ALONGSIDE, LLC
CIK 2113496 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- IVV7.82%
- IEMG5.11%
- IXUS4.83%
- IWF4.39%
- IEFA3.70%
- IWM3.35%
- DIVZ3.10%
- IJH3.04%
- IWR2.87%
- SPYM2.60%
Share classes counted separately40.81%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $41.03M | 7.82% | 54.79K shares | Prior unavailable +6.92K (+14.50%) | Added | ↗▾ |
| 02 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $26.81M | 5.11% | 323.60K shares | Prior unavailable +31.61K (+10.80%) | Added | ↗▾ |
| 03 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $25.32M | 4.83% | 265.29K shares | Prior unavailable -2.85K (-1.10%) | Reduced | ↗▾ |
| 04 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $23.03M | 4.39% | 185.47K shares | Prior unavailable +142.57K (+332.30%) | Added | ↗▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $19.43M | 3.70% | 201.17K shares | Prior unavailable +185.08K (+1150.20%) | Added | ↗▾ |
| 06 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $17.58M | 3.35% | 58.51K shares | Prior unavailable +8.74K (+17.60%) | Added | ↗▾ |
| 07 | DIVZELEVATION SERIES TRUST - POLPOLEN DIVID ETF View history and evidence | $16.25M | 3.10% | 434.70K shares | Prior unavailable +434.70K | New | ↗▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $15.95M | 3.04% | 206.81K shares | Prior unavailable +33.41K (+19.30%) | Added | ↗▾ |
| 09 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $15.07M | 2.87% | 136.56K shares | Prior unavailable +5.50K (+4.20%) | Added | ↗▾ |
| 10 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $13.62M | 2.60% | 155.01K shares | Prior unavailable +155.01K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ISTB ISHARES CORE 1-5 YEAR USD BO | Non-derivative | -153,425 | -$7.48M | SEC filing ↗ | SEC filing ↗ |
| RLY SS MULTI-ASSET REAL RET ETF | Non-derivative | -20,696 | -$650.90K | SEC filing ↗ | SEC filing ↗ |
| PFF ISHARES PREFERRED & INCOME S | Non-derivative | -19,233 | -$595.46K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2113496 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 524594105
}Research all 190 reported holdings.
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