Adero Partners, LLC 13F Holdings · last filed Q1 2025
Adero Partners, LLC reported 259 securities worth $1.53B in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: DUHP (15.28%), DIHP (11.38%), AVUS (10.03%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $233.6M | 15.28% | 7.0M | Added |
| 2 | DIHP | DIMENSIONAL ETF TRUST | $174.0M | 11.38% | 6.5M | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $153.3M | 10.03% | 1.7M | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $80.9M | 5.29% | 1.2M | Added |
| 5 | DFAR | DIMENSIONAL ETF TRUST | $74.4M | 4.87% | 3.1M | Added |
| 6 | AVEM | AMERICAN CENTY ETF TR | $60.8M | 3.98% | 1.0M | Added |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $53.6M | 3.50% | 1.6M | Trimmed |
| 8 | NU | NU HLDGS LTD | $48.0M | 3.14% | 4.7M | Trimmed |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $47.1M | 3.08% | 788,381 | Added |
| 10 | DASH | DOORDASH INC | $44.4M | 2.90% | 242,823 | Trimmed |
| 11 | CCC | CCC INTELLIGENT SOLUTIONS HL | $44.2M | 2.89% | 4.9M | Trimmed |
| 12 | AAPL | APPLE INC | $30.0M | 1.96% | 134,925 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $27.3M | 1.78% | 251,619 | Trimmed |
| 14 | GOOG | ALPHABET INC | $23.5M | 1.54% | 150,364 | Added |
| 15 | SNOW | SNOWFLAKE INC | $23.2M | 1.52% | 158,448 | Trimmed |
| 16 | DDOG | DATADOG INC | $23.1M | 1.51% | 232,573 | Trimmed |
| 17 | DFSU | DIMENSIONAL ETF TRUST | $20.2M | 1.32% | 563,186 | Trimmed |
| 18 | DFSI | DIMENSIONAL ETF TRUST | $19.8M | 1.29% | 566,520 | Trimmed |
| 19 | PCOR | PROCORE TECHNOLOGIES INC | $18.5M | 1.21% | 280,522 | Added |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $17.0M | 1.11% | 280,530 | Hold |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $14.6M | 0.95% | 283,406 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $14.1M | 0.93% | 27,530 | Added |
| 23 | UBER | UBER TECHNOLOGIES INC | $13.4M | 0.87% | 183,365 | Trimmed |
| 24 | META | META PLATFORMS INC | $12.1M | 0.79% | 21,080 | Added |
| 25 | VGSR | MANAGER DIRECTED PORTFOLIOS | $10.2M | 0.67% | 1.0M | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR