Prodigy Asset Management LLC — 13F Holdings

2026 Q1  ·  28 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Prodigy Asset Management LLC maintained a portfolio of 28 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.12% of the total fund value. They heavily accumulated shares in GMO ETF TRUST, increasing the position by 49.1%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
28
Quarter
2026 Q1
Top Holding
EVTR (38.8%)
Top 10 Concentration
96.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28

Prodigy Asset Management LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EVTR
MORGAN STANLEY ...
ETF 38.81% 39.91% #1
Prev: #1
6.5 83,103 3.8%
P
S
2,290,566 $116,246,232 2025 Q3 13F Filing 2026-03-31 2026-05-04
VIG
VANGUARD SPECIA...
ETF 12.84% 13.32% #2
Prev: #2
6.0 6,227 3.6%
P
S
178,844 $38,462,129 2024 Q4 13F Filing 2026-03-31 2026-05-04
QLTY
GMO ETF TRUST
ETF 11.61% 8.70% #3 2
Prev: #5
7.5 316,665 49.1%
P
S
961,119 $34,773,275 2024 Q4 13F Filing 2026-03-31 2026-05-04
BRK/A
BERKSHIRE HATHA...
Financial Services 11.03% 12.19% #4 1
Prev: #3
5.5 no change no change
P
S
46 $33,034,440 2025 Q4 13F Filing 2026-03-31 2026-05-04
TSPA
T ROWE PRICE ET...
ETF 9.60% 10.23% #5 1
Prev: #4
4.8 21,292 3.1%
P
S
702,698 $28,740,339 2024 Q4 13F Filing 2026-03-31 2026-05-04
DFAU
DIMENSIONAL ETF...
ETF 3.39% 2.89% #6 1
Prev: #7
3.9 49,189 28.0%
P
S
224,802 $10,143,077 2024 Q4 13F Filing 2026-03-31 2026-05-04
EAGL
2023 ETF SERIES...
ETF 3.26% 3.65% #7 1
Prev: #6
2.3 no change no change
P
S
320,634 $9,753,698 2024 Q4 13F Filing 2026-03-31 2026-05-04
DFAI
DIMENSIONAL ETF...
Bond/Debt 2.79% 2.69% #8
Prev: #8
3.1 13,498 6.7%
P
S
214,287 $8,348,611 2024 Q4 13F Filing 2026-03-31 2026-05-04
VTI
VANGUARD INDEX ...
ETF 2.58% 2.08% #9
Prev: #9
3.5 6,410 36.2%
P
S
24,110 $7,734,793 2024 Q4 13F Filing 2026-03-31 2026-05-04
BRK/B
BERKSHIRE HATHA...
Financial Services 1.02% 1.12% #10
Prev: #10
1.4 no change no change
P
S
6,363 $3,049,150 2024 Q4 13F Filing 2026-03-31 2026-05-04
MSFT
MICROSOFT CORP
Technology 0.64% 0.86% #11
Prev: #11
0.8 130 2.6%
P
S
5,203 $1,926,177 2024 Q4 13F Filing 2026-03-31 2026-05-04
AAPL
APPLE INC
Technology 0.43% 0.48% #12
Prev: #12
1.2 no change no change
P
S
5,073 $1,287,473 2024 Q4 13F Filing 2026-03-31 2026-05-04
CAT
CATERPILLAR INC
Industrials 0.24% 0.20% #13 2
Prev: #15
1.1 no change no change
P
S
1,000 $708,460 2024 Q4 13F Filing 2026-03-31 2026-05-04
IBIT
ISHARES BITCOIN...
Bond/Debt 0.23% 0.31% #14 1
Prev: #13
1.1 no change no change
P
S
17,600 $676,192 2025 Q4 13F Filing 2026-03-31 2026-05-04
GOOGL
ALPHABET INC
Communication Services 0.22% 0.25% #15 1
Prev: #14
1.1 no change no change
P
S
2,307 $663,446 2024 Q4 13F Filing 2026-03-31 2026-05-04
IJH
ISHARES TR
ETF 0.14% 0.14% #16
Prev: #16
1.1 no change no change
P
S
6,161 $416,048 2024 Q4 13F Filing 2026-03-31 2026-05-04
VEA
VANGUARD TAX-MA...
ETF 0.14% 0.14% #17
Prev: #17
1.1 no change no change
P
S
6,433 $412,227 2024 Q4 13F Filing 2026-03-31 2026-05-04
MU
MICRON TECHNOLO...
Technology 0.12% #18
Prev: #—
3.5 1,074
NEW
1,074 $362,840 2026 Q1 13F Filing 2026-03-31 2026-05-04
AMGN
AMGEN INC
Healthcare 0.12% 0.12% #19 2
Prev: #21
1.0 no change no change
P
S
1,028 $361,702 2024 Q4 13F Filing 2026-03-31 2026-05-04
VOO
VANGUARD INDEX ...
ETF 0.11% 0.12% #20 1
Prev: #19
1.0 no change no change
P
S
564 $337,047 2024 Q4 13F Filing 2026-03-31 2026-05-04
IVV
ISHARES TR
ETF 0.11% 0.12% #21 1
Prev: #20
1.0 no change no change
P
S
502 $327,911 2025 Q2 13F Filing 2026-03-31 2026-05-04
ORCL
ORACLE CORP
Technology 0.10% 0.14% #22 4
Prev: #18
1.0 no change no change
P
S
2,042 $300,356 2024 Q4 13F Filing 2026-03-31 2026-05-04
V
VISA INC
Financial Services 0.10% 0.12% #23 1
Prev: #22
0.5 26 2.7%
P
S
984 $297,285 2024 Q4 13F Filing 2026-03-31 2026-05-04
GSAT
GLOBALSTAR INC
Communication Services 0.10% #24
Prev: #—
3.5 4,439
NEW
4,439 $294,838 2026 Q1 13F Filing 2026-03-31 2026-05-04
AMZN
AMAZON COM INC
Consumer Cyclical 0.09% 0.11% #25 2
Prev: #23
0.5 25 1.9%
P
S
1,326 $276,166 2025 Q1 13F Filing 2026-03-31 2026-05-04
SPY
STATE STR SPDR ...
ETF 0.09% 0.10% #26 2
Prev: #24
1.0 no change no change
P
S
411 $267,290 2024 Q4 13F Filing 2026-03-31 2026-05-04
VGSH
VANGUARD SCOTTS...
ETF 0.08% #27
Prev: #—
3.5 4,269
NEW
4,269 $249,907 2026 Q1 13F Filing 2026-03-31 2026-05-04
SANA
SANA BIOTECHNOL...
Healthcare 0.02% #28
Prev: #—
3.5 20,050
NEW
20,050 $57,744 2026 Q1 13F Filing 2026-03-31 2026-05-04
Showing 1-28 of 28 holdings

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