DOSSIER · 13F-HR · Q2 2026

Philadelphia Investment Partners, LLC

$161M in tracked AUM across 2,382 positions as of Q2 2026.

PI
CIK 0002131511 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
2,382
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Philadelphia Investment Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ANGL
VanEck Fallen Angel High Yield Bond ETF
$12M414K7.5%
02
MOAT
VanEck Morningstar Wide Moat ETF
$10M96K6.2%
03
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
$9M75K5.6%
04
FRDM
Freedom 100 Emerging Markets ETF
$8M106K4.8%
05
ICSH
iShares Ultra Short Duration Bond Active ETF
$7M146K4.6%
06
PLTR
Palantir Technologies Inc. - Class A Common Stock
$7M63K4.5%
07
IEI
iShares 3-7 Year Treasury Bond ETF
$7M61K4.5%
08
DBEF
Xtrackers MSCI EAFE Hedged COM ETF
$5M98K3.3%
09
NVDA
NVIDIA Corporation - Common Stock
$5M25K3.1%
10
VIOO
Vanguard S&P Small-Cap 600 ETF
$5M33K2.8%

Filing history

2026Q2Jun 30
$161M 9.2%
2,382 positionsView →
2026Q1Mar 31
$147M
2,303 positionsView →