13F Filings History of MATRIX PRIVATE CAPITAL GROUP LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$188,673,090
Signature - Title
Seth Scher - Chief Financial Officer and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by MATRIX PRIVATE CAPITAL GROUP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MATRIX PRIVATE CAPITAL GROUP LLC reported 130 stock holdings with total value $188,673,090 as of Q3 2025. Top holdings included VTV, VUG, IEFA, IJH, and ETY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 130 $188,673,090 +$10,474,083 -$1,881,765 +$8,592,318 VTV, VUG, IEFA, IJH, ETY 13F-HR 14 Nov 2025, 09:00
Q2 2025 131 $170,087,411 +$4,589,816 -$13,763,704 -$9,173,888 VTV, VUG, IEFA, ETY, IJH 13F-HR 14 Aug 2025, 09:00
Q1 2025 139 $167,230,783 +$2,999,362 -$7,863,988 -$4,864,626 VTV, VUG, IEFA, IJH, ETY 13F-HR 15 May 2025, 09:00
Q4 2024 149 $175,526,356 +$4,185,312 -$1,860,520 +$2,324,792 VTV, VUG, IJH, IEFA, ETY 13F-HR 14 Feb 2025, 09:00
Q3 2024 152 $173,523,160 +$8,784,672 -$2,205,937 +$6,578,735 VTV, VUG, IEFA, IJH, ETY 13F-HR 14 Nov 2024, 09:00
Q2 2024 149 $159,168,365 +$13,430,730 -$1,344,009 +$12,086,721 VTV, VUG, IEFA, IJH, ETY 13F-HR 14 Aug 2024, 09:00
Q1 2024 144 $147,612,380 +$13,566,272 -$2,836,398 +$10,729,874 VTV, VUG, IEFA, IJH, ETY 13F-HR 15 May 2024, 09:00
Q4 2023 143 $132,470,165 +$3,188,233 -$15,741,058 -$12,552,825 VTV, VUG, IEFA, IJH, ETY 13F-HR 14 Feb 2024, 09:00
Q3 2023 171 $134,112,001 +$5,612,543 -$4,368,006 +$1,244,537 VTV, IEFA, VUG, ETY, XLE 13F-HR 14 Nov 2023, 09:00
Q2 2023 173 $136,627,780 +$3,322,978 -$17,353,122 -$14,030,144 VTV, VUG, IEFA, ETY, IJH 13F-HR 14 Aug 2023, 09:00
Q1 2023 193 $144,333,000 +$3,865,073 -$18,534,133 -$14,669,060 VTV, IEFA, VUG, ETY, IJH 13F-HR 15 May 2023, 09:00
Q4 2022 191 $153,366,192 +$4,457,108 -$9,446,679 -$4,989,571 VTV, IEFA, XLE, VUG, IJH 13F-HR 14 Feb 2023, 09:00
Q3 2022 195 $147,706,000 +$7,907,347 -$25,369,285 -$17,461,938 VTV, IEFA, VUG, ETY, IJR 13F-HR 14 Nov 2022, 09:00
Q2 2022 242 $175,366,000 +$10,913,612 -$8,422,595 +$2,491,017 VTV, IEFA, VUG, IJR, IJH 13F-HR 15 Aug 2022, 09:26
Q1 2022 253 $204,862,000 +$12,895,446 -$10,625,588 +$2,269,858 VTV, IEFA, VUG, IJR, IJH 13F-HR 16 May 2022, 07:09
Q4 2021 263 $211,255,000 +$17,406,381 -$6,911,045 +$10,495,336 VTV, VUG, IEFA, IJR, IJH 13F-HR 14 Feb 2022, 15:11
Q3 2021 243 $190,303,000 +$17,973,362 -$6,313,608 +$11,659,754 VTV, IEFA, VUG, IJR, VWO 13F-HR 22 Feb 2022, 15:48
Q2 2021 244 $182,665,000 +$14,475,970 -$8,709,503 +$5,766,467 VTV, VUG, VWO, IJR, IEFA 13F-HR 22 Feb 2022, 16:00
Q1 2021 238 $166,191,000 +$21,151,311 -$3,979,059 +$17,172,252 VTV, VWO, IJR, VUG, IEFA 13F-HR 22 Feb 2022, 16:10
Q4 2020 220 $139,439,000 +$32,280,377 -$2,050,228 +$30,230,149 VUG, VTV, IEFA, VWO, AAPL 13F-HR 22 Feb 2022, 15:40
Q3 2020 167 $98,239,000 +$8,854,415 -$2,574,527 +$6,279,888 VUG, VTV, AAPL, IEFA, VWO 13F-HR 22 Feb 2022, 15:53
Q2 2020 162 $89,974,000 +$9,336,187 -$2,339,099 +$6,997,088 VUG, IEFA, VTV, VWO, AAPL 13F-HR 22 Feb 2022, 16:04
Q1 2020 152 $70,037,000 +$12,574,498 -$17,368,102 -$4,793,604 VUG, IEFA, VWO, VTV, AAPL 13F-HR 22 Feb 2022, 16:16
Q4 2019 197 $95,341,000 $0 $0 $0 CVX, VUG, AAPL, DVY, VTV 13F-HR 22 Feb 2022, 15:42