Fundamentun, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.2 Billion distributed in 356 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 $153M, Ishares Core S&P Total U.S. St with a value of $145M, Columbia ETF Tr I with a value of $81.2M, Wisdomtree Tr Us Quality Divid with a value of $80.3M, and Dimensional ETF Tr Core Fxd In with a value of $78.6M.
Examining the 13F form we can see an increase of $217M in the current position value, from $1.98B to 2.2B.
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
$2.2 Billion
ETFs: $1.56 Billion
Technology: $207 Million
Financial Services: $108 Million
Communication Services: $79.7 Million
Healthcare: $60.5 Million
Consumer Cyclical: $53.3 Million
Industrials: $36.9 Million
Consumer Defensive: $31.8 Million
Other: $53 Million
Stock Holdings Table Market Cap. of $200 Billions or more
