Permanens Capital L.P. 13F Holdings · Q2 2026
Permanens Capital L.P. reported 100 securities worth $972.37M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BIL (16.75%), VTV (16.33%), VUG (7.31%). Among its top 25 positions this quarter: 3 new, 18 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $162.9M | 16.75% | 1.8M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $158.8M | 16.33% | 728,513 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $71.1M | 7.31% | 825,415 | Added |
| 4 | IAU | ISHARES GOLD TR | $64.8M | 6.66% | 858,088 | Trimmed |
| 5 | SECU | BLACKROCK ETF TRUST II | $55.0M | 5.66% | 1.1M | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $42.2M | 4.34% | 198,353 | Added |
| 7 | BBEU | J P MORGAN EXCHANGE TRADED F | $29.2M | 3.01% | 376,103 | Added |
| 8 | JPY | LAZARD ACTIVE ETF TR | $25.4M | 2.62% | 695,196 | Added |
| 9 | SCHI | SCHWAB STRATEGIC TR | $24.9M | 2.56% | 1.1M | Trimmed |
| 10 | PSUS | PERSHING SQUARE USA LTD | $22.5M | 2.31% | 601,320 | New |
| 11 | DXJ | WISDOMTREE TR | $21.8M | 2.25% | 125,863 | Added |
| 12 | PREF | PRINCIPAL EXCHANGE TRADED FD | $21.1M | 2.17% | 1.1M | Added |
| 13 | CCJ | CAMECO CORP | $17.5M | 1.80% | 171,804 | Added |
| 14 | FRDM | EA SERIES TRUST | $16.0M | 1.65% | 219,058 | Added |
| 15 | MSFT | MICROSOFT CORP | $13.6M | 1.40% | 36,373 | Added |
| 16 | GOOGL | ALPHABET INC | $12.2M | 1.25% | 34,113 | Added |
| 17 | HHH | HOWARD HUGHES HOLDINGS INC | $12.1M | 1.24% | 169,075 | New |
| 18 | EAGL | 2023 ETF SERIES TRUST | $11.5M | 1.18% | 356,498 | Added |
| 19 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $11.5M | 1.18% | 574,236 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $11.4M | 1.17% | 34,689 | Added |
| 21 | IWF | ISHARES TR | $10.9M | 1.12% | 87,760 | Added |
| 22 | IEFA | ISHARES TR | $10.7M | 1.10% | 111,184 | Added |
| 23 | IAUM | ISHARES GOLD TRUST MICRO | $10.6M | 1.09% | 265,651 | Hold |
| 24 | WMT | WALMART INC | $10.4M | 1.07% | 91,844 | Added |
| 25 | NOK | NOKIA CORP | $10.0M | 1.03% | 753,841 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR