Los Angeles, CACIK 18576664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
286 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF | 24.03M | $1.07B | 17.0% | +585.8K | Added |
| 2 | Capital Group Gbl Growth Eqt | 21.12M | $731.76M | 11.6% | +839.8K | Added |
| 3 | Capital Group Dividend Value | 10.15M | $443.06M | 7.1% | +692.6K | Added |
| 4 | Alphabet Inc |
| 943.1K |
| $295.96M |
| 4.7% |
| −40.0K |
| Reduced |
| 5 | Alphabet Inc | 790.8K | $247.51M | 3.9% | −31.0K | Reduced |
| 6 | Capital Group Core Equity Et | 4.70M | $189.09M | 3.0% | +145.0K | Added |
| 7 | Capital Group Dividend Growe | 5.18M | $184.64M | 2.9% | +461.1K | Added |
| 8 | Capital Group Global Equity | 5.41M | $171.22M | 2.7% | +932.1K | Added |
| 9 | Broadcom Inc | 466.1K | $161.31M | 2.6% | −28.5K | Reduced |
| 10 | Microsoft Corp | 246.0K | $118.98M | 1.9% | −8.4K | Reduced |
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