Lynnwood, WACIK 18981314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
154 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 47.9K | $23.2K | 9.8% | −462 | Reduced |
| 2 | Pimco ETF Tr | 175.3K | $16.4K | 6.9% | +175.3K | New |
| 3 | Nvidia Corporation | 73.0K | $13.6K | 5.8% | +265 | Added |
| 4 | Ishares Tr |
| 16.8K |
| $11.5K |
| 4.9% |
| −456 |
| Reduced |
| 5 | Apple Inc | 36.7K | $10.0K | 4.2% | +345 | Added |
| 6 | Pimco ETF Tr | 328.6K | $8.8K | 3.7% | +328.6K | New |
| 7 | Ishares Tr | 78.2K | $7.8K | 3.3% | −5.5K | Reduced |
| 8 | Fidelity Covington Trust | 120.2K | $6.8K | 2.9% | −1.2K | Reduced |
| 9 | J P Morgan Exchange Traded F | 51.0K | $6.3K | 2.7% | +1.3K | Added |
| 10 | Zacks Trust | 162.7K | $5.7K | 2.4% | +2.3K | Added |
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