Westerly, RICIK 15408674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 125.9K | $86.22M | 36.1% | +753 | Added |
| 2 | J P Morgan Exchange Traded F | 765.9K | $57.35M | 24.0% | +6.8K | Added |
| 3 | Ishares Tr | 656.8K | $43.35M | 18.2% | +13.0K | Added |
| 4 | Ishares Tr |
| 174.5K |
| $20.97M |
| 8.8% |
| +3.3K |
| Added |
| 5 | Raymond James Finl Inc | 46.7K | $7.50M | 3.1% | +1.6K | Added |
| 6 | Ishares Tr | 25.6K | $2.17M | 0.9% | −4.8K | Reduced |
| 7 | Apple Inc | 4.8K | $1.31M | 0.6% | −135 | Reduced |
| 8 | Exxon Mobil Corp | 9.8K | $1.18M | 0.5% | −363 | Reduced |
| 9 | Ishares Silver Tr | 17.6K | $1.13M | 0.5% | +7.6K | Added |
| 10 | Vanguard Intl Equity Index F | 7.6K | $1.07M | 0.4% | 0 | Held |
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