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Intellectus Partners, LLC
RIA/Wealth
Intellectus Partners, LLC is a RIA/Wealth based in San Francisco, CA led by David Joseph Laplaca, reporting $1.3B in AUM as of Q3 2025 with TSLA as the largest holding (6% allocation).
Managing PartnerDavid Joseph Laplaca
- Portfolio Value
- $502.6M
- Positions
- 277
- Top Holding
- TSLA at 6.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Intellectus Partners, LLC's portfolio (29% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $30.6M | 6.08% | -$224.6K Sold | 0.00% 68.8K shares | |
Specialty Retail Consumer Cyclical | $21.7M | 4.33% | -$695.4K Sold | 0.00% 99.1K shares | |
Internet Content & Information Communication Services | $17.7M | 3.52% | -$281.1K Sold | 0.00% 72.6K shares | |
Internet Content & Information Communication Services | $14.0M | 2.80% | +$705.0K Bought | 0.00% 19.1K shares | |
Semiconductors Technology | $13.1M | 2.60% | +$236.2K Bought | 0.00% 70.0K shares | |
Semiconductors Technology | $10.8M | 2.14% | -$1.0M Sold | 0.01% 64.4K shares | |
Software - Infrastructure Technology | $10.6M | 2.10% | -$807.2K Sold | 0.00% 58.0K shares | |
Software - Infrastructure Technology | $10.2M | 2.02% | -$15.5K Sold | 0.00% 19.6K shares | |
ETF ETF | $10.0M | 2.00% | -$177.0K Sold | — 621.7K shares | |
Uranium Energy | $7.3M | 1.45% | -$629.8K Sold | 0.02% 87.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Intellectus Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Intellectus Partners, LLC
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