Palmetto Bay, FLCIK 18026964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
175 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 53.2K | $14.47M | 6.7% | −630 | Reduced |
| 2 | Schwab Strategic Tr | 408.9K | $11.13M | 5.2% | +2.9K | Added |
| 3 | Ishares Tr | 109.8K | $7.62M | 3.5% | −1.3K | Reduced |
| 4 | Ishares Tr |
| 61.4K |
| $6.29M |
| 2.9% |
| +3.6K |
| Added |
| 5 | Alphabet Inc | 19.2K | $6.01M | 2.8% | −173 | Reduced |
| 6 | Invesco Exchange Traded Fd T | 48.9K | $5.56M | 2.6% | −637 | Reduced |
| 7 | Schwab Strategic Tr | 121.1K | $5.47M | 2.5% | −3.6K | Reduced |
| 8 | Costco Whsl Corp New | 5.8K | $5.03M | 2.3% | −3 | Reduced |
| 9 | Alphabet Inc | 14.7K | $4.60M | 2.1% | −354 | Reduced |
| 10 | Ishares Tr | 180.8K | $4.51M | 2.1% | +8.4K | Added |
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