Passive Capital Management, LLC.

All 13F Filings

Location
Baltimore, MD
Most recent 13F
Q2 2026
Holdings value ($000)
319,792
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 94 319,792 13F-HR Passive Capital Management, LLC.
Q1 2026 5/14/2026 104 334,936 13F-HR Passive Capital Management, LLC.
Q4 2025 2/5/2026 94 319,792 13F-HR Passive Capital Management, LLC.
Q3 2025 11/12/2025 88 306,639 13F-HR Passive Capital Management, LLC.
Q2 2025 8/12/2025 82 321,357 13F-HR Passive Capital Management, LLC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 15.05 K 4.7% 0 5.485 K -5.485 K
ETFs 303.7 K 95.0% 0 9.66 K -9.66 K
Debt 1.001 K 0.3% 6 0 6
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
319,792
Holdings
94
QoQ value change ($000)
-15,144 (-4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.