Philadelphia Investment Partners, LLC

DOSSIER · 13F-HR · Q1 2026

Philadelphia Investment Partners, LLC

$147M in tracked AUM across 2,303 positions as of Q1 2026.

PI

CIK 0002131511 · last filed Mar 31, 2026

Total AUM

$147M

as of Q1 2026

Holdings

2,303

—

positions

Whale Score

42

42

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Philadelphia Investment Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ANGL

VanEck Fallen Angel High Yield Bond ETF

$12M434K8.5%02

PLTR

Palantir Technologies Inc. - Class A Common Stock

$10M70K7.0%03

MOAT

VanEck Morningstar Wide Moat ETF

$9M91K6.0%04

IEI

iShares 3-7 Year Treasury Bond ETF

$7M62K5.0%05

ICSH

iShares Ultra Short Duration Bond Active ETF

$7M143K4.9%06

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

$7M73K4.9%07

FRDM

Freedom 100 Emerging Markets ETF

$6M111K4.1%08

DBEF

Xtrackers MSCI EAFE Hedged COM ETF

$5M97K3.2%09

NVDA

NVIDIA Corporation - Common Stock

$4M25K3.0%10

JPIB

J P MORGAN EXCHANGE TRADED F GLOBAL BD