Charlotte, NCCIK 17311234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
331 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 689.5K | $187.45M | 25.9% | −58.2K | Reduced |
| 2 | Ishares Gold Tr | 663.2K | $53.83M | 7.4% | −50.4K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 114.0K | $21.85M | 3.0% | +18.7K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 25.3K |
| $17.28M |
| 2.4% |
| +723 |
| Added |
| 5 | Microsoft Corp | 33.3K | $16.10M | 2.2% | +1.4K | Added |
| 6 | Vanguard Index Fds | 49.5K | $15.59M | 2.2% | −844 | Reduced |
| 7 | Exchange Traded Concepts Tru | 201.7K | $13.98M | 1.9% | +160 | Added |
| 8 | Baron ETF Tr | 550.1K | $13.70M | 1.9% | +550.1K | New |
| 9 | Sprott Physical Gold Etv | 290.5K | $9.59M | 1.3% | −2.5K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 18.4K | $9.24M | 1.3% | +1.9K | Added |
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