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Counterweight Ventures, LLC

Q1 2026 · 13F-HR

Counterweight Ventures, LLCholdings as filed

Filed 2026-04-27 · accession 0001062993-26-002163

$178.2M
Reported value
80
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$7.8M4.40%18,395CommonSOLE
464287804IJRISHARES TR$7.7M4.29%61,577CommonSOLE
464287226AGGISHARES TR$7.3M4.12%74,026CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.2M4.02%41,071CommonSOLE
037833100AAPLAPPLE INC$7.1M3.98%27,929CommonSOLE
02079K107GOOGALPHABET INC$6.1M3.41%21,215CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.9M3.30%71,075CommonSOLE
780087102RYROYAL BK CDA$5.7M3.20%35,227CommonSOLE
594918104MSFTMICROSOFT CORP$4.6M2.61%12,544CommonSOLE
023135106AMZNAMAZON COM INC$4.6M2.57%21,976CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.6M2.56%15,533CommonSOLE
00287Y109ABBVABBVIE INC$4.2M2.37%19,425CommonSOLE
46435U853USHYISHARES TR$4.2M2.35%113,590CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.8M2.13%3,801CommonSOLE
464287507IJHISHARES TR$3.7M2.07%54,761CommonSOLE
464287721IYWISHARES TR$3.6M2.04%20,074CommonSOLE
11135F101AVGOBROADCOM INC$3.6M2.04%11,752CommonSOLE
92826C839VVISA INC$3.3M1.84%10,821CommonSOLE
464287465EFAISHARES TR$3.2M1.81%33,261CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.2M1.78%24,203CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.1M1.74%19,316CommonSOLE
58933Y105MRKMERCK & CO INC$3.0M1.69%25,086CommonSOLE
464287796IYEISHARES TR$3.0M1.68%46,335CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.9M1.65%15,344CommonSOLE
464287457SHYISHARES TR$2.9M1.62%34,971CommonSOLE
031162100AMGNAMGEN INC$2.8M1.56%7,895CommonSOLE
437076102HDHOME DEPOT INC$2.6M1.46%7,909CommonSOLE
46434V621DGROISHARES TR$2.5M1.43%36,280CommonSOLE
670346105NUENUCOR CORP$2.5M1.39%14,666CommonSOLE
149123101CATCATERPILLAR INC$2.4M1.33%3,358CommonSOLE
88160R101TSLATESLA INC$2.3M1.29%6,198CommonSOLE
718546104PSXPHILLIPS 66$2.3M1.29%12,645CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.1M1.19%41,822CommonSOLE
464287838IYMISHARES TR$2.1M1.17%11,829CommonSOLE
464287200IVVISHARES TR$2.1M1.16%3,164CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1.9M1.08%121,367CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M1.02%3,191CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.8M1.00%36,130CommonSOLE
191216100KOCOCA COLA CO$1.7M0.98%22,974CommonSOLE
74762E102QUREQUANTA SVCS INC$1.7M0.95%3,078CommonSOLE
369604301GEGE AEROSPACE$1.7M0.93%5,867CommonSOLE
126408103CSXCSX CORP$1.7M0.93%40,238CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.87%10,623CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.87%19,873CommonSOLE
886364231GRNYTIDAL TRUST I$1.5M0.82%61,156CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.4M0.80%6,218CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.3M0.74%28,738CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.3M0.71%7,835CommonSOLE
166764100CVXCHEVRON CORPORATION$1.2M0.68%5,827CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.67%30,964CommonSOLE
92204A603VISVANGUARD WORLD FD$944,4660.53%3,025CommonSOLE
464287812IYKISHARES TR$943,8640.53%13,478CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$939,8470.53%4,620CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$908,0560.51%95,384CommonSOLE
30231G102XOMEXXON MOBIL CORP$815,0470.46%4,804CommonSOLE
75513E101RTXRTX CORPORATION$734,9490.41%3,810CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$697,5810.39%2,578CommonSOLE
46429B689EFAVISHARES TR$644,8890.36%7,058CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$626,8160.35%1,600CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$589,0470.33%11,734CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$565,1250.32%6,250CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$557,8520.31%923CommonSOLE
56585A102MPCMARATHON PETE CORP$543,7890.31%2,227CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$476,5390.27%1,966CommonSOLE
65339F101NEENEXTERA ENERGY INC$460,4060.26%4,957CommonSOLE
92189H607OIHVANECK ETF TRUST$422,3990.24%1,045CommonSOLE
478160104JNJJOHNSON & JOHNSON$402,3480.23%1,646CommonSOLE
464287762IYHISHARES TR$379,3330.21%6,154CommonSOLE
931142103WMTWALMART INC$358,1750.20%2,882CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$321,9490.18%522CommonSOLE
49446R109KIMKIMCO REALTY CORP$308,4680.17%13,728CommonSOLE
713448108PEPPEPSICO INC$308,0950.17%1,984CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$304,3930.17%6,675CommonSOLE
780259305SHELSHELL PLC$295,2750.17%3,175CommonSOLE
02079K305GOOGLALPHABET INC$289,0780.16%1,005CommonSOLE
747525103QCOMQUALCOMM INC$243,1370.14%1,888CommonSOLE
580135101MCDMCDONALDS CORP$241,1730.14%776CommonSOLE
500754106KHCKRAFT HEINZ CO$218,6700.12%9,723CommonSOLE
78468R853SPSMSPDR SERIES TRUST$216,9080.12%4,489CommonSOLE
742718109PGPROCTER & GAMBLE CO$214,4930.12%1,485CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.