San Antonio, TXCIK 16195324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
178 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF | 159.4K | $7.09M | 4.8% | +9.0K | Added |
| 2 | Capital Group Dividend Value | 133.8K | $5.84M | 4.0% | +5.0K | Added |
| 3 | Spdr S&P 500 ETF Tr | 6.6K | $4.50M | 3.1% | −85 | Reduced |
| 4 | Apple Inc |
| 16.5K |
| $4.49M |
| 3.0% |
| −92 |
| Reduced |
| 5 | Janus Detroit Str Tr | 79.9K | $4.04M | 2.7% | −2.5K | Reduced |
| 6 | Microsoft Corp | 7.7K | $3.71M | 2.5% | +25 | Added |
| 7 | J P Morgan Exchange Traded F | 63.6K | $3.64M | 2.5% | −3.4K | Reduced |
| 8 | Capital Group Core Equity Et | 80.4K | $3.23M | 2.2% | +9.4K | Added |
| 9 | Broadcom Inc | 8.9K | $3.07M | 2.1% | +4 | Added |
| 10 | Bloom Energy Corp | 35.1K | $3.05M | 2.1% | −1.8K | Reduced |
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