Scottsdale, AZCIK 13304634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
266 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 83.5K | $40.39M | 5.6% | −2.2K | Reduced |
| 2 | Apple Inc | 122.7K | $33.36M | 4.7% | −1.7K | Reduced |
| 3 | Schwab Strategic Tr | 988.3K | $31.14M | 4.3% | −46.5K | Reduced |
| 4 | Profesionally Managed Portfo |
| 344.2K |
| $22.55M |
| 3.1% |
| +344.2K |
| New |
| 5 | Alphabet Inc | 67.7K | $21.20M | 3.0% | −7.3K | Reduced |
| 6 | Amazon Com Inc | 71.3K | $16.46M | 2.3% | +234 | Added |
| 7 | American Express Co | 36.9K | $13.66M | 1.9% | −1.6K | Reduced |
| 8 | Schwab Strategic Tr | 491.0K | $13.36M | 1.9% | +14.0K | Added |
| 9 | Johnson & Johnson | 64.1K | $13.26M | 1.9% | −597 | Reduced |
| 10 | Schwab Charles Corp | 127.7K | $12.76M | 1.8% | −4.3K | Reduced |
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