Human Investing LLC

Q3 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
91
Total value ($000)
$676,830
Net value change ($000)
+41,947 (6.6%)
New positions
2
Sold out positions
7
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/4/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 12,062 6.9%
IJH 3,321 10.0%
VEA 3,163 4.6%
BNDX 2,936 10.9%
IJR 2,361 14.1%
IVV 2,262 9.3%
VGSH 1,762 10.9%
BIV 1,722 9.7%
VWO 1,299 7.3%
VYM 1,285 3.8%
Top Reduces (Value $000, Stocks/ETFs)
SPYX -526 -100.0%
NVO -372 -26.3%
AMGN -306 -24.6%
TT -298 -100.0%
TMO -264 -100.0%
HRB -256 -12.6%
AGG -243 -100.0%
NFLX -236 -100.0%
EIG -232 -100.0%
SBUX -217 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type