NDVR, Inc.

Q3 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    115

  • Value ($000)

    $119,963

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0002011247
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$27.81M
23 %

464,063

HUBS
HUBS

HUBSPOT INC

COM
443573100
$12.19M
10 %

26,049

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$9.81M
8 %

181,077

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$5.96M
5 %

59,217

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.60M
5 %

25,495

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.92M
4 %

9,495

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$4.80M
4 %

62,736

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.85M
3 %

11,741

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.24M
3 %

17,383

AAPL
AAPL

APPLE INC

COM
037833100
$2.82M
2 %

11,082

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 115