13F Filings History of Adero Partners, LLC

Latest 13F report
Q1 2025 - 17 Apr 2025
Value $
$1,528,446,941
Signature - Title
James Knight - Chief Compliance Officer
Location
Pleasanton, CA
Summary
This page shows a list of all the recent 13F filings made by Adero Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Adero Partners, LLC reported 259 stock holdings with total value $1,528,446,941 as of Q1 2025. Top holdings included DUHP, DIHP, AVUS, AVDE, and DFAR.

Notify me when Adero Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 259 $1,528,446,941 +$61,911,613 -$38,302,565 +$23,609,048 DUHP, DIHP, AVUS, AVDE, DFAR 13F-HR 17 Apr 2025, 13:42
Q4 2024 262 $1,551,335,505 +$73,471,056 -$15,647,197 +$57,823,859 DUHP, DIHP, AVUS, AVDE, DFAR 13F-HR 27 Jan 2025, 15:14
Q3 2024 240 $1,507,062,069 +$67,396,497 -$10,555,223 +$56,841,274 DUHP, DIHP, AVUS, DFAR, AVDE 13F-HR 06 Nov 2024, 15:48
Q2 2024 218 $1,371,037,623 +$90,022,986 -$11,973,661 +$78,049,325 DUHP, DIHP, AVUS, DFAR, AVDE 13F-HR 30 Jul 2024, 14:24
Q1 2024 204 $1,321,062,344 +$80,008,235 -$37,770,709 +$42,237,526 DUHP, DIHP, AVUS, AVDE, DFAC 13F-HR 29 Apr 2024, 10:22
Q4 2023 192 $1,177,908,640 +$53,336,366 -$32,084,499 +$21,251,867 DUHP, DIHP, AVUS, AVDE, DFAC 13F-HR 12 Feb 2024, 14:25
Q3 2023 182 $1,037,263,704 +$63,456,154 -$8,845,534 +$54,610,620 DUHP, DIHP, AVUS, CCCS, DFAC 13F-HR 14 Nov 2023, 16:34
Q2 2023 165 $1,013,818,344 +$38,255,864 -$13,024,143 +$25,231,721 DUHP, DIHP, AVUS, CCCS, DFAC 13F-HR 02 Aug 2023, 13:54
Q1 2023 162 $912,263,863 +$46,269,624 -$33,449,771 +$12,819,853 DUHP, DIHP, AVUS, DFAC, CCCS 13F-HR 04 May 2023, 15:16
Q4 2022 161 $830,432,384 +$83,989,257 -$67,979,285 +$16,009,972 DUHP, DIHP, AVUS, DFAC, CCCS 13F-HR 07 Feb 2023, 14:41
Q3 2022 154 $785,803,000 +$137,405,096 -$25,280,204 +$112,124,892 DUHP, DIHP, DFAC, AVUS, CCCS 13F-HR 25 Oct 2022, 15:07
Q2 2022 150 $704,838,000 +$187,312,151 -$20,982,332 +$166,329,819 DUHP, DIHP, DFAC, AVUS, SNOW 13F-HR 14 Jul 2022, 09:37
Q1 2022 157 $680,037,000 +$180,218,907 -$14,599,637 +$165,619,270 DUHP, DFAC, AVUS, SNOW, DDOG 13F-HR 04 May 2022, 10:53
Q4 2021 155 $609,819,000 +$81,046,932 -$24,064,041 +$56,982,891 DFAC, AVUS, SNOW, DDOG, DASH 13F-HR 18 Jan 2022, 18:26
Q3 2021 144 $554,533,000 +$180,172,731 -$53,280,100 +$126,892,631 DFAC, AVUS, DASH, DDOG, AVDE 13F-HR 02 Nov 2021, 10:11
Q2 2021 134 $432,062,000 +$206,634,492 -$15,295,679 +$191,338,813 DFAC, AVUS, LIGHTSPEED POS INC, TWLO, VOO 13F-HR 27 Jul 2021, 14:17
Q1 2021 115 $223,508,000 +$101,193,901 -$1,627,734 +$99,566,167 VOO, TWLO, AVUS, AVDE, VXUS 13F-HR 26 Apr 2021, 16:52
Q4 2020 81 $116,624,000 +$19,646,040 -$43,352,446 -$23,706,406 VOO, VXUS, AVUS, VTWO, SPLV 13F-HR 25 Jan 2021, 16:40
Q3 2020 85 $124,804,000 +$41,573,705 -$19,218,631 +$22,355,074 VOO, TWLO, VXUS, BABA, SPLV 13F-HR 26 Oct 2020, 11:52
Q2 2020 72 $96,149,000 +$31,799,286 -$8,951,533 +$22,847,753 VOO, SPLV, VNQ, TWLO, SNAP 13F-HR 14 Jul 2020, 12:18
Q1 2020 69 $60,454,000 +$9,078,053 -$22,529,644 -$13,451,591 SPLV, VNQ, SNAP, SCHZ, LYFT 13F-HR 01 May 2020, 14:05
Q4 2019 75 $89,155,000 $0 $0 $0 SPLV, VNQ, SNAP, SPY, IWM 13F-HR 03 Feb 2020, 10:11