San Antonio, TXCIK 18706864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
126 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 9.6K | $6.58M | 6.0% | +6.8K | Added |
| 2 | Ishares Tr | 42.3K | $4.40M | 4.0% | +30.9K | Added |
| 3 | Blackrock ETF Trust | 63.3K | $3.85M | 3.5% | +63.3K | New |
| 4 | Apple Inc |
| 13.1K |
| $3.57M |
| 3.3% |
| −18.4K |
| Reduced |
| 5 | Ishares Tr | 46.8K | $3.25M | 3.0% | +26.7K | Added |
| 6 | Ishares Tr | 30.6K | $3.11M | 2.8% | +30.6K | New |
| 7 | Invesco Qqq Tr | 5.0K | $3.06M | 2.8% | +550 | Added |
| 8 | Spdr Series Trust | 35.4K | $2.84M | 2.6% | +5.4K | Added |
| 9 | Spdr Series Trust | 96.7K | $2.83M | 2.6% | +96.7K | New |
| 10 | Spdr Gold Tr | 7.1K | $2.83M | 2.6% | +4.0K | Added |
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