Houston, TXCIK 18496184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 267.7K | $13.47M | 9.4% | +2.1K | Added |
| 2 | Ishares Tr | 50.0K | $9.94M | 7.0% | +787 | Added |
| 3 | Capital Group Core Equity Et | 244.0K | $9.82M | 6.9% | +244.0K | New |
| 4 | First Tr Exchng Traded Fd Vi |
| 425.4K |
| $9.19M |
| 6.4% |
| +90.8K |
| Added |
| 5 | Pimco ETF Tr | 330.2K | $8.81M | 6.2% | +60.4K | Added |
| 6 | J P Morgan Exchange Traded F | 162.9K | $8.81M | 6.2% | +29.4K | Added |
| 7 | J P Morgan Exchange Traded F | 88.8K | $8.24M | 5.8% | −3.7K | Reduced |
| 8 | First Tr Exchange Traded Fd | 117.3K | $8.15M | 5.7% | +21.4K | Added |
| 9 | Ishares Tr | 32.7K | $8.06M | 5.6% | −117 | Reduced |
| 10 | First Tr Exchange Traded Fd | 61.9K | $6.09M | 4.3% | +6.3K | Added |
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