1y return+16.3%S&P 500 +20.9%
3y return+47.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $149 against $195 in the S&P 500.2
Trustees of Dartmouth CollegeS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QLTYGmo Etf Trust | $160.1M | 47.9% | +251.1% |
| VGKVanguard Intl Equity Index F | $52.3M | 15.6% | |
| VTHRVanguard Scottsdale Fds | $32.5M | 9.7% | New |
| VTVVanguard Index Fds | $32.0M | 9.6% | −19.4% |
| IEMGIshares Inc | $23.6M | 7.1% | −43.2% |
| SPSMSpdr Series Trust | $20.2M | 6.0% | New |
| IBITIshares Bitcoin Trust Etf | $6.7M | 2.0% | |
| BSOLBitwise Solana Staking Etf | $3.1M | 0.9% | |
| ETHGrayscale Ethereum Staking | $2.7M | 0.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $1.1M | 0.3% | |
| XLKSelect Sector Spdr Tr | $394K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VTVVanguard Index Fds | December 31, 2022 | +55.3% | $32.0M |
| XLKSelect Sector Spdr Tr | June 30, 2025 | +50.5% | $394K |
| IEMGIshares Inc | June 30, 2025 | +38.0% | $23.6M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2022 | +24.0% | $1.1M |
| QLTYGmo Etf Trust | September 30, 2025 | +15.0% | $160.1M |
| VGKVanguard Intl Equity Index F | March 31, 2026 | +7.4% | $52.3M |
| BSOLBitwise Solana Staking Etf | March 31, 2026 | −9.4% | $3.1M |
| IBITIshares Bitcoin Trust Etf | December 31, 2025 | −33.0% | $6.7M |
| ETHGrayscale Ethereum Staking | December 31, 2025 | −46.4% | $2.7M |
Sold off last quarter
- SPYState Str Spdr S&p 500 Etf T was $57.7M
- IJRIshares Tr was $16.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | −1.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Trustees of Dartmouth College Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1599404&type=13F-HR&dateb=&owner=include&count=40CIK 1599404
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1599404/000159940426000005/Filed August 13, 2026 · accession 0001599404-26-000005