Private Portfolio Partners LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$3.04B
13F filings
9
Latest filing
Mar 14, 2023

Top 10 holdings

VUG $30.01M
7.69% of AUM
VTV $29.34M
7.24% of AUM
VUG $29.16M
7.20% of AUM
VTV $27.83M
7.13% of AUM
VTV $27.37M
7.63% of AUM
VUG $26.69M
7.62% of AUM
VTV $26.68M
7.60% of AUM
VUG $26.67M
7.74% of AUM
VUG $24.84M
6.92% of AUM
VTV $24.54M
7.01% of AUM

About this filer

FilingIQ has indexed 9 quarterly Form 13F filings from Private Portfolio Partners LLC. Reported assets under management total $3.04B.

View live Private Portfolio Partners LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Private Portfolio Partners LLC have under management?
Per Private Portfolio Partners LLC's most recent SEC Form 13F filing dated Mar 14, 2023, total assets under management are $3.04B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Private Portfolio Partners LLC submitted?
FilingIQ has indexed 9 quarterly Form 13F filings from Private Portfolio Partners LLC. Filings are due 45 days after quarter-end.
Where does Private Portfolio Partners LLC's holdings data come from?
Every position shown on this page sources back to Private Portfolio Partners LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.