Portfolio Design Labs, LLC
All 13F Filings
- Location
- Encino, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 609,994
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 8/11/2026 | 227 | 609,994 | 13F-HR | Portfolio Design Labs, LLC |
| Q1 2026 | 5/11/2026 | 232 | 562,313 | 13F-HR | Portfolio Design Labs, LLC |
| Q4 2025 | 2/11/2026 | 203 | 606,463 | 13F-HR | Portfolio Design Labs, LLC |
| Q3 2025 | 11/12/2025 | 200 | 582,359 | 13F-HR | Portfolio Design Labs, LLC |
| Q2 2025 | 8/13/2025 | 149 | 509,280 | 13F-HR | Portfolio Design Labs, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 469.5 K | 79.9% | 51.19 K | 0 | 51.19 K |
| ETFs | 118.3 K | 20.1% | 0 | 8.508 K | -8.508 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
609,994
Holdings
227
QoQ value change ($000)
47,681
(8.5%)
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.