Westlake, OHCIK 17673434 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 | Spdr Series Trust | 1.51M | $44.33M | 10.2% | +371.5K | Added |
| 2 | Ishares Tr | 507.3K | $35.22M | 8.1% | −3.1K | Reduced |
| 3 | Vanguard Index Fds | 64.8K | $31.60M | 7.3% | +1.9K | Added |
| 4 | Vanguard Whitehall Fds |
| 211.4K |
| $30.35M |
| 7.0% |
| +93 |
| Added |
| 5 | Ishares Tr | 38.7K | $26.53M | 6.1% | +1.1K | Added |
| 6 | Schwab Strategic Tr | 705.5K | $23.01M | 5.3% | +24.2K | Added |
| 7 | Schwab Strategic Tr | 697.2K | $19.12M | 4.4% | −1.8K | Reduced |
| 8 | First Tr Exchange-Traded Fd | 370.2K | $14.19M | 3.3% | +11.1K | Added |
| 9 | Apple Inc | 46.2K | $12.55M | 2.9% | −1.0K | Reduced |
| 10 | Vanguard Specialized Funds | 52.8K | $11.61M | 2.7% | +881 | Added |
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