Tucson, AZCIK 18435784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Northern Lights Fd Tr | 948.5K | $34.91M | 11.8% | −352.2K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 37.2K | $25.35M | 8.6% | −2.8K | Reduced |
| 3 | Vanguard Index Fds | 71.8K | $22.60M | 7.7% | +13.9K | Added |
| 4 | Ishares Tr |
| 56.0K |
| $21.67M |
| 7.3% |
| +867 |
| Added |
| 5 | Schwab Strategic Tr | 618.1K | $16.63M | 5.6% | −84.1K | Reduced |
| 6 | Northern Lts Fd Tr IV | 63.1K | $15.66M | 5.3% | +8.5K | Added |
| 7 | Strategy Shs | 530.3K | $14.28M | 4.8% | +42.8K | Added |
| 8 | Ishares Tr | 41.2K | $13.30M | 4.5% | +41.2K | New |
| 9 | Northern Lts Fd Tr IV | 289.8K | $13.08M | 4.4% | +166.5K | Added |
| 10 | Ishares Tr | 140.0K | $12.52M | 4.2% | −33.9K | Reduced |
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