Palm Beach Gardens, FLCIK 17296724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
455 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 184.3K | $15.26M | 6.0% | +182.8K | Added |
| 2 | Apple Inc | 40.2K | $10.92M | 4.3% | −3.3K | Reduced |
| 3 | Ishares Tr | 86.0K | $10.26M | 4.1% | +85.9K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 14.9K |
| $10.15M |
| 4.0% |
| +4.8K |
| Added |
| 5 | Invesco Qqq Tr | 16.4K | $10.05M | 4.0% | −4.3K | Reduced |
| 6 | Ishares Tr | 88.8K | $8.54M | 3.4% | +87.8K | Added |
| 7 | Palantir Technologies Inc | 40.1K | $7.12M | 2.8% | −332 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 13.7K | $6.91M | 2.7% | −3.4K | Reduced |
| 9 | Microsoft Corp | 14.1K | $6.82M | 2.7% | −1.6K | Reduced |
| 10 | Lumentum Hldgs Inc | 18.2K | $6.72M | 2.7% | +6.3K | Added |
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