Charter Capital Management, Llc\De Portfolio Holdings
Charter Capital Management, Llc\De
- $170 Billion
- Q2 2025
Charter Capital Management, Llc\De has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 62 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 $53.4B, Vanguard Whitehall Fds (Vangua with a value of $24.6B, Invesco Exchange Traded Fd Tr with a value of $23.7B, Dimensional ETF Tr with a value of $12.7B, and Fidelity Covington Tr Divid Et with a value of $7.2B.
Examining the 13F form we can see an increase of $170B in the current position value.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|