SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Apeiron RIA LLC

CIK 0001801846 · 10000 N. CENTRAL EXPRESSWAY, STE. 700, DALLAS, TX, 75231 · 9724212676

Reported Value
$217M
Q3 2022
Positions
169
Filings on Record
18
2019–present window
Filed
Oct 18, 2022
original filing

Summary

Apeiron Ria LLC reported $217M in U.S.-listed holdings across 169 positions for Q3 2022.

Its largest position, Vanguard Whitehall Fds, represents 6.1% of the portfolio.

Compared with Q2 2022, the fund opened 77 new positions and exited 54.

Portfolio Metrics

Turnover
+53.5%
vs prior filed quarter
Top-10 Concentration
+40.2%
share of reported value
Largest Position
+6.1%
Vanguard Whitehall Fds
New / Exited
77 / 54
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $244MQ4 ’21Q1 ’22: $210MQ2 ’22: $358MQ3 ’22: $217MQ3 ’22Q4 ’22: $261MQ1 ’23: $291MQ2 ’23: $292MQ2 ’23Q3 ’23: $293MQ4 ’23: $321MQ1 ’24: $345MQ1 ’24Q2 ’24: $326MQ3 ’24: $349MQ4 ’24: $357MQ4 ’24Q1 ’25: $331MQ2 ’25: $388MQ3 ’25: $445MQ3 ’25Q4 ’25: $493MQ1 ’26: $431Mfilingsflow.com

Portfolio Composition

By security type
ETP: 77.4%Common Stock: 20.7%Other: 0.8%REIT: 0.6%ADR: 0.3%Other: 0.2%
  • ETP · 77.4% · $168M
  • Common Stock · 20.7% · $45M
  • Other · 0.8% · $2M
  • REIT · 0.6% · $1M
  • ADR · 0.3% · $552,000
  • Other · 0.2% · $522,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+24.3K24.3K+$2M$2M
TLHISHARES TRNEW+11.7K11.7K+$1M$1M
BRK/ABERKSHIRE HATHAWAY INC DELNEW+33+$1M$1M
BSCMUSDINVESCO EXCH TRD SLF IDX FDNEW+38.8K38.8K+$823,000$823,000
INVESCO EXCH TRD SLF IDX FDNEW+39.4K39.4K+$823,000$823,000
BSCOINVESCO EXCH TRD SLF IDX FDNEW+40.0K40.0K+$814,000$814,000
BSCPINVESCO EXCH TRD SLF IDX FDNEW+40.6K40.6K+$807,000$807,000
INVESCO EXCH TRD SLF IDX FDNEW+42.6K42.6K+$791,000$791,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

26 positions
#IssuerClass% PortfolioValueShares
1ACWIISHARES TRESG AWR MSCI USA · CORE S&P500 ETF · US TREAS BD ETF · EAFE VALUE ETF · CORE TOTAL USD · EAFE GRWTH ETF · CORE S&P SCP ETF · MSCI USA MIN VOL · CORE HIGH DV ETF · NATIONAL MUN ETF · MSCI ACWI ETF · 10-20 YR TRS ETF · SHRT NAT MUN ETF21.80%$47M816.1K
2VANGUARD WHITEHALL FDSHIGH DIV YLD · INTL HIGH ETF8.89%$19M254.0K
3SPDR SER TRPORTFOLIO S&P500 · PORTFOLI S&P15006.27%$14M320.9K
4AMERICAN CENTY ETF TRUS SML CP VALU · INTL SMCP VLU · AVANTIS EMGMKT6.02%$13M237.5K
5ABBVABBVIE INChistory →COM5.29%$11M85.6K
6ABTABBOTT LABShistory →COM3.86%$8M86.7K
7J P MORGAN EXCHANGE TRADED FULTRA SHRT INC · EQUITY PREMIUM3.85%$8M166.8K
8FIRST TR EXCHANGE-TRADED FDNASD TECH DIV · INDLS PROD DUR · CONSUMR DISCRE · NASDAQ TRANSN · TECH ALPHADEX3.79%$8M194.9K
9WISDOMTREE TRUS MIDCAP DIVID · EMER MKT HIGH FD3.68%$8M215.6K
10DFIVDIMENSIONAL ETF TRUSThistory →INTERNATNAL VAL2.75%$6M229.9K
11SCHWAB STRATEGIC TRUS AGGREGATE B · US TIPS ETF1.93%$4M88.6K
12MSFTMICROSOFT CORPCOM0.94%$2M9.0K
13AAPLAPPLE INCCOM0.84%$2M13.1K
14EXMOCEXXON MOBIL CORPCOM0.79%$2M18.0K
15BARCLAYS BANK PLCDJUBS CMDT ETN360.78%$2M49.8K
16INVESCO EXCH TRADED FD TR IIS&P EMRNG MKTS0.76%$2M79.2K
17BSCMUSDINVESCO EXCH TRD SLF IDX FDBULSHS 2022 CB · BULSHS 2023 CB0.76%$2M78.3K
18VANGUARD INDEX FDSREAL ESTATE ETF0.71%$2M19.8K
19TSLATESLA INCCOM0.68%$1M6.2K
20VANGUARD BD INDEX FDSTOTAL BND MRKT0.65%$1M19.8K
21UNHUNITEDHEALTH GROUP INCCOM0.58%$1M2.5K
22CHVCHEVRON CORP NEWCOM0.56%$1M7.8K
23BRK/ABERKSHIRE HATHAWAY INC DELCL A0.56%$1M3
24FIRST TR NASDAQ 100 TECH INDSHS0.56%$1M12.0K
25BXSLBLACKSTONE SECD LENDING FDCOMMON STOCK0.44%$958,00041.5K
26IAU*ISHARES GOLD TRISHARES NEW0.40%$868,00027.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$431M204Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$493M207Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$445M210Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$388M204Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$331M199May 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$357M205Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$349M204Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$326M205Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$345M208Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$321M198Jan 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$293M190Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$292M191Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$291M193Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$261M183Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$217M169Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$358M146Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$210M153Apr 19, 202213F-HRchanges · EDGAR ↗
Q4 2021$244M172Feb 15, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.