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Larch Capital Partners

Latest statistics and disclosures from Larch Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are NU, IVV, RSP, IEUR, EMXC, and represent 75.70% of Larch Capital Partners's stock portfolio.
Added to shares of these 10 stocks: XLV (+$7.4M), AVUV (+$7.0M), IEUR (+$5.4M), RSP, SPEM, FPE, PFXF, IVV, SPY, NU.
Started 10 new stock positions in AAPL, SPEM, IWF, NVDA, XLK, XLE, AVUV, IBM, XLF, XLV.
Reduced shares in these 10 stocks: NZAC, VTI, IEI, CMDT, HELO, , VALE, EMXC, GGB, .
Sold out of its positions in SID, META, CMDT, NZAC, VTI.
Larch Capital Partners was a net buyer of stock by $38M.
Larch Capital Partners has $700M in assets under management (AUM), dropping by 1.38%.
Central Index Key (CIK): 0002112646

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Portfolio Holdings for Larch Capital Partners

Larch Capital Partners holds 58 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
Nu Hldgs Ord Shs Cl A (NU)	68.3	$478M		36M	13.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$16M	+20%	21k	748.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$15M	+42%	70k	212.77	View chart
Ishares Tr Core Msci Euro (IEUR)	1.5	$10M	+108%	137k	75.17	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$10M		101k	102.30	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$10M		106k	94.57	View chart
Vale S A Sponsored Ads (VALE)	1.3	$9.3M		618k	15.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.3	$9.2M		58k	156.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.2	$8.6M	+53%	484k	17.88	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.1	$7.4M	NEW	47k	158.66	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$7.2M	+2%	95k	75.51	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	1.0	$7.2M		2.0M	3.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$7.0M	NEW	56k	124.76	View chart
Jp Morgan Exchange Traded F Income Etf (JPIE)	1.0	$6.7M		145k	46.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$6.7M		81k	82.65	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$6.4M		95k	67.24	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.8	$5.9M	+87%	330k	17.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.8	$5.3M		55k	96.44	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.7	$5.2M		318k	16.45	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.7	$5.2M	-7%	45k	117.45	View chart
Ishares Tr Global Tech Etf (IXN)	0.7	$5.2M		36k	144.48	View chart
Ishares Msci Japan Etf (EWJ)	0.7	$4.7M		51k	93.27	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.6	$4.5M	+3%	48k	93.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$4.5M		66k	68.41	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$4.2M	NEW	82k	51.78	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.6	$4.1M		97k	42.41	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$3.6M		69k	52.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$3.5M		24k	148.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$3.3M		46k	71.25	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.4	$3.1M	+4%	26k	119.33	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.4	$2.9M		64k	45.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.6M		12k	219.43	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	0.3	$2.2M		145k	14.93	View chart
Jp Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$2.1M	-11%	31k	67.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.6M	+90%	2.1k	746.87	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$1.5M		31k	49.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.2M	+6%	1.7k	686.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$826k	+25%	1.1k	736.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$573k		9.6k	59.69	View chart
JBS Cl A Shs (JBS)	0.1	$557k		47k	11.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$511k		10k	51.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$509k		6.2k	82.11	View chart
Gerdau Sa Spon Adr Rep Pfd (GGB)	0.1	$506k	-6%	125k	4.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$490k		5.0k	98.97	View chart
Jp Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$418k		8.3k	50.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$356k	NEW	1.9k	190.52	View chart
Apple (AAPL)	0.0	$335k	NEW	1.2k	289.36	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$334k		11k	30.01	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$310k		4.1k	76.11	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$261k		3.0k	88.54	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$258k		2.4k	107.62	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$250k	NEW	4.7k	53.61	View chart
Herman Miller (MLKN)	0.0	$243k		12k	20.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$236k	NEW	1.9k	124.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$232k		4.6k	50.49	View chart
International Business Machines (IBM)	0.0	$231k	NEW	822.00	281.21	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$223k	NEW	4.2k	53.11	View chart
NVIDIA Corporation (NVDA)	0.0	$210k	NEW	1.1k	200.13	View chart

Past Filings by Larch Capital Partners

SEC 13F filings are viewable for Larch Capital Partners going back to 2025

Larch Capital Partners 2026 Q2 filed Aug. 17, 2026
Larch Capital Partners 2026 Q1 filed May 15, 2026
Larch Capital Partners 2025 Q4 filed Feb. 20, 2026

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