Institutional Fund
L2 Asset Management, LLC
Wayland, MACIK 16869885 filings on record
Portfolio Value
$1.05B
Q1 2026
Holdings
397
Reported positions
New Buys
56
Opened this quarter
QoQ Change
+40.5%
from $748.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.8%
- Schwab Strategic Tr3.2%
- Schwab Strategic Tr2.8%
- Simplify Exchange Traded Fun2.6%
- American Centy ETF Tr2.5%
- Vanguard Mun Bd Fds2.4%
- Other81.7%
Portfolio Holdings
397 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 496.1K | $49.94M | 4.8% | +250.2K | Added |
| 2 | Schwab Strategic Tr | 1.31M | $33.68M | 3.2% | +736.4K | Added |
| 3 | Schwab Strategic Tr | 1.31M | $29.78M | 2.8% | +658.4K | Added |
| 4 | Simplify Exchange Traded Fun | 559.0K | $27.65M | 2.6% | +286.5K | Added |
| 5 | American Centy ETF Tr | 236.5K | $26.13M | 2.5% | +130.7K | Added |
| 6 | Vanguard Mun Bd Fds | 505.3K | $25.21M | 2.4% | +255.5K | Added |
| 7 | Nvidia Corporation | 126.8K | $22.11M | 2.1% | +8.8K | Added |
| 8 | Apple Inc | 86.6K | $21.97M | 2.1% | +8.7K | Added |
| 9 | Ishares Tr | 225.2K | $17.77M | 1.7% | +225.2K | New |
| 10 | Schwab Strategic Tr | 669.7K | $16.58M | 1.6% | +403.0K | Added |
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