Wormleysburg, PACIK 20093674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
248 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 788.2K | $54.72M | 4.7% | +9.9K | Added |
| 2 | Pimco ETF Tr | 1.06M | $53.65M | 4.6% | +12.7K | Added |
| 3 | Capital Grp Fixed Incm ETF T | 1.98M | $44.87M | 3.8% | +94.5K | Added |
| 4 | Victory Portfolios II |
| 761.6K |
| $38.72M |
| 3.3% |
| +69.1K |
| Added |
| 5 | Apple Inc | 136.7K | $37.15M | 3.2% | −1.8K | Reduced |
| 6 | Wisdomtree Tr | 700.2K | $35.23M | 3.0% | −22.6K | Reduced |
| 7 | Spdr Gold Tr | 88.0K | $34.89M | 3.0% | −11.4K | Reduced |
| 8 | Invesco Exchange Traded Fd T | 723.9K | $33.22M | 2.8% | +31.8K | Added |
| 9 | Pimco ETF Tr | 1.22M | $32.53M | 2.8% | +136.9K | Added |
| 10 | Pimco ETF Tr | 579.5K | $30.37M | 2.6% | +31.3K | Added |
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