StoryOne

StoryOne as of March 31, 2026

Portfolio Holdings for StoryOne

StoryOne holds 73 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
Rivian Automotive Call 100.0 $838M 144k 5828.86
Microsoft Corporation (MSFT) 0.0 $0 0 0.00
Goldman Sachs (GS) 0.0 $0 0 0.00
JPMorgan Chase & Co. (JPM) 0.0 $0 0 0.00
Mastercard Incorporated Cl A (MA) 0.0 $0 0 0.00
Bank of America Corporation (BAC) 0.0 $0 0 0.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $0 0 0.00
Caterpillar (CAT) 0.0 $0 0 0.00
Coca-Cola Company (KO) 0.0 $0 0 0.00
Costco Wholesale Corporation (COST) 0.0 $0 0 0.00
Exxon Mobil Corporation (XOM) 0.0 $0 0 0.00
Wal-Mart Stores (WMT) 0.0 $0 0 0.00
Home Depot (HD) 0.0 $0 0 0.00
Johnson & Johnson (JNJ) 0.0 $0 0 0.00
Eli Lilly & Co. (LLY) 0.0 $0 0 0.00
Chevron Corporation (CVX) 0.0 $0 0 0.00
Cisco Systems (CSCO) 0.0 $0 0 0.00
NVIDIA Corporation (NVDA) 0.0 $0 0 0.00
Wells Fargo & Company (WFC) 0.0 $0 0 0.00
Morgan Stanley Com New (MS) 0.0 $0 0 0.00
Verizon Communications (VZ) 0.0 $0 0 0.00
Thermo Fisher Scientific (TMO) 0.0 $0 0 0.00
Apple (AAPL) 0.0 $0 0 0.00
Honeywell International (HON) 0.0 $0 0 0.00
Nextera Energy (NEE) 0.0 $0 0 0.00
Pepsi (PEP) 0.0 $0 0 0.00
Procter & Gamble Company (PG) 0.0 $0 0 0.00
Ishares Tr Core S&p500 Etf (IVV) 0.0 $0 0 0.00
Ishares Tr Msci Eafe Etf (EFA) 0.0 $0 0 0.00
TJX Companies (TJX) 0.0 $0 0 0.00
Visa Com Cl A (V) 0.0 $0 0 0.00
Applied Materials (AMAT) 0.0 $0 0 0.00
Oracle Corporation (ORCL) 0.0 $0 0 0.00
Amazon (AMZN) 0.0 $0 0 0.00
Netflix (NFLX) 0.0 $0 0 0.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $0 0 0.00
Advanced Micro Devices (AMD) 0.0 $0 0 0.00
Amphenol Corp Cl A (APH) 0.0 $0 0 0.00
Micron Technology (MU) 0.0 $0 0 0.00
Ishares Tr Rus 1000 Etf (IWB) 0.0 $0 0 0.00
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $0 0 0.00
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $0 0 0.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $0 0 0.00
Tesla Motors (TSLA) 0.0 $0 0 0.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $0 0 0.00
Vanguard Index Fds Growth Etf (VUG) 0.0 $0 0 0.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $0 0 0.00
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $0 0 0.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $0 0 0.00
Spdr Index Shs Fds State Street Spd (GWX) 0.0 $0 0 0.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $0 0 0.00
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $0 0 0.00
Vanguard World Mega Cap Index (MGC) 0.0 $0 0 0.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $0 0 0.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $0 0 0.00
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $0 0 0.00
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.0 $0 0 0.00
Meta Platforms Cl A (META) 0.0 $0 0 0.00
Abbvie (ABBV) 0.0 $0 0 0.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $0 0 0.00
Welltower Inc Com reit (WELL) 0.0 $0 0 0.00
Alphabet Cap Stk Cl A (GOOGL) 0.0 $0 0 0.00
Alphabet Cap Stk Cl C (GOOG) 0.0 $0 0 0.00
Broadcom (AVGO) 0.0 $0 0 0.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $0 0 0.00
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $0 0 0.00
Palantir Technologies Cl A (PLTR) 0.0 $0 0 0.00
Ge Aerospace Com New (GE) 0.0 $0 0 0.00
Linde SHS (LIN) 0.0 $0 0 0.00
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $0 0 0.00
Ge Vernova (GEV) 0.0 $0 0 0.00
Palmer Square Capital Bdc In Com Shs (PSBD) 0.0 $0 0 0.00
Lam Research Corp Com New (LRCX) 0.0 $0 0 0.00