Montgomeryville, PACIK 13890594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
276 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 3.48M | $217.38M | 9.1% | +116.6K | Added |
| 2 | Ishares Tr | 271.8K | $186.14M | 7.8% | +12.0K | Added |
| 3 | Ishares Tr | 2.49M | $164.45M | 6.9% | +150.2K | Added |
| 4 | Vanguard Intl Equity Index F |
| 2.64M |
| $142.05M |
| 5.9% |
| +70.4K |
| Added |
| 5 | Nvidia Corporation | 498.2K | $92.91M | 3.9% | −9.7K | Reduced |
| 6 | Barclays Bank PLC | 2.36M | $88.69M | 3.7% | +92.9K | Added |
| 7 | Apple Inc | 304.3K | $82.73M | 3.5% | −7.4K | Reduced |
| 8 | Microsoft Corp | 151.4K | $73.20M | 3.1% | −1.8K | Reduced |
| 9 | Vanguard Malvern Fds | 872.7K | $67.98M | 2.8% | +196.5K | Added |
| 10 | Ishares Tr | 480.2K | $57.71M | 2.4% | −17.2K | Reduced |
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