KilterHowling as of Sept. 30, 2025
Portfolio Holdings for KilterHowling
KilterHowling holds 46 positions in its portfolio as reported in the September 2025 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) | 16.1 | $29M | 47k | 612.39 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 16.0 | $29M | 1.2M | 23.47 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 15.6 | $28M | 130k | 215.79 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 14.1 | $25M | 42k | 600.37 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.9 | $14M | 328k | 43.30 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 7.1 | $13M | 133k | 95.14 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.5 | $8.1M | 135k | 59.92 | |
| Apple (AAPL) | 2.6 | $4.6M | 18k | 254.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.3M | 4.7k | 502.74 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $2.0M | 5.2k | 378.92 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $1.7M | 3.6k | 479.55 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | 5.3k | 315.44 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.6M | 3.1k | 517.90 | |
| Amazon (AMZN) | 0.9 | $1.6M | 7.1k | 219.57 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.5M | 8.2k | 186.58 | |
| Broadcom (AVGO) | 0.8 | $1.4M | 4.2k | 329.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | 5.2k | 243.54 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $1.1M | 7.5k | 145.60 | |
| Visa Com Cl A (V) | 0.6 | $1.0M | 3.0k | 341.33 | |
| Oracle Corporation (ORCL) | 0.6 | $991k | 3.5k | 281.25 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $979k | 2.1k | 468.46 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $842k | 18k | 48.03 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $819k | 7.3k | 112.75 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $624k | 1.7k | 365.50 | |
| Costco Wholesale Corporation (COST) | 0.3 | $602k | 650.00 | 926.24 | |
| Cummins (CMI) | 0.3 | $575k | 1.4k | 422.33 | |
| Eli Lilly & Co. (LLY) | 0.3 | $539k | 707.00 | 762.64 | |
| Procter & Gamble Company (PG) | 0.3 | $480k | 3.1k | 153.64 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $409k | 2.9k | 142.43 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $382k | 5.5k | 69.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $382k | 1.6k | 241.97 | |
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $371k | 4.5k | 83.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $327k | 1.3k | 243.11 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $321k | 2.3k | 139.70 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $298k | 1.3k | 226.90 | |
| International Business Machines (IBM) | 0.2 | $281k | 997.00 | 282.26 | |
| Servicenow (NOW) | 0.2 | $279k | 303.00 | 920.28 | |
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.2 | $277k | 2.2k | 127.47 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $274k | 5.7k | 48.13 | |
| Waters Corporation (WAT) | 0.1 | $260k | 867.00 | 299.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $253k | 772.00 | 328.30 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $249k | 9.7k | 25.71 | |
| Wec Energy Group (WEC) | 0.1 | $231k | 2.0k | 114.57 | |
| Ball Corporation (BALL) | 0.1 | $230k | 4.6k | 50.43 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $221k | 1.1k | 203.63 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $200k | 835.00 | 239.70 |
