MLP3, LLC has filed its Form 13F-HR report, disclosing the firm's equity securities portfolio as of the close of business on June 30, 2026. The filing lists the firm's principal business address as 650 New Road, Suite B, in Linwood, New Jersey.
The report identifies Rachel Housel, the Chief Compliance Officer, as the authorized signatory for the document. The filing was submitted on October 16, 2026.
The portfolio consists of a mix of individual equities and exchange-traded funds (ETFs). Notable individual stock holdings include Apple Inc., with 9,466 shares; Berkshire Hathaway Inc. Class B, with 29,685 shares; and ProShares Trust S&P 500 Dividend Aristocrats, with 53,541 shares.
The filing also lists significant positions in various ETFs, including iShares Core S&P 500 ETF (38,698 shares), iShares Core S&P Mid-Cap ETF (10,610 shares), and SPDR Series Trust S&P 500 ETF (67,644 shares).
