Fort Worth, TXCIK 16748364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 488.4K | $49.03M | 16.8% | +19.5K | Added |
| 2 | Innovator Etfs Trust | 822.0K | $27.54M | 9.4% | −22.4K | Reduced |
| 3 | Invesco Actively Managed Exc | 207.5K | $11.22M | 3.8% | +207.5K | New |
| 4 | Nvidia Corporation |
| 47.1K |
| $8.79M |
| 3.0% |
| −775 |
| Reduced |
| 5 | Ishares Tr | 35.3K | $8.68M | 3.0% | +454 | Added |
| 6 | Jpmorgan Chase & Co. | 24.2K | $7.81M | 2.7% | −1.0K | Reduced |
| 7 | Ge Aerospace | 22.3K | $6.88M | 2.4% | −906 | Reduced |
| 8 | Palantir Technologies Inc | 37.9K | $6.74M | 2.3% | −1.5K | Reduced |
| 9 | Amazon Com Inc | 28.6K | $6.59M | 2.3% | −187 | Reduced |
| 10 | J P Morgan Exchange Traded F | 107.4K | $6.24M | 2.1% | −36.8K | Reduced |
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