Palm Beach Gardens, FLCIK 18448784 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 | Vanguard Index Fds | 18.2K | $11.40M | 6.0% | +419 | Added |
| 2 | Vanguard World Fd | 20.7K | $8.56M | 4.5% | −1.1K | Reduced |
| 3 | Pimco ETF Tr | 84.9K | $8.52M | 4.5% | −6.7K | Reduced |
| 4 | Vanguard Charlotte Fds |
| 149.7K |
| $7.23M |
| 3.8% |
| +4.7K |
| Added |
| 5 | Ishares Tr | 251.2K | $5.78M | 3.0% | −18.5K | Reduced |
| 6 | Ishares Tr | 60.4K | $5.40M | 2.8% | +5.1K | Added |
| 7 | Vanguard World Fd | 37.7K | $5.33M | 2.8% | −1.3K | Reduced |
| 8 | Ishares Tr | 95.8K | $4.96M | 2.6% | −8.9K | Reduced |
| 9 | Microsoft Corp | 9.7K | $4.68M | 2.4% | −5.6K | Reduced |
| 10 | Apple Inc | 15.8K | $4.30M | 2.3% | −4.6K | Reduced |
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