Fort Myers, FLCIK 20100294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
747 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pacer Fds Tr | 349.1K | $11.29M | 9.3% | +172.4K | Added |
| 2 | Innovator Etfs Trust | 243.1K | $8.96M | 7.4% | −5.3K | Reduced |
| 3 | Spdr Series Trust | 62.7K | $5.03M | 4.2% | +26.3K | Added |
| 4 | Simplify Exchange Traded Fun |
| 114.8K |
| $4.51M |
| 3.7% |
| +14.7K |
| Added |
| 5 | Simplify Exchange Traded Fun | 75.0K | $3.20M | 2.7% | +5.0K | Added |
| 6 | Listed Fds Tr | 119.9K | $2.46M | 2.0% | +25.3K | Added |
| 7 | Listed Fds Tr | 43.2K | $2.30M | 1.9% | −1.8K | Reduced |
| 8 | Ishares Tr | 3.2K | $2.19M | 1.8% | +549 | Added |
| 9 | Nvidia Corporation | 11.6K | $2.16M | 1.8% | +4.5K | Added |
| 10 | Schwab Strategic Tr | 78.9K | $2.12M | 1.8% | +685 | Added |
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