MondegarAI
LTG Capital LLC

Q2 2025 · 13F-HR

LTG Capital LLCholdings as filed

Filed 2025-08-05 · accession 0001667731-25-001047

$116.9M
Reported value
27
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · LTG Capital LLC · Q2 2025

AI · grounded in 13F

LTG Capital LLC established a new position in RSP valued at $20.2M. The fund also initiated new stakes in IJR for $14.7M and IJH for $13.5M. Additional new positions include SSO at $9.5M and MVV at $8.9M. The fund ended the period with 27 positions and total AUM of $116.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46137V357RSPINVESCO EXCHANGE TRADED FD T$20.2M17.3%111,410CommonNONE
464287804IJRISHARES TR$14.7M12.6%134,269CommonNONE
464287507IJHISHARES TR$13.5M11.5%217,314CommonNONE
74347R107SSOPROSHARES TR$9.5M8.12%97,105CommonNONE
74347R404MVVPROSHARES TR$9.0M7.70%141,453CommonNONE
74347R818SAAPROSHARES TR$7.9M6.74%355,707CommonNONE
464288273SCZISHARES TR$5.1M4.36%70,166CommonNONE
464287887IJTISHARES TR$4.0M3.38%29,714CommonNONE
464287879IJSISHARES TR$3.7M3.16%37,061CommonNONE
464287705IJJISHARES TR$3.6M3.09%29,197CommonNONE
46432F842IEFAISHARES TR$3.6M3.07%42,978CommonNONE
464287606IJKISHARES TR$3.5M3.00%38,540CommonNONE
464287465EFAISHARES TR$3.1M2.67%34,852CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.6M1.40%64,885CommonNONE
464287200IVVISHARES TR$1.6M1.33%2,505CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.5M1.26%52,493CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.4M1.17%17,115CommonNONE
464287408IVEISHARES TR$1.4M1.16%6,936CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.3M1.11%14,650CommonNONE
78464A821MDYGSPDR SERIES TRUST$1.2M1.05%14,160CommonNONE
464287309IVWISHARES TR$1.2M1.05%11,159CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.2M1.01%14,876CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$1.1M0.98%26,878CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$962,5210.82%43,553CommonNONE
46090E103QQQINVESCO QQQ TR$498,1310.43%903CommonNONE
464288679SHVISHARES TR$399,7210.34%3,620CommonNONE
594918104MSFTMICROSOFT CORP$217,8660.19%438CommonNONE

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.