Miami Beach, FLCIK 18575814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 89.5K | $61.03M | 32.6% | 0 | Held |
| 2 | Vanguard Intl Equity Index F | 408.0K | $30.01M | 16.0% | 0 | Held |
| 3 | Invesco Exchange Traded Fd T | 80.0K | $15.32M | 8.2% | 0 | Held |
| 4 |
| 138.0K |
| $12.03M |
| 6.4% |
| 0 |
| Held |
| 5 | Ishares Tr | 17.0K | $11.64M | 6.2% | 0 | Held |
| 6 | Ishares Tr | 107.0K | $10.27M | 5.5% | 0 | Held |
| 7 | Alps ETF Tr | 200.0K | $9.40M | 5.0% | +200.0K | New |
| 8 | Nuveen Mun Value Fd Inc | 1.00M | $9.06M | 4.8% | 0 | Held |
| 9 | Vanguard Index Fds | 35.0K | $7.41M | 4.0% | 0 | Held |
| 10 | Pacer Fds Tr | 100.0K | $6.02M | 3.2% | 0 | Held |
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