LITTLE HOUSE CAPITAL LLC

CIK 0001748814 • 6 13F filings • Apr 25, 2025 – Aug 7, 2026

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Filer information

Filed by: LITTLE HOUSE CAPITAL LLC, Chief Compliance Officer
Address: 35 BRAINTREE HILL PARK, SUITE 100, BRAINTREE, MA, 02184
Phone: (617) 545-5600
AUM: $398.4M

AUM over time

$445.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $398.4M108 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.1M	0.3%Prev: 0.2%	9,113 SH	Increased+1,520 SH
ALPHABET INC	CAP STK CL A	$15.8M	4.0%Prev: 3.1%	50,383 SH	Increased-4,655 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.7%Prev: 0.7%	8,475 SH	Decreased-3,272 SH
AMAZON COM INC	COM	$12.4M	3.1%Prev: 3.3%	53,798 SH	Decreased-11,280 SH
AMERICAN ELEC PWR CO INC	COM	$1.9M	0.5%Prev: 0.4%	16,053 SH	Decreased-564 SH
AMGEN INC	COM	$1.6M	0.4%Prev: 0.3%	4,803 SH	Increased-242 SH
APPLE INC	COM	$21.6M	5.4%Prev: 5.3%	79,589 SH	Decreased-10,959 SH
ARISTA NETWORKS INC	COM SHS	$214K	0.1%Prev: 0.1%	1,632 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$3.0M	0.7%Prev: 0.6%	2,775 SH	Increased-108 SH
ATMOS ENERGY CORP	COM	$1.6M	0.4%Prev: 0.4%	9,752 SH	Decreased-981 SH
BANK AMERICA CORP	COM	$1.7M	0.4%Prev: 0.4%	30,983 SH	Increased-420 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.8M	2.2%Prev: 2.4%	17,582 SH	Decreased-2,769 SH
BLACKROCK INC	COM	$1.5M	0.4%Prev: 0.4%	1,356 SH	Decreased-219 SH
BOEING CO	COM	$1.3M	0.3%Prev: 0.3%	5,793 SH	Decreased-637 SH
BOSTON SCIENTIFIC CORP	COM	$1.3M	0.3%Prev: 0.2%	13,373 SH	Increased+3,443 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	0.3%Prev: 0.3%	23,674 SH	Increased-2,645 SH
BROADCOM INC	COM	$12.4M	3.1%Prev: 3.0%	35,866 SH	Decreased-3,239 SH
CATERPILLAR INC	COM	$4.1M	1.0%Prev: 1.0%	7,077 SH	Decreased-1,796 SH
CELESTICA INC	COM	$827K	0.2%Prev: 0.3%	2,796 SH	Decreased-1,776 SH
CISCO SYS INC	COM	$1.3M	0.3%Prev: 0.3%	17,014 SH	Increased-244 SH
CME GROUP INC	COM	$2.6M	0.6%Prev: 0.5%	9,437 SH	Increased+1,150 SH
COCA COLA CO	COM	$1.4M	0.3%Prev: 0.3%	19,730 SH	Decreased-1,623 SH
COSTCO WHSL CORP NEW	COM	$4.5M	1.1%Prev: 1.2%	5,179 SH	Decreased-419 SH
CRH PLC	ORD	$1.8M	0.4%Prev: 0.4%	14,268 SH	Increased+34 SH
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.3%Prev: 0.4%	2,853 SH	Decreased-263 SH
CSX CORP	COM	$213K	0.1%Prev: 0.0%	5,872 SH	Increased
EASTERN BANKSHARES INC	COM	$544K	0.1%Prev: 0.1%	29,526 SH	Increased
ELI LILLY & CO	COM	$5.3M	1.3%Prev: 0.8%	4,893 SH	Increased+151 SH
EMCOR GROUP INC	COM	$907K	0.2%Prev: 0.2%	1,482 SH	Decreased+6 SH
EMERSON ELEC CO	COM	$2.4M	0.6%Prev: 0.2%	17,770 SH	Increased+9,841 SH
EXXON MOBIL CORP	COM	$5.1M	1.3%Prev: 0.1%	42,138 SH	Increased+38,010 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$13.3M	3.3%Prev: 3.2%	353,167 SH	Decreased-25,599 SH
GE AEROSPACE	COM NEW	$2.8M	0.7%Prev: 0.9%	9,214 SH	Decreased-3,918 SH
GE VERNOVA INC	COM	$384K	0.1%Prev: 0.1%	587 SH	Increased+10 SH
GOLDMAN SACHS GROUP INC	COM	$6.3M	1.6%Prev: 1.4%	7,179 SH	Increased-571 SH
HOME DEPOT INC	COM	$2.8M	0.7%Prev: 0.8%	8,209 SH	Decreased-355 SH
