Wellesley, MACIK 15828135 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
179 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 226.0K | $49.66M | 6.2% | −1.3K | Reduced |
| 2 | Vanguard Index Fds | 128.4K | $43.04M | 5.4% | +1.1K | Added |
| 3 | First Tr Exchange-Traded Fd | 762.8K | $35.15M | 4.4% | −1.2K | Reduced |
| 4 | Broadstone Net Lease Inc |
| 1.58M |
| $27.43M |
| 3.4% |
| +1.58M |
| New |
| 5 | Invesco Exchange Traded Fd T | 586.7K | $27.38M | 3.4% | −3.0K | Reduced |
| 6 | Invesco Exch Traded Fd Tr II | 377.6K | $26.97M | 3.4% | −4.5K | Reduced |
| 7 | Vanguard Index Fds | 120.6K | $25.23M | 3.1% | +1.3K | Added |
| 8 | Capital Group Dividend Value | 507.4K | $22.14M | 2.8% | +77.0K | Added |
| 9 | Profesionally Managed Portfo | 312.6K | $20.48M | 2.5% | +312.6K | New |
| 10 | Spdr S&P 500 ETF Tr | 29.7K | $20.24M | 2.5% | −202 | Reduced |
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