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Giselle Casella

L2 Asset Management, Llc

Assets Managed
$1.051B
Holdings
397
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
40.47%(2Q avg: 24.39%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in L2 Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 397 positions.

Assets under management

The assets under management (AUM) of L2 Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.051B in assets, with a quarterly growth rate of 40.47% and a 2-quarter average growth rate of 24.39%. The portfolio is managed by Giselle Casella, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 101.77%
4.76%
$49.939M
496,119 shares@ $100.67 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 127.57%
3.21%
$33.683M
1.314M shares@ $25.64 avg price
SCHI
Schwab 5-10 Year Corporate B
Recent Activity
Increased 100.58%
2.84%
$29.78M
1.313M shares@ $22.69 avg price
MTBA
Simplify Mbs Etf
Recent Activity
Increased 105.1%
2.63%
$27.649M
559,008 shares@ $49.47 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 123.58%
2.49%
$26.128M
236,520 shares@ $110.47 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 102.27%
2.4%
$25.208M
505,263 shares@ $49.9 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.44%
2.11%
$22.112M
126,786 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.21%
2.1%
$21.973M
86,581 shares@ $253.8 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
New Position
1.69%
$17.766M
225,184 shares@ $78.9 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 151.14%
1.58%
$16.576M
669,670 shares@ $24.76 avg price

1-10 of 397