Wellesley, MACIK 16696624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 595.3K | $44.91M | 11.6% | −4.7K | Reduced |
| 2 | Vanguard Index Fds | 93.1K | $31.21M | 8.0% | −2.1K | Reduced |
| 3 | Spdr Index Shs Fds | 369.7K | $28.36M | 7.3% | −1.7K | Reduced |
| 4 | Invesco Exchange Traded Fd T |
| 92.1K |
| $17.64M |
| 4.6% |
| +1.9K |
| Added |
| 5 | Vanguard Index Fds | 26.9K | $16.85M | 4.3% | −1.6K | Reduced |
| 6 | J P Morgan Exchange Traded F | 312.1K | $15.20M | 3.9% | +11.0K | Added |
| 7 | Abrdn Precious Metals Basket | 72.4K | $14.88M | 3.8% | −1.6K | Reduced |
| 8 | Vanguard Scottsdale Fds | 153.9K | $12.89M | 3.3% | +6.2K | Added |
| 9 | Schwab Strategic Tr | 467.4K | $12.26M | 3.2% | +9.0K | Added |
| 10 | Spdr Index Shs Fds | 260.0K | $12.17M | 3.1% | +830 | Added |
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