ADE, LLC — 13F Holdings & Portfolio

CIK 1845950 · latest 13F-HR filed 2026-05-14

ADE, LLC manages $208.6M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (14.03%), TCAF (10.30%), IVV (10.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 19, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$208.6M

Long-equity book

Holdings

86

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+4 / −3 / ↑19 / ↓27

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BLACKROCK ETF TRUST$1.4M +14.4%
  • VANGUARD TAX-MANAGED FDS$1.3M +7.6%
  • ISHARES TR$707.7K +12.8%
  • DIMENSIONAL ETF TRUST$480.1K +19.6%
  • EXXON MOBIL CORP$433.4K +39.4%
Show all 19

Top Trims

  • MICROSOFT CORP-$796.3K -24.6%
  • ISHARES TR-$469.7K -11.5%
  • APPLE INC-$363.1K -9.9%
  • VANGUARD INDEX FDS-$310.3K -10.8%
  • TESLA INC-$204.3K -17.3%
Show all 27

New Positions

  • J P MORGAN EXCHANGE TRADED F$14.3M
  • LEIDOS HOLDINGS INC$284.6K
  • CHEVRON CORPORATION$231.7K
  • ALTRIA GROUP INC$207.4K
Show all 4

Exited Positions

  • VANGUARD CHARLOTTE FDS$14.0M
  • VANGUARD SCOTTSDALE FDS$347.1K
  • 3M CO$216.6K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $29.3M 14.03% 48,974 SH
2 T ROWE PRICE ETF INC TCAF 87283Q867 $21.5M 10.30% 604,022 SH
3 ISHARES TR IVV 464287200 $20.9M 10.00% 31,942 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $18.1M 8.69% 282,823 SH
5 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $14.3M 6.84% 298,475 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $11.2M 5.38% 192,830 SH
7 VANGUARD STAR FDS VXUS 921909768 $9.1M 4.36% 118,023 SH
8 ISHARES TR SGOV 46436E718 $6.2M 2.98% 61,860 SH
9 ISHARES TR IEFA 46432F842 $5.9M 2.84% 65,376 SH
10 SPDR INDEX SHS FDS SPEM 78463X509 $4.6M 2.20% 97,658 SH
11 ISHARES TR EFV 464288877 $4.0M 1.92% 53,763 SH
12 ISHARES TR USMV 46429B697 $3.6M 1.74% 39,088 SH
13 APPLE INC AAPL 037833100 $3.3M 1.59% 13,073 SH
14 DIMENSIONAL ETF TRUST DFAS 25434V500 $2.9M 1.40% 41,165 SH
15 ISHARES TR IXUS 46432F834 $2.9M 1.37% 32,975 SH
16 VANGUARD INDEX FDS VTV 922908744 $2.7M 1.27% 13,515 SH
17 VANGUARD INDEX FDS VUG 922908736 $2.6M 1.23% 5,867 SH
18 MICROSOFT CORP MSFT 594918104 $2.4M 1.17% 6,579 SH
19 ISHARES TR IWB 464287622 $2.0M 0.94% 5,506 SH
20 ISHARES INC IEMG 46434G103 $1.9M 0.91% 27,075 SH
21 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $1.9M 0.89% 52,213 SH
22 ISHARES TR SUB 464288158 $1.5M 0.74% 14,471 SH
23 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.73% 9,031 SH
24 SPROTT ETF TRUST SGDM 85210B102 $1.5M 0.71% 19,555 SH
25 PACER FDS TR PTLC 69374H105 $1.5M 0.71% 28,112 SH
26 ISHARES TR GOVT 46429B267 $1.4M 0.67% 60,721 SH
27 ISHARES TR IWS 464287473 $1.1M 0.53% 7,574 SH
28 EMERSON ELEC CO EMR 291011104 $977.4K 0.47% 7,460 SH
29 TESLA INC TSLA 88160R101 $974.0K 0.47% 2,620 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $970.4K 0.47% 2,025 SH
31 AMGEN INC AMGN 031162100 $897.4K 0.43% 2,551 SH
32 VANGUARD INTL EQUITY INDEX F VT 922042742 $891.2K 0.43% 6,443 SH
33 PROCTER & GAMBLE CO PG 742718109 $876.0K 0.42% 6,065 SH
34 SPROTT ASSET MANAGEMENT LP PSLV 85207K107 $858.1K 0.41% 35,184 SH
35 ISHARES TR IJR 464287804 $786.9K 0.38% 6,330 SH
36 CATERPILLAR INC CAT 149123101 $772.3K 0.37% 1,090 SH
37 VANGUARD INTL EQUITY INDEX F VWO 922042858 $734.0K 0.35% 13,580 SH
38 ISHARES TR IGEB 46435G219 $704.5K 0.34% 15,634 SH
39 ISHARES TR MBB 464288588 $694.6K 0.33% 7,315 SH
40 VANGUARD MUN BD FDS VTEB 922907746 $680.0K 0.33% 13,631 SH
41 PACER FDS TR PTIN 69374H683 $680.0K 0.33% 20,911 SH
42 VANGUARD WHITEHALL FDS VYM 921946406 $669.7K 0.32% 4,522 SH
43 HERSHEY CO HSY 427866108 $659.0K 0.32% 3,170 SH
44 MARZETTI COMPANY MZTI 513847103 $622.5K 0.30% 4,500 SH
45 ORACLE CORP ORCL 68389X105 $611.8K 0.29% 4,159 SH
46 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $602.4K 0.29% 926 SH
47 COSTCO WHOLESALE CORPORATION COST 22160K105 $586.9K 0.28% 589 SH
48 ECOLAB INC ECL 278865100 $542.8K 0.26% 2,040 SH
49 ELI LILLY & CO LLY 532457108 $539.9K 0.26% 587 SH
50 SCHWAB STRATEGIC TR SCHF 808524805 $521.2K 0.25% 21,057 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $208.6M 86 0001845950-26-000004
2025-12-31 2026-02-10 $206.5M 85 0001845950-26-000002
2025-09-30 2025-11-07 $197.8M 84 0001845950-25-000003