Mt. Pleasant, SCCIK 19676224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 809.3K | $32.04M | 22.6% | −19.1K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 115.1K | $29.10M | 20.6% | +3.2K | Added |
| 3 | Srh Total Return Fund Inc | 1.48M | $27.36M | 19.3% | +219.4K | Added |
| 4 | Tcw Strategic Income Fd Inc |
| 3.24M |
| $15.99M |
| 11.3% |
| +231.5K |
| Added |
| 5 | Sprott Physical Gold Etv | 429.8K | $14.19M | 10.0% | +96.6K | Added |
| 6 | Invesco Qqq Tr | 19.0K | $11.67M | 8.2% | −30 | Reduced |
| 7 | Vaneck ETF Trust | 275.6K | $4.56M | 3.2% | +6.0K | Added |
| 8 | Ishares Tr | 5.4K | $2.56M | 1.8% | 0 | Held |
| 9 | Ishares Tr | 5.2K | $1.10M | 0.8% | 0 | Held |
| 10 | Dimensional ETF Trust | 16.9K | $812.6K | 0.6% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio