StoryOne LLC

13F filer, CIK 2079652, OVERLAND PARK, KS

StoryOne LLC reported $177,378,287 across 73 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 73.03% of the portfolio.

Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0002079652-26-000002

Period: 2026-03-31
Reported value: $177M
Holdings: 73
Top 10 weight: 73.03%
New: 8
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
RIVIAN AUTOMOTIVE INCnew	+143,700	$838K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYexited	0	-$224K
COFexited	0	-$202K
BLKexited	0	-$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002079652-26-000002, largest first. % of portfolio is the value over $177,378,287, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
QQQINVESCO QQQ TR	0	$34M	19.16%	0	Amount filed as zero, left out of ratios.	Timeline
VOOVANGUARD INDEX FDS	0	$26.4M	14.89%	0	Amount filed as zero, left out of ratios.	Timeline
IWPISHARES TR	0	$15.2M	8.58%	0	Amount filed as zero, left out of ratios.	Timeline
DIASTATE STR SPDR DOW JONES IND	0	$14.1M	7.96%	0	Amount filed as zero, left out of ratios.	Timeline
AGGISHARES TR	0	$9.34M	5.27%	0	Amount filed as zero, left out of ratios.	Timeline
USTBVICTORY PORTFOLIOS II	0	$9.12M	5.14%	0	Amount filed as zero, left out of ratios.	Timeline
IJTISHARES TR	0	$6.71M	3.78%	0	Amount filed as zero, left out of ratios.	Timeline
NVDANVIDIA CORPORATION	0	$5.64M	3.18%	0	Amount filed as zero, left out of ratios.	Timeline
AAPLAPPLE INC	0	$5.06M	2.85%	0	Amount filed as zero, left out of ratios.	Timeline
MSFTMICROSOFT CORP	0	$3.93M	2.21%	0	Amount filed as zero, left out of ratios.	Timeline
IWBISHARES TR	0	$3.29M	1.85%	0	Amount filed as zero, left out of ratios.	Timeline
GOOGLALPHABET INC	0	$3.09M	1.74%	0	Amount filed as zero, left out of ratios.	Timeline
VEAVANGUARD TAX-MANAGED FDS	0	$2.67M	1.5%	0	Amount filed as zero, left out of ratios.	Timeline
METAMETA PLATFORMS INC	0	$2.6M	1.46%	0	Amount filed as zero, left out of ratios.	Timeline
GLDSPDR GOLD TR	0	$2.28M	1.29%	0	Amount filed as zero, left out of ratios.	Timeline
FYCFIRST TR EXCHANGE-TRADED ALP	0	$2.25M	1.27%	0	Amount filed as zero, left out of ratios.	Timeline
AMDADVANCED MICRO DEVICES INC	0	$2.13M	1.2%	0	Amount filed as zero, left out of ratios.	Timeline
AMZNAMAZON COM INC	0	$1.89M	1.07%	0	Amount filed as zero, left out of ratios.	Timeline
AVGOBROADCOM INC	0	$1.82M	1.02%	0	Amount filed as zero, left out of ratios.	Timeline
EFAISHARES TR	0	$1.75M	0.99%	0	Amount filed as zero, left out of ratios.	Timeline
GOOGALPHABET INC	0	$1.65M	0.93%	0	Amount filed as zero, left out of ratios.	Timeline
TSLATESLA INC	0	$1.09M	0.62%	0	Amount filed as zero, left out of ratios.	Timeline
XOMEXXON MOBIL CORP	0	$964K	0.54%	0	Amount filed as zero, left out of ratios.	Timeline
ORCLORACLE CORP	0	$902K	0.51%	0	Amount filed as zero, left out of ratios.	Timeline
RIVIAN AUTOMOTIVE INCRIVIAN AUTOMOTIVE INC	143,700	$838K	0.47%	new
MGCVANGUARD WORLD FD	0	$799K	0.45%	0	Amount filed as zero, left out of ratios.	Timeline
JPMJPMORGAN CHASE & CO	0	$727K	0.41%	0	Amount filed as zero, left out of ratios.	Timeline
VUGVANGUARD INDEX FDS	0	$725K	0.41%	0	Amount filed as zero, left out of ratios.	Timeline
SCHFSCHWAB STRATEGIC TR	0	$700K	0.39%	0	Amount filed as zero, left out of ratios.	Timeline
JNJJOHNSON & JOHNSON	0	$674K	0.38%	0	Amount filed as zero, left out of ratios.	Timeline
WMTWALMART INC	0	$672K	0.38%	0	Amount filed as zero, left out of ratios.	Timeline
IVVISHARES TR	0	$661K	0.37%	0	Amount filed as zero, left out of ratios.	Timeline
VTIVANGUARD INDEX FDS	0	$654K	0.37%	0	Amount filed as zero, left out of ratios.	Timeline
LLYELI LILLY & CO	0	$633K	0.36%	0	Amount filed as zero, left out of ratios.	Timeline
