KITCHING PARTNERS, LLC

CONSHOHOCKEN, PA · CIK 2010145 · 13F filing filed 2026-07-30

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$645.9m
Staff19 · 5 in investment roles
Main clients (by assets)High net worth individuals 100%
Form ADV · 2026-03-25SEC adviser record

$116.4m reported value +7.1% vs Q1 2026

40positions

82.0%in top 10

6 new 22 added 5 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	75,866	$18.0m15.42%	15.42%	Added +345	+345 0.5%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	201,100	$14.3m12.31%	12.31%	Added +3.8k	+3,774 1.9%
3	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	246,697	$12.3m10.55%	10.55%	Added +8.8k	+8,753 3.7%
4	SPDR SER TR S&P DIVID ETF SDY	SDY	66,213	$10.1m8.66%	8.66%	Added +1.0k	+1,008 1.6%
5	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	229,252	$9.7m8.35%	8.35%	Added +3.8k	+3,817 1.7%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,096	$7.6m6.55%	6.55%	Reduced -863	-863 -7.2%
7	ISHARES GOLD TR ISHARES NEW IAU	IAU	95,210	$7.2m6.18%	6.18%	Added +231	+231 0.2%
8	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	116,117	$6.9m5.96%	5.96%	Added +4.8k	+4,836 4.3%
9	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	71,375	$4.8m4.12%	4.12%	Reduced -10.4k	-10,401 -12.7%
10	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	82,567	$4.6m3.91%	3.91%	Added +2.0k	+1,992 2.5%
11	VANGUARD INDEX FDS VALUE ETF VTV	VTV	17,641	$3.8m3.30%	3.30%	Added +3.3k	+3,310 23.1%
12	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,463	$3.2m2.73%	2.73%	Added +2.0k	+2,030 24.1%
13	ISHARES INC JP MORGAN EM ETF LEMB	LEMB	54,883	$2.3m2.00%	2.00%	Added +19.3k	+19,278 54.1%
14	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	21,958	$1.3m1.10%	1.10%	Added +1.9k	+1,915 9.6%
15	NVIDIA CORPORATION COM NVDA	NVDA	4,722	$944.9k0.81%	0.81%	Reduced -1.6k	-1,570 -24.9%
16	NEXTNAV INC COMMON STOCK NN	NN	49,711	$886.3k0.76%	0.76%	Added +14.3k	+14,280 40.3%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,147	$767.3k0.66%	0.66%	Added +748	+748 53.5%
18	ISHARES TR CORE US AGGBD ET AGG	AGG	7,741	$766.2k0.66%	0.66%	Added +124	+124 1.6%
19	AMAZON COM INC COM AMZN	AMZN	3,090	$736.5k0.63%	0.63%	Added +119	+119 4.0%
20	MICROSOFT CORP COM MSFT	MSFT	1,487	$554.9k0.48%	0.48%	Added +435	+435 41.4%
21	CSX CORP COM CSX	CSX	11,047	$525.1k0.45%	0.45%	Added +33	+33 0.3%
22	APPLE INC COM AAPL	AAPL	1,709	$494.5k0.42%	0.42%	Added +431	+431 33.7%
23	EASTERN BANKSHARES INC COM EBC	EBC	20,652	$459.3k0.39%	0.39%	Added +149	+149 0.7%
24	BROADCOM INC COM AVGO	AVGO	1,191	$449.9k0.39%	0.39%	Added +514	+514 75.9%
25	AMERICAN EXPRESS CO COM AXP	AXP	1,193	$403.5k0.35%	0.35%	Reduced -118	-118 -9.0%
26	AMPLIFY ETF TR AMPLIFY JUNIOR S SILJ	SILJ	12,583	$326.2k0.28%	0.28%	Unchanged
27	TESLA INC COM TSLA	TSLA	760	$319.7k0.27%	0.27%	Unchanged
28	KONINKLIJKE PHILIPS N V NY REGIS SHS NEW PHG	PHG	11,677	$317.5k0.27%	0.27%	Added +418	+418 3.7%
29	ELI LILLY & CO COM LLY	LLY	239	$286.7k0.25%	0.25%	New
30	MICRON TECHNOLOGY INC COM MU	MU	238	$274.7k0.24%	0.24%	New
31	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	3,540	$272.5k0.23%	0.23%	Unchanged
32	ADVANCED MICRO DEVICES INC COM AMD	AMD	438	$254.4k0.22%	0.22%	New
33	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	2,995	$232.0k0.20%	0.20%	Unchanged
34	LAM RESEARCH CORP COM NEW LRCX	LRCX	516	$223.6k0.19%	0.19%	New
35	COEUR MNG INC COM NEW CDE	CDE	13,627	$222.4k0.19%	0.19%	Unchanged
36	PHILIP MORRIS INTL INC COM PM	PM	1,154	$208.8k0.18%	0.18%	Reduced -164	-164 -12.4%
37	ALPHABET INC CAP STK CL C GOOG	GOOG	577	$203.9k0.18%	0.18%	New
38	ORLA MNG LTD NEW COM OLA	OLA	12,018	$117.7k0.10%	0.10%	Unchanged
39	AMERICAN BITCOIN CORP. COM CL A COM CL A		40,816	$27.8k0.02%	0.02%	Unchanged
40	GT BIOPHARMA INC COM OXIS	OXIS	50,000	$24.5k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VUG	VUG	8,226	$599.1k8.2k shares
RIO TINTO PLC RIO	RIO	5,000	$466.4k5.0k shares
META PLATFORMS INC META	META	598	$342.1k598 shares
ISHARES SILVER TR SLV	SLV	3,555	$242.2k3.6k shares
PEPSICO INC PEP	PEP	1,400	$217.4k1.4k shares
NEXTNAV INC		30,726	$194.5k30.7k shares