# EDGAR Filing Document

**Accession Number:** 0002010185
**File Stem:** 0002010185-26-000001
**Filing Date:** 2026-2
**Character Count:** 12670
**Document Hash:** 7eb4a33f8b28740ce578a7e0daa991ea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010185-26-000001.hdr.sgml**: 20260205

**ACCESSION NUMBER**: 0002010185-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260205

**DATE AS OF CHANGE**: 20260205

**EFFECTIVENESS DATE**: 20260205

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Thayer Partners, LLC / MA
- **CENTRAL INDEX KEY:** 0002010185

**ORGANIZATION NAME:**
- **EIN:** 453965574
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26082
- **FILM NUMBER:** 26601026

**BUSINESS ADDRESS:**
- **STREET 1:** 8309 STENTON AVENUE
- **CITY:** WYNDMOOR
- **STATE:** PA
- **ZIP:** 19038
- **BUSINESS PHONE:** 617-275-5430

**MAIL ADDRESS:**
- **STREET 1:** 8309 STENTON AVENUE
- **CITY:** WYNDMOOR
- **STATE:** PA
- **ZIP:** 19038

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Thayer Partners LLC / MA<br>**Address:** 8309 STENTON AVENUE<br>WYNDMOOR, PA 19038

**Form 13F File Number:** 028-26082

**CRD Number (if applicable):** 000290734

**SEC File Number (if applicable):** 801-118392

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Andy Armstrong<br>**Title:** Chief Compliance Officer<br>**Phone:** 5138325385

**Signature, Place, and Date of Signing:**

Andy Armstrong  Cincinnati, OH  02-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $205632637

