SEC 13F Intelligence

Managers / Q1 2023 · view latest →

MATRIX PRIVATE CAPITAL GROUP LLC

CIK 0001906866 · 400 PARK AVE, SUITE 610, NEW YORK, NY, 10022 · (212) 254-4878

Reported Value
$144M
Q1 2023
Positions
193
Filings on Record
26
2019–present window
Filed
May 15, 2023
original filing

Summary

Matrix Private Capital Group LLC reported $144M in U.S.-listed holdings across 193 positions for Q1 2023.

Its largest position, VTV, represents 7.6% of the portfolio.

Compared with Q4 2022, the fund opened 20 new positions and exited 18.

Portfolio Metrics

Turnover
+5.4%
vs prior filed quarter
Top-10 Concentration
+44.9%
share of reported value
Largest Position
+7.6%
Vanguard Index Fds
New / Exited
20 / 18
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: $70MQ4 ’21Q1 ’22: $205MQ2 ’22: $175MQ3 ’22: $148MQ3 ’22Q4 ’22: $153MQ1 ’23: $144MQ2 ’23: $137MQ2 ’23Q3 ’23: $134MQ4 ’23: $132MQ1 ’24: $148MQ1 ’24Q2 ’24: $159MQ3 ’24: $174MQ4 ’24: $176MQ4 ’24Q1 ’25: $167MQ2 ’25: $170MQ3 ’25: $189MQ3 ’25Q1 ’26: $207Mfilingsflow.com

Portfolio Composition

By security type
ETP: 63.1%Common Stock: 23.3%Closed-End Fund: 9.6%MLP: 2.6%REIT: 0.5%Other: 0.8%
  • ETP · 63.1% · $91M
  • Common Stock · 23.3% · $34M
  • Closed-End Fund · 9.6% · $14M
  • MLP · 2.6% · $4M
  • REIT · 0.5% · $677,038
  • Other · 0.8% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LINDE PLCNEW+1.4K1.4K+$484,109$484,109
QCOMQUALCOMM INCNEW+1.7K1.7K+$210,890$210,890
TMOTHERMO FISHER SCIENTIFIC INCNEW+362362+$208,768$208,768
AKXANSYS INCNEW+612612+$203,674$203,674
INVESCO ACTIVELY MANAGED ETFNEW+5.8K5.8K+$143,376$143,376
J P MORGAN EXCHANGE TRADED FNEW+1.6K1.6K+$94,057$94,057
ISHARES TRNEW+1.2K1.2K+$88,536$88,536
J P MORGAN EXCHANGE TRADED FNEW+1.8K1.8K+$86,491$86,491

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

Holdings — Q1 2023

33 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE MSCI EAFE · CORE S&P MCP ETF · CORE S&P SCP ETF · CORE S&P500 ETF · TIPS BD ETF · MSCI EAFE ETF · PFD AND INCM SEC · RUSSELL 3000 ETF · S&P 500 GRWT ETF · RUS 1000 GRW ETF · RUS MID CAP ETF · NATIONAL MUN ETF · RUSSELL 2000 ETF · S&P 500 VAL ETF28.78%$42M445.3K
2VTVVANGUARD INDEX FDSVALUE ETF · GROWTH ETF · REAL ESTATE ETF · SMALL CP ETF · MID CAP ETF14.97%$22M134.9K
3XETYXEATON VANCE TAX-MANAGED DIVEhistory →COM4.59%$7M567.3K
4XLESELECT SECTOR SPDR TRhistory →ENERGY4.20%$6M73.2K
5VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF3.39%$5M121.0K
6AAPLAPPLE INChistory →COM2.54%$4M22.3K
7CHVCHEVRON CORP NEWhistory →COM2.19%$3M19.4K
8HQHTEKLA HEALTHCARE INVShistory →SH BEN INT1.91%$3M156.5K
9INVESCO EXCH TRADED FD TR IISR LN ETF1.44%$2M100.2K
10SPDR INDEX SHS FDSDJ GLB RL ES ETF1.39%$2M48.8K
114I1PHILIP MORRIS INTL INChistory →COM1.13%$2M16.5K
12BXBLACKSTONE INChistory →COM1.10%$2M18.1K
13JPMJPMORGAN CHASE & COhistory →COM1.06%$2M11.8K
14ETENERGY TRANSFER L Phistory →COM UT LTD PTN1.01%$1M117.2K
15DSLDOUBLELINE INCOME SOLUTIONSCOM0.99%$1M126.2K
16DSUBLACKROCK DEBT STRATEGIES FDCOM NEW0.98%$1M148.1K
17AMZNAMAZON COM INCCOM0.89%$1M12.5K
18EPDENTERPRISE PRODS PARTNERS LCOM0.84%$1M46.9K
19SPDR S&P 500 ETF TRTR UNIT0.84%$1M2.9K
20MSFTMICROSOFT CORPCOM0.75%$1M3.8K
21GLOBAL X FDSGLBL X MLP ETF0.71%$1M24.7K
22CVSCVS HEALTH CORPCOM0.71%$1M13.7K
23NVDANVIDIA CORPORATIONCOM0.69%$989,1393.6K
24MRKMERCK & CO INCCOM0.63%$911,8108.5K
25DISDISNEY WALT COCOM0.62%$898,8679.0K
26DBCINVESCO DB COMMDY INDX TRCKUNIT0.51%$742,82531.3K
27AVGOBROADCOM INCCOM0.48%$693,8261.1K
28GOOGLALPHABET INCCAP STK CL A0.46%$662,8356.4K
29ECCEAGLE POINT CREDIT COMPANY ICOM0.45%$654,56258.6K
30VGREURVECTOR GROUP LTDCOM0.43%$626,02152.1K
31MOALTRIA GROUP INCCOM0.43%$623,53413.7K
32UNFIUNITED NAT FOODS INCCOM0.40%$578,38321.9K
33IBMINTERNATIONAL BUSINESS MACHSCOM0.40%$575,8784.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$207M141May 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$189M130Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$170M131Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$167M139May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$176M149Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$174M152Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$159M149Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$148M144May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$132M143Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$134M171Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$137M173Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$144M193May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$153M191Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$148M199Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$175M246Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$205M254May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$70M157Feb 22, 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 ↗.