IEQ CAPITAL, LLC

RIA/Wealth

IEQ CAPITAL, LLC is a RIA/Wealth based in Foster City, CA led by Chad Louis Boeding, reporting $35.4B in AUM as of Q3 2025 with 58% Technology concentration, 56% concentrated in top 10 holdings, 34% allocation to APP, and 58% technology allocation.

Managing PartnerChad Louis Boeding

Portfolio Value: $33.0B
Positions: 1,824
Top Holding: APP at 34.4%
Last Reported: Q3 2025

Address950 Tower Lane, Suite 1800, Foster City, CA, 94404, United States

Top Holdings

Largest long holdings in IEQ CAPITAL, LLC's portfolio (55.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Applovin Corporation APP	Software - Application Technology	$11.3B	34.40%	+$11.3B Bought	4.67% 15.8M shares	Q4 2022 Held for 2y 11m
2 Roblox RBLX	Electronic Gaming & Multimedia Technology	$2.4B	7.34%	-$181.2M Sold	2.52% 17.5M shares	Q1 2021 Held for 4y 8m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$839.4M	2.55%	+$112.9M Bought	0.05% 1.1M shares	Q4 2019 Held for 5y 11m
4 Nvidia NVDA	Semiconductors Technology	$808.3M	2.45%	+$114.3M Bought	0.02% 4.3M shares	Q4 2019 Held for 5y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$725.6M	2.20%	+$247.9M Bought	— 1.1M shares	Q4 2019 Held for 5y 11m
6 Apple AAPL	Consumer Electronics Technology	$649.3M	1.97%	+$65.0M Bought	0.02% 2.5M shares	Q4 2019 Held for 5y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$555.5M	1.69%	+$95.8M Bought	0.01% 1.1M shares	Q4 2019 Held for 5y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$377.9M	1.15%	+$48.9M Bought	0.02% 1.7M shares	Q4 2019 Held for 5y 11m
9 Vanguard Total Stock Market VTI	ETF ETF	$357.2M	1.08%	+$115.6M Bought	— 1.1M shares	Q4 2019 Held for 5y 11m
10 CrowdStrike Holdings, Inc. CRWD	Software - Infrastructure Technology	$307.3M	0.93%	+$45.4M Bought	0.25% 626.7K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in IEQ CAPITAL, LLC's latest filing

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Market Value

$33.0B

Prior: $16.3B

Q/Q Change

+101.58%

+$16.6B

Net Flows % of MV

+44.5%

Turnover Ratio

25.59%

New Purchases

200 stocks

$146.4M

Added To

1,039 stocks

+$15.6B

Sold Out Of

276 stocks

$243.2M

Reduced Holdings

423 stocks

-$798.2M

Increased Positions

Position	Shares Δ	Change
1 Chewy CHWY	New	0 → 511.0K +$20.7M
2 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	New	0 → 79.7K +$6.4M
3 PSKY Paramount Skydance Corporation Class B Common Stock PSKY	New	0 → 322.5K +$6.1M
4 Ciena CIEN	New	0 → 39.0K +$5.7M
5 Liberty Global LBTYA	New	0 → 380.4K +$4.4M

Decreased Positions

Position	Shares Δ	Change
1 Pacific Premier Bancorp PPBI	Sold	521.7K → 0 −$11.0M
2 FMC Corporation FMC	Sold	257.4K → 0 −$10.7M
3 Hilton Worldwide HLT	Sold	33.2K → 0 −$8.8M
4 Bruker BRKR	Sold	200.3K → 0 −$8.3M
5 BJ's Wholesale Club Holdings, Inc. BJ	Sold	72.9K → 0 −$7.9M

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Analytics

Portfolio insights and performance metrics for IEQ CAPITAL, LLC

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Sector Allocation

Technology

57.90%

ETF

12.40%

Financial Services

5.50%

Communication Services

5.40%

Consumer Cyclical

5.00%

Healthcare

3.90%

Industrials

3.70%

Consumer Defensive

1.40%

Energy

1.20%

Real Estate

0.80%

Basic Materials

0.70%

Utilities

0.60%

Market Cap Distribution

Mega Cap (> $200B)

53.18%

Large Cap ($10B - $200B)

27.49%

Mid Cap ($2B - $10B)

4.12%

Small Cap ($300M - $2B)

1.30%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.27%

N/A (ETF or Unknown)

13.60%

Portfolio Concentration

Top 10 Holdings %

55.77%

Top 20 Holdings %

63.45%

Top 50 Holdings %

72.24%

Top 100 Holdings %

79.32%