DOSSIER · 13F-HR · Q4 2025

Advanced Portfolio Management, LLC

$33M in tracked AUM across 37 positions as of Q4 2025.

AP
CIK 0001940461 · last filed Dec 31, 2025
Total AUM
$33M
as of Q4 2025
Holdings
37
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Advanced Portfolio Management, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$2M5K6.7%
02
AVGO
BROADCOM INC
$2M6K6.4%
03
META
META PLATFORMS INC
$2M3K5.1%
04
AMZN
AMAZON COM INC
$2M7K4.9%
05
ORCL
ORACLE CORP
$1M8K4.5%
06
SOFI
SOFI TECHNOLOGIES INC
$1M55K4.4%
07
NVDA
NVIDIA CORPORATION
$1M7K4.1%
08
CRM
SALESFORCE INC
$1M5K4.0%
09
VST
VISTRA CORP
$1M8K4.0%
10
VG
VENTURE GLOBAL INC
$1M180K3.7%

Filing history

2025Q4Dec 31
$33M 29.3%
37 positionsView →
2025Q3Sep 30
$25M 35.0%
73 positionsView →
2025Q2Jun 30
$19M 13.3%
21 positionsLocked
2025Q1Mar 31
$22M 75.3%
21 positionsLocked
2024Q4Dec 31
$88M 9.9%
51 positionsLocked
2024Q3Sep 30
$97M 35.9%
44 positionsLocked
2024Q2Jun 30
$152M 186.3%
48 positionsLocked
2024Q1Mar 31
$53M 44.2%
31 positionsLocked
2023Q4Dec 31
$95M 20.2%
67 positionsLocked
2023Q3Sep 30
$119M 8.5%
80 positionsLocked
2023Q2Jun 30
$110M 9.3%
69 positionsLocked
2023Q1Mar 31
$100M
77 positionsLocked