New York, NYCIK 16984784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,303 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 972.8K | $610.09M | 10.5% | −204.9K | Reduced |
| 2 | Wisdomtree Tr | 8.60M | $432.53M | 7.5% | −13.04M | Reduced |
| 3 | Broadcom Inc | 727.3K | $251.71M | 4.4% | −13.3K | Reduced |
| 4 | Apple Inc |
| 582.6K |
| $158.39M |
| 2.7% |
| +15.8K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 669.3K | $128.22M | 2.2% | −218.9K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 2.03M | $126.89M | 2.2% | −596.7K | Reduced |
| 7 | Microsoft Corp | 246.9K | $119.40M | 2.1% | −18.4K | Reduced |
| 8 | Nvidia Corporation | 587.4K | $109.55M | 1.9% | −61.8K | Reduced |
| 9 | Amphenol Corp New | 658.1K | $89.12M | 1.5% | −70.6K | Reduced |
| 10 | Alphabet Inc | 267.2K | $83.84M | 1.4% | −13.2K | Reduced |
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