Miami, FLCIK 18616784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
205 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 51.9K | $16.29M | 8.7% | −2.0K | Reduced |
| 2 | Apple Inc | 55.4K | $15.05M | 8.1% | −1.2K | Reduced |
| 3 | Vanguard Index Fds | 42.8K | $14.35M | 7.7% | −84 | Reduced |
| 4 | American Express Co |
| 36.0K |
| $13.31M |
| 7.1% |
| −959 |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 37.6K | $12.13M | 6.5% | −1.4K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 23.7K | $11.90M | 6.4% | −891 | Reduced |
| 7 | Nvidia Corporation | 60.8K | $11.34M | 6.1% | −6.3K | Reduced |
| 8 | Walmart Inc | 100.6K | $11.21M | 6.0% | −2.7K | Reduced |
| 9 | Microsoft Corp | 22.6K | $10.91M | 5.8% | −494 | Reduced |
| 10 | Amazon Com Inc | 46.4K | $10.72M | 5.7% | −1.1K | Reduced |
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