MILLBANK DARTMOOR PORTSMOUTH LLC
ASHEVILLE, NC · CIK 2098560 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2020 · limited liability company
- Assets managed$263.2m
- Staff3 · 2 in investment roles
- Main clients (by assets)Companies 62%, Pension plans 38%
- Websitemdpvol.com
- Form ADV · 2026-03-27SEC adviser record
- Kindinstitutions
- Others nearbyAsheville, NC
$175.7m
reported value
+14.3% vs Q1 2026
2positions
100.0%in top 10
0 new
1 added
0 reduced
0 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 | Value | Change |
|---|---|---|
| SPDR S&P 500 ETF TR SPY | $171.7m97.73% | Unchanged |
| ISHARES BITCOIN TRUST ETF IBIT | $4.0m2.27% | Added +1.8k |