Houston, TXCIK 15985504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
231 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 103.2K | $48.77M | 10.9% | −685 | Reduced |
| 2 | Vanguard Specialized Funds | 201.2K | $44.16M | 9.9% | −1.2K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 33.5K | $22.85M | 5.1% | +2.0K | Added |
| 4 | Invesco Qqq Tr |
| 31.1K |
| $19.12M |
| 4.3% |
| +1.0K |
| Added |
| 5 | Spdr Gold Tr | 40.0K | $15.85M | 3.5% | +4.8K | Added |
| 6 | Vanguard Index Fds | 75.5K | $14.42M | 3.2% | +877 | Added |
| 7 | Alphabet Inc | 37.6K | $11.78M | 2.6% | −770 | Reduced |
| 8 | Jpmorgan Chase & Co. | 30.3K | $9.73M | 2.2% | −893 | Reduced |
| 9 | Vanguard World Fd | 12.5K | $9.44M | 2.1% | +193 | Added |
| 10 | Invesco Exchange Traded Fd T | 43.0K | $8.24M | 1.8% | −983 | Reduced |
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