E6 Portfolios, LLC

Wealth advisor Mechanical CIK 2110817
Long book
$95.9M
Q1 2026
Positions
58
Top-10 weight
74%
concentration
Last quarter
+8.1%
SPY +14.8%
Turnover
11%
of book per quarter

Strategy in plain words

auto-generated from filings

E6 Portfolios, LLC is a wealth-management firm allocating client money, running a $95.9M US long book across 58 positions.

The portfolio is concentrated: the top 10 names carry 74% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL WORLD EX US CORE, DIMSNL INTR CF IN ETF-USD IN, JANUS HENDERSON AAA CLO ETF, ISHARES AAA CLO ACT ETF-USDI.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-0.4%
Q1 2026
+8.1%

Sector allocation

Technology
52%
Financials
20%
Industrials
9%
Consumer discretionary
9%
Healthcare
5%
Materials
3%
Services media
3%

Long book by quarter

$87.4M
Q4 2025
$95.9M
Q1 2026

What does E6 Portfolios, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology7.3K$1.8M1.9%+3.4%
NVDA NVIDIA CORPTechnology6.9K$1.2M1.3%-5.1%
ADP AUTOMATIC DATA PROCESSINGTechnology4.3K$868K0.9%+0.3%
MSTR STRATEGY INCFinancials4.5K$561K0.6%+19.0%
GOOGL ALPHABET INC-CL ATechnology1.9K$548K0.6%+2.1%
MSFT MICROSOFT CORPTechnology1.4K$505K0.5%-10.5%
TSLA TESLA INCIndustrials1.2K$455K0.5%+26.6%
AMZN AMAZON.COM INCConsumer discretionary2.1K$434K0.5%+3.8%
CAT CATERPILLAR INCIndustrials609$432K0.5%+8.8%
KGC KINROSS GOLD CORPMaterials10.9K$334K0.3%Held
BR BROADRIDGE FINANCIAL SOLUTIOServices media2.0K$333K0.3%+2.0%
MRK MERCK & CO. INC.Healthcare2.4K$289K0.3%+0.2%
JPM JPMORGAN CHASE & COFinancials944$278K0.3%+6.3%
HD HOME DEPOT INCConsumer discretionary759$250K0.3%+4.8%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials490$235K0.2%-3.9%
MS MORGAN STANLEYFinancials1.4K$231K0.2%+5.6%
MU MICRON TECHNOLOGY INCTechnology674$228K0.2%New
GS GOLDMAN SACHS GROUP INCFinancials267$226K0.2%New
GOOG ALPHABET INC-CL CTechnology766$220K0.2%+9.1%
WMT WALMART INCConsumer discretionary1.8K$219K0.2%New
JNJ JOHNSON & JOHNSONHealthcare887$217K0.2%New
MARA MARA HOLDINGS INCFinancials23.5K$192K0.2%+22.4%
SBET SHARPLINK INCFinancials25.4K$164K0.2%+40.1%
XXI TWENTY ONE CAPITAL INC-CL AFinancials21.4K$137K0.1%+76.7%
CRCT CRICUT INC - CLASS AIndustrials15.0K$56K0.1%-1.4%
BTBT BIT DIGITAL INCFinancials22.8K$30K0.0%+51.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 202658$95.9M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202657$87.4M canonicalSEC ↗