# EDGAR Filing Document

**Accession Number:** 0002010185
**File Stem:** 0001765380-26-000164
**Filing Date:** 2026-5
**Character Count:** 13052
**Document Hash:** cdfc589ba1ef6f733e1b401af6cd3f27
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000164.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0001765380-26-000164

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**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:** 26942250

**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:** 03-31-2026

**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  05-05-2026<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:** 94

**Form 13F Information Table Value Total:** $210052396

      (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 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 37403679 | 62595 | SH |  | SOLE |  | 0 | 0 | 62595 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 21124736 | 212801 | SH |  | SOLE |  | 0 | 0 | 212801 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 20265727 | 316257 | SH |  | SOLE |  | 0 | 0 | 316257 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 13757989 | 23837 | SH |  | SOLE |  | 0 | 0 | 23837 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 7237041 | 75828 | SH |  | SOLE |  | 0 | 0 | 75828 |
| APPLE INC | COM | 037833100 |  | 5953989 | 23460 | SH |  | SOLE |  | 0 | 0 | 23460 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 5832923 | 70640 | SH |  | SOLE |  | 0 | 0 | 70640 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 5577016 | 98395 | SH |  | SOLE |  | 0 | 0 | 98395 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5018503 | 92849 | SH |  | SOLE |  | 0 | 0 | 92849 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4731250 | 19355 | SH |  | SOLE |  | 0 | 0 | 19355 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 3744849 | 75654 | SH |  | SOLE |  | 0 | 0 | 75654 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2906691 | 32107 | SH |  | SOLE |  | 0 | 0 | 32107 |
| NEOS ETF TRUST | NASDAQ 100 HDGD | 78433H576 |  | 2893824 | 56465 | SH |  | SOLE |  | 0 | 0 | 56465 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 |  | 2808272 | 205433 | SH |  | SOLE |  | 0 | 0 | 205433 |
| GOLDMAN SACHS ETF TR | HEDGE IND ETF | 381430545 |  | 2782591 | 19094 | SH |  | SOLE |  | 0 | 0 | 19094 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2619377 | 15019 | SH |  | SOLE |  | 0 | 0 | 15019 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 2589676 | 33467 | SH |  | SOLE |  | 0 | 0 | 33467 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 |  | 2539334 | 57477 | SH |  | SOLE |  | 0 | 0 | 57477 |
| EATON VANCE FLOATING RATE IN | COM | 278279104 |  | 2502297 | 233206 | SH |  | SOLE |  | 0 | 0 | 233206 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 2402667 | 8823 | SH |  | SOLE |  | 0 | 0 | 8823 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 2386436 | 48338 | SH |  | SOLE |  | 0 | 0 | 48338 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2243139 | 10430 | SH |  | SOLE |  | 0 | 0 | 10430 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 2171301 | 35444 | SH |  | SOLE |  | 0 | 0 | 35444 |
| AMAZON COM INC | COM | 023135106 |  | 2117273 | 10166 | SH |  | SOLE |  | 0 | 0 | 10166 |
| GE AEROSPACE | COM NEW | 369604301 |  | 2078126 | 7323 | SH |  | SOLE |  | 0 | 0 | 7323 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1971070 | 3018 | SH |  | SOLE |  | 0 | 0 | 3018 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1848527 | 16465 | SH |  | SOLE |  | 0 | 0 | 16465 |
| GE VERNOVA INC | COM | 36828A101 |  | 1707031 | 1956 | SH |  | SOLE |  | 0 | 0 | 1956 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1535472 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 1352477 | 33125 | SH |  | SOLE |  | 0 | 0 | 33125 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1273122 | 8408 | SH |  | SOLE |  | 0 | 0 | 8408 |
| HOME DEPOT INC | COM | 437076102 |  | 1260601 | 3833 | SH |  | SOLE |  | 0 | 0 | 3833 |
| EATON CORP PLC | SHS | G29183103 |  | 1251130 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 1209381 | 12019 | SH |  | SOLE |  | 0 | 0 | 12019 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1208071 | 7121 | SH |  | SOLE |  | 0 | 0 | 7121 |
| T ROWE PRICE ETF INC | SMALL MID CAP | 87283Q826 |  | 1196907 | 32640 | SH |  | SOLE |  | 0 | 0 | 32640 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1143199 | 2617 | SH |  | SOLE |  | 0 | 0 | 2617 |
| CATERPILLAR INC | COM | 149123101 |  | 1130470 | 1596 | SH |  | SOLE |  | 0 | 0 | 1596 |
| DIREXION SHARES ETF TRUST | NASDAQ 100 EQ WT | 25459Y207 |  | 1044883 | 10605 | SH |  | SOLE |  | 0 | 0 | 10605 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 1016384 | 14170 | SH |  | SOLE |  | 0 | 0 | 14170 |
| MICROSOFT CORP | COM | 594918104 |  | 993997 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 931216 | 9653 | SH |  | SOLE |  | 0 | 0 | 9653 |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | 746729854 |  | 870080 | 17240 | SH |  | SOLE |  | 0 | 0 | 17240 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 862765 | 13732 | SH |  | SOLE |  | 0 | 0 | 13732 |
