Thayer Partners, LLC / MA Diversified Active

Location: Wyndmoor, PA

CIK: 0002010185 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 5, 2026

Total Value: $206M (100.0% shares, 0.0% debt)

Holdings (90)

VOO VANGUARD INDEX FDS 18.2%
Value $37.35M Shares 59,564 Est. Cost $627.13 Unrealized
AGG ISHARES TR 10.0%
Value $20.56M Shares 205,807 Est. Cost $99.88 Unrealized
VEA VANGUARD TAX-MANAGED FDS 9.2%
Value $18.88M Shares 302,210 Est. Cost $62.47 Unrealized
QQQ INVESCO QQQ TR 7.0%
Value $14.4M Shares 23,446 Est. Cost $614.31 Unrealized
IEF ISHARES TR 3.4%
Value $7.053M Shares 73,345 Est. Cost $96.16 Unrealized
AAPL APPLE INC 3.0%
Value $6.257M Shares 23,017 Est. Cost $268.34 Unrealized 0.0%
SHY ISHARES TR 2.8%
Value $5.687M Shares 68,668 Est. Cost $82.82 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.6%
Value $5.307M Shares 92,708 Est. Cost $57.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.3%
Value $4.7M Shares 87,418 Est. Cost $53.76 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value $4.009M Shares 19,370 Est. Cost $197.01 Unrealized 0.0%
PULS PGIM ETF TR 1.8%
Value $3.722M Shares 75,055 Est. Cost $49.59 Unrealized
GVIP GOLDMAN SACHS ETF TR 1.4%
Value $2.977M Shares 19,219 Est. Cost $154.90 Unrealized
QQQH NEOS ETF TRUST 1.4%
Value $2.974M Shares 54,773 Est. Cost $54.30 Unrealized
EATON VANCE TAX-MANAGED BUY- 1.4%
Value $2.89M Shares 201,244 Est. Cost $14.36 Unrealized
TCHP T ROWE PRICE ETF INC 1.4%
Value $2.852M Shares 57,196 Est. Cost $49.86 Unrealized
EATON VANCE FLTING RATE INC 1.3%
Value $2.702M Shares 239,355 Est. Cost $11.29 Unrealized
IEFA ISHARES TR 1.3%
Value $2.695M Shares 30,120 Est. Cost $89.46 Unrealized
XLF SELECT SECTOR SPDR TR 1.3%
Value $2.603M Shares 47,529 Est. Cost $54.77 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $2.556M Shares 13,705 Est. Cost $186.13 Unrealized 0.0%
VHT VANGUARD WORLD FD 1.2%
Value $2.464M Shares 8,561 Est. Cost $287.83 Unrealized
AMZN AMAZON COM INC 1.1%
Value $2.311M Shares 10,010 Est. Cost $228.79 Unrealized 0.0%
VCRB VANGUARD MALVERN FDS 1.1%
Value $2.275M Shares 29,200 Est. Cost $77.89 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value $2.259M Shares 10,277 Est. Cost $219.79 Unrealized
GE GE AEROSPACE 1.1%
Value $2.225M Shares 7,224 Est. Cost $300.80 Unrealized 0.0%
IVV ISHARES TR 1.0%
Value $1.995M Shares 2,913 Est. Cost $684.84 Unrealized
ESGV VANGUARD WORLD FD 1.0%
Value $1.974M Shares 16,321 Est. Cost $120.96 Unrealized
XLE SELECT SECTOR SPDR TR 0.8%
Value $1.577M Shares 35,263 Est. Cost $44.71 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value $1.574M Shares 1,791 Est. Cost $813.35 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value $1.303M Shares 3,785 Est. Cost $364.59 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.6%
Value $1.275M Shares 2,614 Est. Cost $487.94 Unrealized
XLRE SELECT SECTOR SPDR TR 0.6%
Value $1.267M Shares 31,402 Est. Cost $40.35 Unrealized
GEV GE VERNOVA INC 0.6%
Value $1.265M Shares 1,935 Est. Cost $609.04 Unrealized 0.0%
IJK ISHARES TR 0.6%
Value $1.164M Shares 12,016 Est. Cost $96.88 Unrealized
DVY ISHARES TR 0.6%
Value $1.149M Shares 8,141 Est. Cost $141.15 Unrealized
MSFT MICROSOFT CORP 0.5%
Value $1.115M Shares 2,306 Est. Cost $500.58 Unrealized 0.0%
ETN EATON CORP PLC 0.5%
Value $1.101M Shares 3,457 Est. Cost $354.39 Unrealized 0.0%
QQQE DIREXION SHS ETF TR 0.5%
Value $1.051M Shares 10,277 Est. Cost $102.31 Unrealized
VSGX VANGUARD WORLD FD 0.5%
Value $1.015M Shares 14,174 Est. Cost $71.62 Unrealized
TMSL T ROWE PRICE ETF INC 0.5%
Value $948K Shares 26,417 Est. Cost $35.90 Unrealized
CAT CATERPILLAR INC 0.5%
Value $943K Shares 1,646 Est. Cost $555.50 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.5%
Value $934K Shares 9,254 Est. Cost $108.41 Unrealized 0.0%
PULT PUTNAM ETF TRUST 0.4%
Value $877K Shares 17,332 Est. Cost $50.63 Unrealized
VCEB VANGUARD WORLD FD 0.4%
Value $873K Shares 13,718 Est. Cost $63.63 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $848K Shares 7,047 Est. Cost $115.49 Unrealized 0.0%
WMT WALMART INC 0.4%
