Westerville, OHCIK 17673134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
208 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 65.0K | $44.52M | 10.1% | +1.9K | Added |
| 2 | Spdr S&P 500 ETF Tr | 32.5K | $22.18M | 5.1% | +692 | Added |
| 3 | Invesco Exchange Traded Fd T | 110.6K | $21.19M | 4.8% | +36 | Added |
| 4 | Bny Mellon ETF Trust |
| 147.6K |
| $19.31M |
| 4.4% |
| +6.1K |
| Added |
| 5 | Invesco Qqq Tr | 29.8K | $18.28M | 4.2% | +3.0K | Added |
| 6 | Berkshire Hathaway Inc Del | 31.5K | $15.82M | 3.6% | −869 | Reduced |
| 7 | Apple Inc | 51.0K | $13.86M | 3.2% | −583 | Reduced |
| 8 | Amazon Com Inc | 50.3K | $11.61M | 2.6% | −349 | Reduced |
| 9 | Nvidia Corporation | 57.3K | $10.69M | 2.4% | +660 | Added |
| 10 | Alphabet Inc | 28.8K | $9.02M | 2.1% | −622 | Reduced |
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