Sarasota, FLCIK 15961974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 40.0K | $15.85M | 15.3% | −10.0K | Reduced |
| 2 | Vanguard Index Fds | 40.0K | $13.41M | 12.9% | −20.0K | Reduced |
| 3 | Abrdn Platinum ETF Trust | 40.0K | $7.46M | 7.2% | −15.0K | Reduced |
| 4 | Adams Diversified Equity Fd |
| 267.3K |
| $6.23M |
| 6.0% |
| +5.3K |
| Added |
| 5 | Vaneck ETF Trust | 50.0K | $5.69M | 5.5% | 0 | Held |
| 6 | Abrdn Silver ETF Trust | 77.0K | $5.21M | 5.0% | −23.0K | Reduced |
| 7 | Nxp Semiconductors N V | 23.2K | $5.04M | 4.8% | +13.2K | Added |
| 8 | Slr Investment Corp | 265.0K | $4.10M | 3.9% | +15.0K | Added |
| 9 | Listed Fds Tr | 85.0K | $3.78M | 3.6% | 0 | Held |
| 10 | Vanguard Intl Equity Index F | 50.0K | $3.68M | 3.5% | 0 | Held |
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