West Palm Beach, FLCIK 17318784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
136 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 134.0K | $63.41M | 14.6% | −7.6K | Reduced |
| 2 | Ishares Tr | 270.5K | $56.89M | 13.1% | −10.8K | Reduced |
| 3 | Ishares Tr | 365.4K | $35.09M | 8.1% | −6.5K | Reduced |
| 4 | Ishares Tr |
| 142.3K |
| $35.04M |
| 8.1% |
| +3.0K |
| Added |
| 5 | Apple Inc | 95.6K | $25.98M | 6.0% | −1.5K | Reduced |
| 6 | Vanguard Scottsdale Fds | 245.9K | $19.61M | 4.5% | +29.7K | Added |
| 7 | Spdr Series Trust | 165.9K | $14.80M | 3.4% | +4.0K | Added |
| 8 | Neuberger Berman ETF Trust | 246.0K | $12.59M | 2.9% | +27.0K | Added |
| 9 | Spdr S&P 500 ETF Tr | 18.3K | $12.46M | 2.9% | −1.1K | Reduced |
| 10 | Ishares Tr | 96.6K | $11.53M | 2.7% | +7.1K | Added |
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