Phoenix, AZCIK 15997474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
932 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 384.7K | $101.50M | 3.3% | −68.5K | Reduced |
| 2 | Spdr Series Trust | 831.5K | $66.70M | 2.1% | +42.7K | Added |
| 3 | Microsoft Corp | 135.7K | $65.63M | 2.1% | −15.1K | Reduced |
| 4 | Nvidia Corporation |
| 306.2K |
| $57.11M |
| 1.8% |
| −57.7K |
| Reduced |
| 5 | Fidelity Merrimack Str Tr | 932.1K | $42.91M | 1.4% | −56.4K | Reduced |
| 6 | Goldman Sachs ETF Tr | 322.6K | $42.71M | 1.4% | −2.6K | Reduced |
| 7 | Dimensional ETF Trust | 555.4K | $41.19M | 1.3% | −79.8K | Reduced |
| 8 | Invesco Qqq Tr | 66.5K | $40.85M | 1.3% | −5.0K | Reduced |
| 9 | Amazon Com Inc | 173.7K | $40.09M | 1.3% | −23.0K | Reduced |
| 10 | Vanguard Index Fds | 61.4K | $38.52M | 1.2% | +32.8K | Added |
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