LITTLE HOUSE CAPITAL LLC

Registered adviser

CIK

1748814

Location

BRAINTREE, MA

Portfolio Value

Small $446,370,854

Diversification

Diversified

Filing Date

Global Rank

#4,153 / 8,827 ▲ 3 · as of Jun 2026

Top Industry

Semiconductors 17.1%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 290070

Roster of Nov 1, 2026

Regulatory AUM

$675,245,909

Main clients

Individuals and high net worth (78% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$675,245,909	Individuals and high net worth (78%)
Mar 2025 to Mar 2026	$601,441,128	Individuals and high net worth (84%)
Apr 2024 to Feb 2025	$532,085,659	Individuals and high net worth (81%)
May 2023 to Mar 2024	$399,548,079	Individuals and high net worth (83%)
Apr 2023	$399,548,079	Individuals and high net worth (83%)
Mar 2022 to Mar 2023	$338,558,532	Individuals and high net worth (83%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.0%, 24.8 effective positions, active share 52.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

20.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.5 quarters (12+), a floor since 28.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 52.6%; sector active share 14.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

118 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.6%

−0.6 pts

Top 5

34.9%

+2.6 pts

Top 10

48.7%

+1.7 pts

HHI

408

Diversified+4

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.7%	$132,760,787	24
Unclassified	25.9%	$115,753,722	28
Financial Services	9.0%	$40,241,795	12
Communication Services	7.9%	$35,129,229	5
Healthcare	7.0%	$31,196,807	7
Industrials	5.9%	$26,236,227	14
Consumer Cyclical	5.4%	$24,148,113	10
Consumer Defensive	3.2%	$14,161,547	4
Energy	2.4%	$10,728,938	4
Utilities	1.5%	$6,705,339	4
Real Estate	1.4%	$6,123,473	3
Basic Materials	0.7%	$3,184,877	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PULS	PGIM Ultra Short Bond ETF	+43,094	203,309	$10,055,663
CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	+23,150	40,905	$2,602,376
SHY	iShares 1-3 Year Treasury Bond ETF	+9,894	127,950	$10,389,540
CRWD	CrowdStrike Holdings, Inc.	+9,622	13,594	$3,599,011
NVDA	Nvidia Corp	+8,873	88,643	$20,244,288
HST	Host Hotels & Resorts, Inc.	+7,226	205,816	$4,608,220
IBDZ	iShares iBonds Dec 2034 Term Corporate ETF	+6,840	41,208	$1,014,953
WMT	Walmart Inc.	+6,185	68,502	$7,118,727
IBCA	iShares iBonds Dec 2035 Term Corporate ETF	+5,787	38,456	$925,635
WULF	Terawulf Inc.	+4,700	29,700	$439,560
VZ	Verizon Communications Inc	+4,487	64,994	$2,981,274
GOOGL	Alphabet Inc.	+4,367	56,012	$19,272,608
XOM	ExxonMobil Holdings Corp	+4,345	46,875	$7,628,906
AGG	iShares Core U.S. Aggregate Bond ETF	+4,079	66,801	$6,315,366
EFA	iShares MSCI EAFE ETF	+3,945	135,367	$14,063,277
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	+3,463	42,620	$1,043,337
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	+3,343	43,532	$1,047,815
EEM	iShares MSCI Emerging Markets ETF	+3,212	147,967	$9,882,715
CSCO	Cisco Systems, Inc.	+3,104	20,183	$2,172,296
IBM	International Business Machines Corp	+1,650	9,489	$2,086,915
LLY	ELI LILLY & Co	+1,560	6,638	$7,680,697
OHI	Omega Healthcare Investors Inc	+1,552	27,756	$1,285,380
TXN	Texas Instruments Inc	+1,469	4,466	$1,250,881
NOW	ServiceNow, Inc.	+1,230	21,876	$2,931,602
BAC	Bank Of America Corp	+1,043	34,222	$1,862,703
