Chevy Chase, MDCIK 18263945 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
101 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 60.8K | $20.37M | 9.9% | +2.4K | Added |
| 2 | Invesco Qqq Tr | 23.0K | $14.14M | 6.9% | +1.2K | Added |
| 3 | Vaneck ETF Trust | 36.5K | $13.16M | 6.4% | +391 | Added |
| 4 | First Tr Exchange Traded Fd |
| 188.1K |
| $13.06M |
| 6.4% |
| +3.8K |
| Added |
| 5 | Vanguard Specialized Funds | 42.9K | $9.42M | 4.6% | −250 | Reduced |
| 6 | First Tr Exchange Traded Fd | 118.4K | $8.46M | 4.1% | +1.2K | Added |
| 7 | Apple Inc | 28.4K | $7.71M | 3.8% | −95 | Reduced |
| 8 | First Tr Exchange-Traded Alp | 44.9K | $7.27M | 3.5% | −726 | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 10.1K | $6.88M | 3.4% | +289 | Added |
| 10 | J P Morgan Exchange Traded F | 129.5K | $6.55M | 3.2% | +13.6K | Added |
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