Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q4 2024 data
AGILIS PARTNERS LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

AGILIS PARTNERS LLC

•CIK: 1633903•Filing: Q4 2024

**AGILIS PARTNERS LLC** manages $332M across a diversified portfolio of 25 positions. The fund exhibits a significant allocation to broad market equity exposure, notably holding VTI at $140.5M and SCHB at $59.6M. Further diversification is evident through substantial fixed-income allocations, including VCLT ($21.4M) and IGLB ($20.9M). This structure suggests a core mandate focused on capturing growth across U.S. equities while maintaining significant ballast through intermediate and investment-grade bond strategies.

Total AUM
$332.2M
QoQ Performance
-7.0%
Positions
13
Top 10 Concentration
88.6%
Latest Filing
Q4 2024

Top Holdings Allocation

VTI
SCHB
VCLT
IGLB
VTI42.3%
SCHB17.9%
VCLT6.4%
IGLB6.3%
CORP3.8%
VEA3.5%
VYM2.4%
IDV*2.2%

📈 Biggest Buys

SCHB
SCHWAB STRATEGIC TR
+197.5%
17.9% of portfolio
IGLB
ISHARES TR
+95.8%
6.3% of portfolio
VEA
VANGUARD TAX-MANAGED FUNDS
+4.5%
3.5% of portfolio
BND
VANGUARD BD INDEX FDS
+5.7%
1.9% of portfolio
IXUS
ISHARES TR
+4.8%
1.5% of portfolio

📉 Biggest Sells

VCLT
VANGUARD SCOTTSDALE FDS
-29.1%
6.4% of portfolio
VTI
VANGUARD INDEX FDS
-1.2%
42.3% of portfolio
CORP
PIMCO ETF TR
-6.1%
3.8% of portfolio
VYM
VANGUARD WHITEHALL FDS
-1.9%
2.4% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
-1.5%
1.8% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2024

↑12 increased
↓9 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI42.3%
VANGUARD INDEX FDS
$140.5M
SCHB17.9%
SCHWAB STRATEGIC TR
$59.6M
VCLT6.4%
VANGUARD SCOTTSDALE FDS
$21.4M
IGLB6.3%
ISHARES TR
$20.9M
CORP3.8%
PIMCO ETF TR
$12.7M

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