Institutional Manager · CIK 0002030974
Kings Path Partners LLC
SUGAR LAND, TX · File #028-24247
Latest AUM
$248.3M
Positions
283
Top-10 Concentration
64.3%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 87,084 | $26.5M | 11.88% |
| 2 | SCHWAB STRATEGIC TR | 808524805 | 983,068 | $21.7M | 9.75% |
| 3 | GOLDMAN SACHS ETF TR | NVGLF | 154,010 | $18.7M | 8.39% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 231,331 | $13.2M | 5.92% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 286,492 | $12.1M | 5.44% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 195,933 | $11.7M | 5.26% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C102 | 186,324 | $11.0M | 4.92% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 216,073 | $10.7M | 4.80% |
| 9 | GOLDMAN SACHS ETF TR | NVGLF | 234,753 | $9.3M | 4.18% |
| 10 | DIMENSIONAL ETF TRUST | 25434V609 | 156,124 | $8.4M | 3.78% |
| 11 | AMERICAN CENTY ETF TR | 025072349 | 121,268 | $8.3M | 3.71% |
| 12 | DIMENSIONAL ETF TRUST | 25434V807 | 161,903 | $6.9M | 3.11% |
| 13 | DIMENSIONAL ETF TRUST | 25434V583 | 97,076 | $5.3M | 2.37% |
| 14 | SCHWAB STRATEGIC TR | 808524870 | 178,027 | $4.7M | 2.13% |
| 15 | VANGUARD MALVERN FDS | 922020748 | 59,200 | $4.6M | 2.06% |
| 16 | AMERICAN CENTY ETF TR | 025072604 | 66,939 | $4.6M | 2.06% |
| 17 | AMERICAN CENTY ETF TR | 025072802 | 53,133 | $4.2M | 1.89% |
| 18 | ISHARES TR | 464287150 | 24,216 | $3.3M | 1.47% |
| 19 | ISHARES TR | 46432F842 | 32,535 | $2.7M | 1.22% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.2M | 0.98% |