Kings Path Partners LLC historic quarter change: USA ETF, Reduced
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 SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 887,805.
- Q2 2026: Stock FNDX; Country of operation —; Class FUNDAMENTAL US L; Shares before 100,492.
- Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Shares before 31,337.
- Q2 2026: Stock ITOT; Country of operation —; Class CORE S&P TTL STK; Shares before 24,176.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SCHF SCHWAB STRATEGIC TR | | INTL EQTY ETF | 887,805 | 862,345 | -25,460 | $21,973,174 | $23,886,966 | +$1,913,792 | 2026-07-14 |
|---|
| Q2 2026 | FNDX SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 100,492 | 99,912 | -580 | $2,798,702 | $3,107,263 | +$308,561 | 2026-07-14 |
|---|
| Q2 2026 | IEFA ISHARES TR | | CORE MSCI EAFE | 31,337 | 31,135 | -202 | $2,836,939 | $3,007,018 | +$170,079 | 2026-07-14 |
|---|
| Q2 2026 | ITOT ISHARES TR | | CORE S&P TTL STK | 24,176 | 20,153 | -4,023 | $3,443,388 | $3,310,533 | -$132,855 | 2026-07-14 |
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| Q2 2026 | IEMG ISHARES INC | | CORE MSCI EMKT | 11,160 | 10,459 | -701 | $778,384 | $866,415 | +$88,031 | 2026-07-14 |
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| Q2 2026 | BNDX VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 24,443 | 22,804 | -1,639 | $1,174,486 | $1,104,398 | -$70,088 | 2026-07-14 |
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| Q2 2026 | TILT FLEXSHARES TR | | MORNSTAR USMKT | 2,035 | 2,030 | -5 | $491,205 | $560,446 | +$69,241 | 2026-07-14 |
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| Q2 2026 | SCHP SCHWAB STRATEGIC TR | | US TIPS ETF | 180,236 | 179,141 | -1,095 | $4,796,080 | $4,747,237 | -$48,843 | 2026-07-14 |
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| Q2 2026 | BIL SPDR SERIES TRUST | | STATE STREET SPD | 5,220 | 4,718 | -502 | $478,361 | $432,358 | -$46,003 | 2026-07-14 |
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| Q2 2026 | VDE VANGUARD WORLD FD | | ENERGY ETF | 262 | 7 | -255 | $45,336 | $1,051 | -$44,285 | 2026-07-14 |
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| Q2 2026 | BND VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 15,130 | 14,632 | -498 | $1,114,173 | $1,074,135 | -$40,038 | 2026-07-14 |
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| Q2 2026 | BILS SPDR SERIES TRUST | | STATE STREET SPD | 3,625 | 3,260 | -365 | $360,470 | $323,979 | -$36,491 | 2026-07-14 |
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| Q2 2026 | VIG VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,548 | 1,511 | -37 | $332,809 | $357,603 | +$24,794 | 2026-07-14 |
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| Q2 2026 | VTIP VANGUARD MALVERN FDS | | STRM INFPROIDX | 22,494 | 21,889 | -605 | $1,123,575 | $1,099,484 | -$24,091 | 2026-07-14 |
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| Q2 2026 | MINT PIMCO ETF TR | | ENHAN SHRT MA AC | 1,791 | 1,611 | -180 | $180,121 | $162,405 | -$17,716 | 2026-07-14 |
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| Q2 2026 | FNDC SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 7,874 | 7,871 | -3 | $365,039 | $382,216 | +$17,177 | 2026-07-14 |
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| Q2 2026 | SCHO SCHWAB STRATEGIC TR | | SHT TM US TRES | 16,723 | 16,135 | -588 | $405,867 | $389,499 | -$16,368 | 2026-07-14 |
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| Q2 2026 | EMXC ISHARES INC | | MSCI EMRG CHN | 1,552 | 1,052 | -500 | $122,080 | $107,620 | -$14,460 | 2026-07-14 |
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| Q2 2026 | STIP ISHARES TR | | 0-5 YR TIPS ETF | 959 | 920 | -39 | $99,189 | $93,987 | -$5,202 | 2026-07-14 |
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| Q2 2026 | AGG ISHARES TR | | CORE US AGGBD ET | 2,416 | 2,372 | -44 | $239,836 | $234,781 | -$5,055 | 2026-07-14 |
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| Q2 2026 | VEU VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 383 | 381 | -2 | $28,741 | $31,868 | +$3,127 | 2026-07-14 |
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| Q2 2026 | TIP ISHARES TR | | TIPS BD ETF | 1,317 | 1,300 | -17 | $145,344 | $142,259 | -$3,085 | 2026-07-14 |
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| Q2 2026 | TLTD FLEXSHARES TR | | M STAR DEV MKT | 763 | 747 | -16 | $71,697 | $73,246 | +$1,549 | 2026-07-14 |
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| Q2 2026 | IUSV ISHARES TR | | CORE S&P US VLU | 351 | 315 | -36 | $35,890 | $34,697 | -$1,193 | 2026-07-14 |
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| Q2 2026 | BNDW VANGUARD SCOTTSDALE FDS | | TOTAL WLD BD ETF | 7,881 | 7,876 | -5 | $538,666 | $539,742 | +$1,076 | 2026-07-14 |
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| Q2 2026 | URTY PROSHARES TR | | ULTR RUSSL2000 | 18 | 17 | -1 | $928 | $1,485 | +$557 | 2026-07-14 |
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| Q2 2026 | SCHZ SCHWAB STRATEGIC TR | | US AGGREGATE B | 4 | 3 | -1 | $93 | $69 | -$24 | 2026-07-14 |
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