Tampa, FLCIK 14046524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
453 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 738.4K | $109.79M | 6.4% | +12.7K | Added |
| 2 | Apple Inc | 340.1K | $92.46M | 5.4% | −5.4K | Reduced |
| 3 | Vanguard Index Fds | 235.5K | $78.94M | 4.6% | +1.9K | Added |
| 4 | Schwab Strategic Tr |
| 2.57M |
| $69.16M |
| 4.0% |
| +6.9K |
| Added |
| 5 | Nvidia Corporation | 368.2K | $68.67M | 4.0% | −20.6K | Reduced |
| 6 | Vanguard Index Fds | 203.6K | $64.11M | 3.7% | +1.0K | Added |
| 7 | Invesco Qqq Tr | 72.8K | $44.71M | 2.6% | +1.3K | Added |
| 8 | Spdr Series Trust | 527.4K | $43.51M | 2.5% | +3.5K | Added |
| 9 | Schwab Strategic Tr | 1.55M | $40.55M | 2.4% | +1.5K | Added |
| 10 | Tesla Inc | 88.9K | $39.99M | 2.3% | −3.3K | Reduced |
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