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1015 Capital Partners, 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 0002133991

$119.4M

disclosed book value

609

positions

9%

largest position share

Positions, as of 2026-06-30

top 100 of 609 · 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
1IVVISHARES CORE S&P 500 ETF14,341$10.7M9%
2IJHISHARES CORE S&P MID-CAP ETF113,246$8.7M7.3%
3VTIVANGUARD TOTAL STOCK MARKET ETF17,393$6.4M5.4%
4NVDANVIDIA CORPORATION COM26,912$5.4M4.5%
5IJRISHARES CORE S&P SMALL CAP ETF29,628$4.4M3.7%
6SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF36,323$3.9M3.2%
7JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF35,920$3.0M2.5%
8SPYSTATE STREET SPDR S&P 500 ETF3,750$2.8M2.3%
9VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF17,635$2.8M2.3%
10AMDADVANCED MICRO DEVICES INC COM4,726$2.7M2.3%
11JMUBJPMORGAN MUNICIPAL ETF50,597$2.6M2.1%
12SHYISHARES 1-3 YEAR TREASURY BOND ETF28,852$2.4M2%
13EFAISHARES MSCI EAFE ETF22,493$2.3M2%
14XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF11,790$2.2M1.9%
15IEFAISHARES CORE MSCI EAFE ETF23,153$2.2M1.9%
16SDYSTATE STREET SPDR S&P DIVIDEND ETF13,464$2.0M1.7%
17GOOGLALPHABET INC CAP STK CL A5,698$2.0M1.7%
18AAPLAPPLE INC COM6,949$2.0M1.7%
19DSIISHARES ESG MSCI KLD 400 ETF13,580$1.9M1.6%
20MUMICRON TECHNOLOGY INC COM1,492$1.7M1.4%
21MUBISHARES NATIONAL MUNI BOND ETF15,013$1.6M1.4%
22AMZNAMAZON COM INC COM6,674$1.6M1.3%
23VWOVANGUARD FTSE EMERGING MARKETS ETF25,127$1.5M1.3%
24QQQINVESCO QQQ TRUST SERIES I1,921$1.4M1.2%
25MSFTMICROSOFT CORP COM3,671$1.4M1.1%
26JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF12,605$1.2M1%
27EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF10,896$1.1M0.9%
28FEMRFIDELITY ENHANCED EMERGING MARKETS ETF25,988$1.1M0.9%
29PJFGPGIM JENNISON FOCUSED GROWTH ETF8,143$944,7710.8%
30COSTCOSTCO WHOLESALE CORPORATION COM985$921,4380.8%
31VHTVANGUARD HEALTH CARE ETF3,010$900,0200.8%
32JBNDJPMORGAN ACTIVE BOND ETF16,605$888,3680.7%
33VCRBVANGUARD CORE BOND ETF10,856$838,4380.7%
34JPMJPMORGAN CHASE & CO COM2,524$826,1810.7%
35LLYELI LILLY & CO COM684$820,4100.7%
36VVISA INC COM CL A2,364$811,0650.7%
37UNHUNITEDHEALTH GROUP INC COM1,699$706,1550.6%
38AGGISHARES CORE U.S. AGGREGATE BOND ETF7,109$703,6490.6%
39FMDEFIDELITY ENHANCED MID CAP CORE ETF16,514$670,1380.6%
40JCPBJPMORGAN CORE PLUS BOND ETF14,095$661,6190.6%
41ITWILLINOIS TOOL WKS INC COM2,354$636,6860.5%
42DFASDIMENSIONAL U.S. SMALL CAP ETF7,604$626,1130.5%
43KLACKLA CORP COM NEW1,879$566,9130.5%
44LRCXLAM RESEARCH CORP COM NEW1,296$561,5960.5%
45JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF5,310$537,5780.5%
