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Manager record

Asset Dedication, LLC

San Francisco, CA · CIK 1475896 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.59BReported 13F valueQ2 2026 · as filed
1,243Holdings listed
+11.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.4B$1.4BQ2 20251,181 holdingsQ3 2025: $1.5B$1.5BQ3 20251,142 holdingsQ4 2025: $1.5B$1.5BQ4 20251,126 holdingsQ1 2026: $1.4B$1.4BQ1 20261,114 holdingsQ2 2026: $1.6B$1.6BQ2 20261,243 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 30 2026 13F-HR · period Q2 2026

$1.59B · 1,243 holdings listed · View original SEC filing ↗
May 29 2026 13F-HR · period Q1 2026

$1.43B · 1,114 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$1.52B · 1,126 holdings listed · View original SEC filing ↗
Nov 20 2025 13F-HR · period Q3 2025

$1.49B · 1,142 holdings listed · View original SEC filing ↗
Aug 19 2025 13F-HR · period Q2 2025

$1.38B · 1,181 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 30, 2026 · Change methodology