| MERCK  CO INC | COM | 58933Y105 |  | 856887 | 7124 | SH |  | SOLE |  | 0 | 0 | 7124 |
| WALMART INC | COM | 931142103 |  | 853195 | 6865 | SH |  | SOLE |  | 0 | 0 | 6865 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 726531 | 3703 | SH |  | SOLE |  | 0 | 0 | 3703 |
| CISCO SYS INC | COM | 17275R102 |  | 685616 | 8836 | SH |  | SOLE |  | 0 | 0 | 8836 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 664446 | 2316 | SH |  | SOLE |  | 0 | 0 | 2316 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 650526 | 2484 | SH |  | SOLE |  | 0 | 0 | 2484 |
| AMPLIFY ETF TR | AMPLIFY BLUESTAR | 032108599 |  | 627135 | 10897 | SH |  | SOLE |  | 0 | 0 | 10897 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 622937 | 2421 | SH |  | SOLE |  | 0 | 0 | 2421 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 603491 | 2101 | SH |  | SOLE |  | 0 | 0 | 2101 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 586501 | 1994 | SH |  | SOLE |  | 0 | 0 | 1994 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 573983 | 4846 | SH |  | SOLE |  | 0 | 0 | 4846 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 528536 | 3130 | SH |  | SOLE |  | 0 | 0 | 3130 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 511786 | 1068 | SH |  | SOLE |  | 0 | 0 | 1068 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 494355 | 9897 | SH |  | SOLE |  | 0 | 0 | 9897 |
| LOWES COS INC | COM | 548661107 |  | 482747 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| ELI LILLY  CO | COM | 532457108 |  | 461727 | 502 | SH |  | SOLE |  | 0 | 0 | 502 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 455827 | 4183 | SH |  | SOLE |  | 0 | 0 | 4183 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 449724 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 423785 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 423001 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| MCKESSON CORP | COM | 58155Q103 |  | 418834 | 484 | SH |  | SOLE |  | 0 | 0 | 484 |
| T ROWE PRICE ETF INC | INTERNATIONAL EQ | 87283Q834 |  | 407204 | 11789 | SH |  | SOLE |  | 0 | 0 | 11789 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 399147 | 1837 | SH |  | SOLE |  | 0 | 0 | 1837 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 398543 | 6236 | SH |  | SOLE |  | 0 | 0 | 6236 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 373535 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| ABBVIE INC | COM | 00287Y109 |  | 370978 | 1706 | SH |  | SOLE |  | 0 | 0 | 1706 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 365136 | 2528 | SH |  | SOLE |  | 0 | 0 | 2528 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 364216 | 3702 | SH |  | SOLE |  | 0 | 0 | 3702 |
| PEPSICO INC | COM | 713448108 |  | 363857 | 2343 | SH |  | SOLE |  | 0 | 0 | 2343 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 362249 | 2914 | SH |  | SOLE |  | 0 | 0 | 2914 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 343786 | 6076 | SH |  | SOLE |  | 0 | 0 | 6076 |
| DISNEY WALT CO | COM | 254687106 |  | 342988 | 3559 | SH |  | SOLE |  | 0 | 0 | 3559 |
| BOEING CO | COM | 097023105 |  | 331982 | 1668 | SH |  | SOLE |  | 0 | 0 | 1668 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 |  | 306716 | 927 | SH |  | SOLE |  | 0 | 0 | 927 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 301043 | 1157 | SH |  | SOLE |  | 0 | 0 | 1157 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 295977 | 1246 | SH |  | SOLE |  | 0 | 0 | 1246 |
| META PLATFORMS INC | CL A | 30303M102 |  | 272869 | 477 | SH |  | SOLE |  | 0 | 0 | 477 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 263601 | 3900 | SH |  | SOLE |  | 0 | 0 | 3900 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 262052 | 817 | SH |  | SOLE |  | 0 | 0 | 817 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 250672 | 2215 | SH |  | SOLE |  | 0 | 0 | 2215 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 249830 | 1031 | SH |  | SOLE |  | 0 | 0 | 1031 |
| HONEYWELL INTL INC | COM | 438516106 |  | 244564 | 1082 | SH |  | SOLE |  | 0 | 0 | 1082 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 232072 | 3412 | SH |  | SOLE |  | 0 | 0 | 3412 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 224989 | 2496 | SH |  | SOLE |  | 0 | 0 | 2496 |
| CSX CORP | COM | 126408103 |  | 222378 | 5417 | SH |  | SOLE |  | 0 | 0 | 5417 |
| SOUTHERN CO | COM | 842587107 |  | 221908 | 2299 | SH |  | SOLE |  | 0 | 0 | 2299 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 212406 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 209055 | 2251 | SH |  | SOLE |  | 0 | 0 | 2251 |
| AT INC | COM | 00206R102 |  | 207904 | 7172 | SH |  | SOLE |  | 0 | 0 | 7172 |
| IMMUNEERING CORP | CLASS A COM | 45254E107 |  | 53680 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |

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