Kings Path Partners LLC

SUGAR LAND, TX · CIK 2030974 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySugar Land, TX

$375.8m reported value +29.2% vs Q1 2026

353positions

54.6%in top 10

75 new 70 added 42 reduced 14 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 INDEX FDS TOTAL STK MKT VTI	VTI	114,004	$42.2m11.22%	11.22%	Added +19.9k	+19,927 21.2%
2	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	192,221	$27.3m7.26%	7.26%	Added +29.9k	+29,900 18.4%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	862,345	$23.9m6.36%	6.36%	Reduced -25.5k	-25,460 -2.9%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	280,883	$20.0m5.33%	5.33%	Added +41.7k	+41,660 17.4%
5	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	284,280	$16.8m4.46%	4.46%	Added +53.8k	+53,767 23.3%
6	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	276,323	$16.1m4.28%	4.28%	Added +56.0k	+55,978 25.4%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	257,588	$15.4m4.09%	4.09%	Added +31.5k	+31,474 13.9%
8	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	163,487	$14.9m3.97%	3.97%	Added +23.8k	+23,756 17.0%
9	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	344,663	$14.5m3.87%	3.87%	Added +18.1k	+18,098 5.5%
10	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	203,733	$14.2m3.79%	3.79%	Added +36.9k	+36,894 22.1%
11	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	281,286	$12.9m3.42%	3.42%	Added +46.8k	+46,829 20.0%
12	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	189,008	$10.2m2.72%	2.72%	Added +18.3k	+18,335 10.7%
13	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	88,015	$8.5m2.26%	2.26%	Added +13.9k	+13,905 18.8%
14	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	152,709	$8.3m2.21%	2.21%	Added +9.6k	+9,566 6.7%
15	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	94,808	$7.3m1.95%	1.95%	Added +10.7k	+10,696 12.7%
16	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	68,691	$7.1m1.88%	1.88%	Added +9.3k	+9,319 15.7%
17	ISHARES TR NATIONAL MUN ETF MUB	MUB	63,026	$6.8m1.80%	1.80%	Added +41.3k	+41,329 190.5%
18	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	55,758	$6.5m1.74%	1.74%	Added +5.7k	+5,738 11.5%
19	ISHARES TR SHRT NAT MUN ETF SUB	SUB	59,412	$6.3m1.68%	1.68%	Added +41.9k	+41,928 239.8%
20	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	123,291	$6.2m1.66%	1.66%	Added +88.1k	+88,088 250.2%
21	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	118,323	$5.7m1.52%	1.52%	Added +92.6k	+92,640 360.7%
22	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	179,141	$4.7m1.26%	1.26%	Reduced -1.1k	-1,095 -0.6%
23	TORTOISE CAPITAL SERIES TRUS MLP ETF TMLP	TMLP	147,412	$4.1m1.09%	1.09%	New
24	TARGA RES CORP COM TRGP	TRGP	12,471	$3.3m0.89%	0.89%	Unchanged
25	ISHARES TR CORE S&P TTL STK ITOT	ITOT	20,153	$3.3m0.88%	0.88%	Reduced -4.0k	-4,023 -16.6%
26	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	99,912	$3.1m0.83%	0.83%	Reduced -580	-580 -0.6%
27	ISHARES TR CORE MSCI EAFE IEFA	IEFA	31,135	$3.0m0.80%	0.80%	Reduced -202	-202 -0.6%
28	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	57,413	$2.9m0.78%	0.78%	Added +32.5k	+32,548 130.9%
29	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	41,636	$2.3m0.61%	0.61%	Added +2.3k	+2,279 5.8%
30	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.60%	0.60%	Unchanged
