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Kitching Partners, LLC
KITCHING PARTNERS, LLC is a financial advisory firm headquartered in Conshohocken, Pennsylvania, United States. Founded in 2023 by Stephen Kitching, the firm primarily serves high-net-worth individuals, businesses, and non-profit clients. With 16 employees, Kitching Partners provides comprehensive financial planning, investment advisory, and portfolio management services, focusing on personalized client engagement and fiduciary responsibility. The firm is SEC-registered and operates as an independent investment adviser.
Investment Strategy
KITCHING PARTNERS, LLC focuses on creating tailored investment strategies for high-net-worth individuals, businesses, and non-profit organizations. The firm delivers comprehensive financial planning, custom portfolio management, and long-term growth strategies grounded in each client's unique objectives and risk tolerance. Fee structures are flexible, transparent, and can include fixed-rate or asset-percentage arrangements, ensuring alignment with client interests. The firm holds fiduciary responsibility, guiding clients with a disciplined, evidence-based investment philosophy and professional support, helping them to achieve both personal and business goals.
Latest 13F Filing Activity
Kitching Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $99M. The fund increased holdings in Vanguard Tax-managed FDS, Vanguard Index FDS, Vanguard Specialized Funds among other positions. Kitching Partners, LLC reduced exposure to Unitedhealth Group Inc., Schwab Charles Corp., Broadcom Inc. among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 16.46% | $16.2M | 79,259 | $177.24 | $204.67 | +$1.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.20% | $11.0M | 193,555 | $49.79 | $57.01 | +$2.9M |
V VUSB | VANGUARD BD INDEX FDS | 10.44% | $10.3M | 206,287 | $49.79 | $49.87 | +$630.7K |
S SDY | SPDR SERIES TRUST | 10.23% | $10.1M | 74,269 | $129.10 | $135.73 | +$334.1K |
S SHYG | ISHARES TR | 9.85% | $9.7M | 225,023 | $42.42 | $43.14 | +$581.0K |
Industry Allocation
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