Zeit Capital LLC

Portfolio Overview

Zeit Capital LLC disclosed 52 positions worth $149.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 25 new positions and exited 0 — including a new stake in $LLY. The portfolio is most concentrated in Other (86.6% of disclosed assets). All figures are sourced directly from Zeit Capital LLC’s Form 13F-HR filing with the SEC under CIK 1808163.

• VANGUARD WORLD FD

  —

  Quality

  $27.4M188,930 sh

• VANGUARD WORLD FD

  —

  Quality

  $20.3M55,241 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $15.7M190,260 sh

• VANGUARD BD INDEX FDS

  —

  Quality

  $11.7M159,520 sh
• 

  Meta Platforms, Inc.

  $META

  80.9

  Quality

  $10.6M135,662 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $8.2M84,279 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $8.1M150,533 sh

• VANGUARD INDEX FDS

  —

  Quality

  $6.4M34,786 sh

• VANGUARD INDEX FDS

  —

  Quality

  $5.7M22,339 sh
• 

  SPDR GOLD TRUST

  $GLD

  —

  Quality

  $5.5M12,758 sh

Company	Quality	Value	Shares
VANGUARD WORLD FD	—	$27.4M	188,930
VANGUARD WORLD FD	—	$20.3M	55,241
VANGUARD INTL EQUITY INDEX F	—	$15.7M	190,260
VANGUARD BD INDEX FDS	—	$11.7M	159,520
Meta Platforms, Inc.$META	80.9	$10.6M	135,662
VANGUARD INTL EQUITY INDEX F	—	$8.2M	84,279
VANGUARD INTL EQUITY INDEX F	—	$8.1M	150,533
VANGUARD INDEX FDS	—	$6.4M	34,786
VANGUARD INDEX FDS	—	$5.7M	22,339
SPDR GOLD TRUST$GLD	—	$5.5M	12,758

Showing top 10 of 52 holdings.

Full Holdings — Zeit Capital LLC (Q1 2026)

All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD WORLD FD	$27.4M	18.3%	-1%	—
2	—	VANGUARD WORLD FD	$20.3M	13.6%	-2%	—
3	—	VANGUARD INTL EQUITY INDEX F	$15.7M	10.5%	-6%	—
4	—	VANGUARD BD INDEX FDS	$11.7M	7.9%	+12%	—
5	$META	Meta Platforms, Inc.	$10.6M	7.1%	+11%	80.9
6	—	VANGUARD INTL EQUITY INDEX F	$8.2M	5.5%	-6%	—
7	—	VANGUARD INTL EQUITY INDEX F	$8.1M	5.5%	-2%	—
8	—	VANGUARD INDEX FDS	$6.4M	4.3%	-1%	—
9	—	VANGUARD INDEX FDS	$5.7M	3.9%	+2%	—
10	$GLD	SPDR GOLD TRUST	$5.5M	3.7%	-19%	—
11	—	VANGUARD INDEX FDS	$5.3M	3.6%	+1%	—
12	—	VANGUARD INDEX FDS	$5.0M	3.4%	+1%	—
13	—	VANGUARD INDEX FDS	$4.7M	3.2%	+15%	—
14	—	VANGUARD CHARLOTTE FDS	$4.7M	3.1%	+21%	—
15	—	ISHARES TR	$2.9M	1.9%	-2%	—
16	—	VANGUARD MALVERN FDS	$2.1M	1.4%	+1%	—
17	$MSFT	MICROSOFT CORP	$1.2M	0.8%	-6%	83.7
18	$LLY	ELI LILLY & Co	$551,862	0.4%	NEW	89.3
19	$BMY	BRISTOL MYERS SQUIBB CO	$412,281	0.3%	NEW	70.1
20	$TSLA	Tesla, Inc.	$410,040	0.3%	+3%	50.1
21	—	VANGUARD INDEX FDS	$270,122	0.2%	-6%	—
22	—	ISHARES TR	$254,481	0.2%	+0%	—
23	$AAPL	Apple Inc.	$230,949	0.1%	NEW	76.1
24	$NVDA	NVIDIA CORP	$156,960	0.1%	+0%	90.2
25	—	AMERICA MOVIL	$133,617	0.1%	NEW	—
26	—	VANGUARD INTL EQUITY INDEX F	$110,998	0.1%	-4%	—
27	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$109,076	0.1%	NEW	66.7
28	$AMAT	APPLIED MATERIALS INC /DE	$102,537	0.1%	NEW	74.8
29	—	ISHARES	$102,050	0.1%	NEW	—
30	$AVGO	Broadcom Inc.	$87,901	0.1%	-24%	86.4
31	$MMM	3M CO	$87,138	0.1%	NEW	60.7
32	$PG	PROCTER & GAMBLE Co	$86,664	0.1%	NEW	72.9
33	$PEP	PEPSICO INC	$77,645	0.1%	NEW	62.7
34	$PLTR	Palantir Technologies Inc.	$73,140	0.1%	+0%	85.8
35	$INTC	INTEL CORP	$63,989	0.0%	NEW	41.5
36	—	VANGUARD INDEX FDS	$63,938	0.0%	+5%	—
37	$T	AT&T INC.	$54,327	0.0%	NEW	71.9
38	—	ISHARES	$45,725	0.0%	NEW	—
39	$HD	HOME DEPOT, INC.	$24,338	0.0%	NEW	69.2
40	$AMGN	AMGEN INC	$21,815	0.0%	NEW	79.5
41	$PI	IMPINJ INC	$20,540	0.0%	NEW	35.3
42	$CSCO	CISCO SYSTEMS, INC.	$19,398	0.0%	NEW	72.3
43	$COHU	COHU INC	$15,310	0.0%	NEW	25.2
44	$ABT	ABBOTT LABORATORIES	$11,910	0.0%	NEW	67
45	$SOLV	Solventum Corp	$9,795	0.0%	NEW	55.7
46	$PBI	PITNEY BOWES INC /DE/	$8,840	0.0%	NEW	54.4
47	—	VANGUARD INDEX FDS	$8,119	0.0%	+0%	—
48	$FBIN	Fortune Brands Innovations, Inc.	$7,794	0.0%	NEW	48.7
49	$CI	Cigna Group	$4,802	0.0%	NEW	66.8
50	—	VANGUARD TAX-MANAGED FDS	$4,422	0.0%	+8%	—
51	$MBC	MasterBrand, Inc.	$1,662	0.0%	NEW	41.5
52	$KD	Kyndryl Holdings, Inc.	$1,181	0.0%	NEW	46