Bristlecone Value Partners, LLC — 13F holdings

Bristlecone Value Partners, LLC reported 70 holdings worth $124M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $16.7M (13.4%)
  2. FNDX SCHWAB STRATEGIC TR — $11.6M (9.3%)
  3. VIG VANGUARD SPECIALIZED FUNDS — $10.5M (8.4%)
  4. DGS WISDOMTREE TR — $7.68M (6.2%)
  5. VIGI VANGUARD WHITEHALL FDS — $4.81M (3.9%)
  6. VOO VANGUARD INDEX FDS — $4.60M (3.7%)
  7. IJR ISHARES TR — $4.42M (3.6%)
  8. AVDV AMERICAN CENTY ETF TR — $4.28M (3.4%)
  9. REET ISHARES TR — $3.49M (2.8%)
  10. BND VANGUARD BD INDEX FDS — $3.47M (2.8%)