31	ISHARES TR CORE S&P500 ETF IVV	IVV	2,678	$2.0m0.53%	0.53%	Unchanged
32	ISHARES TR SHORT TREAS BD SHV	SHV	14,964	$1.7m0.44%	0.44%	Added +588	+588 4.1%
33	PDF SOLUTIONS INC COM PDFS	PDFS	19,645	$1.4m0.37%	0.37%	Reduced -4.9k	-4,855 -19.8%
34	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	27,189	$1.4m0.36%	0.36%	Added +25.5k	+25,457 1469.8%
35	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	3,960	$1.3m0.33%	0.33%	Unchanged
36	EXXON MOBIL CORP COM XOM	XOM	8,290	$1.1m0.30%	0.30%	Added +21	+21 0.2%
37	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	22,804	$1.1m0.29%	0.29%	Reduced -1.6k	-1,639 -6.7%
38	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	21,889	$1.1m0.29%	0.29%	Reduced -605	-605 -2.7%
39	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	14,632	$1.1m0.29%	0.29%	Reduced -498	-498 -3.3%
40	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	7,702	$960.9k0.26%	0.26%	Added +359	+359 4.9%
41	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	17,406	$915.6k0.24%	0.24%	Unchanged
42	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	17,200	$907.5k0.24%	0.24%	Unchanged
43	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	8,420	$895.1k0.24%	0.24%	Unchanged
44	ISHARES INC CORE MSCI EMKT IEMG	IEMG	10,459	$866.4k0.23%	0.23%	Reduced -701	-701 -6.3%
45	ISHARES TR MSCI ACWI ETF ACWI	ACWI	5,085	$798.2k0.21%	0.21%	Unchanged
46	NVE CORP COM NEW NVEC	NVEC	7,405	$774.2k0.21%	0.21%	Unchanged
47	CARDINAL INFRASTRUCTURE GROU CL A CDNL	CDNL	7,415	$698.5k0.19%	0.19%	New
48	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	8,360	$672.6k0.18%	0.18%	Unchanged
49	KARAT PACKAGING INC COM KRT	KRT	20,010	$669.5k0.18%	0.18%	Unchanged
50	META PLATFORMS INC CL A META	META	1,180	$664.7k0.18%	0.18%	Unchanged
51	IRADIMED CORP COM IRMD	IRMD	6,840	$653.6k0.17%	0.17%	Unchanged
52	COVENANT LOGISTICS GROUP INC CL A CVLG	CVLG	14,680	$648.6k0.17%	0.17%	Added +4.0k	+4,039 38.0%
53	PENNANT GROUP INC COM PNTG	PNTG	17,550	$648.5k0.17%	0.17%	Unchanged
54	METROPOLITAN BK HLDG CORP COM MCB	MCB	6,460	$638.0k0.17%	0.17%	Unchanged
55	APPLE INC COM AAPL	AAPL	2,121	$613.7k0.16%	0.16%	Added +769	+769 56.9%
56	BUSINESS FIRST BANCSHARES IN COM BFST	BFST	19,770	$607.5k0.16%	0.16%	Unchanged
57	TERAWULF INC COM WULF	WULF	24,535	$606.0k0.16%	0.16%	Unchanged
58	UFP TECHNOLOGIES INC COM UFPT	UFPT	2,210	$585.9k0.16%	0.16%	Unchanged
59	ARGAN INC COM AGX	AGX	713	$569.4k0.15%	0.15%	Reduced -109	-109 -13.3%
60	FLEXSHARES TR MORNSTAR USMKT TILT	TILT	2,030	$560.4k0.15%	0.15%	Reduced -5	-5 -0.2%
61	TRIUMPH FINANCIAL INC COM TFIN	TFIN	7,255	$553.6k0.15%	0.15%	Unchanged
62	VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF BNDW	BNDW	7,876	$539.7k0.14%	0.14%	Reduced -5	-5 -0.1%
63	PHIBRO ANIMAL HEALTH CORP CL A COM PAHC	PAHC	17,155	$538.7k0.14%	0.14%	Unchanged
64	GREEN BRICK PARTNERS INC COM GRBK	GRBK	6,701	$536.3k0.14%	0.14%	Unchanged
65	ANI PHARMACEUTICALS INC COM ANIP	ANIP	6,200	$513.2k0.14%	0.14%	Unchanged
66	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,524	$503.1k0.13%	0.13%	Unchanged
67	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	991	$495.9k0.13%	0.13%	Added +36	+36 3.8%
68	PREFORMED LINE PRODS CO COM PLPC	PLPC	1,155	$474.2k0.13%	0.13%	Unchanged
69	BIOLIFE SOLUTIONS INC COM NEW BLFS	BLFS	16,570	$467.9k0.12%	0.12%	Unchanged
70	WILLDAN GROUP INC COM WLDN	WLDN	5,910	$467.5k0.12%	0.12%	Added +3.0k	+3,050 106.6%
71	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	18,268	$450.5k0.12%	0.12%	Added +513	+513 2.9%
72	LEMAITRE VASCULAR INC COM LMAT	LMAT	4,675	$448.6k0.12%	0.12%	Unchanged
73	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	4,718	$432.4k0.12%	0.12%	Reduced -502	-502 -9.6%
74	GUARDIAN PHARMACY SVCS INC CL A GRDN	GRDN	10,300	$431.3k0.11%	0.11%	Unchanged
75	TESLA INC COM TSLA	TSLA	1,000	$420.6k0.11%	0.11%	Unchanged
76	EXCELERATE ENERGY INC CL A COM EE	EE	10,995	$417.7k0.11%	0.11%	Unchanged
77	DOUGLAS DYNAMICS INC COM PLOW	PLOW	7,626	$411.4k0.11%	0.11%	Reduced -8.4k	-8,405 -52.4%
78	SPDR GOLD TR GOLD SHS GLD	GLD	1,109	$408.5k0.11%	0.11%	Added +300	+300 37.1%
79	WARBY PARKER INC CL A COM WRBY	WRBY	13,405	$406.7k0.11%	0.11%	Unchanged
80	VITA COCO CO INC COM COCO	COCO	5,920	$391.5k0.10%	0.10%	Reduced -2.8k	-2,845 -32.5%
81	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	16,135	$389.5k0.10%	0.10%	Reduced -588	-588 -3.5%
82	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	7,871	$382.2k0.10%	0.10%	Reduced -3	-3 -0.0%
83	CHEVRON CORP NEW COM CVX	CVX	2,279	$377.8k0.10%	0.10%	Reduced -9	-9 -0.4%
84	VANGUARD INDEX FDS MID CAP ETF VO	VO	4,553	$366.8k0.10%	0.10%	Added +1	+1 0.0%
85	TETRA TECHNOLOGIES INC DEL COM TTI	TTI	31,870	$361.1k0.10%	0.10%	Unchanged
86	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,511	$357.6k0.10%	0.10%	Reduced -37	-37 -2.4%
87	PERELLA WEINBERG PARTNERS CLASS A COM PWP	PWP	22,060	$352.1k0.09%	0.09%	Unchanged
88	MERCADOLIBRE INC COM MELI	MELI	200	$339.5k0.09%	0.09%	Unchanged
89	OUSTER INC COM NEW OUST	OUST	5,370	$335.7k0.09%	0.09%	New
90	MERCK & CO INC COM MRK	MRK	2,608	$335.1k0.09%	0.09%	Added +8	+8 0.3%
91	MCGRATH RENTCORP COM MGRC	MGRC	2,740	$331.6k0.09%	0.09%	Added +1.3k	+1,290 89.0%
92	ORMAT TECHNOLOGIES INC COM ORA	ORA	2,990	$325.6k0.09%	0.09%	New
93	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	3,260	$324.0k0.09%	0.09%	Reduced -365	-365 -10.1%
94	WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG WBI	WBI	9,398	$322.1k0.09%	0.09%	Reduced -2.3k	-2,327 -19.9%
95	AMERICAN SUPERCONDUCTOR CORP SHS NEW AMSC	AMSC	7,625	$316.5k0.08%	0.08%	New
96	KURA SUSHI USA INC CL A COM KRUS	KRUS	5,225	$300.8k0.08%	0.08%	Unchanged
97	PEGASYSTEMS INC COM PEGA	PEGA	9,601	$287.7k0.08%	0.08%	Unchanged
98	NCINO INC COM NCNO	NCNO	17,215	$281.5k0.07%	0.07%	Unchanged
99	JOHNSON & JOHNSON COM JNJ	JNJ	1,099	$279.1k0.07%	0.07%	Reduced -86	-86 -7.3%
100	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	13,490	$269.5k0.07%	0.07%	Reduced -12.5k	-12,490 -48.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
I3 VERTICALS INC IIIV	IIIV	20,275	$453.3k20.3k shares
GCI LIBERTY INC GLIBK	GLIBK	10,005	$372.3k10.0k shares
VITAL FARMS INC VITL	VITL	13,590	$191.9k13.6k shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	100	$39.0k100 shares
NXP SEMICONDUCTORS N V NXPI	NXPI	100	$19.7k100 shares
AUTODESK INC ADSK	ADSK	63	$15.1k63 shares
SANMINA CORPORATION SANM	SANM	100	$13.0k100 shares
BROWN & BROWN INC BRO	BRO	190	$12.4k190 shares
ARISTA NETWORKS INC ANET	ANET	100	$12.3k100 shares
KKR & CO INC KKR	KKR	112	$10.4k112 shares
SANDISK CORP SNDK	SNDK	10	$6.4k10 shares
QUANTA SVCS INC PWR	PWR	11	$6.0k11 shares
ESAB CORPORATION ESAB	ESAB	19	$1.8k19 shares
NEBIUS GROUP N.V. NBIS	NBIS	10	$1.0k10 shares