Counterweight Ventures, LLC has filed its latest 13F-HR report, revealing a total investment value exceeding $205 million as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and asset allocation across various sectors.

The report, filed on November 13, 2026, indicates that Counterweight Ventures has strategically positioned itself within a diversified portfolio, including notable investments in technology and healthcare sectors. This diversification may reflect broader market trends and investment strategies that other firms in the asset management industry could consider.

Background

Counterweight Ventures, LLC is a North Carolina-based investment firm, incorporated under the EIN 872698640. The firm primarily operates under the SEC Act of 1934 and has a fiscal year ending on December 31. The company has been active in filing various reports, including multiple 13F-HR reports throughout 2026, with the latest submission being the most comprehensive to date.

What the Filing Says

The filing states, "The report type is 13F HOLDINGS REPORT with a total value of $205,498,964." This figure reflects the firm’s holdings across various assets, indicating a well-rounded investment approach.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. By showcasing its investment strategy, Counterweight Ventures may influence how other firms position their portfolios in response to market conditions.

What's Next

The filing does not say what happens next.