13F Insight
DOSSIER · 13F-HR · Q1 2025

Adero Partners, LLC

$1.5B in tracked AUM across 259 positions as of Q1 2025.

AP
CIK 0001800593 · last filed Mar 31, 2025
Total AUM
$1.5B
as of Q1 2025
Holdings
259
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Adero Partners, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$1.5B▼ 1.5%
259 positionsLocked2024Q4Dec 31
$1.6B▲ 2.9%
262 positionsLocked2024Q3Sep 30
$1.5B▲ 9.9%
240 positionsLocked2024Q2Jun 30
$1.4B▲ 3.8%
218 positionsLocked2024Q1Mar 31
$1.3B▲ 12.2%
204 positionsLocked2023Q4Dec 31
$1.2B▲ 13.6%
192 positionsLocked2023Q3Sep 30
$1.0B▲ 2.3%
182 positionsLocked2023Q2Jun 30
$1.0B▲ 11.1%
165 positionsLocked2023Q1Mar 31
$912M▲ 9.9%
162 positionsLocked2022Q4Dec 31
$830M▲ 4.9%
161 positionsLocked2022Q3Sep 30
$791M▲ 12.2%
154 positionsLocked2022Q2Jun 30
$705M▲ 3.7%
150 positionsLocked
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