46EATON CORP PLC SHS1,231$524,5540.4%
47VCRVANGUARD CONSUMER DISCRETIONARY ETF1,313$520,7490.4%
48DEDEERE & CO COM809$513,1730.4%
49MCHPMICROCHIP TECHNOLOGY INC. COM5,255$479,2560.4%
50AVGOBROADCOM INC COM1,252$472,9430.4%
51GEGE AEROSPACE COM NEW1,254$468,6570.4%
52TXNTEXAS INSTRS INC COM1,504$448,2970.4%
53KOCOCA COLA CO COM5,447$442,6780.4%
54JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF7,680$391,6800.3%
55AMGNAMGEN INC COM1,073$388,5550.3%
56JNJJOHNSON & JOHNSON COM1,527$387,8120.3%
57PGPROCTER & GAMBLE CO COM2,642$387,4230.3%
58TRANE TECHNOLOGIES PLC SHS766$376,2290.3%
59ABBVABBVIE INC COM1,450$364,8780.3%
60IEMGISHARES CORE MSCI EMERGING MARKETS ETF4,327$358,4490.3%
61BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW711$355,7770.3%
62ORLYOREILLY AUTOMOTIVE INC COM3,851$354,6390.3%
63AFLAFLAC INC COM2,898$339,7910.3%
64SPGIS&P GLOBAL INC COM822$334,7680.3%
65TSLATESLA INC COM779$327,6470.3%
66ADPAUTOMATIC DATA PROCESSING INC COM1,449$324,5040.3%
67WMTWALMART INC COM2,777$314,5230.3%
68NOWSERVICENOW INC COM3,121$309,8530.3%
69EXMOCEXXON MOBIL CORP COM2,147$293,5380.2%
70METAMETA PLATFORMS INC CL A520$292,9110.2%
71EQIXEQUINIX INC COM280$291,8690.2%
72VLOVALERO ENERGY CORP COM1,116$290,6510.2%
73GSGISHARES S&P GSCI COMMODITY INDEXED TRUST9,900$283,1400.2%
74ABTABBOTT LABORATORIES COM2,979$270,3140.2%
75HDHOME DEPOT INC COM762$268,7420.2%
76MRSHMARSH & MCLENNAN COS INC COM1,571$261,8390.2%
77VNQVANGUARD REAL ESTATE ETF2,697$260,0720.2%
78PMPHILIP MORRIS INTL INC COM1,408$254,7210.2%
79CATCATERPILLAR INC COM238$253,4460.2%
80NEENEXTERA ENERGY INC COM2,836$248,9160.2%
81INTCINTEL CORP COM1,779$248,4020.2%
82LOWLOWES COS INC COM1,125$248,0510.2%
83GEVGE VERNOVA INC COM210$246,7210.2%
84ADIANALOG DEVICES INC COM613$243,4650.2%
85GSGOLDMAN SACHS GROUP INC COM238$240,7060.2%
86MAMASTERCARD INCORPORATED CL A441$226,4980.2%
87NFLXNETFLIX INC. COM2,955$210,9870.2%
88CSXCSX CORP COM4,375$207,9440.2%
89RTXRTX CORPORATION COM1,039$197,1290.2%
90IBMINTERNATIONAL BUSINESS MACHS COM684$192,3480.2%
91BKNGBOOKING HOLDINGS INC COM1,079$192,3210.2%
92QCOMQUALCOMM INC COM1,037$191,6270.2%
93APDAIR PRODUCTS AND CHEMICALS INC COM642$188,2220.2%
94CVXCHEVRON CORPORATION COM1,088$180,3470.2%
95IWRISHARES RUSSELL MIDCAP ETF1,605$177,0640.1%
96PEPPEPSICO INC COM1,275$172,6350.1%
97CEGCONSTELLATION ENERGY CORP COM653$162,1860.1%
98YUMYUM BRANDS INC COM1,009$161,2990.1%
99VOYAVOYA FINANCIAL INC COM1,748$158,2460.1%
100MDLZMONDELEZ INTL INC CL A2,688$155,4740.1%

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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