Portfolio Design Labs, LLC has filed its latest 13F-HR report, revealing a total of $622 million in assets under management as of September 30, 2026. This filing is significant as it demonstrates the firm’s ongoing growth and investment strategy within the asset management industry.

The report indicates that Portfolio Design Labs maintains a diverse portfolio, with substantial investments in major companies across various sectors. This strategic positioning reflects the firm’s adaptive approach to market conditions and investment opportunities.

Background

Portfolio Design Labs, LLC is an asset management firm incorporated in Delaware. The firm focuses on managing investments for its clients, utilizing a range of strategies to optimize returns. The latest filing, dated November 4, 2026, is part of a series of reports that the firm has submitted, including previous 13F-HR filings throughout 2026. The firm’s address is 15760 Ventura Blvd, Suite 1700, Encino, CA 91436.

What the Filing Says

The 13F-HR filing reveals that Portfolio Design Labs has a total of 227 holdings, with a reported value of $622,113,340. The firm’s investment discretion is noted as “SOLE,” indicating that it has full control over the investment decisions related to these assets. Jason Thomas, the Managing Member, signed the filing.

Impact

This update may affect various stakeholders, including clients of Portfolio Design Labs who rely on the firm’s investment strategies for their financial growth. Additionally, competitors in the asset management industry will be closely monitoring these developments, as the firm’s continued growth could influence market dynamics.

What’s Next

The filing does not say what happens next.