KilterHowling
Latest statistics and disclosures from KilterHowling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHZ, VOO, VIG, QQQ, SHYG, and represent 65.79% of KilterHowling's stock portfolio.
- Added to shares of these 10 stocks: AVDE (+$9.3M), SHYG, SCHZ, VTI, LLY, VEA, VOO, SCHB, AAPL, VIG.
- Started 3 new stock positions in SPY, AVDE, WMT.
- Reduced shares in these 10 stocks: AKRE (-$5.3M), VBIL (-$5.3M), AOM, , AOA, TMO, , GOOG, QQQ, PG.
- Sold out of its positions in COST, AOA, NOW, TMO, VBIL.
- KilterHowling was a net buyer of stock by $8.3M.
- KilterHowling has $198M in assets under management (AUM), dropping by 0.50%.
- Central Index Key (CIK): 0001759354
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Portfolio Holdings for KilterHowling
KilterHowling holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 15.7 | $31M | +6% | 1.3M | 23.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.0 | $30M | 50k | 597.55 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 14.9 | $30M | 137k | 215.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.5 | $25M | 43k | 577.17 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.7 | $15M | +37% | 359k | 42.31 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 6.5 | $13M | 139k | 92.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.8 | $9.5M | +9% | 149k | 64.08 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.7 | $9.3M | NEW | 110k | 84.84 |
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| Apple (AAPL) | 2.0 | $3.9M | +11% | 16k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.3M | +3% | 4.8k | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.8M | +14% | 6.2k | 294.14 |
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| Amazon (AMZN) | 0.9 | $1.7M | +11% | 8.3k | 208.27 |
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| Eli Lilly & Co. (LLY) | 0.9 | $1.7M | +169% | 1.8k | 919.72 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.6M | +24% | 9.7k | 169.66 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.8 | $1.6M | 4.3k | 370.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | -8% | 4.9k | 286.88 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.4M | +9% | 8.0k | 174.39 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.4M | +13% | 3.7k | 370.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.4M | +442% | 4.2k | 320.84 |
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| Broadcom (AVGO) | 0.7 | $1.3M | +5% | 4.3k | 309.54 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.3M | 2.9k | 436.85 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $1.2M | +21% | 8.8k | 141.41 |
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| Visa Com Cl A (V) | 0.6 | $1.2M | +30% | 4.1k | 302.27 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.6 | $1.1M | +36% | 24k | 47.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $893k | 2.1k | 426.44 |
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| Cummins (CMI) | 0.4 | $735k | 1.4k | 538.10 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $684k | +180% | 27k | 25.10 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $612k | 1.7k | 356.62 |
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| Oracle Corporation (ORCL) | 0.3 | $504k | 3.4k | 147.13 |
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| Procter & Gamble Company (PG) | 0.2 | $456k | 3.2k | 144.44 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $446k | +17% | 5.3k | 83.95 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $439k | +12% | 6.1k | 71.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $417k | +5% | 1.7k | 248.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $387k | 1.3k | 287.53 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $372k | +38% | 7.8k | 47.47 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $368k | 2.9k | 128.12 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $338k | 2.3k | 145.76 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.2 | $306k | +9% | 1.4k | 222.80 |
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| Spdr Series Trust State Street Spd (SHE) | 0.2 | $298k | +10% | 2.3k | 127.80 |
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| Ball Corporation (BALL) | 0.1 | $271k | 4.6k | 59.12 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $259k | 2.8k | 91.62 |
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| Waters Corporation (WAT) | 0.1 | $258k | 867.00 | 297.80 |
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| International Business Machines (IBM) | 0.1 | $243k | 1.0k | 242.33 |
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| Wec Energy Group (WEC) | 0.1 | $237k | 2.1k | 115.80 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $237k | -91% | 5.0k | 47.37 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $234k | 1.1k | 213.60 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $210k | -96% | 4.0k | 52.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $204k | NEW | 1.6k | 124.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $202k | NEW | 311.00 | 650.43 |
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Past Filings by KilterHowling
SEC 13F filings are viewable for KilterHowling going back to 2023
- 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
- KilterHowling 2022 Q3 filed May 4, 2023