Data as of Q4 2025 (Dec 31, 2025)

Peirce Capital Management, LLC

•CIK: 2008166•Filing: Q4 2025

**Peirce Capital Management, LLC** manages $251M across a portfolio of 43 positions. The firm maintains significant exposure to select names, notably leading with BSVO at $42.7M and DFAC at $31.9M. Further concentration is evident in ITOT ($22.6M) and AVDV ($22.2M), suggesting a tactical allocation across diverse sectors. This structure indicates a focused, concentrated approach to generating alpha within its current mandate.

Total AUM
$251.2M
QoQ Performance
+4.4%
Positions
27
Top 10 Concentration
79.9%
Latest Filing
Q4 2025

Top Holdings Allocation

BSVO
DFAC
ITOT
AVDV
DFIV
DFEM
VGIT
IDEV
BSVO17.0%
DFAC12.7%
ITOT9.0%
AVDV8.8%
DFIV6.7%
DFEM6.5%
VGIT6.0%
IDEV5.8%

📈 Biggest Buys

MSFT
MICROSOFT CORP
NEW
0.6% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+6.2%
6.0% of portfolio
TSLA
TESLA INC
NEW
0.3% of portfolio
NVDA
NVIDIA CORPORATION
NEW
0.3% of portfolio
QTWO
Q2 HLDGS INC
NEW
0.2% of portfolio

📉 Biggest Sells

DFAC
DIMENSIONAL ETF TRUST
-1.3%
12.7% of portfolio
AVUV
AMERICAN CENTY ETF TR
-4.8%
1.7% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-1.1%
6.7% of portfolio
AVDV
AMERICAN CENTY ETF TR
-0.8%
8.8% of portfolio
IDEV
ISHARES TR
-0.8%
5.8% of portfolio

Sector Breakdown

Other98.1%
Technology0.9%
Consumer0.4%
Energy0.4%
Healthcare0.2%

🚪 Exited Positionssold since Q3 2025

ABBV
ABBVIE INC
SOLD
$202.2K

Changes from Q3 2025

NEW4 new positions
↑11 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BSVO17.0%
EA SERIES TRUST
$42.7M
DFAC12.7%
DIMENSIONAL ETF TRUST
$31.9M
ITOT9.0%
ISHARES TR
$22.6M
AVDV8.8%
AMERICAN CENTY ETF TR
$22.2M
DFIV6.7%
DIMENSIONAL ETF TRUST
$16.9M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.