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Filers›Family Office›Forty-three Eighteen Advisors, LLC
DOSSIER · 13F-HR · Q4 2025

Forty-three Eighteen Advisors, LLC

Forty-three Eighteen's family office based in Greenwich, CT — $129M in tracked AUM across 73 positions as of Q4 2025.

FE
Forty-three Eighteen·Greenwich, CT·Family Office
CIK 0002116323 · last filed Dec 31, 2025
Total AUM
$129M
▲ 12.9%
vs prior
Holdings
73
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Forty-three Eighteen Advisors, 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
WMT
WALMART INC
$13M119K10.3%
02
AAPL
APPLE INC
$9M31K6.6%
03
SPY
SPDR S&P 500 ETF TR
$7M10K5.4%
04
PJAN
INNOVATOR ETFS TRUST
$7M138K5.1%
05
JPM
JPMORGAN CHASE & CO.
$6M19K4.7%
06
CAT
CATERPILLAR INC
$5M9K4.1%
07
OCTW
AIM ETF PRODUCTS TRUST
$5M118K3.6%
08
NVDA
NVIDIA CORPORATION
$4M23K3.4%
09
MSFT
MICROSOFT CORP
$4M9K3.3%
10
TSLA
TESLA INC
$3M6K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Forty-three
haiku-4-5 · 73 positions indexed
Sector mix
  • Tech52%
  • Financials6%
  • Health Care13%
  • Communications6%
  • Energy29%
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