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Holders — by stockHoldings — by fund

ETF Portfolio Partners, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001635342

$420.4M

disclosed book value

70

positions

18.7%

largest position share

Positions, as of 2026-06-30

top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVanguard Total Stock Market ETF211,886$78.4M18.7%
2MGKVanguard Mega Cap Growth440,043$38.7M9.2%
3AGGiShares Core US Aggregate Bond325,817$32.2M7.7%
4MGVVanguard Meg Cap Value ETF172,557$28.2M6.7%
5QQQInvesco QQQ Trust28,568$21.0M5%
6VEUVanguard FTSE All-Wld ex-US243,958$20.4M4.9%
7BLVVanguard Long-Term Bond ETF286,670$19.8M4.7%
8FBNDFidelity Total Bond ETF399,567$18.2M4.3%
9IEIiShares 3-7 Year Treasury Bond ETF150,016$17.6M4.2%
10VBVanguard Small-Cap ETF56,616$17.2M4.1%
11IWBiShares Russell 1000 ETF33,269$13.6M3.2%
12ITOTiShares Core S&P Total US Stk Mkt69,240$11.4M2.7%
13VYMVanguard High Dividend Yield ETF62,768$9.9M2.4%
14HDEFXtrackers MSCI EAFE High Div Yield Eq ETF302,668$9.7M2.3%
15VOEVanguard Index Fd MCAP VL IDX49,050$9.7M2.3%
16VCSHVanguard Short-Term Corporate Bond ETF119,432$9.4M2.2%
17IVEiShares S&P 500 Value32,248$7.3M1.7%
18IJJiShares S&P Mid-Cap 400 Value37,302$5.5M1.3%
19ILTBiShares Core 10 Year USD Bond ETF110,478$5.4M1.3%
20BNDVanguard Total Bond Market ETF58,175$4.3M1%
21VEAVanguard FTSE Developed Markets ETF54,822$3.9M0.9%
22IJRiShares Core S&P Small-Cap ETF22,340$3.3M0.8%
23AAPLApple11,087$3.2M0.8%
24DFUSDimensional US Equity ETF34,999$2.9M0.7%
25IVWiShares S&P 500 Growth19,976$2.7M0.7%
26VONGVanguard Russell 1000 Growth15,675$2.0M0.5%
27IXUSiShares Core MSCI Total Intl18,993$1.8M0.4%
28VONEVanguard Russell 1000 ETF5,225$1.8M0.4%
29IEFAiShares Core MSCI EAFE ETF18,261$1.8M0.4%
30IWViShares Russell 30003,693$1.6M0.4%
31VGSHVanguard Short-Term Treasury21,284$1.2M0.3%
32IGIBiShares 5-10 Yr Investment Grade Corp Bd22,321$1.2M0.3%
33IUSBiShares Core Total USD Bond Market ETF25,701$1.2M0.3%
34ESGVVanguard ESG US Stock ETF6,022$796,3490.2%
35NOCNorthrup Grumman1,405$715,5810.2%
36QQQMInvesco NASDAQ 100 ETF2,269$687,4870.2%
37MSFTMicrosoft Corp1,789$667,3330.2%
38VOVanguard Mid-Cap ETF7,800$628,4460.1%
39VWOVanguard FTSE Emerging Mkt ETF10,485$625,8480.1%
40NULGNuveen ESG Large-Cap Growth ETF4,601$538,5930.1%
41TXNTexas Instruments1,768$526,9880.1%
42NULVNuveen ESG Large-Cap Value9,803$490,0520.1%
43ODFLOld Dominion Freight Line Inc Ordinary Shares2,088$452,2610.1%
44JNJJohnson & Johnson1,741$442,1620.1%
45PFGPrincipal Financial Group Inc4,015$432,7370.1%
46AXPAmerican Express Co1,269$429,2390.1%
47VTVanguard Total World Stock ETF2,675$419,8410.1%
48EAGGiShares ESG Aware US Aggregate Bond8,110$384,4950.1%
49IGLBiShares 10 Year Invmt Grd Corp Bond ETF7,130$356,7850.1%
50CRUSCirrus Logic Inc2,400$356,4720.1%
51AMZNAmazon.com Inc1,460$347,9760.1%
52UNHUnitedHealth Group811$337,0760.1%
53WMTWalmart Inc2,859$323,8100.1%
54SUSAiShares ESG Optimized MSCI USA ETF2,012$310,4520.1%
55GOOGLAlphabet Inc Cap Stock Class A700$250,1590.1%
56ORLYO'Reilly Automotive Inc2,580$237,5920.1%
57KOCoca Cola Co2,899$235,6020.1%
58TE Connectivity PLC ORD SHS1,165$234,8760.1%
59ESGDiShares ESG Aware MSCI EAFE ETF2,214$227,6210.1%
60ESMLiShares ESG Aware MSCI USA Small-Cap ETF3,965$221,7620.1%
61IEMGiShares Core MSCI Emerging Markets ETF2,648$219,3600.1%
62XJHiShares ESG Select Screened S&P Mid-Cap ETF4,197$218,8740.1%
63ADSKAutodesk1,090$211,9180.1%
64MPLXMPLX LP COM Unit Rep LTD3,692$207,9700%
65SPYState Street SPDR S&P 500 ETF274$204,6150%
66BSCWInvesco BulletShares 2032 Corporate Bd ETF9,933$203,7260%
67BSCUInvesco BulletShares 2030 Corporate Bd ETF12,191$202,9190%
68BSCSInvesco BulletShares 2028 Corporate Bd ETF9,914$201,8990%
69BSCQInvesco BulletShares 2026 Corporate Bd ETF10,292$200,9510%
70SOFISofi Technologies Inc11,000$197,2300%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.