Fort Lauderdale, FLCIK 17678554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
151 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 389.1K | $22.85M | 3.7% | +34.0K | Added |
| 2 | Vanguard Scottsdale Fds | 269.1K | $22.54M | 3.6% | +17.5K | Added |
| 3 | Nvidia Corporation | 114.2K | $21.31M | 3.4% | +2.0K | Added |
| 4 | J P Morgan Exchange Traded F |
| 371.6K |
| $21.27M |
| 3.4% |
| +27.0K |
| Added |
| 5 | Invesco Qqq Tr | 32.5K | $19.94M | 3.2% | +545 | Added |
| 6 | Apple Inc | 73.3K | $19.94M | 3.2% | −229 | Reduced |
| 7 | Ishares Tr | 27.1K | $18.53M | 3.0% | +906 | Added |
| 8 | Ishares Tr | 200.8K | $17.97M | 2.9% | +11.2K | Added |
| 9 | Microsoft Corp | 32.5K | $15.70M | 2.5% | +2.4K | Added |
| 10 | Ishares Tr | 180.6K | $14.57M | 2.3% | +13.7K | Added |
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