Split Rock Private Trading & Wealth Management, LLC Portfolio Holdings

Split Rock Private Trading & Wealth Management, LLC

  • $125 Billion
  • Q4 2025

Split Rock Private Trading & Wealth Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spinnaker ETF Series with a value of $49.2B, Fidelity Merrimack Str Tr Tota with a value of $14B, Janus Detroit Str Tr Janus Hen with a value of $9.91B, Invesco Qqq Trust, Series 1 with a value of $7.2B, and Apple Inc. with a value of $6.95B.

Examining the 13F form we can see an increase of $125B in the current position value.

Split Rock Private Trading & Wealth Management, LLC is based out at Cloquet, MN

Below you can find more details about Split Rock Private Trading & Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $52.5 Billion
Technology: $11.1 Billion
Consumer Cyclical: $5.64 Billion
Industrials: $991 Million
Consumer Defensive: $547 Million
Energy: $390 Million
Basic Materials: $270 Million
Healthcare: $15.1 Million
Other: $0

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 36
  • Current Value $125 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 36 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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