CIK 1475896
Asset Dedication, LLC
Institutional 13F holdings & portfolio
Holdings
1,126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| USCI | UNITED STS COMMODITY INDEX F | 9K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 9K | $500K+ | SH |
| AVSE | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| SLB | SLB LIMITED | 17K | $500K+ | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 15K | $500K+ | SH |
| DON | WISDOMTREE TR | 12K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| PPG | PPG INDS INC | 6K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 705 | $500K+ | SH |
| ASML | ASML HOLDING N V | 577 | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| XVV | ISHARES TR | 11K | $500K+ | SH |
| PFE | PFIZER INC | 24K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| MCK | MCKESSON CORP | 697 | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 5K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC | 4K | $500K+ | SH |
| BSMY | INVESCO EXCH TRD SLF IDX FD | 21K | $500K+ | SH |
| Q | QNITY ELECTRONICS INC | 6K | $500K+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 15K | $100K–$500K | SH |
| XJR | ISHARES TR | 11K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 6K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| ACWV | ISHARES INC | 4K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 558 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 9K | $100K–$500K | SH |
| ISCV | ISHARES TR | 6K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 10K | $100K–$500K | SH |
| USB | US BANCORP DEL | 7K | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 9K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 622 | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 9K | $100K–$500K | SH |