Lake Mary, FLCIK 18591954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 402.0K | $48.63M | 35.9% | +791 | Added |
| 2 | Invesco Qqq Tr | 42.8K | $26.26M | 19.4% | −403 | Reduced |
| 3 | Ishares Tr | 276.2K | $18.23M | 13.5% | +2.2K | Added |
| 4 | Vanguard Bd Index Fds |
| 187.1K |
| $13.86M |
| 10.2% |
| +62.8K |
| Added |
| 5 | Vanguard Scottsdale Fds | 137.9K | $11.00M | 8.1% | +1.6K | Added |
| 6 | Vanguard Bd Index Fds | 138.4K | $9.62M | 7.1% | +40.0K | Added |
| 7 | Ishares Tr | 23.5K | $5.78M | 4.3% | +23.5K | New |
| 8 | Tesla Inc | 1.5K | $674.6K | 0.5% | 0 | Held |
| 9 | Apple Inc | 1.4K | $367.8K | 0.3% | 0 | Held |
| 10 | Ishares Tr | 3.0K | $312.1K | 0.2% | 0 | Held |
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