W. Warwick, RICIK 17304564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.10M | $33.17M | 10.7% | +69.2K | Added |
| 2 | Vanguard Index Fds | 61.6K | $30.05M | 9.7% | −3.3K | Reduced |
| 3 | Vanguard Index Fds | 146.8K | $28.03M | 9.1% | +5.1K | Added |
| 4 | Fidelity Merrimack Str Tr |
| 572.1K |
| $26.34M |
| 8.5% |
| +128.8K |
| Added |
| 5 | Spdr Index Shs Fds | 336.8K | $22.84M | 7.4% | −8.7K | Reduced |
| 6 | Spdr Index Shs Fds | 414.3K | $19.39M | 6.3% | −19.3K | Reduced |
| 7 | Schwab Strategic Tr | 426.1K | $19.26M | 6.2% | +4.5K | Added |
| 8 | Wisdomtree Tr | 375.5K | $18.27M | 5.9% | +76.1K | Added |
| 9 | Vanguard Index Fds | 77.2K | $16.34M | 5.3% | +2.9K | Added |
| 10 | Ishares Tr | 198.6K | $15.86M | 5.1% | +21.6K | Added |
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