Dallas, TXCIK 18026554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
338 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 681.3K | $427.26M | 24.6% | +89.0K | Added |
| 2 | Nvidia Corporation | 813.9K | $151.79M | 8.8% | +239.0K | Added |
| 3 | Ishares Bitcoin Trust ETF | 2.03M | $100.92M | 5.8% | +2.01M | Added |
| 4 | Ishares Tr |
| 723.7K |
| $64.75M |
| 3.7% |
| +97.9K |
| Added |
| 5 | Vanguard Mun Bd Fds | 928.0K | $46.67M | 2.7% | +683.1K | Added |
| 6 | Apple Inc | 168.8K | $45.89M | 2.6% | +63.7K | Added |
| 7 | Ishares Inc | 570.2K | $38.33M | 2.2% | +327.4K | Added |
| 8 | Texas Cap Bancshares Inc | 349.1K | $31.61M | 1.8% | +99.5K | Added |
| 9 | Spdr S&P 500 ETF Tr | 45.9K | $31.32M | 1.8% | +25.1K | Added |
| 10 | Microsoft Corp | 60.3K | $29.15M | 1.7% | +14.5K | Added |
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