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Holders — by stockHoldings — by fund

Sierra Capital 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 1787274

$1.03B

disclosed book value

228

positions

6.7%

largest position share

Positions, as of 2026-06-30

top 100 of 228 · 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
1VOOVanguard S&P 500 ETF100,535$69.0M6.7%
2iShares Short Duration Corp Bond UCITS ETF (Acc)6.3M$40.2M3.9%
3iShares Core MSCI EMU UCITS ETF (Acc)134,257$37.8M3.7%
4iShares MSCI EM ex-China UCITS ETF (Acc)3.8M$37.0M3.6%
5iShares S&P 500 Equal Weight UCITS ETF (Acc)4.5M$34.5M3.3%
6AAPLApple107,270$31.0M3%
7iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc)41,760$29.8M2.9%
8BRK/BBerkshire Hathaway Inc. Class B49,402$24.7M2.4%
9iShares S&P 500 Swap UCITS ETF USD (Acc)2.0M$24.6M2.4%
10iShares Core S&P 500 UCITS ETF (Acc)27,246$21.9M2.1%
11iShares US Mortgage Backed Securities UCITS ETF (Acc)3.7M$20.7M2%
12iShares Floating Rate Bond UCITS ETF (Acc)2.8M$18.7M1.8%
13iShares MSCI World UCITS ETF (Dist)180,388$18.5M1.8%
14iShares MSCI Japan UCITS ETF (Acc)63,453$18.3M1.8%
15VOVanguard Mid-Cap ETF225,962$18.2M1.8%
16AMZNAmazon Com Inc66,662$15.9M1.5%
17IVViShares Core S&P 500 ETF21,012$15.7M1.5%
18GOOGLAlphabet Inc. Class A42,249$15.1M1.5%
19iShares MSCI ACWI UCITS ETF (Acc)122,759$14.8M1.4%
20VGKVanguard FTSE Europe ETF162,316$14.4M1.4%
21iShares Short Duration High Yield Corp Bond UCITS ETF (Acc)2.0M$14.2M1.4%
22iShares Treasury Bond 0-1yr UCITS ETF (Acc)112,719$13.6M1.3%
23iShares J.P. Morgan EM Bond UCITS ETF (Acc)1.9M$12.3M1.2%
24iShares Core S&P 500 UCITS ETF USD (Dist)151,220$11.3M1.1%
25IVEiShares S&P 500 Value ETF47,422$10.8M1%
26VWOVanguard FTSE Emerging Markets ETF176,075$10.5M1%
27BACBank of America180,605$10.3M1%
28IWMiShares Russell 2000 ETF32,243$9.7M0.9%
29BRK/ABerkshire Hathaway Inc. Class A12$9.0M0.9%
30iShares Treasury Bond 1-3yr UCITS ETF (Acc)1.5M$9.0M0.9%
31IWDiShares Russell 1000 Value ETF36,928$9.0M0.9%
32Invesco Preferred Shares UCITS ETF (Acc)191,351$8.9M0.9%
33iShares Core MSCI EMU UCITS ETF (Acc)31,403$8.8M0.9%
34SPDR S&P 400 US Mid Cap UCITS ETF (Acc)70,674$8.5M0.8%
35GSEWGoldman Sachs Equal Weight U.S. Large Cap ETF85,137$8.0M0.8%
36SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF158,336$8.0M0.8%
37FLOTiShares Floating Rate Bond ETF154,747$7.9M0.8%
38iShares Corp Bond UCITS ETF (Acc)1.2M$7.8M0.8%
39XLFFinancial Select Sector SPDR Fund142,127$7.6M0.7%
40EMXCiShares MSCI Emerging Markets ex China ETF74,366$7.6M0.7%
41Invesco USD AAA CLO UCITS ETF (Acc)336,035$7.2M0.7%
42iShares MSCI EM UCITS ETF USD (Acc)107,107$7.0M0.7%
43JMSTJPMorgan Ultra-Short Municipal ETF137,619$7.0M0.7%
44GOOGAlphabet Inc. Class C19,395$6.9M0.7%
45iShares US Aggregate Bond UCITS ETF (Acc)1.2M$6.7M0.7%
46VGTVanguard Info Tech ETF54,732$6.5M0.6%
47MSFTMicrosoft17,005$6.3M0.6%