SOXXISHARES TR	0	$599K	0.34%	0	Amount filed as zero, left out of ratios.	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	0	$571K	0.32%	0	Amount filed as zero, left out of ratios.	Timeline
GEVGE VERNOVA INC	0	$537K	0.3%	0	Amount filed as zero, left out of ratios.	Timeline
VVISA INC	0	$478K	0.27%	0	Amount filed as zero, left out of ratios.	Timeline
CSCOCISCO SYS INC	0	$466K	0.26%	0	Amount filed as zero, left out of ratios.	Timeline
IEIISHARES TR	0	$438K	0.25%	0	Amount filed as zero, left out of ratios.	Timeline
PSBDPALMER SQUARE CAPITAL BDC IN	0	$423K	0.24%	0	Amount filed as zero, left out of ratios.	Timeline
NEENEXTERA ENERGY INC	0	$412K	0.23%	0	Amount filed as zero, left out of ratios.	Timeline
CVXCHEVRON CORPORATION	0	$404K	0.23%	0	Amount filed as zero, left out of ratios.	Timeline
ABBVABBVIE INC	0	$375K	0.21%	0	Amount filed as zero, left out of ratios.	Timeline
GEGE AEROSPACE	0	$370K	0.21%	0	Amount filed as zero, left out of ratios.	Timeline
MUMICRON TECHNOLOGY INC	0	$336K	0.19%	0	Amount filed as zero, left out of ratios.	Timeline
SCHBSCHWAB STRATEGIC TR	0	$326K	0.18%	new	Amount filed as zero, left out of ratios.	Timeline
PGPROCTER & GAMBLE CO	0	$322K	0.18%	0	Amount filed as zero, left out of ratios.	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	0	$319K	0.18%	0	Amount filed as zero, left out of ratios.	Timeline
CATCATERPILLAR INC	0	$314K	0.18%	0	Amount filed as zero, left out of ratios.	Timeline
WFCWELLS FARGO & CO	0	$313K	0.18%	0	Amount filed as zero, left out of ratios.	Timeline
LRCXLAM RESEARCH CORP	0	$301K	0.17%	0	Amount filed as zero, left out of ratios.	Timeline
COSTCOSTCO WHOLESALE CORPORATION	0	$293K	0.17%	0	Amount filed as zero, left out of ratios.	Timeline
PLTRPALANTIR TECHNOLOGIES INC	0	$285K	0.16%	0	Amount filed as zero, left out of ratios.	Timeline
GWXSPDR INDEX SHS FDS	0	$277K	0.16%	0	Amount filed as zero, left out of ratios.	Timeline
NFLXNETFLIX INC.	0	$270K	0.15%	0	Amount filed as zero, left out of ratios.	Timeline
GSGOLDMAN SACHS GROUP INC	0	$262K	0.15%	0	Amount filed as zero, left out of ratios.	Timeline
AMATAPPLIED MATLS INC	0	$261K	0.15%	new	Amount filed as zero, left out of ratios.	Timeline
HDHOME DEPOT INC	0	$261K	0.15%	0	Amount filed as zero, left out of ratios.	Timeline
APHAMPHENOL CORP	0	$261K	0.15%	0	Amount filed as zero, left out of ratios.	Timeline
KOCOCA COLA CO	0	$248K	0.14%	new	Amount filed as zero, left out of ratios.	Timeline
PEPPEPSICO INC	0	$245K	0.14%	0	Amount filed as zero, left out of ratios.	Timeline
VONGVANGUARD SCOTTSDALE FDS	0	$242K	0.14%	0	Amount filed as zero, left out of ratios.	Timeline
MAMASTERCARD INCORPORATED	0	$230K	0.13%	0	Amount filed as zero, left out of ratios.	Timeline
HONHONEYWELL INTL INC	0	$229K	0.13%	new	Amount filed as zero, left out of ratios.	Timeline
TJXTJX COS INC NEW	0	$227K	0.13%	new	Amount filed as zero, left out of ratios.	Timeline
WELLWELLTOWER INC	0	$226K	0.13%	0	Amount filed as zero, left out of ratios.	Timeline
MSMORGAN STANLEY	0	$218K	0.12%	0	Amount filed as zero, left out of ratios.	Timeline
VZVERIZON COMMUNICATIONS INC	0	$216K	0.12%	new	Amount filed as zero, left out of ratios.	Timeline
BNDVANGUARD BD INDEX FDS	0	$214K	0.12%	0	Amount filed as zero, left out of ratios.	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	0	$212K	0.12%	0	Amount filed as zero, left out of ratios.	Timeline
LINLINDE PLC	0	$208K	0.12%	new	Amount filed as zero, left out of ratios.	Timeline
BACBANK OF AMER CORP	0	$206K	0.12%	0	Amount filed as zero, left out of ratios.	Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Value before	Type
SPYSTATE STR SPDR S&P 500 ETF T	$224K	shares
COFCAPITAL ONE FINL CORP	$202K	shares
BLKBLACKROCK INC	$201K	shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002079652-26-000002	base		2026-04-22	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC