account_balance
Investment manager · 13F filer · SEC CIK 2110106
Bitterroot Capital Advisors LLC
Reported value$166Mas of Jun 30, 2026
Positions53 2 new, 9 sold out
Top 10 weight90.5%SGOV alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
26.1%Trimmed −21%
QUALiShares Tr
18.4%
IQLTiShares Tr
11.3%
IWDiShares Tr
10.6%
IWFiShares Tr
9.6%Added +300%
IEFAiShares Tr
5.7%
SPYState STR SPDR S&P 500 ETF T
4.1%Added +3%
TSLATesla Inc
2.0%
VIG1.4%
MSCI1.2%MDY1.2%EFA1.1%
SGOViShares Tr
26.1%Trimmed −21%
QUALiShares Tr
18.4%
IQLTiShares Tr
11.3%
IWDiShares Tr
10.6%
IWF9.6%
IEFA5.7%
SPY4.1%TSLA2.0%VIG
MSCIMDYEFA
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
SGOV iShares Tr 26.1% Trimmed −21%
QUAL iShares Tr 18.4% Held
IQLT iShares Tr 11.3% Held
IWD iShares Tr 10.6% Held
IWF iShares Tr 9.6% Added +300%
IEFA iShares Tr 5.7% Held
SPY State STR SPDR S&P 500 ETF T 4.1% Added +3%TSLA Tesla Inc 2.0% HeldVIG Vanguard Specialized Funds 1.4% Held
MSCI MSCI Inc 1.2% HeldMDY State STR SPDR S&P Midcap 40 1.2% HeldEFA iShares Tr 1.1% Held
What changed