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WILLIAM STITES

Kilterhowling Llc

Assets Managed
$198.252M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.5%(2Q avg: 5.18%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kilterhowling Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Kilterhowling Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 198.252M in assets, with a quarterly growth rate of 0.5% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by WILLIAM STITES, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 6.99%
15.75%
$31.211M
1.344M shares@ $23.23 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.68%
15.01%
$29.753M
49,791 shares@ $597.56 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.29%
14.9%
$29.531M
137,315 shares@ $215.07 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.05%
12.49%
$24.742M
42,868 shares@ $577.18 avg price
SHYG
Ishares 0-5 Yr Hy Corp Bond
Recent Activity
Increased 37.46%
7.67%
$15.202M
359,293 shares@ $42.31 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 1.62%
6.53%
$12.93M
139,419 shares@ $92.74 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 9.57%
4.8%
$9.515M
148,492 shares@ $64.09 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
4.7%
$9.303M
109,658 shares@ $84.85 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.75%
1.99%
$3.944M
15,539 shares@ $253.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.22%
1.17%
$2.308M
4,817 shares@ $479.2 avg price

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