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Showing Q3 2024 data
Edmonds Duncan Registered Investment Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Edmonds Duncan Registered Investment Advisors, LLC
•CIK: 1668155•Filing: Q3 2024
**Edmonds Duncan Registered Investment Advisors, LLC** manages $457M across a diversified portfolio of 108 holdings. The fund exhibits significant concentration in broad market and sector-specific ETFs, notably maintaining substantial positions in FBND ($34.7M), VIG ($34.5M), and SPDW ($34.0M). Further allocations include major weights in SPYG ($32.3M) and SPYV ($31.9M), indicating a focus on established, diversified market exposure. This structure suggests a core strategy built around systematic, large-cap index tracking.
Total AUM
$456.6M
QoQ Performance
+11.3%
Positions
108
Top 10 Concentration
58.0%
Latest Filing
Q3 2024
Top Holdings Allocation
FBND
VIG
SPDW
SPYG
SPYV
IEF
FLTR
FBND7.6%
VIG7.5%
SPDW7.5%
SPYG7.1%
SPYV7.0%
IEF6.1%
FLTR6.0%
VOE3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.5%
Technology4.5%
Consumer Staples1.4%
Financial1.3%
Consumer0.9%
Healthcare0.5%
Industrial0.5%
Energy0.2%
🚪 Exited Positionssold since Q2 2024
+23 more exited positions
Changes from Q2 2024
NEW6 new positions
↑82 increased
↓5 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023