SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Ridgepath Capital Management LLC

CIK 0001943071 · 9202 S. NORTHSHORE DR, SUITE 301, KNOXVILLE, TN, 37922 · 865-240-4984

Reported Value
$218M
Q4 2025
Positions
46
Filings on Record
10
2019–present window
Filed
Feb 4, 2026
original filing

Summary

Ridgepath Capital Management LLC reported $218M in U.S.-listed holdings across 46 positions for Q4 2025.

The portfolio is heavily concentrated: Ishares Tr alone accounts for 29.9% of reported value.

Compared with Q3 2025, the fund opened 0 new positions and exited 2.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Top-10 Concentration
+83.9%
share of reported value
Largest Position
+29.9%
Ishares Tr

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
Q1 ’24: $89MQ1 ’24Q3 ’24: $125MQ3 ’24Q4 ’24: $217MQ4 ’24Q2 ’25: $208MQ2 ’25Q3 ’25: $234MQ3 ’25Q4 ’25: $218MQ4 ’25Q1 ’26: $201MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 79.8%Common Stock: 20.0%ADR: 0.2%
  • ETP · 79.8% · $174M
  • Common Stock · 20.0% · $44M
  • ADR · 0.2% · $332,122

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PROSHARES TRSOLD OUT603.9K0$9M$0
PROSHARES TRSOLD OUT578.4K0$8M$0
FISVFISERV INCHELD+07.2K+$0$932,551
AAPLAPPLE INCHELD+04.9K+$0$1M
VANGUARD WORLD FDHELD+02.5K+$0$1M
CHVCHEVRON CORP NEWHELD+01.8K+$0$285,356
MOALTRIA GROUP INCHELD+061.9K+$0$4M
BMTABRITISH AMERN TOB PLCHELD+06.3K+$0$332,122

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

Holdings — Q4 2025

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR0-3 MNTH TREASRY · 3 7 YR TREAS BD · CORE S&P500 ETF · RUSSELL 2000 ETF37.13%$81M742.9K
2PROSHARES TRPSHS ULT S&P 500 · ULTRPRO S&P500 · ULTRAPRO QQQ31.11%$68M609.0K
3J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF6.95%$15M298.3K
4BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW · CL A3.92%$9M15.5K
54I1PHILIP MORRIS INTL INChistory →COM2.96%$6M39.7K
6DIREXION SHS ETF TRDLY SMCAP BULL3X2.67%$6M128.7K
7PAYXPAYCHEX INChistory →COM2.37%$5M40.8K
8BACVERIZON COMMUNICATIONS INChistory →COM1.98%$4M98.1K
9MOALTRIA GROUP INChistory →COM1.88%$4M61.9K
10WMTWALMART INChistory →COM1.04%$2M22.0K
11MSFTMICROSOFT CORPCOM0.72%$2M3.0K
12NVDANVIDIA CORPORATIONCOM0.68%$1M8.0K
13AAPLAPPLE INCCOM0.58%$1M4.9K
14MDLZMONDELEZ INTL INCCL A0.53%$1M18.5K
15XLCSELECT SECTOR SPDR TRSTATE STREET COM0.53%$1M9.7K
16VANGUARD WORLD FDMEGA GRWTH IND0.46%$1M2.5K
17FISVFISERV INCCOM0.43%$932,5517.2K
18NDQINVESCO QQQ TRUNIT SER 10.42%$905,7241.5K
19FBKFB FINL CORPCOM0.39%$852,71115.3K
20RYAMRAYONIER ADVANCED MATLS INCCOM0.37%$801,673111.0K
21AVGOBROADCOM INCCOM0.27%$597,8831.8K
22AMZNAMAZON COM INCCOM0.23%$506,7682.3K
23IDIINTERDIGITAL INCCOM0.20%$438,6521.3K
24GOOGLALPHABET INCCAP STK CL A0.20%$425,6521.8K
25GE AEROSPACECOM NEW0.18%$398,2461.3K
26VANGUARD SCOTTSDALE FDSVNG RUS2000IDX0.18%$390,6934.0K
27VANECK ETF TRUSTSEMICONDUCTR ETF0.16%$339,0881.0K
28BMTABRITISH AMERN TOB PLCSPONSORED ADR0.15%$332,1226.3K
29TSCOTRACTOR SUPPLY COCOM0.15%$326,1545.7K
30GLWCORNING INCCOM0.13%$291,5453.6K
31CHVCHEVRON CORP NEWCOM0.13%$285,3561.8K
32PGPROCTER AND GAMBLE COCOM0.13%$283,8381.8K
33LRCXLAM RESEARCH CORPCOM NEW0.13%$278,5122.1K
34ETF SER SOLUTIONSDEFIANCE QUANTUM0.13%$274,8642.6K
35VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF0.11%$243,2171.8K
36UCBUNITED CMNTY BKS BLAIRSVLE GCOM0.11%$235,8867.5K
37SMBKSMARTFINANCIAL INCCOM NEW0.10%$221,2406.2K
38KHCKRAFT HEINZ COCOM0.10%$208,1248.0K
39GEVGE VERNOVA INCCOM0.09%$201,072327
40NAKNORTHERN DYNASTY MINERALS LTCOM NEW0.01%$12,00010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$201M51May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$218M46Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$234M48Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$208M49Jun 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$217M46Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$125M44Oct 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$89M47May 13, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Sollinda Capital Management LLC028-23829

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 ↗.