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

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF887,805862,345-25,460$21,973,174$23,886,966+$1,913,7922026-07-14
Q2 2026FNDX
SCHWAB STRATEGIC TR
FUNDAMENTAL US L100,49299,912-580$2,798,702$3,107,263+$308,5612026-07-14
Q2 2026IEFA
ISHARES TR
CORE MSCI EAFE31,33731,135-202$2,836,939$3,007,018+$170,0792026-07-14
Q2 2026ITOT
ISHARES TR
CORE S&P TTL STK24,17620,153-4,023$3,443,388$3,310,533-$132,8552026-07-14
Q2 2026IEMG
ISHARES INC
CORE MSCI EMKT11,16010,459-701$778,384$866,415+$88,0312026-07-14
Q2 2026BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF24,44322,804-1,639$1,174,486$1,104,398-$70,0882026-07-14
Q2 2026TILT
FLEXSHARES TR
MORNSTAR USMKT2,0352,030-5$491,205$560,446+$69,2412026-07-14
Q2 2026SCHP
SCHWAB STRATEGIC TR
US TIPS ETF180,236179,141-1,095$4,796,080$4,747,237-$48,8432026-07-14
Q2 2026BIL
SPDR SERIES TRUST
STATE STREET SPD5,2204,718-502$478,361$432,358-$46,0032026-07-14
Q2 2026VDE
VANGUARD WORLD FD
ENERGY ETF2627-255$45,336$1,051-$44,2852026-07-14
Q2 2026BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT15,13014,632-498$1,114,173$1,074,135-$40,0382026-07-14
Q2 2026BILS
SPDR SERIES TRUST
STATE STREET SPD3,6253,260-365$360,470$323,979-$36,4912026-07-14
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF1,5481,511-37$332,809$357,603+$24,7942026-07-14
Q2 2026VTIP
VANGUARD MALVERN FDS
STRM INFPROIDX22,49421,889-605$1,123,575$1,099,484-$24,0912026-07-14
Q2 2026MINT
PIMCO ETF TR
ENHAN SHRT MA AC1,7911,611-180$180,121$162,405-$17,7162026-07-14
Q2 2026FNDC
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL7,8747,871-3$365,039$382,216+$17,1772026-07-14
Q2 2026SCHO
SCHWAB STRATEGIC TR
SHT TM US TRES16,72316,135-588$405,867$389,499-$16,3682026-07-14
Q2 2026EMXC
ISHARES INC
MSCI EMRG CHN1,5521,052-500$122,080$107,620-$14,4602026-07-14
Q2 2026STIP
ISHARES TR
0-5 YR TIPS ETF959920-39$99,189$93,987-$5,2022026-07-14
Q2 2026AGG
ISHARES TR
CORE US AGGBD ET2,4162,372-44$239,836$234,781-$5,0552026-07-14
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US383381-2$28,741$31,868+$3,1272026-07-14
Q2 2026TIP
ISHARES TR
TIPS BD ETF1,3171,300-17$145,344$142,259-$3,0852026-07-14
Q2 2026TLTD
FLEXSHARES TR
M STAR DEV MKT763747-16$71,697$73,246+$1,5492026-07-14
Q2 2026IUSV
ISHARES TR
CORE S&P US VLU351315-36$35,890$34,697-$1,1932026-07-14
Q2 2026BNDW
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF7,8817,876-5$538,666$539,742+$1,0762026-07-14
Q2 2026URTY
PROSHARES TR
ULTR RUSSL20001817-1$928$1,485+$5572026-07-14
Q2 2026SCHZ
SCHWAB STRATEGIC TR
US AGGREGATE B43-1$93$69-$242026-07-14

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