LITTLE HOUSE CAPITAL LLC

Q1 2026 13F-HR Holdings

Location
Braintree, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$387,352
Net value change ($000)
-11,072 (-2.8%)
New positions
15
Sold out positions
12
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HST 3,649 NEW
SHY 3,361 54.1%
EFA 3,083 33.0%
GTX 3,045 NEW
MTZ 2,128 NEW
ATI 2,101 NEW
XOM 2,097 41.4%
ALL 2,077 NEW
PULS 1,727 27.9%
BABA 1,726 NEW
Top Reduces (Value $000, Stocks/ETFs)
JPST -7,339 -86.7%
SPTM -4,154 -44.1%
MSFT -4,041 -20.3%
BRK-B -3,462 -39.2%
JEPI -3,290 -94.1%
NVDA -3,130 -18.7%
SONY -2,913 -100.0%
EMR -2,358 -100.0%
AAPL -2,344 -10.8%
SAP -1,951 -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