Houston, TXCIK 10688511 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
396 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 232.9K | $7.62M | 6.9% | +232.9K | New Position |
| 2 | Berkshire Hathaway Inc Del | 7 | $5.28M | 4.8% | +7 | New Position |
| 3 | Apple Inc | 17.0K | $4.62M | 4.2% | +17.0K | New Position |
| 4 |
| 145.0K |
| $4.40M |
| 4.0% |
| +145.0K |
| New Position |
| 5 | Nvidia Corporation | 21.3K | $3.97M | 3.6% | +21.3K | New Position |
| 6 | Microsoft Corp | 8.0K | $3.86M | 3.5% | +8.0K | New Position |
| 7 | Vanguard Star Fds | 46.5K | $3.51M | 3.2% | +46.5K | New Position |
| 8 | J P Morgan Exchange Traded F | 66.0K | $3.13M | 2.8% | +66.0K | New Position |
| 9 | Exxon Mobil Corp | 19.6K | $2.36M | 2.1% | +19.6K | New Position |
| 10 | Vanguard Index Fds | 25.5K | $2.25M | 2.0% | +25.5K | New Position |
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