Blankinship & Foster, LLC

Comprehensive Analysis of SEC 13F Filing: Blankinship & Foster, LLC

Portfolio Overview

Blankinship & Foster, LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 135.0%, rising from $196.90M in the prior quarter to $462.71M. This dramatic increase in AUM coincides with a substantial broadening of the portfolio's scope, as the number of holdings increased from an implied 48 (based on activity...