Vero Beach, FLCIK 19113074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 418.6K | $34.53M | 18.3% | +838 | Added |
| 2 | Spdr Index Shs Fds | 548.7K | $24.37M | 12.9% | +1.6K | Added |
| 3 | Spdr Series Trust | 128.6K | $12.76M | 6.8% | +6.8K | Added |
| 4 | Spdr Series Trust |
| 138.5K |
| $12.66M |
| 6.7% |
| +9.6K |
| Added |
| 5 | Spdr Series Trust | 563.9K | $10.76M | 5.7% | +32.2K | Added |
| 6 | Spdr Series Trust | 366.6K | $10.74M | 5.7% | +17.6K | Added |
| 7 | Franklin Templeton ETF Tr | 252.1K | $9.21M | 4.9% | +1.3K | Added |
| 8 | Pimco ETF Tr | 92.3K | $8.60M | 4.6% | +3.5K | Added |
| 9 | Spdr Index Shs Fds | 123.3K | $7.66M | 4.1% | +11.8K | Added |
| 10 | Spdr Index Shs Fds | 124.2K | $6.47M | 3.4% | +3.1K | Added |
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