Interchange Capital Partners, LLC 13F Holdings

CIK 0001845998 · Pittsburgh, PA

As of Sep 30, 2025, Interchange Capital Partners, LLC reported 365 positions worth $464.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFJMST—752,356$38.4M8.27%
SEMLER SCIENTIFIC INCSMLRHealthcare1,267,925$38.0M8.19%
APPLE INCAAPLTechnology82,756$21.1M4.54%
JANUS HENDERSON AAA CLO ETFJAAA—382,060 9.4M4.18%
MICROSOFT CORPMSFTTechnology32,454 6.8M3.62%
ISHARES MSCI INTL QUALITY FACTOR ETFIQLT—313,129 3.8M2.98%
NVIDIA CORPNVDATechnology56,425 0.5M2.27%
VANGUARD VALUE INDEX FUNDVTV—47,322$8.8M1.90%
ISHARES CORE MSCI EAFE ETFIEFA—97,189$8.5M1.83%
JPMORGAN ULTRA-SHORT INCOMEJPST—154,324$7.8M1.68%
ISHARES CORE S&P 500 ETFIVV—11,489$7.7M1.66%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—111,614$7.4M1.58%
AMAZON.COM INCAMZNEquity31,689$7.0M1.50%
VANGUARD TAX-MANAGED FUNDSVEA—111,150$6.7M1.43%
ALPHABET INCGOOGLEquity26,041$6.3M1.36%
META PLATFORMS INCMETACommunication Services8,538$6.3M1.35%
TESLA INCTSLAConsumer Cyclical13,867$6.2M1.33%
JPMORGAN CHASE & COJPMFinancial Services16,414$5.2M1.11%
ISHARES MSCI USA VALUE FACTOR ETFVLUE—38,854$4.9M1.05%
ISHARES GOLD TRUSTIAU—64,149$4.7M1.01%
ALPHABET INCGOOGEquity18,868$4.6M0.99%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—22,389$4.4M0.94%
BROADCOM INCAVGOTechnology12,055$4.0M0.86%
ABBVIE INCABBVEquity16,080$3.7M0.80%
MEDICUS PHARMA LTDMDCXHealthcare1,586,871$3.7M0.79%