Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

⏳

Showing Q3 2024 data

New Potomac Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

New Potomac Partners, LLC

•CIK: 1731466•Filing: Q3 2024

**New Potomac Partners, LLC** manages $195M across a diversified portfolio of 152 positions. The fund exhibits significant allocations to core asset classes and technology leaders, notably holding IAU* at $11.1M and AAPL at $8.8M. Key technology exposures include substantial positions in MSFT ($8.6M), GOOG ($4.8M), and ORCL ($4.8M). This structure suggests a focused, large-cap growth mandate within a relatively concentrated framework.

Total AUM

$194.6M

QoQ Performance

+6.4%

Positions

112

Top 10 Concentration

33.0%

Latest Filing

Q3 2024

Top Holdings Allocation

IAU*

IAU*5.7%

AAPL4.5%

MSFT4.4%

IVV3.9%

EMXC2.7%

IEI2.5%

ORCL2.5%

GOOG2.5%

📈 Biggest Buys

SSGA ACTIVE ETF TR

+17.5%

2.2% of portfolio

INVESCO EXCH TRD SLF IDX FD

+22.7%

1.7% of portfolio

ISHARES TR

+8.5%

2.5% of portfolio

DISNEY WALT CO

+19.4%

1.1% of portfolio

INVESCO EXCH TRD SLF IDX FD

+8.8%

1.9% of portfolio

📉 Biggest Sells

ISHARES INC

-99.2%

0.0% of portfolio

SIMON PPTY GROUP INC NEW

-12.4%

1.8% of portfolio

ISHARES TR

-4.9%

3.9% of portfolio

META PLATFORMS INC

-5.7%

2.2% of portfolio

ABBVIE INC

-5.5%

2.1% of portfolio

Sector Breakdown

Other51.6%

Technology19.7%

Consumer6.4%

Healthcare5.3%

Financial5.2%

ETF3.9%

Industrial2.1%

Real Estate1.8%

Changes from Q2 2024

NEW69 new positions

↑14 increased

↓48 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ISHARES GOLD TR

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