Bristlecone Value Partners, LLC

Bristlecone Value Partners, LLC is an Investment Adviser institutional filer with the SEC under CIK 1313998, reporting 70 portfolio positions, with 9 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: DE
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in Bristlecone Value Partners, LLC's most recent 13F filing, ranked by reported market value.

1. VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
2. SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF (FNDX)
3. VANGUARD DIVIDEND APPRECIATION ETF (VIG)
4. WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF (DGS)
5. VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF (VIGI)
6. VANGUARD S&P 500 ETF (VOO)
7. ISHARES CORE S&P SMALL CAP ETF (IJR)
8. AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV)
9. ISHARES GLOBAL REIT ETF (REET)
10. VANGUARD TOTAL BOND MARKET ETF (BND)