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Kings Path Partners LLC Historic Quarter Change: USA ETF, Added

Kings Path Partners LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Kings Path Partners LLC opened 102 positions, added to 317, reduced 259 and sold out of 47.

  • Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 94,077.
  • Q2 2026: Stock GSLC; Country of operation —; Class ACTIVEBETA US LG; Shares before 162,321.
  • Q2 2026: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 239,223.
  • Q2 2026: Stock DFNM; Country of operation —; Class NATL MUN BD ETF; Shares before 25,683.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2030974), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-04); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTI
VANGUARD INDEX FDS
TOTAL STK MKT94,077114,004+19,927$30,180,913$42,185,976+$12,005,0632026-07-14
Q2 2026GSLC
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG162,321192,221+29,900$20,311,261$27,274,202+$6,962,9412026-07-14
Q2 2026VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT239,223280,883+41,660$15,329,381$20,012,917+$4,683,5362026-07-14
Q2 2026DFNM
DIMENSIONAL ETF TRUST
NATL MUN BD ETF25,683118,323+92,640$1,231,001$5,719,151+$4,488,1502026-07-14
Q2 2026VTEB
VANGUARD MUN BD FDS
TAX EXEMPT BD35,203123,291+88,088$1,756,259$6,236,070+$4,479,8112026-07-14
Q2 2026MUB
ISHARES TR
NATIONAL MUN ETF21,69763,026+41,329$2,303,145$6,782,832+$4,479,6872026-07-14
Q2 2026SUB
ISHARES TR
SHRT NAT MUN ETF17,48459,412+41,928$1,862,057$6,325,607+$4,463,5502026-07-14
Q2 2026DFAT
DIMENSIONAL ETF TRUST
US TARGETED VLU166,839203,733+36,894$10,419,120$14,240,918+$3,821,7982026-07-14
Q2 2026AVLV
AMERICAN CENTY ETF TR
US LARGE CAP VLU139,731163,487+23,756$11,263,678$14,911,666+$3,647,9882026-07-14
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS220,345276,323+55,978$12,899,010$16,081,979+$3,182,9692026-07-14
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF226,114257,588+31,474$12,221,471$15,375,405+$3,153,9342026-07-14
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS230,513284,280+53,767$13,727,068$16,766,811+$3,039,7432026-07-14
Q2 2026GSIE
GOLDMAN SACHS ETF TR
ACTIVEBETA INT234,457281,286+46,829$10,112,112$12,854,789+$2,742,6772026-07-14
Q2 2026AVEM
AMERICAN CENTY ETF TR
AVANTIS EMGMKT74,11088,015+13,905$5,971,813$8,492,520+$2,520,7072026-07-14
Q2 2026DUSB
DIMENSIONAL ETF TRUST
ULTRASHORT FIXED24,86557,413+32,548$1,260,880$2,915,451+$1,654,5712026-07-14
Q2 2026VUSB
VANGUARD BD INDEX FDS
VANGUARD ULTRA1,73227,189+25,457$86,228$1,353,468+$1,267,2402026-07-14
Q2 2026DFIV
DIMENSIONAL ETF TRUST
INTERNATNAL VAL170,673189,008+18,335$9,008,134$10,210,238+$1,202,1042026-07-14
Q2 2026AVDV
AMERICAN CENTY ETF TR
INTL SMCP VLU59,37268,691+9,319$5,928,892$7,078,625+$1,149,7332026-07-14
Q2 2026VCRB
VANGUARD MALVERN FDS
CORE BD ETF84,11294,808+10,696$6,508,596$7,322,303+$813,7072026-07-14
Q2 2026DFCF
DIMENSIONAL ETF TRUST
CORE FIXED INCOM326,565344,663+18,098$13,787,578$14,548,207+$760,6292026-07-14
Q2 2026BOXX
EA SERIES TRUST
ALPHA ARCH 1-350,02055,758+5,738$5,816,870$6,528,748+$711,8782026-07-14
Q2 2026DFGP
DIMENSIONAL ETF TRUST
GLOBAL CORE PLUS143,143152,709+9,566$7,728,286$8,316,537+$588,2512026-07-14
Q2 2026AVUV
AMERICAN CENTY ETF TR
US SML CP VALU7,3437,702+359$811,145$960,861+$149,7162026-07-14
Q2 2026VGLT
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS39,35741,636+2,279$2,178,605$2,297,464+$118,8592026-07-14
Q2 2026SHV
ISHARES TR
TRUST ISHARE 0-114,37614,964+588$1,586,984$1,651,295+$64,3112026-07-14
Q2 2026SHYM
BLACKROCK ETF TRUST II
SHORT DURATION H4,6966,949+2,253$103,415$156,014+$52,5992026-07-14
Q2 2026VO
VANGUARD INDEX FDS
MID CAP ETF1,1384,553+3,415$326,755$366,840+$40,0852026-07-14
Q2 2026VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS308319+11$183,775$219,215+$35,4402026-07-14
Q2 2026AVDE
AMERICAN CENTY ETF TR
INTL EQT ETF504862+358$42,759$76,890+$34,1312026-07-14
Q2 2026VTV
VANGUARD INDEX FDS
VALUE ETF632719+87$123,969$156,687+$32,7182026-07-14
Q2 2026VUG
VANGUARD INDEX FDS
GROWTH ETF102810+708$44,553$69,773+$25,2202026-07-14
Q2 2026GOOY
TIDAL TRUST II
YIELDMAX GOOGL1001,000+900$1,270$13,270+$12,0002026-07-14
Q2 2026NVDY
TIDAL TRUST II
YIELDMAX NVDA1001,000+900$1,298$12,440+$11,1422026-07-14
Q2 2026DFAI
DIMENSIONAL ETF TRUST
INTL CORE EQT MK3,5383,601+63$137,840$148,541+$10,7012026-07-14
Q2 2026TLT
ISHARES TR
20 YR TR BD ETF1,1821,303+121$102,468$112,605+$10,1372026-07-14
Q2 2026AMZY
TIDAL TRUST II
YIELDMAX AMZN OP1001,000+900$1,102$10,680+$9,5782026-07-14
Q2 2026VGT
VANGUARD WORLD FD
INF TECH ETF34272+238$23,722$32,509+$8,7872026-07-14
Q2 2026SCHR
SCHWAB STRATEGIC TR
INT-TRM U.S TRES17,75518,268+513$442,277$450,489+$8,2122026-07-14
Q2 2026AVES
AMERICAN CENTY ETF TR
EMERGING MKT VAL381399+18$22,852$26,174+$3,3222026-07-14
Q2 2026IPAC
ISHARES TR
CORE MSCI PAC482483+1$36,913$39,531+$2,6182026-07-14
Q2 2026GRANITESHARES ETF TR
CUSIP 38747R611
United StatesYIELDBOOST TSLA100125+25$347$2,924+$2,5772026-07-14
Q2 2026UPRO
PROSHARES TR
ULTRPRO S&P5002628+2$2,521$3,970+$1,4492026-07-14
Q2 2026AVXC
AMERICAN CENTY ETF TR
AVANTIS EMERGING7072+2$4,734$6,167+$1,4332026-07-14

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