Westlake Village, CACIK 19774444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 201.4K | $24.03M | 14.0% | −53.2K | Reduced |
| 2 | First Tr Exchng Traded Fd Vi | 611.4K | $17.27M | 10.1% | −11.1K | Reduced |
| 3 | Dimensional ETF Trust | 304.2K | $15.18M | 8.8% | +61.5K | Added |
| 4 |
| 264.2K |
| $10.04M |
| 5.9% |
| +18.0K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 14.8K | $7.42M | 4.3% | −10.7K | Reduced |
| 6 | Ishares Tr | 52.1K | $7.13M | 4.2% | +52.1K | New |
| 7 | Vanguard Bd Index Fds | 80.6K | $6.28M | 3.7% | +80.6K | New |
| 8 | First Tr Exchange Traded Fd | 57.1K | $5.62M | 3.3% | +1.4K | Added |
| 9 | Dimensional ETF Trust | 72.3K | $5.36M | 3.1% | −15.8K | Reduced |
| 10 | Ea Series Trust | 45.5K | $5.24M | 3.1% | −37.1K | Reduced |
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