Mangham Associates,Llc Portfolio Holdings

Mangham Associates,Llc

  • $53.5 Million
  • Q3 2023

Mangham Associates,Llc has filed its 13F form on October 16, 2023 for Q3 2023 where it was disclosed a total value porftolio of $53.5 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total World Stk Index with a value of $17.4M, Vanguard Index Fds S&P 500 ETF with a value of $14.3M, Vanguard Value ETF with a value of $8.17M, Spdr Gold Trust with a value of $3.92M, and Ishares Core S&P Sm Cap ETF with a value of $2.42M.

Examining the 13F form we can see an decrease of $5.24M in the current position value, from $58.7M to 53.5M.

Mangham Associates,Llc is based out at Charlottesville, VA

Below you can find more details about Mangham Associates,Llc portfolio as well as his latest detailed transactions.

Portfolio value $53.5 Million
ETFs: $51.7 Million
Utilities: $1.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $53.5 Million
  • Prior Value $58.7 Million
  • Filing
  • Period Q3 2023
  • Filing Date October 16, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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