Scottsdale, AZCIK 16770446 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7,569 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 7.53M | $2.05B | 3.0% | +84.8K | Added |
| 2 | Nvidia Corporation | 8.72M | $1.63B | 2.4% | −461.8K | Reduced |
| 3 | Microsoft Corp | 2.39M | $1.16B | 1.7% | −170.8K | Reduced |
| 4 | Invesco Qqq Tr |
| 1.85M |
| $1.14B |
| 1.7% |
| +72.3K |
| Added |
| 5 | Ishares Tr | 1.60M | $1.10B | 1.6% | −104.5K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 1.33M | $909.19M | 1.3% | −37.2K | Reduced |
| 7 | Vanguard Index Fds | 2.63M | $883.14M | 1.3% | −106.9K | Reduced |
| 8 | Amazon Com Inc | 3.60M | $831.39M | 1.2% | −16.7K | Reduced |
| 9 | Vanguard Index Fds | 1.30M | $817.86M | 1.2% | −146.8K | Reduced |
| 10 | Spdr Series Trust | 7.47M | $599.42M | 0.9% | −1.32M | Reduced |
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