Scottsdale, AZCIK 18420894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
145 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 56.6K | $17.73M | 6.4% | −1.9K | Reduced |
| 2 | Microsoft Corp | 22.8K | $11.04M | 4.0% | −468 | Reduced |
| 3 | Amazon Com Inc | 43.2K | $9.96M | 3.6% | −1.2K | Reduced |
| 4 | Apple Inc |
| 32.1K |
| $8.73M |
| 3.2% |
| +12.9K |
| Added |
| 5 | Eli Lilly & Co | 7.5K | $8.01M | 2.9% | −89 | Reduced |
| 6 | Ishares Tr | 83.2K | $8.00M | 2.9% | −19.2K | Reduced |
| 7 | Ishares Gold Tr | 94.3K | $7.66M | 2.8% | −3.1K | Reduced |
| 8 | Nvidia Corporation | 40.9K | $7.63M | 2.8% | +24.3K | Added |
| 9 | Meta Platforms Inc | 9.8K | $6.44M | 2.3% | −198 | Reduced |
| 10 | Schwab Strategic Tr | 210.9K | $5.29M | 1.9% | −13.0K | Reduced |
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