Sarasota, FLCIK 17932694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
153 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 174.9K | $15.99M | 5.9% | +7.1K | Added |
| 2 | Apple Inc | 42.1K | $11.43M | 4.2% | +28 | Added |
| 3 | Nvidia Corporation | 52.7K | $9.83M | 3.6% | −13 | Reduced |
| 4 | Broadcom Inc |
| 25.1K |
| $8.70M |
| 3.2% |
| +922 |
| Added |
| 5 | Microsoft Corp | 17.5K | $8.45M | 3.1% | −25 | Reduced |
| 6 | Vanguard Specialized Funds | 38.1K | $8.38M | 3.1% | +49 | Added |
| 7 | Vanguard Whitehall Fds | 55.3K | $7.94M | 2.9% | +129 | Added |
| 8 | Vanguard Scottsdale Fds | 110.6K | $6.63M | 2.4% | +5.9K | Added |
| 9 | Jpmorgan Chase & Co. | 16.9K | $5.45M | 2.0% | +643 | Added |
| 10 | Ishares Tr | 49.0K | $4.98M | 1.8% | +281 | Added |
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