Lehi, UTCIK 19527814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
380 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 40.9K | $28.00M | 5.5% | −1.9K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 406.5K | $25.40M | 5.0% | +35.1K | Added |
| 3 | J P Morgan Exchange Traded F | 146.4K | $18.05M | 3.5% | −10.7K | Reduced |
| 4 | Nvidia Corporation |
| 95.2K |
| $17.76M |
| 3.5% |
| +987 |
| Added |
| 5 | Apple Inc | 59.1K | $16.08M | 3.1% | +2.5K | Added |
| 6 | Applovin Corp | 23.6K | $15.90M | 3.1% | +22.4K | Added |
| 7 | Microsoft Corp | 28.7K | $13.87M | 2.7% | +916 | Added |
| 8 | Vanguard Intl Equity Index F | 247.8K | $13.32M | 2.6% | −1.4K | Reduced |
| 9 | Blackrock ETF Trust II | 218.5K | $11.31M | 2.2% | +60.1K | Added |
| 10 | Vanguard Index Fds | 35.0K | $10.17M | 2.0% | −4.3K | Reduced |
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