ALONGSIDE, LLC

CIK 0002113496 • 2 13F filings • Jul 9, 2026 – Aug 14, 2026

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Filer information

Filed by: ALONGSIDE, LLC, CCO
Address: 3711 S MOPAC EXPY, SUITE 150, Austin, TX, 78746
Phone: 512-241-7341
AUM: $301.2M

AUM over time

$524.6M latest

Sector allocation over time

Past 2 quarters

Q4 2025

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $301.2M83 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$788K	0.3%Prev: 0.1%	6,292 SH	Increased-388 SH
ABBVIE INC COM USD0.01	COM	$1.7M	0.6%	7,457 SH	New
ACCENTURE PLC	COM	$468K	0.2%	1,744 SH	New
ALPHABET INC CAP STK CL A	CAP STK CL A	$242K	0.1%	773 SH	New
ALPHABET INC CAP STK CL C	CAP STK CL C	$226K	0.1%	719 SH	New
AMAZON.COM INC	COM	$1.1M	0.4%	4,667 SH	New
AMEREN CORP COM USD0.01	COM	$222K	0.1%	2,225 SH	New
APPLE INC	COM	$1.7M	0.6%Prev: 1.1%	6,103 SH	Decreased-13,734 SH
AT&T INC COM USD1	COM	$309K	0.1%	12,447 SH	New
BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009	COM	$347K	0.1%	2,673 SH	New
BOEING CO	COM	$398K	0.1%Prev: 0.1%	1,835 SH	Decreased-523 SH
CARDINAL HEALTH INC COM NPV	COM	$203K	0.1%	986 SH	New
CATERPILLAR INC COM	COM	$479K	0.2%	836 SH	New
CISCO SYSTEMS INC	COM	$676K	0.2%	8,770 SH	New
COSTCO WHOLESALE CORP COM	COM	$284K	0.1%	330 SH	New
ELI LILLY &CO COM	COM	$1.7M	0.6%	1,574 SH	New
FIDELITY LIMITED TERM BOND ETF	LTD TRM BD ETF	$591K	0.2%	11,671 SH	New
FIDELITY LOW VOLATILITY FACTOR ETF	LOW VOLITY ETF	$7.8M	2.6%	117,558 SH	New
HARTFORD FDS EXCHANGE TRADED T TOTAL RTRN ETF	TOTAL RTRN ETF	$12.4M	4.1%	362,094 SH	New
HOME DEPOT INC	COM	$289K	0.1%Prev: 0.1%	841 SH	Decreased-964 SH
INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD	OPTIMUM YIELD	$1.2M	0.4%	93,576 SH	New
ISHARES CORE 1-5 YEAR USD BOND ETF	CORE 1 5 YR USD	$7.5M	2.5%	153,425 SH	New
ISHARES CORE MSCI EMERGING MARKETS ETF	CORE MSCI EMKT	$19.6M	6.5%	291,988 SH	New
ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$32.8M	10.9%	47,871 SH	New
ISHARES CORE S&P MID-CAP ETF	CORE S&P MCP ETF	$11.4M	3.8%	173,397 SH	New
ISHARES CORE S&P SMALL-CAP E	CORE S&P SCP ETF	$1.4M	0.5%	11,663 SH	New
ISHARES CORE S&P US GROWTH ETF	CORE S&P US GWT	$271K	0.1%	1,613 SH	New
ISHARES CORE US AGGREGATE BOND ETF	CORE US AGGBD ET	$811K	0.3%	8,117 SH	New
ISHARES INTL AGGREGATE BOND	CORE INTL AGGR	$2.5M	0.8%	49,817 SH	New
ISHARES NATIONAL MUNI BOND ETF	NATIONAL MUN ETF	$5.2M	1.7%	48,281 SH	New
ISHARES RUSSELL 1000 INDEX FUND	RUS 1000 ETF	$705K	0.2%	1,888 SH	New
ISHARES RUSSELL 1000 VALUE ETF	RUS 1000 VAL ETF	$204K	0.1%	971 SH	New
ISHARES RUSSELL 2000 ETF	RUSSELL 2000 ETF	$12.2M	4.1%	49,763 SH	New
ISHARES S&P 500 GROWTH ETF	S&P 500 GRWT ETF	$4.5M	1.5%	36,536 SH	New
ISHARES S&P 500 VALUE ETF	S&P 500 VAL ETF	$6.3M	2.1%	29,762 SH	New
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SHRT NAT MUN ETF	$344K	0.1%	3,225 SH	New
ISHARES TIPS BOND ETF	TIPS BD ETF	$3.6M	1.2%	33,027 SH	New
ISHARES TR 3 7 YR TREAS BD	3 7 YR TREAS BD	$2.4M	0.8%	20,160 SH	New
ISHARES TR BROAD USD HIGH	BROAD USD HIGH	$11.3M	3.8%	303,349 SH	New
ISHARES TR CORE MSCI TOTAL	CORE MSCI TOTAL	$22.7M	7.5%	268,148 SH	New
ISHARES TR CRE U S REIT ETF	CRE U S REIT ETF	$3.2M	1.1%	56,535 SH	New
ISHARES TR EAFE GRWTH ETF	EAFE GRWTH ETF	$520K	0.2%	4,561 SH	New
ISHARES TR FLTG RATE NT ETF	FLTG RATE NT ETF	$2.2M	0.7%	43,730 SH	New
ISHARES TR ISHS 1-5YR INVS	ISHS 1-5YR INVS	$752K	0.2%	14,228 SH	New
ISHARES TR ISHS 5-10YR INVT	ISHS 5-10YR INVT	$10.3M	3.4%	190,826 SH	New
