Santa Barbara, CACIK 16646564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 281.1K | $52.42M | 11.0% | +2.8K | Added |
| 2 | Spdr S&P 500 ETF Tr | 63.4K | $43.25M | 9.1% | −175 | Reduced |
| 3 | Schwab Strategic Tr | 1.19M | $38.71M | 8.1% | +20.3K | Added |
| 4 | Amazon Com Inc |
| 103.3K |
| $23.83M |
| 5.0% |
| +4.5K |
| Added |
| 5 | Ishares Tr | 44.3K | $20.96M | 4.4% | −6.3K | Reduced |
| 6 | Spdr Series Trust | 223.4K | $17.92M | 3.8% | −55.1K | Reduced |
| 7 | Vanguard World Fd | 22.2K | $16.72M | 3.5% | −32 | Reduced |
| 8 | Invesco Qqq Tr | 23.3K | $14.32M | 3.0% | +2.8K | Added |
| 9 | J P Morgan Exchange Traded F | 248.0K | $14.19M | 3.0% | +10.7K | Added |
| 10 | Global X Fds | 117.2K | $11.73M | 2.5% | +29.3K | Added |
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