Q2 2026 13F · SEC CIK 1748814

Little House Capital LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $445.1M
Reported positions: 113
Top holdings a year, 3 yrs: +18.6%
Assets under management: $675.2M

Little House Capital LLC is a wealth manager that reported 113 positions worth $445.1M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Apple Inc (AAPL, 5.0%), Alphabet Inc (GOOGL, 4.1%), Microsoft Corp (MSFT, 3.8%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Little House Capital LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Little House Capital LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.0%	5.0%	76,837	+1.1%	$22.2M
GOOGLAlphabet Inc	4.1%	3.6%	51,645	+6.2%	$18.5M
MSFTMicrosoft Corp	3.8%	4.1%	45,717	+6.8%	$17.1M
FESMFidelity Covington Trust	3.6%	3.2%	335,887	+1.7%	$16.2M
NVDANvidia Corporation	3.6%	3.5%	79,770	+2.1%	$16.0M
IJHIshares Tr	3.4%	3.4%	196,578	+1.5%	$15.2M
TSMTaiwan Semiconductor Manufac	3.1%	2.7%	29,248	-4.6%	$14.0M
EFAIshares Tr	3.1%	3.2%	131,422	+2.7%	$13.7M
AVGOBroadcom Inc	2.9%	2.7%	33,963	-0.2%	$12.8M
AMZNAmazon Com Inc	2.8%	2.8%	52,514	-0.5%	$12.5M
IEFIshares Tr	2.5%	2.8%	115,743	+1.9%	$10.9M
JPMJpmorgan Chase & Co	2.3%	2.4%	31,858	+1.5%	$10.4M
JNJJohnson & Johnson	2.3%	2.4%	40,136	+6.2%	$10.2M
EEMIshares Tr	2.2%	2.1%	144,755	+0.9%	$9.9M
SHYIshares Tr	2.2%	2.5%	118,056	+1.9%	$9.7M
METAMeta Platforms Inc	1.8%	2.1%	14,606	+2.2%	$8.2M
PULSPgim ETF Tr	1.8%	2.0%	160,215	+0.2%	$7.9M
GSGoldman Sachs Group Inc	1.8%	1.7%	7,799	+0.8%	$7.9M
CATCaterpillar Inc	1.7%	1.3%	7,038	-3.3%	$7.5M
VCITVanguard Scottsdale Fds	1.6%	1.8%	85,540	+0.7%	$7.1M
WMTWalmart Inc	1.6%	2.1%	62,317	-4.7%	$7.1M
AGGIshares Tr	1.4%	1.6%	62,722	+3.1%	$6.2M
SPTMSpdr Series Trust	1.4%	1.4%	67,132	+0.8%	$6.1M
LLYEli Lilly & Co	1.4%	1.2%	5,078	+3.6%	$6.1M
GTXGarrett Motion Inc	1.3%	0.8%	160,833	-4.0%	$5.8M
XOMExxon Mobil Corp	1.3%	1.9%	42,530	+0.7%	$5.8M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.3%	7,739	+0.4%	$5.8M
ASMLAsml Hldg NV	1.2%	0.9%	2,768	+0.9%	$5.5M
COSTCostco Wholesale Corporation	1.2%	1.4%	5,658	+3.9%	$5.3M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.4%	10,300	-8.2%	$5.2M
HSTHost Hotels & Resorts Inc	1.1%	0.9%	198,590	+4.3%	$4.7M
VRTXVertex Pharmaceuticals Inc	1.0%	1.0%	9,134	+1.9%	$4.5M
MUMicron Technology Inc	1.0%	—	3,919	—	$4.5M
MAMastercard Incorporated	0.8%	0.9%	6,685	+1.0%	$3.4M
MRKMerck & Co Inc	0.8%	0.8%	26,318	+3.3%	$3.4M
GEGe Aerospace	0.8%	0.7%	8,992	+0.9%	$3.4M
ORCLOracle Corp	0.7%	0.8%	22,113	+3.9%	$3.2M
SOSouthern Co	0.7%	0.8%	33,271	+1.4%	$3.2M
MRVLMarvell Technology Inc	0.7%	—	10,572	—	$3.1M
RTXRtx Corporation	0.7%	0.8%	16,535	-0.4%	$3.1M
CRWDCrowdstrike Hldgs Inc	0.7%	—	3,972	—	$3.0M
ATIAti Inc	0.7%	0.5%	15,355	+6.3%	$3.0M
VVisa Inc	0.6%	0.7%	8,387	-1.7%	$2.9M
INTCIntel Corp	0.6%	—	19,898	—	$2.8M
UNPUnion Pac Corp	0.6%	0.6%	9,996	+1.4%	$2.7M
KLACKla Corp	0.6%	—	8,893	—	$2.7M
TJXTjx Cos Inc New	0.6%	0.7%	17,043	+2.0%	$2.6M
WMBWilliams Cos	0.6%	0.6%	34,524	+1.8%	$2.6M
VZVerizon Communications Inc	0.6%	0.7%	60,507	+4.7%	$2.6M
HDHome Depot Inc	0.6%	0.6%	7,155	+0.3%	$2.5M

What Little House Capital LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: +18.6% /yr; S&P 500 +20.4%
5 years: +10.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$445.1M	113
Q1 2026	$387.4M	112
Q4 2025	$398.4M	109
Q3 2025	$435.0M	123
Q2 2025	$399.2M	121
Q1 2025	$363.8M	131
Q4 2024	$350.0M	109
Q3 2024	$348.6M	111
Q2 2024	$319.7M	116
Q1 2024	$301.9M	123
Q4 2023	$274.2M	120
Q3 2023	$243.5M	116

Questions about Little House Capital LLC's portfolio

What stocks does Little House Capital LLC own?

Little House Capital LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 113 positions worth $445.1M. The largest are Apple Inc (AAPL) at 5.0%, Alphabet Inc (GOOGL) at 4.1%, Microsoft Corp (MSFT) at 3.8%, Fidelity Covington Trust (FESM) at 3.6% and Nvidia Corporation (NVDA) at 3.6%.

What did Little House Capital LLC buy last quarter?

In Q2 2026, Little House Capital LLC added Microsoft Corp (MSFT) (+6.8% shares), Ati Inc (ATI) (+6.3% shares) and Johnson & Johnson (JNJ) (+6.2% shares), compared with its Q1 2026 filing.

What did Little House Capital LLC sell last quarter?

In Q2 2026, Little House Capital LLC cut from its top 50 Cme Group Inc (CME), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 International Business Machs (IBM), cut from its top 50 MasTec Inc (MTZ), cut from its top 50 American Elec Pwr Co Inc (AEP) and Berkshire Hathaway Inc Del (BRK-B) (-8.2% shares), compared with its Q1 2026 filing.

How has Little House Capital LLC's portfolio performed?

A portfolio copying Little House Capital LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.7% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is Little House Capital LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Little House Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Little House Capital LLC manage?

Little House Capital LLC reported $675.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $445.1M.