Brookfield, WICIK 20072634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
146 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 64.6K | $13.69M | 5.0% | +652 | Added |
| 2 | Vanguard Tax-Managed Fds | 203.6K | $12.72M | 4.6% | +5.7K | Added |
| 3 | Microsoft Corp | 25.6K | $12.37M | 4.5% | +1.3K | Added |
| 4 | Apple Inc |
| 45.0K |
| $12.24M |
| 4.5% |
| −1.8K |
| Reduced |
| 5 | Ishares Tr | 91.5K | $11.28M | 4.1% | −3.4K | Reduced |
| 6 | Dbx ETF Tr | 176.5K | $10.29M | 3.8% | +4.8K | Added |
| 7 | Broadcom Inc | 19.7K | $6.80M | 2.5% | +3.2K | Added |
| 8 | Jpmorgan Chase & Co. | 19.6K | $6.33M | 2.3% | +1.8K | Added |
| 9 | Vanguard Index Fds | 19.1K | $5.54M | 2.0% | +133 | Added |
| 10 | Ishares Tr | 42.0K | $5.52M | 2.0% | +535 | Added |
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