Filer Snapshot

Passive Capital Management, LLC.

CIK 0001958250. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

14 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001958250.

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Business address
2650 Quarry Lake Drive, Suite 100, Baltimore, MD, 21209
Top securities (13F)
DFAC, VNQ, SCHO, DFIC, AVUS, VTEB, AVDE, SCHB, DFSD, AVEM, DFEM, SCHH, AVUV, DFAT, AVSC, VTIP, STIP, JBGS, BND, and EMXC
State of incorporation
NY
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Passive Capital Management, LLC.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $334.94M across 104 reported holdings for Q1 2026.
  • Largest parsed 13F holding: DFAC at $55.15M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 104 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

DFAC

16.5%

Dimensional US Core Equity 2 ETF

$55.15M

VNQ

11.5%

Vanguard Real Estate Index Fund ETF Shares

$38.47M

SCHO

8.9%

Schwab Short-Term U.S. Treasury ETF

$29.96M

DFIC

6.4%

Dimensional Etf Tr Intl Core Equity

$21.6M

AVUS

6.2%

Avantis U.S. Equity ETF

$20.87M

Latest update

What changed recently for Passive Capital Management, LLC.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

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Benchmark Context

Benchmark context for this company

Passive Capital Management, LLC. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Passive Capital Management, LLC. has filed 20 SEC EDGAR filings since 28 Jul 2023. Common forms include 13F-HR, N-PX.

Passive Capital Management, LLC. SEC filings Passive Capital Management, LLC. 13F portfolio

Latest Filings

Recent SEC filings for Passive Capital Management, LLC. with direct links to document and filing folders.

13F-HR File 028-23313

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-23313

N-PX filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
07 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
05 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
15 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-23313

N-PX filing

Filing date
25 Sep 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
25 Sep 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
25 Sep 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
25 Sep 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
25 Sep 2024
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
25 Sep 2024
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
28 Jul 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
28 Jul 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
28 Jul 2023
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
28 Jul 2023
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-23314

13F-HR filing

Filing date
28 Jul 2023
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-23313

13F-HR filing

Filing date
28 Jul 2023
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
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About this filer

Passive Capital Management, LLC. files with the SEC under CIK 0001958250. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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