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Etf Portfolio Partners, Inc.
ETF Portfolio Partners, Inc. is a privately held Registered Investment Adviser based in Overland Park, Kansas, founded in February 2004. The firm provides investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates, managing model portfolios of exchange-traded funds (ETFs) and cash equivalents. As of 2025, the firm employs approximately 6 people and serves a diverse client base seeking customized, risk-managed portfolio solutions.
Investment Strategy
ETF Portfolio Partners manages globally diversified, balanced portfolios primarily comprised of stock and bond exchange-traded funds and cash equivalents, tailored to each client's investment objectives, risk tolerance, and time horizon. The firm’s philosophy emphasizes broad diversification, prudent asset allocation, and risk management. They invest as long-term holders rather than traders, aiming to minimize costs and maximize after-tax returns for clients. Tax consequences and market risks are continually discussed with clients, and allocations are adjusted as client objectives change. The strategy avoids leverage, seeks to control volatility, and focuses on maintaining diversified exposure across various asset classes to improve the probability of positive long-term returns while reducing idiosyncratic risks.
Latest 13F Filing Activity
Etf Portfolio Partners, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 67 equity positions with a total 13F market value of $376M. The fund increased holdings in Vanguard Total Stock Market Etf, Vanguard Meg Cap Value Etf, Ishares Core Us Aggregate Bond among other positions. Etf Portfolio Partners, Inc. reduced exposure to Coca Cola Co., Comcast Corp. CL A, Vanguard Mega Cap Growth among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total Stock Market ETF | 18.45% | $69.3M | 211,315 | $147.04 | $328.17 | +$2.6M |
M MGK | Vanguard Mega Cap Growth | 9.23% | $34.7M | 86,165 | $230.64 | $402.42 | -$165.7K |
A AGG | iShares Core US Aggregate Bond | 8.17% | $30.7M | 306,143 | $107.43 | $100.25 | +$1.2M |
M MGV | Vanguard Meg Cap Value ETF | 6.26% | $23.5M | 170,704 | $110.65 | $137.74 | +$1.2M |
B BLV | Vanguard Long-Term Bond ETF | 4.82% | $18.1M | 255,880 | $72.76 | $70.85 | +$918.9K |
Industry Allocation
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