concentration
Top 3$45.89M15.5%
4–10$43.13M14.6%
11–25$52.01M17.6%
Rest$154.23M52.2%
Top 3 weight
15.5%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 3.21M
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
3.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings150
Rows:
NVIDIA CORPORATION
SOLEShares84.55K
TypeSH
Market value$15.77M
5.34%
Sole
0.00
Shared
0.00
None
84.55K
APPLE INC
SOLEShares57.97K
TypeSH
Market value$15.76M
5.34%
Sole
0.00
Shared
0.00
None
57.97K
MICROSOFT CORP
SOLEShares29.70K
TypeSH
Market value$14.36M
4.86%
Sole
0.00
Shared
0.00
None
29.70K
AMAZON COM INC
SOLEShares35.76K
TypeSH
Market value$8.26M
2.80%
Sole
0.00
Shared
0.00
None
35.76K
ALPHABET INC
SOLEShares21.93K
TypeSH
Market value$6.87M
2.33%
Sole
0.00
Shared
0.00
None
21.93K
ISHARES TR
SOLEShares75.64K
TypeSH
Market value$6.77M
2.29%
Sole
0.00
Shared
0.00
None
75.64K
META PLATFORMS INC
SOLEShares8.55K
TypeSH
Market value$5.64M
1.91%
Sole
0.00
Shared
0.00
None
8.55K
BROADCOM INC
SOLEShares16.21K
TypeSH
Market value$5.61M
1.90%
Sole
0.00
Shared
0.00
None
16.21K
AMERICAN CENTY ETF TR
SOLEShares79.92K
TypeSH
Market value$5.10M
1.73%
Sole
0.00
Shared
0.00
None
79.92K
JPMORGAN CHASE & CO.
SOLEShares15.20K
TypeSH
Market value$4.90M
1.66%
Sole
0.00
Shared
0.00
None
15.20K
ELI LILLY & CO
SOLEShares4.52K
TypeSH
Market value$4.86M
1.65%
Sole
0.00
Shared
0.00
None
4.52K
JANUS DETROIT STR TR
SOLEShares98.72K
TypeSH
Market value$4.85M
1.64%
Sole
0.00
Shared
0.00
None
98.72K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.11K
TypeSH
Market value$4.08M
1.38%
Sole
0.00
Shared
0.00
None
8.11K
MASTERCARD INCORPORATED
SOLEShares6.58K
TypeSH
Market value$3.76M
1.27%
Sole
0.00
Shared
0.00
None
6.58K
EXXON MOBIL CORP
SOLEShares29.87K
TypeSH
Market value$3.59M
1.22%
Sole
0.00
Shared
0.00
None
29.87K
GOLDMAN SACHS GROUP INC
SOLEShares4K
TypeSH
Market value$3.51M
1.19%
Sole
0.00
Shared
0.00
None
4K
TESLA INC
SOLEShares7.81K
TypeSH
Market value$3.51M
1.19%
Sole
0.00
Shared
0.00
None
7.81K
VISA INC
SOLEShares9.60K
TypeSH
Market value$3.37M
1.14%
Sole
0.00
Shared
0.00
None
9.60K
CISCO SYS INC
SOLEShares41.97K
TypeSH
Market value$3.23M
1.09%
Sole
0.00
Shared
0.00
None
41.97K
PHILIP MORRIS INTL INC
SOLEShares19.70K
TypeSH
Market value$3.16M
1.07%
Sole
0.00
Shared
0.00
None
19.70K
S&P GLOBAL INC
SOLEShares5.85K
TypeSH
Market value$3.06M
1.04%
Sole
0.00
Shared
0.00
None
5.85K
CITIGROUP INC
SOLEShares24.98K
TypeSH
Market value$2.91M
0.99%
Sole
0.00
Shared
0.00
None
24.98K
CHEVRON CORP NEW
SOLEShares18.01K
TypeSH
Market value$2.75M
0.93%
Sole
0.00
Shared
0.00
None
18.01K
AMERICAN CENTY ETF TR
SOLEShares64.41K
TypeSH
Market value$2.70M
0.91%
Sole
0.00
Shared
0.00
None
64.41K
JOHNSON & JOHNSON
SOLEShares12.90K
TypeSH
Market value$2.67M
0.90%
Sole
0.00
Shared
0.00
None
12.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 84.55K | SH | $15.77M 5.34% | 0.00 | 0.00 | 84.55K |
APPLE INCSOLE | COM | 57.97K | SH | $15.76M 5.34% | 0.00 | 0.00 | 57.97K |
MICROSOFT CORPSOLE | COM | 29.70K | SH | $14.36M 4.86% | 0.00 | 0.00 | 29.70K |
AMAZON COM INCSOLE | COM | 35.76K | SH | $8.26M 2.80% | 0.00 | 0.00 | 35.76K |
ALPHABET INCSOLE | CAP STK CL A | 21.93K | SH | $6.87M 2.33% | 0.00 | 0.00 | 21.93K |
ISHARES TRSOLE | CORE MSCI EAFE | 75.64K | SH | $6.77M 2.29% | 0.00 | 0.00 | 75.64K |
META PLATFORMS INCSOLE | CL A | 8.55K | SH | $5.64M 1.91% | 0.00 | 0.00 | 8.55K |
BROADCOM INCSOLE | COM | 16.21K | SH | $5.61M 1.90% | 0.00 | 0.00 | 16.21K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 79.92K | SH | $5.10M 1.73% | 0.00 | 0.00 | 79.92K |
JPMORGAN CHASE & CO.SOLE | COM | 15.20K | SH | $4.90M 1.66% | 0.00 | 0.00 | 15.20K |
ELI LILLY & COSOLE | COM | 4.52K | SH | $4.86M 1.65% | 0.00 | 0.00 | 4.52K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 98.72K | SH | $4.85M 1.64% | 0.00 | 0.00 | 98.72K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.11K | SH | $4.08M 1.38% | 0.00 | 0.00 | 8.11K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.58K | SH | $3.76M 1.27% | 0.00 | 0.00 | 6.58K |
EXXON MOBIL CORPSOLE | COM | 29.87K | SH | $3.59M 1.22% | 0.00 | 0.00 | 29.87K |
GOLDMAN SACHS GROUP INCSOLE | COM | 4K | SH | $3.51M 1.19% | 0.00 | 0.00 | 4K |
TESLA INCSOLE | COM | 7.81K | SH | $3.51M 1.19% | 0.00 | 0.00 | 7.81K |
VISA INCSOLE | COM CL A | 9.60K | SH | $3.37M 1.14% | 0.00 | 0.00 | 9.60K |
CISCO SYS INCSOLE | COM | 41.97K | SH | $3.23M 1.09% | 0.00 | 0.00 | 41.97K |
PHILIP MORRIS INTL INCSOLE | COM | 19.70K | SH | $3.16M 1.07% | 0.00 | 0.00 | 19.70K |
S&P GLOBAL INCSOLE | COM | 5.85K | SH | $3.06M 1.04% | 0.00 | 0.00 | 5.85K |
CITIGROUP INCSOLE | COM NEW | 24.98K | SH | $2.91M 0.99% | 0.00 | 0.00 | 24.98K |
CHEVRON CORP NEWSOLE | COM | 18.01K | SH | $2.75M 0.93% | 0.00 | 0.00 | 18.01K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 64.41K | SH | $2.70M 0.91% | 0.00 | 0.00 | 64.41K |
JOHNSON & JOHNSONSOLE | COM | 12.90K | SH | $2.67M 0.90% | 0.00 | 0.00 | 12.90K |
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