Altamonte Springs, FLCIK 17317324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
317 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 93.2K | $45.47M | 4.1% | +602 | Added |
| 2 | Invesco Qqq Tr | 60.7K | $37.26M | 3.4% | +943 | Added |
| 3 | Pacer Fds Tr | 486.8K | $29.29M | 2.7% | −3.9K | Reduced |
| 4 | Vanguard Index Fds |
| 133.1K |
| $25.43M |
| 2.3% |
| +596 |
| Added |
| 5 | Ishares Tr | 34.8K | $23.85M | 2.2% | −673 | Reduced |
| 6 | Schwab Strategic Tr | 836.6K | $22.76M | 2.1% | +28.3K | Added |
| 7 | Fidelity Merrimack Str Tr | 460.4K | $21.20M | 1.9% | +20.0K | Added |
| 8 | J P Morgan Exchange Traded F | 434.6K | $20.12M | 1.8% | +18.1K | Added |
| 9 | Apple Inc | 73.6K | $20.01M | 1.8% | −550 | Reduced |
| 10 | Vanguard Bd Index Fds | 249.5K | $19.43M | 1.8% | +18.4K | Added |
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