Winter Park, FLCIK 19942524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 639.9K | $53.59M | 15.1% | +53.5K | Added |
| 2 | Vanguard Index Fds | 70.0K | $34.17M | 9.6% | +255 | Added |
| 3 | Vanguard Index Fds | 79.7K | $15.22M | 4.3% | +1.4K | Added |
| 4 | Ishares Tr |
| 150.7K |
| $15.12M |
| 4.3% |
| +24.8K |
| Added |
| 5 | Vanguard Scottsdale Fds | 223.6K | $13.40M | 3.8% | +20.8K | Added |
| 6 | Ishares Tr | 261.3K | $13.29M | 3.7% | +27.2K | Added |
| 7 | Vanguard Specialized Funds | 49.6K | $10.89M | 3.1% | +28 | Added |
| 8 | Spdr Series Trust | 449.2K | $10.63M | 3.0% | +33.8K | Added |
| 9 | Broadcom Inc | 24.7K | $8.57M | 2.4% | −1.3K | Reduced |
| 10 | Vanguard World Fd | 9.3K | $7.04M | 2.0% | +14 | Added |
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