13F filer

Sivia Capital Partners

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 2012032 SEC filings ↗

13F Value

$822.1M

Positions

540

Top Position

CRWV7.7%

Top 5

21.1%

Latest filing changes

vs Mar 31, 2026

1 VT Vanguard Total World Stock Index Fund — ETF Shares +136.0%+$19.0M

2 DFAW Dimensional World Equity ETF +163.2%+$17.5M

3 NVDA NVIDIA +15.4%+$3.9M

4 JPM JPMorgan Chase +292.0%+$3.4M

5 ED Consolidated Edison +667.9%+$2.2M

Holdings540

#
1	CRWV Coreweave	7.7%	$63.7M	NEW	639.9K	—	Common Stock
2	VT Vanguard Total World Stock Index Fund — ETF Shares	4.0%	$32.9M	+136.0%	209.7K	2.4%	ETF
3	NVDA NVIDIA	3.5%	$29.1M	+15.4%	145.2K	4.3%	Common Stock
4	DFAW Dimensional World Equity ETF	3.4%	$28.3M	+163.2%	341.6K	1.9%	ETF
5	AAPL Apple	2.4%	$19.4M	+11.7%	67.0K	3.0%	Common Stock
6	MSFT Microsoft	2.2%	$18.1M	+8.6%	48.5K	3.2%	Common Stock
7	MU Micron Technology	2.1%	$17.1M	+11.5%	14.8K	0.9%	Common Stock
8	AMZN Amazon	1.9%	$15.5M	+11.0%	65.2K	2.4%	Common Stock
9	VOO Vanguard 500 Index Fund — ETF Shares	1.7%	$14.4M	+0.3%	20.9K	2.4%	ETF
10	AVGO Broadcom	1.2%	$10.1M	+5.7%	26.6K	1.5%	Common Stock
11	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 21,837 reported quantity $7,803,889 reported value	0.9%	$7.8M	+3.4%	21.8K	1.2%	Common Stock
12	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 15,146 reported quantity $7,578,907 reported value	0.9%	$7.6M	+31.0%	15.1K	1.1%	Common Stock
13	GOOG Alphabet Class C	0.9%	$7.5M	+12.8%	21.4K	1.1%	Common Stock
14	TSLA Tesla	0.8%	$7.0M	+28.1%	16.5K	0.9%	Common Stock
15	HPE Hewlett Packard Enterprise	0.7%	$5.8M	+57.0%	128.9K	0.4%	Common Stock
16	WDC Western Digital	0.7%	$5.7M	+30.6%	8.9K	0.4%	Common Stock
17	STX Seagate Technology	0.6%	$5.2M	+27.3%	5.4K	0.3%	Common Stock
18	META Meta Platforms	0.6%	$5.2M	+13.0%	9.2K	0.9%	Common Stock
19	FIX Comfort Sys USA	0.6%	$5.1M	+3.6%	2.6K	0.7%	Common Stock
20	GE Ge Aerospace Filing details 369604301 Jun 30, 2026 13,235 reported quantity $4,946,317 reported value	0.6%	$4.9M	+7.2%	13.2K	0.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing68

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.