IDEXX LABS INC	COM	$782K	0.2%Prev: 0.2%	1,156 SH	Decreased-144 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.8M	0.7%Prev: 0.6%	9,599 SH	Increased-315 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$727K	0.2%Prev: 0.2%	14,647 SH	Decreased-606 SH
ISHARES INC	CORE MSCI EMKT	$233K	0.1%Prev: 0.1%	3,470 SH	Decreased-206 SH
ISHARES TR	1 3 YR TREAS BD	$6.2M	1.6%Prev: 1.5%	74,946 SH	Decreased-3,048 SH
ISHARES TR	7-10 YR TRSY BD	$11.1M	2.8%Prev: 2.7%	115,546 SH	Decreased-5,314 SH
ISHARES TR	CORE MSCI EAFE	$339K	0.1%Prev: 0.1%	3,789 SH	Decreased-178 SH
ISHARES TR	CORE S&P MCP ETF	$12.6M	3.2%Prev: 3.1%	191,537 SH	Decreased-13,411 SH
ISHARES TR	CORE US AGGBD ET	$4.7M	1.2%Prev: 1.1%	47,243 SH	Decreased-2,078 SH
ISHARES TR	IBDS DEC28 ETF	$853K	0.2%Prev: 0.2%	33,507 SH	Decreased-3,916 SH
ISHARES TR	IBONDS DEC 2030	$1.1M	0.3%Prev: 0.3%	48,715 SH	Decreased-4,808 SH
ISHARES TR	IBONDS DEC 2031	$1.1M	0.3%Prev: 0.3%	50,967 SH	Decreased-4,746 SH
ISHARES TR	IBONDS DEC 2032	$1.1M	0.3%Prev: 0.3%	42,327 SH	Decreased-3,927 SH
ISHARES TR	IBONDS DEC 2033	$1.1M	0.3%Prev: 0.3%	41,316 SH	Decreased-3,063 SH
ISHARES TR	IBONDS DEC 2034	$1.0M	0.3%Prev: 0.3%	39,346 SH	Decreased-2,465 SH
ISHARES TR	IBONDS DEC 29	$1.1M	0.3%Prev: 0.3%	45,367 SH	Decreased-5,258 SH
ISHARES TR	MSCI EAFE ETF	$9.3M	2.3%Prev: 2.2%	97,344 SH	Decreased-4,343 SH
ISHARES TR	MSCI EMG MKT ETF	$6.5M	1.6%Prev: 1.5%	118,482 SH	Decreased-7,012 SH
ISHARES TR	NATIONAL MUN ETF	$577K	0.1%Prev: 0.1%	5,391 SH	Decreased-402 SH
ISHARES TR	RUS 1000 GRW ETF	$855K	0.2%Prev: 0.2%	1,806 SH	Decreased-88 SH
ISHARES TR	RUSEL 2500 ETF	$458K	0.1%Prev: 0.1%	6,106 SH	Decreased-305 SH
ISHARES TR	RUSSELL 2000 ETF	$457K	0.1%Prev: 0.1%	1,858 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$482K	0.1%Prev: 0.1%	3,913 SH	Increased-80 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	0.9%Prev: 0.9%	61,118 SH	Decreased-5,858 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.5M	2.1%Prev: 2.0%	167,315 SH	Decreased-6,354 SH
JOHNSON & JOHNSON	COM	$7.7M	1.9%Prev: 1.7%	37,204 SH	Increased-3,090 SH
JPMORGAN CHASE & CO.	COM	$9.3M	2.3%Prev: 2.0%	28,824 SH	Increased+802 SH
KIMCO RLTY CORP	COM	$210K	0.1%Prev: 0.1%	10,350 SH	Decreased
KLA CORP	COM NEW	$1.2M	0.3%Prev: 0.4%	1,004 SH	Decreased-749 SH
LOCKHEED MARTIN CORP	COM	$1.2M	0.3%Prev: 0.2%	2,475 SH	Increased+353 SH
MANULIFE FINL CORP	COM	$1.3M	0.3%Prev: 0.3%	36,072 SH	Increased-989 SH
MARRIOTT INTL INC NEW	CL A	$772K	0.2%Prev: 0.1%	2,490 SH	Increased
MARTIN MARIETTA MATLS INC	COM	$1.5M	0.4%Prev: 0.4%	2,464 SH	Decreased-203 SH
MASTERCARD INCORPORATED	CL A	$4.0M	1.0%Prev: 1.4%	7,042 SH	Decreased-3,972 SH
MCDONALDS CORP	COM	$1.6M	0.4%Prev: 0.4%	5,267 SH	Decreased-656 SH
MEDTRONIC PLC	SHS	$1.3M	0.3%Prev: 0.3%	13,144 SH	Decreased-385 SH
MERCK & CO INC	COM	$1.4M	0.4%Prev: 0.3%	13,615 SH	Increased-1,806 SH
META PLATFORMS INC	CL A	$9.6M	2.4%Prev: 2.6%	14,563 SH	Decreased-1,011 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.3%Prev: 0.3%	4,470 SH	Decreased-3,448 SH
MICROSOFT CORP	COM	$19.9M	5.0%Prev: 5.4%	41,116 SH	Decreased-4,566 SH
