Sign In
test

Michael Koch

Counterweight Ventures, Llc

Assets Managed
$200.604M
Holdings
81
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.56%(2Q avg: 6.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Counterweight Ventures, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Counterweight Ventures, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 200.604M in assets, with a quarterly growth rate of 12.56% and a 2-quarter average growth rate of 6.27%. The portfolio is managed by Michael Koch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 297.88%
4.54%
$9.088M
73,190 shares@ $124.17 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.23%
4.5%
$9.02M
60,819 shares@ $148.32 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.58%
3.95%
$7.923M
39,598 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.16%
3.91%
$7.826M
27,046 shares@ $289.36 avg price
RY
Royal Bank Of Canada
Recent Activity
Increased 2.08%
3.71%
$7.442M
35,957 shares@ $206.97 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.93%
3.59%
$7.185M
72,592 shares@ $98.98 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.02%
3.55%
$7.119M
20,149 shares@ $353.33 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -5.19%
3.12%
$6.245M
18,312 shares@ $341.02 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -1.67%
2.88%
$5.776M
69,887 shares@ $82.66 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 151.55%
2.66%
$5.32M
105,201 shares@ $50.58 avg price

1-10 of 81