CAMELOT TECHNOLOGY ADVISORS, INC.
Q3 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
57
- Value ($000)
$125,977
- Date Filed10/15/2025
- Form type13F-HR
- CIK0002021818
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.20M | 30 % | 55,586 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.87M | 6 % | 90,166 | ||
PHYS/U SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | $6.59M | 5 % | 222,381 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.24M | 5 % | 9,371 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $5.03M | 4 % | 32,584 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.86M | 4 % | 8,089 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $4.47M | 4 % | 67,841 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.93M | 3 % | 65,535 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $3.86M | 3 % | 43,250 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $2.63M | 2 % | 51,392 |
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