13FBOX
Adero Partners, LLC · 13F Holdings
Options Calculator Rankings

Adero Partners, LLC

No.2112 Data as of 2025Q2
Latest AUM (Q2 2025)
$1.53B
QoQ Change Q1 2025
+$1.0M+0.1%
Holdings
259
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
259
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2025 ValueQ2 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
15.27%15.28%$233.6M7.0M$233.6M7.0M00.00%Unchanged
DDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFDIHP
11.38%11.38%$174.0M6.5M$174.0M6.5M00.00%Unchanged
AAMERICAN CENTY ETF TRAVUS
10.02%10.03%$153.3M1.7M$153.3M1.7M00.00%Unchanged
AVANTIS INTLNGG
5.29%5.29%$80.9M1.2M$80.9M1.2M00.00%Unchanged
DDIMENSIONAL US REAL ESTATE ETFDFAR
4.87%4.87%$74.4M3.1M$74.4M3.1M00.00%Unchanged
AAMERICAN CENTY ETF TRAVEM
3.98%3.98%$60.8M1.0M$60.8M1.0M00.00%Unchanged
DDIMENSIONAL ETF TRUSTDFAC
3.5%3.5%$53.6M1.6M$53.6M1.6M00.00%Unchanged
NU HLDGS LTDNU
3.14%3.14%$48.0M4.7M$48.0M4.7M00.00%Unchanged
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
3.08%3.08%$47.1M788,381$47.1M788,38100.00%Unchanged
DDOORDASH INCDASH
2.9%2.9%$44.4M242,823$44.4M242,82300.00%Unchanged
CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC
2.89%2.89%$44.2M4.9M$44.2M4.9M00.00%Unchanged
APPLE INCAAPL
1.96%1.96%$30.0M134,925$30.0M134,92500.00%Unchanged
NVIDIA CORPORATIONNVDA
1.78%1.78%$27.3M251,619$27.3M251,61900.00%Unchanged
AAlphabet Inc Class CGOOG
1.54%1.54%$23.5M150,364$23.5M150,36400.00%Unchanged
SNOWFLAKE INC COM SHSSNOW
1.51%1.52%$23.2M158,448$23.2M158,44800.00%Unchanged
DATADOG INCDDOG
1.51%1.51%$23.1M232,573$23.1M232,57300.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSU
1.32%1.32%$20.2M563,186$20.2M563,18600.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSI
1.29%1.29%$19.8M566,520$19.8M566,52000.00%Unchanged
PPROCORE TECHNOLOGIES INCPCOR
1.21%1.21%$18.5M280,522$18.5M280,52200.00%Unchanged
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
1.11%1.11%$17.0M280,530$17.0M280,53000.00%Unchanged
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
0.95%0.95%$14.6M283,406$14.6M283,40600.00%Unchanged
VVANGUARD INDEX FDSVOO
0.93%0.93%$14.1M27,530$14.1M27,53000.00%Unchanged
UBER TECHNOLOGIES INCUBER
0.87%0.87%$13.4M183,365$13.4M183,36500.00%Unchanged
META PLATFORMS INCMETA
0.79%0.79%$12.1M21,080$12.1M21,08000.00%Unchanged
MMANAGER DIRECTED PORTFOLIOSVGSR
0.67%0.67%$10.2M1.0M$10.2M1.0M00.00%Unchanged
MICROSOFT CORPMSFT
0.63%0.63%$9.6M25,609$9.6M25,60900.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.54%0.54%$8.2M14,690$8.2M14,69000.00%Unchanged
DDYNATRACE INCDT
0.51%0.51%$7.8M164,515$7.8M164,51500.00%Unchanged
IISHARES TRIQLT
0.47%0.47%$7.2M181,577$7.2M181,57700.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSE
0.46%0.46%$7.1M210,308$7.1M210,30800.00%Unchanged
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.43%0.43%$6.6M210,492$6.6M210,49200.00%Unchanged
ALPHABET INCGOOGL
0.4%0.4%$6.2M39,967$6.2M39,96700.00%Unchanged
AMAZON COM INCAMZN
0.37%0.37%$5.7M29,816$5.7M29,81600.00%Unchanged
VVANGUARD INDEX FDSVV
0.37%0.37%$5.6M21,909$5.6M21,90900.00%Unchanged
TESLA INCTSLA
0.32%0.32%$4.9M18,813$4.9M18,81300.00%Unchanged
JPMORGAN CHASE & COJPM
0.32%0.32%$4.8M19,747$4.8M19,74700.00%Unchanged
DDAYFORCE INC
0.3%0.3%$4.6M79,292$4.6M79,29200.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.26%0.26%$4.0M7,590$4.0M7,59000.00%Unchanged
RRLX TECHNOLOGY INCRLX
0.25%0.25%$3.9M2.1M$3.9M2.1M00.00%Unchanged
GGENERAL DYNAMICS CORPVTI
0.25%0.25%$3.8M13,717$3.8M13,71700.00%Unchanged
ROBLOX CORP CL ARBLX
0.23%0.23%$3.5M59,825$3.5M59,82500.00%Unchanged
VVANGUARD STAR FDSVXUS
0.22%0.22%$3.3M53,613$3.3M53,61300.00%Unchanged
ZOOM COMMUNICATIONS INCZM
0.21%0.21%$3.3M44,153$3.3M44,15300.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
0.21%0.21%$3.2M4$3.2M400.00%Unchanged
VVANGUARD SCOTTSDALE FDSVTWO
0.21%0.21%$3.2M39,138$3.2M39,13800.00%Unchanged
AIRBNB INC COM CL AABNB
0.21%0.21%$3.1M26,340$3.1M26,34000.00%Unchanged
WELLS FARGO CO NEWWFC
0.2%0.2%$3.1M43,279$3.1M43,27900.00%Unchanged
ALIBABA GROUP HLDG LTDBABA
0.2%0.2%$3.1M23,104$3.1M23,10400.00%Unchanged
IISHARES RUSSELLIWM
0.2%0.2%$3.0M15,053$3.0M15,05300.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIV
0.19%0.19%$2.8M72,093$2.8M72,09300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow