Charter Capital Management, Llc\De has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Billion distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $56.6B, Vanguard Whitehall Fds (Vangua with a value of $27.2B, Invesco Exchange Traded Fd Tr with a value of $26B, Dimensional ETF Tr with a value of $13.9B, and Fidelity Covington Tr Divid Et with a value of $7.9B.
Examining the 13F form we can see an increase of $15B in the current position value, from $170B to 185B.
Charter Capital Management, Llc\De is based out at Brookfield, WI
Below you can find more details about Charter Capital Management, Llc\De portfolio as well as his latest detailed transactions.