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GTX	Garrett Motion Inc.	−107,403	53,430	$1,390,782
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−64,900	2,232	$205,455
FESM	Fidelity Enhanced Small Cap Core ETF	−35,524	300,363	$13,501,316
BABA	Alibaba Group Holding Ltd	−8,733	11,844	$1,273,703
IJH	iShares Core S&P Mid-Cap ETF	−7,661	188,917	$13,592,578
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−4,645	80,895	$6,334,887
JPST	JPMorgan Ultra-Short Income ETF	−3,351	15,242	$767,739
MRVL	Marvell Technology, Inc.	−3,296	7,276	$1,922,391
INTC	Intel Corp	−3,176	16,722	$2,010,486
MRK	Merck & Co., Inc.	−3,039	23,279	$3,382,671
HD	Home Depot, Inc.	−2,839	4,316	$1,227,858
META	Meta Platforms, Inc.	−2,431	12,175	$8,829,066
ATI	Ati Inc	−2,385	12,970	$2,456,518
AVGO	Broadcom Inc.	−2,227	31,736	$11,145,365
WM	Waste Management Inc	−1,764	6,826	$1,391,957
IEF	iShares 7-10 Year Treasury Bond ETF	−1,469	114,274	$10,205,810
COST	Costco Wholesale Corp	−1,009	4,649	$4,232,170
SMMD	iShares Russell 2500 ETF	−838	5,717	$488,917
CAT	Caterpillar Inc	−776	6,262	$5,077,166
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	−678	39,773	$902,449
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−662	28,586	$13,040,647
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	−648	42,150	$891,051
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	−604	44,056	$883,763
AAPL	Apple Inc.	−569	76,268	$25,398,769
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−525	29,114	$726,685
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	17,404	$1,825,679
AMD	Advanced Micro Devices Inc	2,530	$1,547,752
SKHY	SK hynix Inc.	7,687	$1,415,561
BAB	Invesco Exchange-Traded Fund Trust II	55,068	$1,393,220
DELL	Dell Technologies Inc.	2,377	$1,278,707
CDNS	Cadence Design Systems Inc	3,503	$1,156,638
NEE	Nextera Energy Inc	12,374	$937,206
CRH	Crh Public Ltd Co	10,780	$892,584
CARR	CARRIER GLOBAL Corp	15,679	$860,149
UNH	Unitedhealth Group Inc	2,249	$825,562
MPLX	Mplx LP	7,000	$394,240
CVX	Chevron Corp	1,729	$353,079
LRCX	Lam Research Corp	657	$215,831
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	21,603	$1,542,454
MFC	Manulife Financial Corp	25,947	$1,051,112
—		22,105	$1,012,409
CLS	Celestica Inc	2,587	$943,737
PEG	Public Service Enterprise Group Inc	10,895	$884,238
MUB	iShares National Muni Bond ETF	7,640	$822,216
DOW	Dow Inc.	26,674	$729,800
RMD	Resmed Inc	3,140	$611,923
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $446,370,854 total · filing declares 118 positions · $446,740,190 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	76,268	-569	$25,398,769	+14.2%	5.69%
MSFT	Microsoft Corp Technology	Added	46,066	+349	$23,627,251	+38.5%	5.29%
NVDA	Nvidia Corp Technology	Added	88,643	+8,873	$20,244,288	+26.8%	4.54%
GOOGL	Alphabet Inc. Communication Services	Added	56,012	+4,367	$19,272,608	+4.4%	4.32%
EFA	iShares MSCI EAFE ETF	Added	135,367	+3,945	$14,063,277	+3.0%	3.15%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	188,917	-7,661	$13,592,578	−10.3%	3.05%
FESM	Fidelity Enhanced Small Cap Core ETF	Reduced	300,363	-35,524	$13,501,316	−16.8%	3.02%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	28,586	-662	$13,040,647	−6.6%	2.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,114	-400	$12,984,203	+3.7%	2.91%
AVGO	Broadcom Inc. Technology	Reduced	31,736	-2,227	$11,145,365	−13.1%	2.50%
