Whitefish, MTCIK 18094165 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 508.1K | $22.17M | 11.2% | −7.9K | Reduced |
| 2 | Vanguard Whitehall Fds | 246.0K | $22.14M | 11.2% | −7.0K | Reduced |
| 3 | Capital Group Intl Focus Eqt | 669.1K | $19.77M | 10.0% | +7.7K | Added |
| 4 |
| 835.3K |
| $18.91M |
| 9.6% |
| −6.2K |
| Reduced |
| 5 | Capital Group Growth ETF | 382.3K | $17.00M | 8.6% | −57.1K | Reduced |
| 6 | Capital Group Equity ETF Tr | 521.5K | $15.04M | 7.6% | +4.1K | Added |
| 7 | Vanguard Index Fds | 76.9K | $14.69M | 7.4% | +21.1K | Added |
| 8 | Vanguard Bd Index Fds | 128.6K | $9.53M | 4.8% | −838 | Reduced |
| 9 | Vanguard Index Fds | 18.3K | $8.92M | 4.5% | −7.7K | Reduced |
| 10 | Capital Grp Fixed Incm ETF T | 316.6K | $8.74M | 4.4% | −33.5K | Reduced |
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