Montvale, NJCIK 17532714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 238.5K | $98.45M | 11.4% | −6.7K | Reduced |
| 2 | Ishares Tr | 936.1K | $98.28M | 11.4% | −15.6K | Reduced |
| 3 | Ishares Tr | 398.2K | $79.52M | 9.2% | −9.3K | Reduced |
| 4 | Vaneck ETF Trust |
| 207.3K |
| $74.62M |
| 8.6% |
| −8.2K |
| Reduced |
| 5 | Ishares Tr | 253.2K | $70.11M | 8.1% | −7.2K | Reduced |
| 6 | Invesco Qqq Tr | 94.0K | $57.72M | 6.7% | −1.6K | Reduced |
| 7 | Fidelity Covington Trust | 235.5K | $52.90M | 6.1% | −3.3K | Reduced |
| 8 | Ishares Tr | 96.4K | $45.61M | 5.3% | −706 | Reduced |
| 9 | Ishares Tr | 351.2K | $45.36M | 5.3% | +4.5K | Added |
| 10 | Fidelity Covington Trust | 765.8K | $41.99M | 4.9% | +7.3K | Added |
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