Institutional Fund
Hrtg Gpe, LLC
Wilson, WYCIK 15374555 filings on record
Portfolio Value
$781.03M
Q1 2026
Holdings
3
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-0.5%
from $785.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr50.9%
- Qxo Inc33.1%
- Ishares Bitcoin Trust ETF16.0%
Portfolio Holdings
3 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 4.51M | $397.47M | 50.9% | +1.34M | Added |
| 2 | Qxo Inc | 13.32M | $258.66M | 33.1% | 0 | Held |
| 3 | Ishares Bitcoin Trust ETF | 3.25M | $124.89M | 16.0% | +980.4K | Added |