San Francisco, CACIK 18015834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
210 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 386.1K | $32.96M | 6.7% | +17.3K | Added |
| 2 | Abrdn Silver ETF Trust | 304.4K | $20.59M | 4.2% | +46.8K | Added |
| 3 | Nvidia Corporation | 99.1K | $18.48M | 3.7% | +1.3K | Added |
| 4 | Apple Inc |
| 85.8K |
| $18.43M |
| 3.7% |
| +2.0K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 34.5K | $17.34M | 3.5% | +11 | Added |
| 6 | Alphabet Inc | 46.2K | $14.49M | 2.9% | +1.4K | Added |
| 7 | Microsoft Corp | 28.0K | $13.53M | 2.7% | +940 | Added |
| 8 | Amazon Com Inc | 57.9K | $12.27M | 2.5% | +10.8K | Added |
| 9 | Spdr S&P 500 ETF Tr | 17.2K | $11.71M | 2.4% | −405 | Reduced |
| 10 | Broadcom Inc | 33.8K | $11.71M | 2.4% | −467 | Reduced |
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