Irvine, CACIK 17515814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
380 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.06M | $61.04M | 6.5% | +100.7K | Added |
| 2 | Invesco Qqq Tr | 72.1K | $44.28M | 4.7% | −16.6K | Reduced |
| 3 | Nvidia Corporation | 234.8K | $43.79M | 4.7% | +23.7K | Added |
| 4 | Apple Inc |
| 154.1K |
| $41.89M |
| 4.5% |
| +2.3K |
| Added |
| 5 | Vanguard Bd Index Fds | 524.7K | $40.86M | 4.3% | +35.5K | Added |
| 6 | Microsoft Corp | 61.8K | $29.88M | 3.2% | +1.4K | Added |
| 7 | Amazon Com Inc | 115.7K | $26.70M | 2.8% | +1.3K | Added |
| 8 | Global X Fds | 533.3K | $25.49M | 2.7% | −8.4K | Reduced |
| 9 | J P Morgan Exchange Traded F | 434.9K | $24.89M | 2.6% | +11.4K | Added |
| 10 | Broadcom Inc | 62.4K | $21.60M | 2.3% | +7.6K | Added |
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