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Portfolio Design Labs, LLC
Portfolio Design Labs, LLC is a registered investment adviser headquartered in Encino, California. Founded in 2023, the firm manages investment portfolios primarily for individual investors, including high-net-worth individuals, as well as a small number of institutional clients such as pension and charitable organizations. As of mid-2025, the firm managed over $500 million in assets and employed 4 professionals. Portfolio Design Labs focuses on data-driven, systematic portfolio construction and risk management tailored to client objectives.
Investment Strategy
Portfolio Design Labs, LLC emphasizes systematic, quantitative, and data-driven investment strategies, employing diversified portfolios across equities and fixed income assets to achieve clients’ risk and return objectives. The firm primarily manages portfolios for individual investors, utilizing ETFs and liquid securities, focusing on maintaining liquidity, transparency, and adaptable allocation according to each client’s risk profile and financial goals. Their investment philosophy centers on disciplined rebalancing, modern portfolio theory, and cost efficiency.
Latest 13F Filing Activity
Portfolio Design Labs, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 147 equity positions with a total 13F market value of $509M. The fund increased holdings in Ishares TR, Ishares TR, SPDR Gold TR among other positions. Portfolio Design Labs, LLC reduced exposure to Ishares TR, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFAV | ISHARES TR | 8.99% | $45.8M | 544,915 | $84.06 | $84.06 | +$45.8M |
G GLD | SPDR GOLD TR | 8.36% | $42.6M | 139,723 | $297.00 | $304.83 | +$23.7M |
U USMV | ISHARES TR | 6.81% | $34.7M | 369,354 | $93.87 | $93.87 | +$34.7M |
T TFLO | ISHARES TR | 3.19% | $16.2M | 320,256 | $50.57 | $50.65 | -$18.3M |
S SHY | ISHARES TR | 3.06% | $15.6M | 188,265 | $82.86 | $82.86 | +$15.6M |
Industry Allocation
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