Peirce Capital Management, LLC — 13F Holdings & Portfolio

CIK 2008166 · latest 13F-HR filed 2026-04-20

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

$255.7M

Long-equity book

Holdings

43

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+3 / −3 / ↑8 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EA SERIES TRUST$3.4M +7.9%
  • VANGUARD MALVERN FDS$388.3K +6.3%
  • EXXON MOBIL CORP$297.1K +57.5%
  • CONOCOPHILLIPS$259.6K +61.2%
  • TALOS ENERGY INC$173.0K +43.0%
Show all 8

Top Trims

  • MICROSOFT CORP-$327.3K -23.5%
  • VANGUARD INDEX FDS-$261.7K -6.8%
  • DIMENSIONAL ETF TRUST-$236.9K -7.9%
  • SPDR SERIES TRUST-$131.6K -16.2%
  • TESLA INC-$104.3K -14.7%
Show all 11

New Positions

  • VANGUARD INDEX FDS$522.5K
  • INVESCO EXCHANGE TRADED FD T$443.3K
  • VANGUARD INDEX FDS$207.9K
Show all 3

Exited Positions

  • Q2 HLDGS INC$469.1K
  • MICROCHIP TECHNOLOGY INC.$382.3K
  • MAGNOLIA OIL & GAS CORP$256.8K
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 EA SERIES TRUST BSVO 02072L532 $46.1M 18.04% 1,817,517 SH
2 DIMENSIONAL ETF TRUST DFAC 25434V708 $31.1M 12.15% 799,514 SH
3 ISHARES TR ITOT 464287150 $22.7M 8.88% 159,401 SH
4 AMERICAN CENTY ETF TR AVDV 025072802 $22.1M 8.64% 221,292 SH
5 DIMENSIONAL ETF TRUST DFIV 25434V807 $17.0M 6.63% 321,345 SH
6 DIMENSIONAL ETF TRUST DFEM 25434V732 $16.5M 6.45% 477,032 SH
7 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $15.9M 6.20% 266,200 SH
8 ISHARES TR IDEV 46435G326 $14.9M 5.83% 178,493 SH
9 DIMENSIONAL ETF TRUST DFUV 25434V724 $9.4M 3.69% 194,554 SH
10 DIMENSIONAL ETF TRUST DFSD 25434V864 $9.4M 3.69% 196,829 SH
11 DIMENSIONAL ETF TRUST DFAX 25434V880 $7.7M 3.01% 226,465 SH
12 DIMENSIONAL ETF TRUST DFGR 25434V658 $6.7M 2.63% 253,023 SH
13 VANGUARD MALVERN FDS VTIP 922020805 $6.6M 2.58% 131,961 SH
14 AMERICAN CENTY ETF TR AVUV 025072877 $4.1M 1.62% 37,536 SH
15 VANGUARD INDEX FDS VTI 922908769 $3.6M 1.40% 11,192 SH
16 DIMENSIONAL ETF TRUST DFIC 25434V799 $2.8M 1.09% 78,115 SH
17 DIMENSIONAL ETF TRUST DISV 25434V781 $1.8M 0.70% 45,579 SH
18 SPDR INDEX SHS FDS SPDW 78463X889 $1.4M 0.56% 31,302 SH
19 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.2M 0.46% 26,054 SH
20 DIMENSIONAL ETF TRUST DFAT 25434V609 $1.1M 0.45% 18,294 SH
21 ISHARES TR REET 46434V647 $1.1M 0.45% 45,393 SH
22 MICROSOFT CORP MSFT 594918104 $1.1M 0.42% 2,885 SH
23 ISHARES INC IEMG 46434G103 $906.3K 0.35% 12,994 SH
24 EXXON MOBIL CORP XOM 30231G102 $813.6K 0.32% 4,795 SH
25 DIMENSIONAL ETF TRUST DFSV 25434V815 $698.5K 0.27% 19,933 SH
26 CONOCOPHILLIPS COP 20825C104 $684.0K 0.27% 5,182 SH
27 SPDR SERIES TRUST SPTM 78464A805 $680.4K 0.27% 8,606 SH
28 COMMERCIAL METALS CO CMC 201723103 $673.6K 0.26% 10,966 SH
29 VANGUARD WORLD FD ESGV 921910733 $660.3K 0.26% 5,881 SH
30 ISHARES TR IVLU 46435G409 $658.8K 0.26% 16,603 SH
31 NVIDIA CORPORATION NVDA 67066G104 $646.5K 0.25% 3,707 SH
32 TESLA INC TSLA 88160R101 $606.7K 0.24% 1,632 SH
33 TALOS ENERGY INC TALO 87484T108 $575.4K 0.23% 36,508 SH
34 VANGUARD INTL EQUITY INDEX F VWO 922042858 $570.0K 0.22% 10,547 SH
35 VANGUARD INDEX FDS VB 922908751 $522.5K 0.20% 1,995 SH
36 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $443.3K 0.17% 2,310 SH
37 CHEVRON CORPORATION CVX 166764100 $435.9K 0.17% 2,107 SH
38 CHENIERE ENERGY INC LNG 16411R208 $356.7K 0.14% 1,257 SH
39 ELI LILLY & CO LLY 532457108 $346.8K 0.14% 377 SH
40 DIMENSIONAL ETF TRUST DFAE 25434V302 $344.9K 0.13% 10,185 SH
41 AMAZON COM INC AMZN 023135106 $262.2K 0.10% 1,259 SH
42 APPLE INC AAPL 037833100 $235.8K 0.09% 929 SH
43 VANGUARD INDEX FDS VUG 922908736 $207.9K 0.08% 476 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $255.7M 43 0002008166-26-000002
2025-12-31 2026-02-06 $251.2M 43 0002008166-26-000001