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CAMELOT TECHNOLOGY ADVISORS, INC.

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    57

  • Value ($000)

    $134,751

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0002021818
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$38.5M
29 %

56,206

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$9.17M
7 %

102,514

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$7.59M
6 %

229,885

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$7.48M
6 %

10,964

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$5.75M
4 %

9,359

X
XLI

SELECT SECTOR SPDR TR

STATE STREET IND
81369Y704
$5.07M
4 %

32,683

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$5.02M
4 %

74,706

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.16M
3 %

66,552

X
XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
81369Y506
$3.54M
3 %

79,254

I
IWC

ISHARES TR

MICRO-CAP ETF
464288869
$2.95M
2 %

18,708

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