Dewey, OKCIK 16259594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
208 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P Midcap 400 ETF Tr | 231.9K | $139.90M | 7.6% | −721 | Reduced |
| 2 | Ishares Tr | 1.33M | $128.08M | 6.9% | −13.9K | Reduced |
| 3 | Ishares Tr | 151.5K | $103.76M | 5.6% | −4.0K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 1.19M |
| $74.31M |
| 4.0% |
| +80.5K |
| Added |
| 5 | Ishares Tr | 282.5K | $69.54M | 3.8% | −5.1K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 78.0K | $53.17M | 2.9% | −1.4K | Reduced |
| 7 | Walmart Inc | 453.3K | $50.50M | 2.7% | +60.3K | Added |
| 8 | New World Fd Inc New | 539.8K | $50.29M | 2.7% | −11.4K | Reduced |
| 9 | Goldman Sachs ETF Tr | 1.14M | $47.59M | 2.6% | −21.4K | Reduced |
| 10 | Apple Inc | 174.1K | $47.33M | 2.6% | +9.1K | Added |
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