Fundamentun, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.23 Billion distributed in 350 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $157M, Ishares Core S&P Total U.S. St with a value of $150M, Columbia ETF Tr I with a value of $84M, Wisdomtree Tr Us Quality Divid with a value of $82.3M, and Dimensional ETF Tr Core Fxd In with a value of $81.9M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $2.2B to 2.23B.
Fundamentun, LLC is based out at Beachwood, OH
Below you can find more details about Fundamentun, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.23 Billion
ETFs: $1.58 Billion
Technology: $207 Million
Financial Services: $109 Million
Communication Services: $77 Million
Healthcare: $63.3 Million
Consumer Cyclical: $54.6 Million
Industrials: $37.5 Million
Consumer Defensive: $32 Million
Other: $53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
