Data as of Q4 2025 (Dec 31, 2025)
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Showing Q1 2025 data
UCLA Foundation's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

UCLA Foundation

โ€ขCIK: 1735775โ€ขFiling: Q1 2025

**UCLA Foundation** manages $94M, maintaining a highly concentrated portfolio structure. The fund's current holdings are dominated by a single position in SPY, representing approximately 99.6% of its total assets. This near-total allocation signals a direct, high-conviction bet on broad market equity exposure. Investors should note the extreme concentration risk inherent in this single-stock/ETF weighting.

Total AUM
$93.6M
QoQ Performance
-26.0%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q1 2025

Top Holdings Allocation

SPY
SPY100.0%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

SPY
SPDR S&P 500 ETF TR
-22.5%
100.0% of portfolio

Sector Breakdown

ETF100.0%

Changes from Q4 2024

โ†“1 decreased

Historical Filings

Q1 2025Q4 2024