Q2 2026 13F · SEC CIK 2113496

Alongside, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $524.6M
Reported positions: 190
Holdings vs S&P 500, 3 yrs: —
Assets under management: $878.6M

Alongside, LLC is a wealth manager that reported 190 positions worth $524.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Tr (IVV, 7.8%), Ishares Inc (IEMG, 5.1%), Ishares Tr (IXUS, 4.8%).

Alongside, LLC holdings largest 50 of 190 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Alongside, LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
IVVIshares Tr	7.8%	—	54,793	—	$41.0M
IEMGIshares Inc	5.1%	—	323,600	—	$26.8M
IXUSIshares Tr	4.8%	—	265,293	—	$25.3M
IWFIshares Tr	4.4%	—	185,469	—	$23.0M
IEFAIshares Tr	3.7%	—	201,170	—	$19.4M
IWMIshares Tr	3.4%	—	58,505	—	$17.6M
DIVZElevation Series Trust	3.1%	—	434,705	—	$16.2M
IJHIshares Tr	3.0%	—	206,811	—	$15.9M
IWRIshares Tr	2.9%	—	136,560	—	$15.1M
SPLGSpdr Series Trust	2.6%	—	155,008	—	$13.6M
VOOVanguard Index Fds	2.4%	—	18,053	—	$12.4M
IGIBIshares Tr	2.4%	—	232,254	—	$12.3M
FBNDFidelity Merrimack Str Tr	2.1%	—	244,333	—	$11.1M
PFDERbb Fund Trust	2.0%	—	367,969	—	$10.3M
BIVVanguard Bd Index Fds	1.9%	—	128,358	—	$9.8M
VTVanguard Intl Equity Index F	1.8%	—	60,197	—	$9.4M
FDLOFidelity Covington Trust	1.7%	—	133,211	—	$9.1M
VEAVanguard Ftse Developed Markets Index Fu	1.7%	—	122,355	—	$8.7M
GLDSpdr Gold Tr	1.6%	—	23,387	—	$8.6M
IVEIshares Tr	1.6%	—	36,217	—	$8.2M
FENIFidelity Covington Trust	1.3%	—	172,484	—	$6.9M
IVWIshares Tr	1.2%	—	44,787	—	$6.2M
BILSpdr Series Trust	1.2%	—	67,118	—	$6.2M
MUBIshares Tr	1.2%	—	56,928	—	$6.1M
PHYSSprott Asset Management LP	1.1%	—	195,849	—	$5.9M
PFOERbb Fund Trust	1.1%	—	255,580	—	$5.9M
JAAAJanus Detroit Str Tr	1.1%	—	116,368	—	$5.9M
AAPLApple Inc	1.1%	—	19,837	—	$5.7M
USHYiShares Broad USD High Yield Corporate B	1.0%	—	143,374	—	$5.3M
SPHYSpdr Series Trust	1.0%	—	219,144	—	$5.1M
PULSPgim ETF Tr	0.9%	—	97,456	—	$4.8M
PAAAPgim ETF Tr	0.9%	—	92,483	—	$4.7M
TIPIshares Tr	0.9%	—	41,621	—	$4.6M
DFCFDimensional ETF Trust	0.8%	—	100,937	—	$4.3M
PDBCInvesco Actvely Mngd Etc Fd	0.8%	—	263,704	—	$4.2M
CLIPGlobal X Fds	0.8%	—	39,917	—	$4.0M
MSFTMicrosoft Corp	0.7%	—	9,511	—	$3.5M
IJRIshares Tr	0.7%	—	23,403	—	$3.5M
VOVanguard Index Fds	0.7%	—	42,308	—	$3.4M
VCSHVanguard Scottsdale Fds	0.6%	—	40,660	—	$3.2M
IEIIshares Tr	0.6%	—	26,529	—	$3.1M
VUGVanguard Index Fds	0.6%	—	35,959	—	$3.1M
PHYLPgim ETF Tr	0.6%	—	88,121	—	$3.1M
IWDIshares Tr	0.6%	—	11,983	—	$2.9M
ABBVAbbvie Inc	0.5%	—	10,846	—	$2.7M
VBVanguard Index Fds	0.5%	—	8,928	—	$2.7M
IAGGIshares Tr	0.5%	—	50,313	—	$2.5M
AMZNAmazon Com Inc	0.5%	—	10,586	—	$2.5M
PCHIFundvantage Tr	0.5%	—	102,524	—	$2.5M
FLOTIshares Tr	0.5%	—	48,729	—	$2.5M

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$524.6M	190

Questions about Alongside, LLC's portfolio

What stocks does Alongside, LLC own?

Alongside, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 190 positions worth $524.6M. The largest are Ishares Tr (IVV) at 7.8%, Ishares Inc (IEMG) at 5.1%, Ishares Tr (IXUS) at 4.8%, Ishares Tr (IWF) at 4.4% and Ishares Tr (IEFA) at 3.7%.

When is Alongside, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Alongside, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Alongside, LLC manage?

Alongside, LLC reported $878.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $524.6M.