Wilmington, NCCIK 20124674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 19.4K | $9.17M | 5.1% | +50 | Added |
| 2 | Apple Inc | 31.1K | $8.45M | 4.7% | −342 | Reduced |
| 3 | Ishares Tr | 70.3K | $8.45M | 4.7% | +472 | Added |
| 4 | Nvidia Corporation |
| 44.6K |
| $8.33M |
| 4.7% |
| −8 |
| Reduced |
| 5 | Alphabet Inc | 24.9K | $7.82M | 4.4% | −485 | Reduced |
| 6 | Ishares Tr | 64.6K | $6.45M | 3.6% | +10.2K | Added |
| 7 | Microsoft Corp | 12.8K | $6.20M | 3.5% | +243 | Added |
| 8 | Royal Bk Cda | 35.2K | $6.01M | 3.4% | 0 | Held |
| 9 | Ishares Tr | 26.4K | $5.27M | 3.0% | +374 | Added |
| 10 | Vanguard Scottsdale Fds | 61.2K | $5.12M | 2.9% | +7.2K | Added |
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