Passive Capital Management, Llc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $316 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $46.2B, Dimensional ETF Tr U S Core Eq with a value of $38.5B, Vanguard Mun Bd Fds Tax Exempt with a value of $32.3B, Schwab Short Term Us Treasury with a value of $28.8B, and American Centy ETF Tr Avantis with a value of $17.8B.

Examining the 13F form we can see an increase of $31.6B in the current position value, from $284B to 316B.

Passive Capital Management, Llc. is based out at Baltimore, MD

Below you can find more details about Passive Capital Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $316 Billion
ETFs: $285 Billion
Technology: $3.54 Billion
Consumer Cyclical: $1.82 Billion
Financial Services: $1.69 Billion
Consumer Defensive: $848 Million
Healthcare: $813 Million
Communication Services: $525 Million
Industrials: $435 Million
Other: $312 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 83
  • Current Value $316 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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