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SACHEM HILL LLC

Q3 2025 · 13F-HR

SACHEM HILL LLCholdings as filed

Filed 2025-10-30 · accession 0001941040-25-000584

$499.9M
Reported value
65
Positions
2025-09-30
Period end
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The Brief · SACHEM HILL LLC · Q3 2025

AI · grounded in 13F

SACHEM HILL LLC established a new position in QUAL worth $66.8M. The fund also initiated new stakes in DFUV for $46.8M and IVV for $38M. Other new additions include DBEF at $34.6M and IWB at $33.1M. The fund ended the period with 65 positions and total AUM of $499.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F339QUALISHARES TR$66.8M13.4%343,591CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$46.8M9.35%1,046,138CommonSOLE
464287200IVVISHARES TR$38.0M7.61%56,807CommonSOLE
233051200DBEFDBX ETF TR$34.6M6.92%745,270CommonSOLE
464287622IWBISHARES TR$33.1M6.62%90,604CommonSOLE
922020748VCRBVANGUARD MALVERN FDS$29.4M5.89%375,217CommonSOLE
464287440IEFISHARES TR$28.5M5.71%295,979CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$28.3M5.65%612,867CommonSOLE
46434V803HEFAISHARES TR$26.7M5.33%673,247CommonSOLE
922908553VNQVANGUARD INDEX FDS$16.8M3.35%183,346CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$16.5M3.30%513,971CommonSOLE
922908363VOOVANGUARD INDEX FDS$14.2M2.83%23,144CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$12.9M2.58%392,115CommonSOLE
464288869IWCISHARES TR$9.1M1.83%61,292CommonSOLE
464288273SCZISHARES TR$9.1M1.82%118,798CommonSOLE
46434G103IEMGISHARES INC$8.4M1.68%127,702CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$7.8M1.56%218,362CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$6.8M1.36%116,741CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M1.31%109,013CommonSOLE
97717W836DFJWISDOMTREE TR$5.6M1.13%59,307CommonSOLE
25434V682DFSEDIMENSIONAL ETF TRUST$5.2M1.05%127,700CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$4.1M0.83%130,100CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$3.8M0.76%119,698CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$2.9M0.58%9,654CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$2.8M0.56%40,953CommonSOLE
464287465EFAISHARES TR$2.6M0.51%27,507CommonSOLE
78463X863RWXSPDR INDEX SHS FDS$2.5M0.49%88,852CommonSOLE
464287655IWMISHARES TR$2.4M0.49%10,117CommonSOLE
316092857FRELFIDELITY COVINGTON TRUST$2.3M0.47%84,448CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$2.3M0.45%104,351CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.0M0.40%36,869CommonSOLE
464287234EEMISHARES TR$1.8M0.36%33,980CommonSOLE
922908751VBVANGUARD INDEX FDS$1.7M0.35%6,874CommonSOLE
907818108UNPUNION PAC CORP$1.6M0.31%6,614CommonSOLE
922908629VOVANGUARD INDEX FDS$1.2M0.25%4,243CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.1M0.23%43,372CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.1M0.21%7,529CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.20%1,998CommonSOLE
464287614IWFISHARES TR$781,7760.16%1,669CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.15%1CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$662,0880.13%2,099CommonSOLE
46432F842IEFAISHARES TR$625,2670.13%7,161CommonSOLE
464287879IJSISHARES TR$618,7770.12%5,595CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$546,3050.11%23,467CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$519,1780.10%15,558CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$495,6810.10%744CommonSOLE
931142103WMTWALMART INC$484,7940.10%4,704CommonSOLE
464287739IYRISHARES TR$452,5790.09%4,662CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$436,7200.09%9,596CommonSOLE
922908769VTIVANGUARD INDEX FDS$436,1430.09%1,329CommonSOLE
922908744VTVVANGUARD INDEX FDS$419,1500.08%2,248CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$408,2340.08%14,024CommonSOLE
464288661IEIISHARES TR$369,2770.07%3,090CommonSOLE
464287598IWDISHARES TR$355,2650.07%1,745CommonSOLE
863667101SYKSTRYKER CORPORATION$338,6180.07%916CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$322,6010.06%5,374CommonSOLE
922908637VVVANGUARD INDEX FDS$320,4270.06%1,041CommonSOLE
037833100AAPLAPPLE INC$315,7410.06%1,240CommonSOLE
001055102AFLAFLAC INC$306,1700.06%2,741CommonSOLE
464288877EFVISHARES TR$280,3570.06%4,133CommonSOLE
464287309IVWISHARES TR$263,7730.05%2,185CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$238,0780.05%255CommonSOLE
149123101CATCATERPILLAR INC$225,6920.05%473CommonSOLE
92204A702VGTVANGUARD WORLD FD$221,7490.04%297CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$203,5560.04%3,779CommonSOLE

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.