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| EATON VANCE FLTING RATE INC | COM | 278279104 |  | 2702319 | 239355 | SH |  | SOLE |  | 239355 | 0 | 0 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 |  | 2889867 | 201244 | SH |  | SOLE |  | 201244 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 5306622 | 92708 | SH |  | SOLE |  | 92708 | 0 | 0 |
| NEOS ETF TRUST | NASDAQ 100 HDGD | 78433H576 |  | 2974322 | 54773 | SH |  | SOLE |  | 54773 | 0 | 0 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 3721955 | 75055 | SH |  | SOLE |  | 75055 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 14403092 | 23446 | SH |  | SOLE |  | 23446 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 5687160 | 68668 | SH |  | SOLE |  | 68668 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 7052828 | 73345 | SH |  | SOLE |  | 73345 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 20556034 | 205807 | SH |  | SOLE |  | 205807 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 18879075 | 302210 | SH |  | SOLE |  | 302210 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4699606 | 87418 | SH |  | SOLE |  | 87418 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 37354164 | 59564 | SH |  | SOLE |  | 59564 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 272835 | 1108 | SH |  | SOLE |  | 1108 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4008609 | 19370 | SH |  | SOLE |  | 19370 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 933667 | 9254 | SH |  | SOLE |  | 9254 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2310508 | 10010 | SH |  | SOLE |  | 10010 | 0 | 0 |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | 746729854 |  | 877437 | 17332 | SH |  | SOLE |  | 17332 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 1015175 | 14174 | SH |  | SOLE |  | 14174 | 0 | 0 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 872887 | 13718 | SH |  | SOLE |  | 13718 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1974198 | 16321 | SH |  | SOLE |  | 16321 | 0 | 0 |
| GOLDMAN SACHS ETF TR | HEDGE IND ETF | 381430545 |  | 2977083 | 19219 | SH |  | SOLE |  | 19219 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 540562 | 3203 | SH |  | SOLE |  | 3203 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 614223 | 1906 | SH |  | SOLE |  | 1906 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 621186 | 911 | SH |  | SOLE |  | 911 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1576630 | 35263 | SH |  | SOLE |  | 35263 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2258779 | 10277 | SH |  | SOLE |  | 10277 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 608137 | 2095 | SH |  | SOLE |  | 2095 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 632455 | 2452 | SH |  | SOLE |  | 2452 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2694579 | 30120 | SH |  | SOLE |  | 30120 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1994946 | 2913 | SH |  | SOLE |  | 2913 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 757573 | 7197 | SH |  | SOLE |  | 7197 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 2603144 | 47529 | SH |  | SOLE |  | 47529 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1275465 | 2614 | SH |  | SOLE |  | 2614 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 247679 | 739 | SH |  | SOLE |  | 739 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 384746 | 1817 | SH |  | SOLE |  | 1817 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 704761 | 3690 | SH |  | SOLE |  | 3690 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 2225312 | 7224 | SH |  | SOLE |  | 7224 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 240323 | 2930 | SH |  | SOLE |  | 2930 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 1264947 | 1935 | SH |  | SOLE |  | 1935 | 0 | 0 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 2274531 | 29200 | SH |  | SOLE |  | 29200 | 0 | 0 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 284420 | 3409 | SH |  | SOLE |  | 3409 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 1101089 | 3457 | SH |  | SOLE |  | 3457 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2556051 | 13705 | SH |  | SOLE |  | 13705 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 211550 | 2130 | SH |  | SOLE |  | 2130 | 0 | 0 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 |  | 2851793 | 57196 | SH |  | SOLE |  | 57196 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1149082 | 8141 | SH |  | SOLE |  | 8141 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 309358 | 1223 | SH |  | SOLE |  | 1223 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 2464150 | 8561 | SH |  | SOLE |  | 8561 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 1267053 | 31402 | SH |  | SOLE |  | 31402 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 6257485 | 23017 | SH |  | SOLE |  | 23017 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 493100 | 981 | SH |  | SOLE |  | 981 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 664248 | 8623 | SH |  | SOLE |  | 8623 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 457597 | 1897 | SH |  | SOLE |  | 1897 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1115195 | 2306 | SH |  | SOLE |  | 2306 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 316058 | 2202 | SH |  | SOLE |  | 2202 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 388478 | 3415 | SH |  | SOLE |  | 3415 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 369321 | 1701 | SH |  | SOLE |  | 1701 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 551063 | 4846 | SH |  | SOLE |  | 4846 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 485098 | 1971 | SH |  | SOLE |  | 1971 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 393059 | 1720 | SH |  | SOLE |  | 1720 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 942941 | 1646 | SH |  | SOLE |  | 1646 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 848010 | 7047 | SH |  | SOLE |  | 7047 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 303936 | 1026 | SH |  | SOLE |  | 1026 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 788939 | 7081 | SH |  | SOLE |  | 7081 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 1164086 | 12016 | SH |  | SOLE |  | 12016 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 325844 | 2274 | SH |  | SOLE |  | 2274 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1574377 | 1791 | SH |  | SOLE |  | 1791 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1302550 | 3785 | SH |  | SOLE |  | 3785 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 353783 | 3567 | SH |  | SOLE |  | 3567 | 0 | 0 |
| AMPLIFY ETF TR | AMPLIFY BLUESTAR | 032108599 |  | 625289 | 10772 | SH |  | SOLE |  | 10772 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 520219 | 10518 | SH |  | SOLE |  | 10518 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 349928 | 2912 | SH |  | SOLE |  | 2912 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 669431 | 2398 | SH |  | SOLE |  | 2398 | 0 | 0 |
| T ROWE PRICE ETF INC | SMALL MID CAP | 87283Q826 |  | 948369 | 26417 | SH |  | SOLE |  | 26417 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 385791 | 1233 | SH |  | SOLE |  | 1233 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 200508 | 3646 | SH |  | SOLE |  | 3646 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 500386 | 466 | SH |  | SOLE |  | 466 | 0 | 0 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 |  | 1051396 | 10277 | SH |  | SOLE |  | 10277 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 481363 | 4031 | SH |  | SOLE |  | 4031 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 436040 | 1443 | SH |  | SOLE |  | 1443 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 251650 | 2458 | SH |  | SOLE |  | 2458 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 225579 | 342 | SH |  | SOLE |  | 342 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 643728 | 2051 | SH |  | SOLE |  | 2051 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 249520 | 1279 | SH |  | SOLE |  | 1279 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 390458 | 476 | SH |  | SOLE |  | 476 | 0 | 0 |
| T ROWE PRICE ETF INC | INTERNATIONAL EQ | 87283Q834 |  | 338940 | 9824 | SH |  | SOLE |  | 9824 | 0 | 0 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 |  | 368622 | 927 | SH |  | SOLE |  | 927 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 343917 | 6054 | SH |  | SOLE |  | 6054 | 0 | 0 |
| IMMUNEERING CORP | CLASS A COM | 45254E107 |  | 72380 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 299988 | 3900 | SH |  | SOLE |  | 3900 | 0 | 0 |

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