13F Filings History of Passive Capital Management, LLC.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$319,791,735
Signature - Title
Keith Dwyer - Chief Compliance Officer
Location
Baltimore, MD
Summary
This page shows a list of all the recent 13F filings made by Passive Capital Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Passive Capital Management, LLC. reported 94 stock holdings with total value $319,791,735 as of Q4 2025. Top holdings included DFAC, VNQ, SCHO, AVUS, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $319,791,735 +$9,799,356 -$924,413 +$8,874,943 DFAC, VNQ, SCHO, AVUS, DFIC 13F-HR 05 Feb 2026, 10:50
Q3 2025 88 $306,638,710 +$9,643,081 -$39,338,805 -$29,695,724 DFAC, VNQ, SCHO, AVUS, DFIC 13F-HR 12 Nov 2025, 08:42
Q2 2025 82 $321,357,105 +$7,081,087 -$16,487,180 -$9,406,093 VNQ, DFAC, VTEB, SCHO, AVUS 13F-HR 12 Aug 2025, 08:17
Q1 2025 83 $315,750,651 +$36,626,569 -$2,842,061 +$33,784,508 VNQ, DFAC, VTEB, SCHO, AVUS 13F-HR 07 May 2025, 13:02
Q4 2024 65 $284,127,552 +$34,611,027 -$2,387,861 +$32,223,166 VNQ, DFAC, VTEB, SCHO, AVUS 13F-HR 05 Feb 2025, 11:38
Q3 2024 65 $286,469,501 +$4,858,556 -$6,632,658 -$1,774,102 VNQ, VTEB, DFAC, SCHO, AVUS 13F-HR 15 Nov 2024, 14:25
Q2 2024 66 $269,408,782 +$16,814,986 -$1,186,116 +$15,628,870 VNQ, VTEB, DFAC, SCHO, AVUS 13F-HR 25 Sep 2024, 15:39
Q1 2024 59 $255,507,725 +$6,171,017 -$3,063,533 +$3,107,484 VNQ, VTEB, DFAC, SCHO, AVUS 13F-HR 25 Sep 2024, 15:38
Q4 2023 54 $246,240,922 +$17,766,465 -$16,403,938 +$1,362,527 VNQ, VTEB, SCHO, DFAC, AVUS 13F-HR 25 Sep 2024, 15:36
Q3 2023 54 $223,631,777 +$3,156,001 -$5,146,420 -$1,990,419 VNQ, VTEB, SCHO, DFAC, AVUS 13F-HR 25 Sep 2024, 15:35
Q2 2023 52 $235,513,126 +$8,333,224 -$6,193,622 +$2,139,602 VNQ, VTEB, SCHO, DFAC, MUB 13F-HR 25 Sep 2024, 15:26
Q1 2023 52 $229,187,441 +$4,028,046 -$1,176,701 +$2,851,345 VNQ, VTEB, SCHO, MUB, DFAC 13F-HR 28 Jul 2023, 16:25
Q4 2022 53 $219,773,432 +$38,480,993 -$17,618,421 +$20,862,572 VNQ, VTEB, SCHO, MUB, DFAC 13F-HR 28 Jul 2023, 16:25
Q3 2022 47 $189,248,725 +$23,856,966 -$17,789,660 +$6,067,306 VNQ, VTEB, SCHO, AVUS, DFAC 13F-HR 28 Jul 2023, 16:25
Q2 2022 49 $196,399,053 +$31,944,077 -$2,839,062 +$29,105,015 VNQ, VTEB, SCHO, DFAC, SCHB 13F-HR 28 Jul 2023, 16:25
Q1 2022 47 $186,618,605 +$30,993,978 -$5,707,070 +$25,286,908 VNQ, VTEB, SCHO, SCHB, AVDE 13F-HR 28 Jul 2023, 16:25
Q4 2021 48 $176,539,023 $0 $0 $0 VNQ, VTEB, SCHO, SCHB, MUB 13F-HR 28 Jul 2023, 16:25