Portfolio Design Labs, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $509 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Eafe Min Vol Fact with a value of $45.8B, Spdr Gold Trust with a value of $42.6B, Ishares Msci Usa Min Vol Facto with a value of $34.7B, Ishares Treasury Floating Rate with a value of $16.2B, and Ishares Barclays 1 3 Year Trea with a value of $15.6B.

Examining the 13F form we can see an increase of $24.6B in the current position value, from $485B to 509B.

Portfolio Design Labs, LLC is based out at Encino, CA

Below you can find more details about Portfolio Design Labs, LLC portfolio as well as his latest detailed transactions.

Portfolio value $509 Billion
ETFs: $189 Billion
Technology: $73.8 Billion
Healthcare: $44.8 Billion
Communication Services: $40.8 Billion
Consumer Defensive: $35.4 Billion
Financial Services: $34.5 Billion
Industrials: $31.2 Billion
Consumer Cyclical: $28.8 Billion
Other: $24.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $509 Billion
  • Prior Value $485 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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