PC

Peirce Capital Management, LLC

13F
Peirce Capital Management, LLC
Last update 2025-05-01 35 Stocks (1 new)
Value $202.00 Mil Turnover 6 %
Countries:
Top Holdings: BSVO(16.38%)DFAC(13.71%)ITOT(9.57%)AVDV(8.50%)DFIV(7.10%)
Summary Stock Picks Current Portfolio
Peirce Capital Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
1,702,843
33,103.3
+6.57%
16.380
+1.01%
2.440
-0.66%
-9.01%
1,390.1
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
840,236
27,719.4
+0.03%
13.710
0%
0.090
+2.76%
+0.59%
33,366.4
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
158,494
19,337.8
+21.51%
9.570
+1.69%
0.030
+3.69%
+1.63%
68,116.4
 
AVDV 		Avantis International Small Cap Value ETF
246,384
17,182.8
+9.82%
8.500
+0.76%
0.220
+16.34%
+20.77%
9,127.8
 
DFIV 		Dimensional International Value ETF
364,714
14,355.1
-0.91%
7.100
-0.06%
0.130
+10.16%
+20.15%
11,698.9
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
238,529
14,168.6
-6.90%
7.010
-0.53%
0.050
+0.97%
+3.59%
31,819.6
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
490,156
12,969.5
+9.70%
6.420
+0.57%
0.270
+8.92%
+9.33%
5,248.3
 
IDEV 		iShares Core MSCI International Developed Markets ETF
176,137
12,134.1
+11.94%
6.000
+0.64%
0.070
+9.79%
+17.80%
20,174.3
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
172,668
8,205.2
-7.04%
4.060
-0.31%
0.180
+1.45%
+3.06%
4,595.5
 
DFUV 		Dimensional US Marketwide Value ETF
185,326
7,637.3
-1.62%
3.780
-0.06%
0.070
+0.08%
+0.50%
11,171.0
 

Peirce Capital Management, LLC's Historical Top Holdings Breakdowns

Peirce Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+1.69%
●
120.29 ($128.89) 134.6
$130.34
1.12%
Add 21.51%
158,494
28,058
BSVO 		EA Bridgeway Omni Small-Cap Value ETF2025-03-31Add
+1.01%
●
19.02 ($20.99) 22.28
$19.70
-6.15%
Add 6.57%
1,702,843
105,031
AVDV 		Avantis International Small Cap Value ETF2025-03-31Add
+0.76%
●
63.74 ($67.91) 71.96
$78.45
15.52%
Add 9.82%
246,384
22,040
IDEV 		iShares Core MSCI International Developed Markets ETF2025-03-31Add
+0.64%
●
63.77 ($68.2) 71.36
$75.84
11.20%
Add 11.94%
176,137
18,782
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2025-03-31Add
+0.57%
●
25.35 ($26.59) 27.46
$28.57
7.45%
Add 9.7%
490,156
43,339
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Reduce
-0.53%
●
57.44 ($58.5) 59.4
$59.05
0.95%
Reduce -6.9%
238,529
-17,677
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.43%
●
271.18 ($290.53) 303.12
$293.72
1.10%
Add 412.5%
3,936
3,168
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.34%
●
84.96 ($93.96) 100.71
$89.17
-5.10%
Add 30.36%
34,140
7,951
DFSD 		Dimensional Short-Duration Fixed Income ETF2025-03-31Reduce
-0.31%
●
46.74 ($47.22) 47.57
$47.80
1.22%
Reduce -7.04%
172,668
-13,067
VTIP 		Vanguard Short-Term Inflation-Protected Securities2025-03-31Reduce
-0.23%
●
48.43 ($49.09) 49.9
$49.99
1.83%
Reduce -7.08%
120,263
-9,165

Peirce Capital Management, LLC Total Holding History ($B)

To

Peirce Capital Management, LLC's Asset Allocation

To

Peirce Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Peirce Capital Management, LLC's Hypothetical Growth since 2025-03-31

Peirce Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Peirce Capital Management, LLC's Holdings Heat Map

Size field:

Peirce Capital Management, LLC's Holdings Bubble Chart

Peirce Capital Management, LLC News

  • 1

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