LARCH CAPITAL PARTNERS LLC — 13F Holdings & Portfolio

CIK 2112646 · latest 13F-HR filed 2026-08-17

LARCH CAPITAL PARTNERS LLC manages $699.6M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NU (68.34%), IVV (2.30%), RSP (2.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 5, added to 22, and trimmed 9.

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.

Filer Information
Address
201 S. BISCAYNE BOULEVARD
SUITE 900
MIAMI, FL 33131
Phone
(786) 677-4120
Filing Manager
LARCH CAPITAL PARTNERS LLC
MIAMI, FL
Signatory
Jonathan Lee
CCO
Loading holdings…
AUM

$699.6M

Long-equity book

Holdings

58

Distinct positions

Period

2026-06-30

Filed 2026-08-17

Q/Q Activity

+10 / −5 / ↑22 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$5.7M +123.1%
  • INVESCO EXCHANGE TRADED FD T$5.5M +58.5%
  • ISHARES TR$4.4M +37.9%
  • FIRST TR EXCH TRADED FD III$3.1M +54.8%
  • VANECK ETF TRUST$2.8M +90.2%
Show all 22

Top Trims

  • NU HLDGS LTD-$35.8M -7.0%
  • PETROLEO BRASILEIRO S A-$1.4M -20.7%
  • ISHARES GOLD TR-$1.0M -12.4%
  • VALE S A-$669.1K -6.7%
  • PETROLEO BRASILEIRO S A-$553.0K -20.4%
Show all 9

New Positions

  • SELECT SECTOR SPDR TR$7.4M
  • AMERICAN CENTY ETF TR$7.0M
  • SPDR INDEX SHS FDS$4.2M
  • SELECT SECTOR SPDR TR$355.9K
  • APPLE INC$334.8K
Show all 10

Exited Positions

  • SPDR INDEX SHS FDS$953.9K
  • VANGUARD INDEX FDS$497.9K
  • PIMCO ETF TR$344.3K
  • META PLATFORMS INC$202.5K
  • COMPANHIA SIDERURGICA NACION$29.0K
Show all 5
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 NU HLDGS LTD NU G6683N103 $478.1M 68.34% 35,783,303 SH
2 ISHARES TR IVV 464287200 $16.1M 2.30% 21,441 SH
3 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $14.9M 2.13% 69,932 SH
4 ISHARES TR IEUR 46434V738 $10.3M 1.47% 137,048 SH
5 ISHARES INC EMXC 46434G764 $10.3M 1.47% 100,651 SH
6 ISHARES TR IEF 464287440 $10.0M 1.43% 105,541 SH
7 VALE S A VALE 91912E105 $9.3M 1.33% 618,259 SH
8 ISHARES TR ACWI 464288257 $9.2M 1.31% 58,306 SH
9 FIRST TR EXCH TRADED FD III FPE 33739E108 $8.6M 1.24% 483,745 SH
10 SELECT SECTOR SPDR TR XLV 81369Y209 $7.4M 1.06% 46,903 SH
11 ISHARES GOLD TR IAU 464285204 $7.2M 1.02% 94,874 SH
12 BANCO BRADESCO S A BBD 059460303 $7.2M 1.02% 1,977,980 SH
13 AMERICAN CENTY ETF TR AVUV 025072877 $7.0M 1.01% 56,400 SH
14 JP MORGAN EXCHANGE TRADED F JPIE 46641Q159 $6.7M 0.96% 145,400 SH
15 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $6.7M 0.96% 80,903 SH
16 VANGUARD WHITEHALL FDS VWOB 921946885 $6.4M 0.91% 94,745 SH
17 VANECK ETF TRUST PFXF 92189F429 $5.9M 0.84% 329,960 SH
18 ISHARES TR EMB 464288281 $5.3M 0.76% 54,811 SH
19 PETROLEO BRASILEIRO S A PBR 71654V408 $5.2M 0.75% 317,988 SH
20 ISHARES TR IEI 464288661 $5.2M 0.75% 44,523 SH
21 ISHARES TR IXN 464287291 $5.2M 0.74% 35,975 SH
22 ISHARES INC EWJ 46434G822 $4.7M 0.68% 50,733 SH
23 PIMCO ETF TR HYS 72201R783 $4.5M 0.65% 48,270 SH
24 ISHARES TR EEM 464287234 $4.5M 0.64% 65,817 SH
25 SPDR INDEX SHS FDS SPEM 78463X509 $4.2M 0.60% 81,568 SH
26 ISHARES TR SHYG 46434V407 $4.1M 0.59% 97,387 SH
27 BLACKROCK ETF TRUST II BINC 092528603 $3.6M 0.51% 68,553 SH
28 ISHARES TR IJR 464287804 $3.5M 0.51% 23,936 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.3M 0.47% 46,366 SH
30 ISHARES TR AAXJ 464288182 $3.1M 0.44% 25,862 SH
31 ISHARES TR IGEB 46435G219 $2.9M 0.41% 63,720 SH
32 ISHARES TR QUAL 46432F339 $2.6M 0.38% 12,030 SH
33 PETROLEO BRASILEIRO S A PBR.A 71654V101 $2.2M 0.31% 144,590 SH
34 JP MORGAN EXCHANGE TRADED F HELO 46654Q724 $2.1M 0.29% 30,501 SH
35 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.6M 0.23% 2,115 SH
36 ISHARES TR INDA 46429B598 $1.5M 0.22% 31,015 SH
37 VANGUARD INDEX FDS VOO 922908363 $1.2M 0.17% 1,711 SH
38 INVESCO QQQ TR QQQ 46090E103 $826.4K 0.12% 1,122 SH
39 VANGUARD INTL EQUITY INDEX F VWO 922042858 $573.3K 0.08% 9,604 SH
40 JBS N.V. JBS N4732M103 $557.0K 0.08% 47,000 SH
41 ISHARES TR FLOT 46429B655 $510.8K 0.07% 10,006 SH
42 ISHARES TR SHY 464287457 $508.8K 0.07% 6,197 SH
43 GERDAU SA GGB 373737105 $505.5K 0.07% 125,136 SH
44 ISHARES TR AGG 464287226 $490.4K 0.07% 4,955 SH
45 JP MORGAN EXCHANGE TRADED F JPST 46641Q837 $417.8K 0.06% 8,262 SH
46 SELECT SECTOR SPDR TR XLK 81369Y803 $355.9K 0.05% 1,868 SH
47 APPLE INC AAPL 037833100 $334.8K 0.05% 1,157 SH
48 SPDR SERIES TRUST SPSB 78464A474 $333.6K 0.05% 11,115 SH
49 ISHARES TR ACWX 464288240 $310.4K 0.04% 4,078 SH
50 VANGUARD INTL EQUITY INDEX F VGK 922042874 $261.3K 0.04% 2,951 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-17 $699.6M 58 0002112646-26-000006
2026-03-31 2026-05-15 $690.0M 53 0002112646-26-000002
2025-12-31 2026-02-20 $729.1M 34 0002112646-26-000001