Fundamentun, LLC Portfolio Holdings
Fundamentun, LLC
- $2.2 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 356
- Current Value $2.2 Billion
- Prior Value $1.98 Billion
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 31 stocks
- Additional Purchases 192 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks