Houston, TXCIK 16525294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 365.3K | $17.30M | 4.0% | +16.3K | Added |
| 2 | Schwab Strategic Tr | 608.4K | $16.37M | 3.8% | +2.5K | Added |
| 3 | Nvidia Corporation | 83.1K | $15.49M | 3.6% | −1.1K | Reduced |
| 4 | Schwab Strategic Tr |
| 484.5K |
| $14.57M |
| 3.3% |
| +7.0K |
| Added |
| 5 | J P Morgan Exchange Traded F | 235.4K | $13.48M | 3.1% | −25.9K | Reduced |
| 6 | Vanguard World Fd | 40.5K | $12.10M | 2.8% | +532 | Added |
| 7 | Apple Inc | 44.2K | $12.02M | 2.8% | +211 | Added |
| 8 | Main Str Cap Corp | 191.5K | $11.56M | 2.7% | +498 | Added |
| 9 | Alphabet Inc | 36.3K | $11.38M | 2.6% | −901 | Reduced |
| 10 | First Tr Exchng Traded Fd Vi | 459.1K | $10.99M | 2.5% | +267.7K | Added |
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