CAMELOT TECHNOLOGY ADVISORS, INC.

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    57

  • Value ($000)

    $125,977

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0002021818
  • 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
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$37.20M
30 %

55,586

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$7.87M
6 %

90,166

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$6.59M
5 %

222,381

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$6.24M
5 %

9,371

X
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$5.03M
4 %

32,584

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$4.86M
4 %

8,089

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$4.47M
4 %

67,841

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$3.93M
3 %

65,535

X
XLE

SELECT SECTOR SPDR TR

ENERGY
81369Y506
$3.86M
3 %

43,250

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$2.63M
2 %

51,392

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