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TABLEAUX LLC

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 0002060663

$237.5M

disclosed book value

120

positions

13.9%

largest position share

Positions, as of 2026-06-30

top 100 of 120 · 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
1SPYMSPDR SERIES TRUST374,730$32.9M13.9%
2FENIFIDELITY COVINGTON TRUST484,426$19.4M8.2%
3FRDMEA SERIES TRUST133,577$9.7M4.1%
4IYWISHARES TR38,529$9.7M4.1%
5DUHPDIMENSIONAL ETF TRUST204,521$8.5M3.6%
6IAUMISHARES GOLD TRUST MICRO183,367$7.3M3.1%
7JCPBJ P MORGAN EXCHANGE TRADED F155,913$7.3M3.1%
8FLDRFIDELITY MERRIMACK STR TR136,677$6.8M2.9%
9COWZPACER FDS TR110,026$6.8M2.9%
10AAPLAPPLE INC22,853$6.6M2.8%
11IGSBISHARES TR110,404$5.8M2.4%
12BINCBLACKROCK ETF TRUST II109,961$5.8M2.4%
13DFAUDIMENSIONAL ETF TRUST102,617$5.3M2.2%
14DIHPDIMENSIONAL ETF TRUST139,118$4.7M2%
15GEVGE VERNOVA INC4,018$4.7M2%
16JQUAJ P MORGAN EXCHANGE TRADED F62,797$4.5M1.9%
17TDTORONTO DOMINION BK ONT36,465$4.4M1.9%
18VTVVANGUARD INDEX FDS19,170$4.2M1.8%
19FESMFIDELITY COVINGTON TRUST81,342$3.9M1.7%
20JTEKJ P MORGAN EXCHANGE TRADED F35,169$3.9M1.7%
21DYNFBLACKROCK ETF TRUST52,057$3.5M1.5%
22DFGXDIMENSIONAL ETF TRUST64,939$3.5M1.5%
23DEHPDIMENSIONAL ETF TRUST69,091$3.0M1.2%
24MSFTMICROSOFT CORP7,816$2.9M1.2%
25REETISHARES TR101,122$2.8M1.2%
26GIISPDR INDEX SHS FDS35,655$2.7M1.1%
27SPYSTATE STR SPDR S&P 500 ETF T3,303$2.5M1%
28GEGE AEROSPACE6,057$2.3M1%
29RSPGINVESCO EXCHANGE TRADED FD T22,800$2.2M0.9%
30IVVISHARES TR2,819$2.1M0.9%
31BRK/BBERKSHIRE HATHAWAY INC DEL3,851$1.9M0.8%
32TSMTAIWAN SEMICONDUCTOR MANUFAC3,474$1.7M0.7%
33GOOGALPHABET INC4,355$1.5M0.6%
34AVDVAMERICAN CENTY ETF TR14,529$1.5M0.6%
35VOOVANGUARD INDEX FDS2,171$1.5M0.6%
36CVXCHEVRON CORPORATION7,476$1.2M0.5%
37CACICACI INTL INC2,564$1.2M0.5%
38AMZNAMAZON COM INC4,755$1.1M0.5%
39GLDMWORLD GOLD TR13,770$1.1M0.5%
40XLKSELECT SECTOR SPDR TR5,582$1.1M0.4%
41DEDEERE & CO1,552$984,4800.4%
42MKLMARKEL GROUP INC495$966,7400.4%
43IBMINTERNATIONAL BUSINESS MACHS3,381$950,7710.4%
44FNVFRANCO NEV CORP4,338$904,2130.4%
45LMTLOCKHEED MARTIN CORP1,748$890,7670.4%
46GOOGLALPHABET INC2,406$859,8320.4%
47CRH PLC6,815$729,2050.3%
48JPMJPMORGAN CHASE & CO2,147$702,7780.3%
49IBTKISHARES TR35,237$688,5350.3%
50GLWCORNING INC2,678$684,0420.3%
51ESEVERSOURCE ENERGY9,218$666,1850.3%
52IBDSISHARES TR27,256$660,1340.3%
53IBDVISHARES TR30,234$659,1010.3%
54IBDRISHARES TR27,040$655,1790.3%
55BILSSPDR SERIES TRUST6,395$635,5350.3%
56IXNISHARES TR4,394$634,8450.3%
57IBDTISHARES TR24,526$619,2750.3%
58IBTGISHARES TR26,971$617,3660.3%
59IBTHISHARES TR26,674$596,6970.3%
60IBTIISHARES TR25,131$556,4000.2%
61IBDUISHARES TR23,627$547,2030.2%
62ESGUISHARES TR3,235$529,4230.2%
63BXBLACKSTONE INC4,498$529,2800.2%
64IBTJISHARES TR23,225$502,8210.2%
65WMBWILLIAMS COS INC6,653$494,5840.2%
66EXMOCEXXON MOBIL CORP3,456$472,4690.2%
67WPMWHEATON PRECIOUS METALS CORP3,970$445,9100.2%
68DFAXDIMENSIONAL ETF TRUST11,907$438,6450.2%
69FLOTISHARES TR8,520$434,9460.2%
70AVGOBROADCOM INC1,151$434,9340.2%
71RTXRTX CORPORATION2,291$434,6710.2%
72XMHQINVESCO EXCHANGE TRADED FD T3,831$432,4430.2%
73DFNMDIMENSIONAL ETF TRUST8,702$420,6110.2%
74NVDANVIDIA CORPORATION2,097$419,6010.2%
75CCJCAMECO CORP4,079$415,4870.2%
76METAMETA PLATFORMS INC728$410,0750.2%
77MCDMCDONALDS CORP1,487$401,8460.2%
78DFACDIMENSIONAL ETF TRUST8,641$383,3150.2%
79JNJJOHNSON & JOHNSON1,505$382,2250.2%
80CMECME GROUP INC1,702$375,8530.2%
81DFAIDIMENSIONAL ETF TRUST9,096$375,2100.2%
82IJRISHARES TR2,392$354,6890.1%
83DFICDIMENSIONAL ETF TRUST9,483$353,3370.1%
84DFUSDIMENSIONAL ETF TRUST4,289$351,4520.1%
85EDCONSOLIDATED EDISON INC3,128$346,0510.1%
86MPCMARATHON PETE CORP1,324$338,5070.1%
87IWRISHARES TR2,960$326,5470.1%
88BILSPDR SERIES TRUST3,429$314,2340.1%
89HONHONEYWELL INTL INC1,268$283,9050.1%
90HONAHONEYWELL AEROSPACE INC1,268$280,3290.1%
91IBHHISHARES TR11,807$277,4650.1%
92ISRGINTUITIVE SURGICAL INC697$277,1830.1%
93LLYELI LILLY & CO229$274,6690.1%
94XLISELECT SECTOR SPDR TR1,476$273,3990.1%
95CQPCHENIERE ENERGY PARTNERS L P4,347$264,9500.1%
96IBHGISHARES TR11,666$257,5850.1%
97APDAIR PRODUCTS AND CHEMICALS I876$256,8260.1%
98PMPHILIP MORRIS INTL INC1,413$255,6260.1%
99VEAVANGUARD TAX-MANAGED FDS3,585$255,4310.1%
100VTIVANGUARD INDEX FDS650$240,5260.1%

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.

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