Value $789K Shares 7,081 Est. Cost $107.20 Unrealized 0.0%
MRK MERCK & CO INC 0.4%
Value $758K Shares 7,197 Est. Cost $93.24 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.3%
Value $705K Shares 3,690 Est. Cost $190.99 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value $669K Shares 2,398 Est. Cost $279.16 Unrealized
CSCO CISCO SYS INC 0.3%
Value $664K Shares 8,623 Est. Cost $73.79 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value $644K Shares 2,051 Est. Cost $286.33 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.3%
Value $632K Shares 2,452 Est. Cost $257.93 Unrealized
ITEQ AMPLIFY ETF TR 0.3%
Value $625K Shares 10,772 Est. Cost $58.05 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value $621K Shares 911 Est. Cost $681.87 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value $614K Shares 1,906 Est. Cost $309.53 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.3%
Value $608K Shares 2,095 Est. Cost $290.28 Unrealized
IJS ISHARES TR 0.3%
Value $551K Shares 4,846 Est. Cost $113.72 Unrealized
IBB ISHARES TR 0.3%
Value $541K Shares 3,203 Est. Cost $168.77 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value $520K Shares 10,518 Est. Cost $49.46 Unrealized
LLY ELI LILLY & CO 0.2%
Value $500K Shares 466 Est. Cost $955.55 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $493K Shares 981 Est. Cost $497.53 Unrealized 0.0%
IWM ISHARES TR 0.2%
Value $485K Shares 1,971 Est. Cost $246.12 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value $481K Shares 4,031 Est. Cost $119.42 Unrealized
LOW LOWES COS INC 0.2%
Value $458K Shares 1,897 Est. Cost $239.83 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.2%
Value $436K Shares 1,443 Est. Cost $302.18 Unrealized
ABBV ABBVIE INC 0.2%
Value $393K Shares 1,720 Est. Cost $227.54 Unrealized 0.0%
MCK MCKESSON CORP 0.2%
Value $390K Shares 476 Est. Cost $815.57 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value $388K Shares 3,415 Est. Cost $109.53 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value $386K Shares 1,233 Est. Cost $285.60 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.2%
Value $385K Shares 1,817 Est. Cost $211.75 Unrealized
BA BOEING CO 0.2%
Value $369K Shares 1,701 Est. Cost $205.66 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value $369K Shares 927 Est. Cost $442.56 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $354K Shares 3,567 Est. Cost $92.75 Unrealized 0.0%
IJR ISHARES TR 0.2%
Value $350K Shares 2,912 Est. Cost $120.17 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value $344K Shares 6,054 Est. Cost $56.81 Unrealized
TOUS T ROWE PRICE ETF INC 0.2%
Value $339K Shares 9,824 Est. Cost $34.50 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $326K Shares 2,274 Est. Cost $147.17 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value $316K Shares 2,202 Est. Cost $145.91 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $309K Shares 1,223 Est. Cost $252.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $304K Shares 1,026 Est. Cost $298.78 Unrealized 0.0%
ARKK ARK ETF TR 0.1%
Value $300K Shares 3,900 Est. Cost $76.92 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value $284K Shares 3,409 Est. Cost $76.31 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $273K Shares 1,108 Est. Cost $247.57 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value $252K Shares 2,458 Est. Cost $102.19 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value $250K Shares 1,279 Est. Cost $195.03 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value $248K Shares 739 Est. Cost $335.15 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $240K Shares 2,930 Est. Cost $77.91 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value $226K Shares 342 Est. Cost $667.32 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value $212K Shares 2,130 Est. Cost $98.79 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value $201K Shares 3,646 Est. Cost $52.67 Unrealized 0.0%
IMRX IMMUNEERING CORP 0.0%
Value $72,380 Shares 11,000 Est. Cost $6.42 Unrealized 0.0%