West Linn, ORCIK 19975864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 422.3K | $21.25M | 6.7% | +7.4K | Added |
| 2 | Vaneck ETF Trust | 191.3K | $19.81M | 6.2% | +2.1K | Added |
| 3 | Wisdomtree Tr | 285.3K | $16.74M | 5.2% | +33.6K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 230.1K |
| $14.38M |
| 4.5% |
| +7.6K |
| Added |
| 5 | First Tr Exchng Traded Fd Vi | 563.5K | $14.18M | 4.4% | +14.7K | Added |
| 6 | Ishares Tr | 19.0K | $13.04M | 4.1% | +134 | Added |
| 7 | Spdr S&P 500 ETF Tr | 14.3K | $9.72M | 3.0% | +391 | Added |
| 8 | Blackrock ETF Trust | 139.4K | $8.48M | 2.7% | +13.7K | Added |
| 9 | Apple Inc | 30.3K | $8.22M | 2.6% | −682 | Reduced |
| 10 | J P Morgan Exchange Traded F | 97.9K | $7.33M | 2.3% | +7.9K | Added |
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