SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Portfolio Design Labs, LLC

CIK 0002010278 · 15760 VENTURA BLVD, SUITE 1700, ENCINO, CA, 91436 · 310-755-0411

Reported Value
$487M
Q4 2024
Positions
195
Filings on Record
10
2019–present window
Filed
Jan 29, 2025
original filing

Summary

Portfolio Design Labs, Llc reported $487M in U.S.-listed holdings across 195 positions for Q4 2024.

Its largest position, Ishares Tr, represents 6.4% of the portfolio.

Compared with Q3 2024, the fund opened 64 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $264MQ4 ’23Q1 ’24: $298MQ2 ’24: $324MQ2 ’24Q3 ’24: $358MQ4 ’24: $487MQ4 ’24Q1 ’25: $485MQ2 ’25: $509MQ2 ’25Q3 ’25: $582MQ4 ’25: $606MQ4 ’25Q1 ’26: $562Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 81.4%ETP: 13.9%Other: 2.5%REIT: 1.6%ADR: 0.6%Other: 0.1%
  • Common Stock · 81.4% · $397M
  • ETP · 13.9% · $68M
  • Other · 2.5% · $12M
  • REIT · 1.6% · $8M
  • ADR · 0.6% · $3M
  • Other · 0.1% · $298,090

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$562M232May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$606M203Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$582M200Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$509M149Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$485M190May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$487M195Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$358M134Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$324M101Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$298M111May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$264M109Feb 12, 202413F-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 ↗.