Change Path, LLC - Q42025 Holdings

Change Path, LLC holds 1170 stocks with a total portfolio value of $ 4.12B as of Q42025. In Q42025, Change Path, LLC added 133 new positions, increased stakes in 596 stocks, reduced 413 holdings, and fully exited 108 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 2.39% of the total portfolio.