Lower Gwynedd, PACIK 19654684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 31.6K | $21.58M | 7.2% | +3.1K | Added |
| 2 | Vanguard Index Fds | 30.3K | $14.78M | 4.9% | −610 | Reduced |
| 3 | Vanguard Index Fds | 77.0K | $14.71M | 4.9% | +7.1K | Added |
| 4 | Blackrock ETF Trust |
| 236.4K |
| $14.37M |
| 4.8% |
| +45.4K |
| Added |
| 5 | Ishares Tr | 116.1K | $12.43M | 4.1% | −2.2K | Reduced |
| 6 | Vanguard Index Fds | 19.2K | $12.02M | 4.0% | −304 | Reduced |
| 7 | Ishares Tr | 117.7K | $11.21M | 3.7% | +7.1K | Added |
| 8 | Ishares Tr | 15.9K | $10.92M | 3.6% | −243 | Reduced |
| 9 | Spdr Series Trust | 84.8K | $9.05M | 3.0% | −558 | Reduced |
| 10 | Schwab Strategic Tr | 254.1K | $8.29M | 2.8% | +11.8K | Added |
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