LARCH CAPITAL PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$690,026
Net value change ($000)
-39,071 (-5.4%)
New positions
21
Sold out positions
3
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/20/2026 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)
IVV 11,645 NEW
IEF 10,069 NEW
IAU 8,182 NEW
VCIT 6,689 NEW
IEI 5,680 NEW
HYS 4,361 NEW
BINC 3,560 NEW
IGEB 2,871 NEW
PBR 2,711 NEW
VOO 965 NEW
Top Reduces (Value $000, Stocks/ETFs)
NU -92,014 -15.2%
VALE -8,261 -45.3%
SPY -1,149 -61.3%
PBR -1,116 -14.5%
HELO -544 -19.7%
BBD -450 -5.6%
HOOD -280 -100.0%
IBM -232 -100.0%
MGK -229 -100.0%
INDA -223 -13.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type