JPM	Jpmorgan Chase & Co Financial Services	Added	32,647	+789	$10,800,607	+3.6%	2.42%
JNJ	Johnson & Johnson Healthcare	Reduced	39,804	-332	$10,537,710	+3.4%	2.36%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	127,950	+9,894	$10,389,540	+7.2%	2.33%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	114,274	-1,469	$10,205,810	−6.8%	2.29%
PULS	PGIM Ultra Short Bond ETF	Added	203,309	+43,094	$10,055,663	+26.7%	2.25%
EEM	iShares MSCI Emerging Markets ETF	Added	147,967	+3,212	$9,882,715	−0.2%	2.21%
META	Meta Platforms, Inc. Communication Services	Reduced	12,175	-2,431	$8,829,066	+7.3%	1.98%
LLY	ELI LILLY & Co Healthcare	Added	6,638	+1,560	$7,680,697	+26.1%	1.72%
XOM	ExxonMobil Holdings Corp Energy	Added	46,875	+4,345	$7,628,906	+31.2%	1.71%
GS	Goldman Sachs Group Inc Financial Services	Added	8,151	+352	$7,338,834	−7.0%	1.64%
WMT	Walmart Inc. Consumer Defensive	Added	68,502	+6,185	$7,118,727	+0.9%	1.59%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	80,895	-4,645	$6,334,887	−10.4%	1.42%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	66,801	+4,079	$6,315,366	+1.7%	1.41%
SPY	Spdr S&P 500 ETF Trust	Added	7,940	+201	$6,055,282	+4.8%	1.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,578	+278	$5,267,315	+2.2%	1.18%
CAT	Caterpillar Inc Industrials	Reduced	6,262	-776	$5,077,166	−32.3%	1.14%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	9,574	+440	$5,005,382	+10.3%	1.12%
HST	Host Hotels & Resorts, Inc. Real Estate	Added	205,816	+7,226	$4,608,220	−2.1%	1.03%
ASML	Asml Holding NV Technology	Reduced	2,500	-268	$4,529,175	−17.8%	1.01%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,649	-1,009	$4,232,170	−20.0%	0.95%
MU	Micron Technology Inc Technology	Reduced	3,843	-76	$4,093,217	−9.5%	0.92%
MA	Mastercard Inc Financial Services	Added	7,112	+427	$3,922,054	+14.2%	0.88%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	13,594	+9,622	$3,599,011	+18.7%	0.81%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,279	-3,039	$3,382,671	+0.0%	0.76%
RTX	RTX Corp Industrials	Added	16,883	+348	$3,134,328	−0.1%	0.70%
ORCL	Oracle Corp Technology	Added	22,707	+594	$3,117,671	−3.8%	0.70%
VZ	Verizon Communications Inc Communication Services	Added	64,994	+4,487	$2,981,274	+16.4%	0.67%
V	Visa Inc. Financial Services	Reduced	8,293	-94	$2,979,923	+3.6%	0.67%
NOW	ServiceNow, Inc. Technology	Added	21,876	+1,230	$2,931,602	+43.0%	0.66%
SO	Southern Co Utilities	Added	34,121	+850	$2,828,289	−11.2%	0.63%
GE	General Electric Co Industrials	Reduced	8,970	-22	$2,801,241	−16.6%	0.63%
UNP	Union Pacific Corp Industrials	Added	10,277	+281	$2,796,680	+2.9%	0.63%
CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	Added	40,905	+23,150	$2,602,376	+165.4%	0.58%
PANW	Palo Alto Networks Inc Technology	Reduced	6,300	-298	$2,503,053	+11.2%	0.56%
ATI	Ati Inc Industrials	Reduced	12,970	-2,385	$2,456,518	−18.8%	0.55%
BLK	BlackRock, Inc. Financial Services	Added	2,244	+73	$2,374,802	+13.8%	0.53%
WMB	Williams Companies, Inc. Energy	Added	34,614	+90	$2,352,713	−8.3%	0.53%
TJX	Tjx Companies Inc Consumer Cyclical	Added	17,613	+570	$2,330,376	−9.7%	0.52%
CME	Cme Group Inc. Financial Services	Added	8,528	+36	$2,234,165	+19.1%	0.50%
GOOG	Alphabet Inc. Communication Services	Added	6,517	+42	$2,220,602	−2.9%	0.50%

Showing the top 50 of 118 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.