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Alongside

Latest statistics and disclosures from Alongside's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002113496

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Positions held by Alongside consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alongside

Alongside holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	10.9	$33M	48k	684.93	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	9.8	$30M	47k	627.13	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	7.5	$23M	268k	84.64	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	6.7	$20M	43k	473.30	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	6.5	$20M	292k	67.22	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	4.2	$13M	131k	96.27	View chart
Hartford Fds Exchange Traded T Total Rtrn Etf Total Rtrn Etf (HTRB)	4.1	$12M	362k	34.15	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	4.1	$12M	50k	246.16	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	3.8	$11M	173k	66.00	View chart
Ishares Tr Broad Usd High Broad Usd High (USHY)	3.8	$11M	303k	37.40	View chart
Ishares Tr Ishs 5-10yr Invt Ishs 5-10yr Invt (IGIB)	3.4	$10M	191k	53.88	View chart
Fidelity Low Volatility Factor Etf Low Volity Etf (FDLO)	2.6	$7.8M	118k	66.75	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	2.5	$7.5M	26k	290.22	View chart
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)	2.5	$7.5M	153k	48.75	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	2.1	$6.3M	30k	212.07	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)	2.0	$6.2M	44k	141.06	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	1.7	$5.2M	48k	107.11	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	1.7	$5.0M	19k	257.95	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	1.5	$4.5M	37k	123.26	View chart
Microsoft Corporation (MSFT)	1.3	$3.8M	8.0k	483.63	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	1.2	$3.6M	33k	109.91	View chart
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT)	1.1	$3.2M	57k	56.96	View chart
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP)	0.9	$2.6M	98k	26.49	View chart
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG)	0.8	$2.5M	50k	50.01	View chart
Pgim Etf Tr Actv Hy Bd Etf Actv Hy Bd Etf (PHYL)	0.8	$2.4M	69k	35.48	View chart
Ishares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI)	0.8	$2.4M	20k	119.35	View chart
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT)	0.7	$2.2M	44k	50.86	View chart
Abbvie (ABBV)	0.6	$1.7M	7.5k	228.48	View chart
Eli Lilly & Co. (LLY)	0.6	$1.7M	1.6k	1074.58	View chart
Apple (AAPL)	0.6	$1.7M	6.1k	271.86	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.5	$1.4M	16k	89.46	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.5	$1.4M	12k	120.18	View chart
Invesco Actvely Mngd Etc Fd Tr Optimum Yield Optimum Yield (PDBC)	0.4	$1.2M	94k	13.25	View chart
Ishares Ultra Short-term Bond Active Etf Ultra Short Dur (ICSH)	0.4	$1.1M	22k	50.58	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.4	$1.1M	11k	96.28	View chart
Amazon (AMZN)	0.4	$1.1M	4.7k	230.82	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$975k	1.5k	660.12	View chart
NVIDIA Corporation (NVDA)	0.3	$936k	5.0k	186.48	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$811k	8.1k	99.88	View chart
Merck & Co (MRK)	0.3	$806k	7.7k	105.26	View chart
Abbott Laboratories (ABT)	0.3	$788k	6.3k	125.30	View chart
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB)	0.2	$752k	14k	52.88	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	0.2	$705k	1.9k	373.41	View chart
Cisco Systems (CSCO)	0.2	$676k	8.8k	77.03	View chart
Ssga Active Trust State Street Multi-asset Real Return Etf State Street Mul (RLY)	0.2	$651k	21k	31.45	View chart
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF)	0.2	$596k	19k	30.96	View chart
Fidelity Limited Term Bond Etf Ltd Trm Bd Etf (FLTB)	0.2	$591k	12k	50.66	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.2	$569k	1.7k	335.28	View chart
Oracle Corporation (ORCL)	0.2	$545k	2.8k	194.90	View chart
Texas Instruments Incorporated (TXN)	0.2	$542k	3.1k	173.51	View chart
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK)	0.2	$535k	1.3k	412.64	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$520k	4.6k	113.93	View chart
Spdr Series Trust State Street Bloomberg 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)	0.2	$507k	5.5k	91.38	View chart
Old National Ban (ONB)	0.2	$492k	22k	22.31	View chart
Caterpillar (CAT)	0.2	$479k	836.00	572.53	View chart
Accenture (ACN)	0.2	$468k	1.7k	268.26	View chart
Wec Energy Group (WEC)	0.1	$423k	4.0k	105.46	View chart
Boeing Company (BA)	0.1	$398k	1.8k	217.11	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$347k	2.7k	129.78	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.1	$344k	3.2k	106.71	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.1	$338k	5.4k	62.47	View chart
Ishares Trust Core Divid Gwth Core Div Grwth (DGRO)	0.1	$333k	4.8k	69.42	View chart
Wal-Mart Stores (WMT)	0.1	$326k	2.9k	111.40	View chart
Wells Fargo & Company (WFC)	0.1	$325k	3.5k	93.19	View chart
Snap-on Incorporated (SNA)	0.1	$321k	933.00	344.53	View chart
At&t (T)	0.1	$309k	12k	24.84	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf Technology (XLK)	0.1	$303k	2.1k	143.95	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.1	$303k	444.00	681.32	View chart
Welltower Inc Com reit (WELL)	0.1	$301k	1.6k	185.61	View chart
Home Depot (HD)	0.1	$289k	841.00	344.00	View chart
Costco Wholesale Corporation (COST)	0.1	$284k	330.00	861.55	View chart
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG)	0.1	$271k	1.6k	167.92	View chart
Vanguard Mega Cap Value Index Fund Mega Cap Val Etf (MGV)	0.1	$259k	1.8k	141.12	View chart
JPMorgan Chase & Co. (JPM)	0.1	$245k	759.00	322.35	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.1	$243k	497.00	487.96	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$242k	773.00	313.01	View chart
Spdr Series Trust State Street S&p Dividend Etf S&p Divid Etf (SDY)	0.1	$237k	1.7k	139.16	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$226k	719.00	313.87	View chart
Ameren Corporation (AEE)	0.1	$222k	2.2k	99.88	View chart
Tesla Motors (TSLA)	0.1	$217k	483.00	449.34	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	0.1	$206k	2.0k	104.09	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.1	$204k	971.00	210.24	View chart
Cardinal Health (CAH)	0.1	$203k	986.00	205.50	View chart

Past Filings by Alongside

SEC 13F filings are viewable for Alongside going back to 2025

Alongside 2025 Q4 filed July 9, 2026

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