Naples, FLCIK 19191424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
240 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 46.2K | $28.96M | 6.7% | +1.6K | Added |
| 2 | Nvidia Corporation | 111.6K | $20.81M | 4.8% | +445 | Added |
| 3 | Vanguard Specialized Funds | 76.2K | $16.75M | 3.9% | −232 | Reduced |
| 4 | Vanguard Whitehall Fds |
| 102.9K |
| $14.77M |
| 3.4% |
| +1.5K |
| Added |
| 5 | Apple Inc | 53.1K | $14.45M | 3.3% | −618 | Reduced |
| 6 | Ishares Tr | 139.6K | $13.95M | 3.2% | +4.7K | Added |
| 7 | Capital Group Core Balanced | 295.8K | $10.45M | 2.4% | +29.3K | Added |
| 8 | Abbvie Inc | 45.5K | $10.40M | 2.4% | −17 | Reduced |
| 9 | J P Morgan Exchange Traded F | 166.3K | $9.52M | 2.2% | −13.1K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 11.0K | $7.47M | 1.7% | +1 | Added |
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