Mercer Island, WACIK 16550066 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
617 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 242.8K | $114.93M | 6.4% | −3.2K | Reduced |
| 2 | Apple Inc | 252.6K | $65.46M | 3.7% | −15.6K | Reduced |
| 3 | Nvidia Corporation | 228.9K | $42.68M | 2.4% | −14.4K | Reduced |
| 4 | Vanguard Index Fds |
| 85.8K |
| $41.79M |
| 2.3% |
| −2.4K |
| Reduced |
| 5 | Invesco Qqq Tr | 65.2K | $40.53M | 2.3% | +86 | Added |
| 6 | Amazon Com Inc | 162.7K | $38.72M | 2.2% | +307 | Added |
| 7 | Vanguard Index Fds | 178.5K | $34.57M | 1.9% | −3.4K | Reduced |
| 8 | Broadcom Inc | 88.6K | $28.83M | 1.6% | −3.3K | Reduced |
| 9 | Ishares Tr | 60.9K | $28.78M | 1.6% | −1.5K | Reduced |
| 10 | Ishares Tr | 41.6K | $28.78M | 1.6% | −5.8K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio