LARCH CAPITAL PARTNERS LLC

MIAMI, FL · CIK 2112646 · 13F filing filed 2026-08-17

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$3.0bn
Staff17 · 6 in investment roles
Main clients (by assets)High net worth individuals 7%
Websitelarchcapitalpartners.com
Form ADV · 2026-05-01SEC adviser record

Others nearbyMiami, FL

As an employer

Offices in1 country

US visa salary filings

Filings FY20241
Median salary offered$110,000
Middle half$110,000 – $110,000
Job titles1

Job title	Filings	Median	Range
Investment Advisory AssociateMiami, FL	1	$110,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Larch Capital Partners LLC.

$699.6m reported value +1.4% vs Q1 2026

58positions

82.1%in top 10

10 new 24 added 5 reduced 5 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	NU HLDGS LTD ORD SHS CL A NU	NU	35,783,303	$478.1m68.34%	68.34%	Added +27.2k	+27,206 0.1%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	21,441	$16.1m2.30%	2.30%	Added +3.6k	+3,613 20.3%
3	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	69,932	$14.9m2.13%	2.13%	Added +21.0k	+21,020 43.0%
4	ISHARES TR CORE MSCI EURO IEUR	IEUR	137,048	$10.3m1.47%	1.47%	Added +71.3k	+71,322 108.5%
5	ISHARES INC MSCI EMRG CHN EMXC	EMXC	100,651	$10.3m1.47%	1.47%	Reduced -547	-547 -0.5%
6	ISHARES TR 7-10 YR TRSY BD IEF	IEF	105,541	$10.0m1.43%	1.43%	Added +38	+38 0.0%
7	VALE S A SPONSORED ADS VALE	VALE	618,259	$9.3m1.33%	1.33%	Reduced -8.2k	-8,245 -1.3%
8	ISHARES TR MSCI ACWI ETF ACWI	ACWI	58,306	$9.2m1.31%	1.31%	Added +182	+182 0.3%
9	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	483,745	$8.6m1.24%	1.24%	Added +168.9k	+168,871 53.6%
10	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	46,903	$7.4m1.06%	1.06%	New
11	ISHARES GOLD TR ISHARES NEW IAU	IAU	94,874	$7.2m1.02%	1.02%	Added +2.1k	+2,062 2.2%
12	BANCO BRADESCO S A SP ADR PFD NEW BBD	BBD	1,977,980	$7.2m1.02%	1.02%	Unchanged
13	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	56,400	$7.0m1.01%	1.01%	New
14	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	145,400	$6.7m0.96%	0.96%	Unchanged
15	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	80,903	$6.7m0.96%	0.96%	Added +74	+74 0.1%
16	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	94,745	$6.4m0.91%	0.91%	Added +88	+88 0.1%
17	VANECK ETF TRUST PREFERRED SECURT PFXF	PFXF	329,960	$5.9m0.84%	0.84%	Added +153.5k	+153,516 87.0%
18	ISHARES TR JPMORGAN USD EMG EMB	EMB	54,811	$5.3m0.76%	0.76%	Unchanged
19	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	317,988	$5.2m0.75%	0.75%	Unchanged
20	ISHARES TR 3 7 YR TREAS BD IEI	IEI	44,523	$5.2m0.75%	0.75%	Reduced -3.4k	-3,366 -7.0%
21	ISHARES TR GLOBAL TECH ETF IXN	IXN	35,975	$5.2m0.74%	0.74%	Added +3	+3 0.0%
22	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	50,733	$4.7m0.68%	0.68%	Unchanged
23	PIMCO ETF TR 0-5 HIGH YIELD HYS	HYS	48,270	$4.5m0.65%	0.65%	Added +1.5k	+1,512 3.2%
24	ISHARES TR MSCI EMG MKT ETF EEM	EEM	65,817	$4.5m0.64%	0.64%	Added +2	+2 0.0%
25	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	81,568	$4.2m0.60%	0.60%	New
26	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	97,387	$4.1m0.59%	0.59%	Added +295	+295 0.3%
27	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	68,553	$3.6m0.51%	0.51%	Added +5	+5 0.0%
28	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,936	$3.5m0.51%	0.51%	Added +1	+1 0.0%
29	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	46,366	$3.3m0.47%	0.47%	Unchanged
30	ISHARES TR MSCI AC ASIA ETF AAXJ	AAXJ	25,862	$3.1m0.44%	0.44%	Added +1.1k	+1,142 4.6%
31	ISHARES TR INVESTMENT GRADE IGEB	IGEB	63,720	$2.9m0.41%	0.41%	Unchanged
32	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	12,030	$2.6m0.38%	0.38%	Added +93	+93 0.8%
33	PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG PBR.A	PBR.A	144,590	$2.2m0.31%	0.31%	Unchanged
34	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	30,501	$2.1m0.29%	0.29%	Reduced -4.1k	-4,104 -11.9%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,115	$1.6m0.23%	0.23%	Added +1.0k	+1,002 90.0%
36	ISHARES TR MSCI INDIA ETF INDA	INDA	31,015	$1.5m0.22%	0.22%	Unchanged
37	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,711	$1.2m0.17%	0.17%	Added +97	+97 6.0%
38	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,122	$826.4k0.12%	0.12%	Added +226	+226 25.2%
39	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,604	$573.3k0.08%	0.08%	Unchanged
40	JBS N.V. CL A SHS JBS	JBS	47,000	$557.0k0.08%	0.08%	Unchanged
41	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	10,006	$510.8k0.07%	0.07%	Unchanged
42	ISHARES TR 1 3 YR TREAS BD SHY	SHY	6,197	$508.8k0.07%	0.07%	Unchanged
43	GERDAU SA SPON ADR REP PFD GGB	GGB	125,136	$505.5k0.07%	0.07%	Reduced -9.0k	-9,000 -6.7%
44	ISHARES TR CORE US AGGBD ET AGG	AGG	4,955	$490.4k0.07%	0.07%	Added +38	+38 0.8%
45	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	8,262	$417.8k0.06%	0.06%	Unchanged
46	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,868	$355.9k0.05%	0.05%	New
47	APPLE INC COM AAPL	AAPL	1,157	$334.8k0.05%	0.05%	New
48	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	11,115	$333.6k0.05%	0.05%	Unchanged
49	ISHARES TR MSCI ACWI EX US ACWX	ACWX	4,078	$310.4k0.04%	0.04%	Added +10	+10 0.2%
50	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	2,951	$261.3k0.04%	0.04%	Unchanged
51	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,398	$258.1k0.04%	0.04%	Unchanged
52	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	4,665	$250.1k0.04%	0.04%	New
53	MILLERKNOLL INC COM MLKN	MLKN	11,754	$242.7k0.03%	0.03%	Unchanged
54	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,902	$236.2k0.03%	0.03%	New
55	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	4,585	$231.5k0.03%	0.03%	Unchanged
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	822	$231.2k0.03%	0.03%	New
57	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,200	$223.1k0.03%	0.03%	New
58	NVIDIA CORPORATION COM NVDA	NVDA	1,050	$210.1k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR INDEX SHS FDS NZAC	NZAC	23,470	$953.9k23.5k shares
VANGUARD INDEX FDS VTI	VTI	1,552	$497.9k1.6k shares
PIMCO ETF TR CMDT	CMDT	10,670	$344.3k10.7k shares
META PLATFORMS INC META	META	354	$202.5k354 shares
COMPANHIA SIDERURGICA NACION SID	SID	23,352	$29.0k23.4k shares