Malaga Cove Capital, LLC
RIA/Wealth
Malaga Cove Capital, LLC is a RIA/Wealth based in Palos Verdes Estates, CA led by Mark Wade Choate, reporting $278.5M in AUM as of Q3 2025 with BIL as the largest holding (4% allocation).
CEOMark Wade Choate
- Portfolio Value
- $275.6M
- Positions
- 169
- Top Holding
- BIL at 4.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Malaga Cove Capital, LLC's portfolio (28.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.5M | 4.17% | -$550.3K Sold | — 125.2K shares | |
Specialty Retail Consumer Cyclical | $10.4M | 3.77% | +$201.1K Bought | 0.00% 47.3K shares | |
Semiconductors Technology | $8.9M | 3.22% | -$25.4K Sold | 0.04% 179.9K shares | |
Banks - Diversified Financial Services | $7.7M | 2.78% | -$60.2K Sold | 0.00% 24.3K shares | |
ETF ETF | $7.6M | 2.77% | +$1.6M Bought | — 75.7K shares | |
Internet Content & Information Communication Services | $7.0M | 2.53% | +$7.0K Bought | 0.00% 10.0K shares | |
Agricultural - Machinery Industrials | $6.8M | 2.47% | -$26.7K Sold | 0.00% 14.3K shares | |
Engineering & Construction Industrials | $6.4M | 2.33% | -$44.8K Sold | 0.01% 15.5K shares | |
Auto - Manufacturers Consumer Cyclical | $6.0M | 2.19% | -$150.3K Sold | 0.00% 13.6K shares | |
Internet Content & Information Communication Services | $5.2M | 1.89% | -$23.5K Sold | 0.00% 7.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Malaga Cove Capital, LLC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Malaga Cove Capital, LLC
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