ISHARES TR JP MOR EM MK ETF	JPMORGAN USD EMG	$1.1M	0.4%	11,328 SH	New
ISHARES TR PFD AND INCM SEC	PFD AND INCM SEC	$595K	0.2%	19,233 SH	New
ISHARES TR RUS 1000 GRW ETF	RUS 1000 GRW ETF	$20.3M	6.7%	42,903 SH	New
ISHARES TR RUS MID CAP ETF	RUS MID CAP ETF	$12.6M	4.2%	131,061 SH	New
ISHARES TRUST CORE DIVID GWTH	CORE DIV GRWTH	$333K	0.1%	4,792 SH	New
ISHARES TRUST CORE MSCI EAFE ETF	CORE MSCI EAFE	$1.4M	0.5%	16,091 SH	New
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF	ULTRA SHORT DUR	$1.1M	0.4%	22,262 SH	New
JPMORGAN CHASE &CO. COM	COM	$245K	0.1%	759 SH	New
MERCK &CO. INC COM	COM	$806K	0.3%	7,661 SH	New
META PLATFORMS INC CLASS A COMMON STOCK	COMMON STOCK	$975K	0.3%	1,477 SH	New
MICROSOFT CORP	COM	$3.8M	1.3%Prev: 0.7%	7,956 SH	Increased-1,555 SH
NVIDIA CORPORATION COM	COM	$936K	0.3%	5,021 SH	New
OLD NATIONAL BANCORP	COM	$492K	0.2%	22,042 SH	New
ORACLE CORP	COM	$545K	0.2%Prev: 0.2%	2,795 SH	Decreased-4,885 SH
PGIM ETF TR ACTV HY BD ETF	ACTV HY BD ETF	$2.4M	0.8%	68,975 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	S&P 500 DV ARIST	$206K	0.1%	1,979 SH	New
SCHWAB STRATEGIC TR US TIPS ETF	US TIPS ETF	$2.6M	0.9%	97,988 SH	New
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	TECHNOLOGY	$303K	0.1%	2,103 SH	New
SNAP-ON INC	COM	$321K	0.1%	933 SH	New
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT	TR UNIT	$303K	0.1%	444 SH	New
SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF	BLOOMBERG 1-3 MO	$507K	0.2%	5,543 SH	New
SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF	S&P DIVID ETF	$237K	0.1%	1,700 SH	New
SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF	STATE STREET MUL	$651K	0.2%	20,696 SH	New
TESLA INC COM	COM	$217K	0.1%	483 SH	New
TEXAS INSTRUMENTS INC COM USD1.00	COM	$542K	0.2%	3,123 SH	New
VANGUARD DEVELOPED MARKETS INDEX FUND ETF	VAN FTSE DEV MKT	$338K	0.1%	5,410 SH	New
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS	GROWTH ETF	$243K	0.1%	497 SH	New
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF	TOTAL STK MKT	$569K	0.2%	1,696 SH	New
VANGUARD INDEX FUNDS S&P 500 ETF USD	S&P 500 ETF SHS	$29.5M	9.8%	47,061 SH	New
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF	TT WRLD ST ETF	$6.2M	2.0%	43,605 SH	New
VANGUARD MEGA CAP GROWTH INDEX FUND	MEGA GRWTH IND	$535K	0.2%	1,297 SH	New
VANGUARD MEGA CAP VALUE INDEX FUND	MEGA CAP VAL ETF	$259K	0.1%	1,834 SH	New
VANGUARD MID-CAP INDEX FUND	MID CAP ETF	$7.5M	2.5%	25,944 SH	New
VANGUARD SMALL-CAP INDEX FUND	SMALL CP ETF	$5.0M	1.7%	19,312 SH	New
WALMART INC COM	COM	$326K	0.1%	2,928 SH	New
WEC ENERGY GROUP INC COM	COM	$423K	0.1%	4,012 SH	New
WELLS FARGO CO NEW COM	COM	$325K	0.1%	3,486 SH	New
WELLTOWER INC COM	COM	$301K	0.1%	1,621 SH	New

Sold (vs prior filing)

ABBVIE INC — $2.7M
ACCENTURE PLC IRELAND — $221K
ADVANCED MICRO DEVICES INC — $462K
AGNICO EAGLE MINES LTD — $396K
ALPHABET INC — $1.1M
ALPHABET INC — $558K
ALPS ETF TR — $379K
ALTRIA GROUP INC — $420K
AMAZON COM INC — $2.5M
AMEREN CORP — $245K
AMERICAN CENTY ETF TR — $1.6M
AMGEN INC — $209K
AT&T INC — $507K
BANK MONTREAL MEDIUM — $473K
BANK OF AMER CORP — $390K
BARRICK MNG CORP — $277K
BERKSHIRE HATHAWAY INC DEL — $749K
BERKSHIRE HATHAWAY INC DEL — $1.8M
BLACKROCK MUN TARGET TERM TR — $280K
BRISTOL-MYERS SQUIBB CO — $210K
… and 164 more

All filings

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jul 9, 2026	Q4 2025	13F-HR	0001104659-26-082151	$301.2M	View
Aug 14, 2026	Q2 2026	13F-HR	0001104659-26-096738	$524.6M	View