48SPYSPDR S&P 500 ETF Trust8,443$6.3M0.6%
49iShares S&P 500 Swap UCITS ETF (Acc)492,770$6.2M0.6%
50METAMeta Platforms Inc (Facebook)10,720$6.0M0.6%
51iShares Short Duration Corp Bond UCITS ETF (Dist)57,593$5.7M0.6%
52iShares Global Govt Bond UCITS ETF USD (Acc)1.2M$5.7M0.6%
53iShares NASDAQ 100 UCITS ETF (Acc)3,175$5.5M0.5%
54iShares Core MSCI Europe UCITS ETF (Dist)113,368$5.2M0.5%
55IVWiShares S&P 500 Growth ETF37,532$5.2M0.5%
56NVDANvidia Corporation25,777$5.2M0.5%
57EWJiShares MSCI Japan ETF54,382$5.1M0.5%
58IWFiShares Russell 1000 Growth ETF38,872$4.8M0.5%
59iShares US Property Yield UCITS ETF (Dist)129,787$4.3M0.4%
60VISVanguard Industrials ETF11,995$4.3M0.4%
61Invesco USD AT1 CoCo Bond UCITS ETF (Acc)132,971$4.0M0.4%
62IWNiShares Russell 2000 Value ETF17,742$3.9M0.4%
63IEFAiShares Core MSCI EAFE ETF40,367$3.9M0.4%
64iShares Global Govt Bond UCITS ETF (Acc)816,383$3.8M0.4%
65iShares High Yield Corp Bond UCITS ETF (Acc)488,803$3.7M0.4%
66iShares S&P 500 UCITS ETF (Dist)48,758$3.6M0.4%
67iShares Core MSCI World UCITS ETF (Acc)24,300$3.5M0.3%
68ACWXiShares MSCI ACWI ex U.S. ETF45,639$3.5M0.3%
69VIOOVanguard S&P Small-Cap 600 ETF24,313$3.3M0.3%
70XLVHealth Care Select Sector SPDR Fund20,441$3.2M0.3%
71iShares J.P. Morgan EM Local Govt Bond UCITS ETF (Dist)68,985$3.2M0.3%
72VPLVanguard FTSE Pacific ETF26,786$3.1M0.3%
73iShares Core S&P 500 UCITS ETF USD (Acc)3,796$3.1M0.3%
74iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc)293,453$2.9M0.3%
75PFFiShares U.S. Preferred Stock ETF90,996$2.8M0.3%
76MBBiShares MBS ETF28,777$2.7M0.3%
77AVGOBroadcom Limited7,141$2.7M0.3%
78AGGiShares Core U.S. Aggregate Bond ETF27,201$2.7M0.3%
79IWPiShares Russell Mid-Cap Growth ETF18,343$2.7M0.3%
80VOOGVanguard S&P 500 Growth ETF31,459$2.6M0.3%
81GSLCGoldman Sachs Actvbeta US LRG ETF17,848$2.5M0.2%
82IJJiShares S&P Mid-Cap 400 Value ETF16,693$2.5M0.2%
83iShares Treasury Bond 7-10yr UCITS ETF USD (Acc)15,873$2.5M0.2%
84JAAAJanus Henderson AAA CLO ETF47,619$2.4M0.2%
85QQQInvesco QQQ Trust ETF3,259$2.4M0.2%
86VAWVanguard Materials ETF10,398$2.4M0.2%
87URTHiShares MSCI World ETF11,651$2.4M0.2%
88VBVanguard Small Cap ETF7,550$2.3M0.2%
89TSMTaiwan SMCNDCTR MFG Co LTD ADR4,764$2.3M0.2%
90iShares US Treas 0-1YR Usd A UCITS18,086$2.2M0.2%
91TSLATesla Inc5,185$2.2M0.2%
92JNJJohnson & Johnson8,157$2.1M0.2%
93iShares S&P SmallCap 600 UCITS ETF17,224$2.1M0.2%
94AMLPAlerian MLP ETF38,860$2.0M0.2%
95HYGiShares iBoxx High Yield Corporate Bond ETF24,352$1.9M0.2%
96BXBlackstone Group Inc15,978$1.9M0.2%
97iShares Global Govt Bond UCITS ETF (Dist)20,642$1.8M0.2%
98ACWIiShares MSCI ACWI ETF11,583$1.8M0.2%
99iShares S&P 500 Utilities Sector UCITS ETF (Acc)151,065$1.7M0.2%
100iShares S&P 500 Health Care Sector UCITS ETF (Acc)133,800$1.7M0.2%

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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