NETFLIX INC	COM	$3.2M	0.8%Prev: 1.0%	34,561 SH	Decreased+30,751 SH
NVIDIA CORPORATION	COM	$16.8M	4.2%Prev: 4.6%	89,879 SH	Decreased-18,009 SH
ORACLE CORP	COM	$2.7M	0.7%Prev: 1.3%	14,036 SH	Decreased-5,298 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.3%Prev: 0.3%	6,580 SH	Decreased
PGIM ETF TR	PGIM ULTRA SH BD	$6.2M	1.6%Prev: 1.5%	124,787 SH	Decreased-5,279 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.3%Prev: 0.1%	8,290 SH	Increased+6,020 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$874K	0.2%Prev: 0.2%	10,887 SH	Decreased-1,377 SH
QUANTA SVCS INC	COM	$1.2M	0.3%Prev: 0.3%	2,937 SH	Decreased-379 SH
RTX CORPORATION	COM	$3.1M	0.8%Prev: 0.9%	17,035 SH	Decreased-7,536 SH
S&P GLOBAL INC	COM	$745K	0.2%Prev: 0.2%	1,425 SH	Increased
SAP SE	SPON ADR	$2.0M	0.5%	8,033 SH	New
SERVICENOW INC	COM	$1.7M	0.4%Prev: 0.4%	11,035 SH	Decreased+9,021 SH
SONY GROUP CORP	SPONSORED ADR	$2.9M	0.7%Prev: 0.8%	113,772 SH	Decreased-4,665 SH
SOUTHERN CO	COM	$2.8M	0.7%Prev: 0.7%	32,340 SH	Decreased+2,091 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.3M	1.3%Prev: 1.2%	7,836 SH	Increased+112 SH
SPDR SERIES TRUST	STATE STREET SPD	$10.2M	2.6%	130,575 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$797K	0.2%Prev: 0.2%	1,373 SH	Decreased-112 SH
STAG INDL INC	COM	$954K	0.2%Prev: 0.2%	25,961 SH	Increased+37 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$9.6M	2.4%Prev: 2.2%	31,695 SH	Increased-2,343 SH
TERAWULF INC	COM	$230K	0.1%Prev: 0.1%	20,000 SH	Decreased-5,000 SH
TESLA INC	COM	$254K	0.1%Prev: 0.1%	566 SH	Decreased-47 SH
TJX COS INC NEW	COM	$2.5M	0.6%Prev: 0.5%	16,514 SH	Increased+647 SH
TRANE TECHNOLOGIES PLC	SHS	$782K	0.2%Prev: 0.2%	2,008 SH	Decreased-54 SH
UNION PAC CORP	COM	$2.2M	0.6%Prev: 0.3%	9,636 SH	Increased+3,348 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.2M	1.8%Prev: 1.7%	85,717 SH	Decreased-3,246 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	0.6%Prev: 0.4%	56,687 SH	Increased+15,467 SH
VERTEX PHARMACEUTICALS INC	COM	$4.1M	1.0%Prev: 0.9%	8,939 SH	Increased-821 SH
VISA INC	COM CL A	$3.4M	0.9%Prev: 0.9%	9,744 SH	Decreased-2,089 SH
VULCAN MATLS CO	COM	$1.2M	0.3%Prev: 0.3%	4,222 SH	Decreased-410 SH
WALMART INC	COM	$8.9M	2.2%Prev: 2.0%	79,489 SH	Increased-5,508 SH
WASTE MGMT INC DEL	COM	$2.2M	0.5%Prev: 0.5%	9,948 SH	Decreased-541 SH
WILLIAMS COS INC	COM	$1.9M	0.5%Prev: 0.6%	32,014 SH	Decreased-10,510 SH

Sold (vs prior filing)

AT&T INC — $1.1M
BOOKING HOLDINGS INC — $718K
CARRIER GLOBAL CORPORATION — $1.1M
CHEVRON CORP NEW — $5.4M
COLGATE PALMOLIVE CO — $750K
DANAHER CORPORATION — $329K
DIGITAL RLTY TR INC — $1.3M
MOODYS CORP — $282K
MOTOROLA SOLUTIONS INC — $1.9M
PROGRESSIVE CORP — $1.5M
ROYAL CARIBBEAN GROUP — $1.0M
SALESFORCE INC — $1.9M
SCHWAB CHARLES CORP — $300K
SPDR SERIES TRUST — $802K
SPDR SERIES TRUST — $9.9M
TRANSDIGM GROUP INC — $527K
ZOETIS INC — $838K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001951757-26-000382	$398.4M	View
Nov 3, 2025	Q3 2025	13F-HR	0001951757-25-001253	$435.0M	View
Aug 7, 2026	Q2 2026