account_balance
Investment manager · 13F filer · SEC CIK 1752762
Next Capital Management LLC
Reported value$370Mas of Jun 30, 2026
Positions138 15 new, 11 sold out
Top 10 weight48.4%IVV alone is 15%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
14.6%Added +3%
MFICMidcap Finl Investme
5.2%
OBDCBlue Owl Cap Corp
5.0%Added +19%
IEFAiShares Core MSCI EAFE ETF
4.6%Added +10%
QQQInvesco QQQ Tr
4.0%
IEMGiShares Core MSCI Emerging Markets ETF
3.7%Added +8%
VTIVanguard Total Stock Market Index Fund ETF Shares
3.1%
TCPCBlackRock TCP Cap Corp
2.8%Added +3%
IWFiShares Russell 1000 Growth ETF
2.8%Added +295%
METAMeta Platforms Inc Class A
2.6%Added +6%
IVWiShares S&P 500 Growth ETF
2.6%Added +4%
IJHiShares Core S&P Mid-capetf
2.1%Added +10%
IVViShares Core S&P 500 ETF
14.6%Added +3%
IEFA4.6%
QQQInvesco QQQ Tr
4.0%
IEMG3.7%
VTI3.1%
TCPC2.8%IWF2.8%
META2.6%IVW2.6%
IJH2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 14.6% Added +3%
MFIC Midcap Finl Investme 5.2% HeldOBDC Blue Owl Cap Corp 5.0% Added +19%IEFA iShares Core MSCI EAFE ETF 4.6% Added +10%
QQQ Invesco QQQ Tr 4.0% Held
IEMG iShares Core MSCI Emerging Markets ETF 3.7% Added +8%
VTI Vanguard Total Stock Market Index Fund ETF Shares 3.1% Held
TCPC BlackRock TCP Cap Corp 2.8% Added +3%IWF iShares Russell 1000 Growth ETF 2.8% Added +295%
META Meta Platforms Inc Class A 2.6% Added +6%IVW iShares S&P 500 Growth ETF 2.6% Added +4%
IJH iShares Core S&P Mid-capetf 2.1% Added +10%
What changed