KilterHowling
Latest statistics and disclosures from KilterHowling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VIG, QQQ, SCHZ, SHYG, and represent 65.46% of KilterHowling's stock portfolio.
- Added to shares of these 10 stocks: AAPL, VUG, VOO, VEA, IWF, VIG, VXF, BRK.B, SHYG, VWO.
- Started 4 new stock positions in VXF, VWO, TMO, TDVG.
- Reduced shares in these 10 stocks: VTI, SCHB, QQQ, AOM, AKRE, WMT, BIL, EAGG, SHE, CRBN.
- Sold out of its positions in AOM, AKRE, WMT.
- KilterHowling was a net buyer of stock by $6.3M.
- KilterHowling has $223M in assets under management (AUM), dropping by 12.58%.
- Central Index Key (CIK): 0001759354
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Portfolio Holdings for KilterHowling
KilterHowling holds 50 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.7 | $35M | +2% | 51k | 686.82 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 14.8 | $33M | 139k | 236.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 14.0 | $31M | 43k | 736.41 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 14.0 | $31M | 1.3M | 23.13 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.0 | $16M | +2% | 367k | 42.41 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 6.1 | $14M | 142k | 96.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $11M | +7% | 160k | 71.25 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.4 | $9.9M | 111k | 89.20 |
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| Apple (AAPL) | 2.8 | $6.2M | +36% | 21k | 289.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.8M | +14% | 5.5k | 500.39 |
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| Eli Lilly & Co. (LLY) | 1.0 | $2.3M | +2% | 1.9k | 1199.50 |
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| Amazon (AMZN) | 1.0 | $2.2M | +12% | 9.3k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.1M | +2% | 6.4k | 327.34 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.8 | $1.8M | 4.3k | 426.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.8M | 5.0k | 353.32 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.6M | +2% | 8.2k | 200.08 |
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| Broadcom (AVGO) | 0.7 | $1.6M | 4.3k | 377.77 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.5M | +11% | 4.1k | 373.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.5M | +500% | 17k | 86.14 |
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| Visa Com Cl A (V) | 0.7 | $1.5M | +5% | 4.3k | 343.06 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $1.4M | 8.8k | 163.67 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | +3% | 10k | 136.72 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $1.1M | -2% | 23k | 47.41 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.0M | +300% | 8.4k | 124.18 |
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| Cummins (CMI) | 0.4 | $974k | 1.4k | 713.32 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $704k | 1.7k | 409.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $634k | -59% | 1.7k | 369.99 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $506k | 1.7k | 300.45 |
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| Oracle Corporation (ORCL) | 0.2 | $503k | 3.4k | 146.53 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $499k | 6.1k | 82.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $482k | 1.3k | 357.29 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $474k | 5.3k | 89.43 |
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| Procter & Gamble Company (PG) | 0.2 | $463k | 3.2k | 146.65 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $421k | 2.9k | 146.42 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $385k | NEW | 1.6k | 246.21 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $383k | 2.3k | 164.57 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $356k | -4% | 7.5k | 47.47 |
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| Spdr Series Trust St Str Msci Gen (SHE) | 0.2 | $337k | -6% | 2.2k | 154.46 |
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| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.1 | $327k | -5% | 1.3k | 252.89 |
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| Waters Corporation (WAT) | 0.1 | $325k | 867.00 | 375.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $290k | NEW | 4.9k | 59.69 |
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| Ball Corporation (BALL) | 0.1 | $286k | 4.6k | 62.41 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $283k | -64% | 9.8k | 28.96 |
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| International Business Machines (IBM) | 0.1 | $282k | 1.0k | 281.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $266k | 1.1k | 242.45 |
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| Wec Energy Group (WEC) | 0.1 | $242k | 2.1k | 116.78 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $232k | 311.00 | 747.32 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $221k | -14% | 2.4k | 91.64 |
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| T Rowe Price Exchange-traded Price Div Grwt (TDVG) | 0.1 | $208k | NEW | 4.2k | 49.03 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $202k | NEW | 403.00 | 501.98 |
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Past Filings by KilterHowling
SEC 13F filings are viewable for KilterHowling going back to 2023
- KilterHowling 2026 Q2 filed Aug. 11, 2026
- KilterHowling 2026 Q1 filed May 12, 2026
- KilterHowling 2025 Q4 filed Feb. 13, 2026
- KilterHowling 2025 Q3 filed Nov. 13, 2025
- KilterHowling 2025 Q2 filed Aug. 13, 2025
- KilterHowling 2025 Q1 filed May 14, 2025
- KilterHowling 2024 Q4 filed Feb. 13, 2025
- KilterHowling 2024 Q3 filed Nov. 12, 2024
- KilterHowling 2024 Q2 filed Aug. 14, 2024
- KilterHowling 2024 Q1 filed May 10, 2024
- KilterHowling 2023 Q4 filed Feb. 8, 2024
- KilterHowling 2023 Q3 filed Nov. 8, 2023
- KilterHowling 2023 Q2 filed Aug. 8, 2023
- KilterHowling 2021 Q4 filed May 4, 2023
- KilterHowling 2022 Q1 filed May 4, 2023
- KilterHowling 2022 Q2 filed May 4, 2023