§ 13F · FUND PROFILE
Essex LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $508.3T (13F)Positions · 176Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 249K | $35.9T | 6.4% | +102% |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | 614K | $33.2T | 5.9% | +45% |
| 3 | VCRB | VANGUARD MALVERN FDS | 424K | $33.0T | 5.8% | +37% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 354K | $29.6T | 5.2% | −15% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 936K | $25.2T | 4.5% | −1% |
| 6 | SJNK | SPDR SERIES TRUST | 842K | $21.3T | 3.8% | −8% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 657K | $19.7T | 3.5% | +3% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 793K | $19.1T | 3.4% | +2% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 232K | $18.5T | 3.3% | −19% |
| 10 | NBIS | NEBIUS GROUP N.V. | 205K | $17.1T | 3.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
Essex LLC is a Other fund managing $508313.2 trillion in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed