Caitlin John, LLC
RIA/Wealth
Caitlin John, LLC is a RIA/Wealth based in Brighton, MI led by Ronald John Briggs, reporting $183.4M in AUM as of Q3 2025 with 45% ETF concentration.
OwnerRonald John Briggs
- Portfolio Value
- $143.4M
- Positions
- 857
- Top Holding
- BIL at 4.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Caitlin John, LLC's portfolio (23.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.4M | 4.48% | +$866.9K Bought | — 70.1K shares | |
ETF ETF | $4.7M | 3.29% | -$43.0K Sold | — 47.5K shares | |
ETF ETF | $3.8M | 2.68% | -$37.3K Sold | — 12.5K shares | |
ETF ETF | $3.8M | 2.62% | +$218.5K Bought | — 5.7K shares | |
ETF ETF | $3.2M | 2.25% | +$214.3K Bought | — 9.8K shares | |
ETF ETF | $2.5M | 1.74% | +$196.9K Bought | — 4.2K shares | |
ETF ETF | $2.4M | 1.69% | +$22.8K Bought | — 56.7K shares | |
ETF ETF | $2.4M | 1.67% | -$114.2K Sold | — 88.9K shares | |
ETF ETF | $2.3M | 1.60% | +$84.6K Bought | — 32.2K shares | |
Semiconductors Technology | $2.2M | 1.53% | -$1.9K Sold | 0.00% 11.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Caitlin John, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-86.99% | |
-65.0% |
Analytics
Portfolio insights and performance metrics for Caitlin John, LLC
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