Bellevue, WACIK 19659414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
191 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 107.9K | $52.20M | 5.2% | +769 | Added |
| 2 | Nvidia Corporation | 279.3K | $52.08M | 5.2% | +901 | Added |
| 3 | Apple Inc | 140.3K | $38.15M | 3.8% | −758 | Reduced |
| 4 | Alphabet Inc |
| 117.4K |
| $36.73M |
| 3.7% |
| +1.5K |
| Added |
| 5 | Morgan Stanley ETF Trust | 707.1K | $35.87M | 3.6% | +75.5K | Added |
| 6 | Global X Fds | 991.3K | $28.81M | 2.9% | +19.5K | Added |
| 7 | Kla Corp | 20.6K | $25.02M | 2.5% | +176 | Added |
| 8 | Adams Diversified Equity Fd | 987.7K | $23.03M | 2.3% | +62.7K | Added |
| 9 | Global X Fds | 332.5K | $21.54M | 2.2% | +332.5K | New |
| 10 | Spdr Index Shs Fds | 334.5K | $21.54M | 2.2% | +9.3K | Added |
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