Coral Gables, FLCIK 20125114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 51.1K | $35.01M | 26.4% | −99 | Reduced |
| 2 | Victory Portfolios II | 374.4K | $25.78M | 19.5% | +1.2K | Added |
| 3 | Victory Portfolios II | 385.5K | $25.40M | 19.2% | +1.8K | Added |
| 4 | Ishares Tr |
| 66.0K |
| $8.14M |
| 6.1% |
| +1.8K |
| Added |
| 5 | Vanguard World Fd | 6.8K | $5.13M | 3.9% | +52 | Added |
| 6 | Pacer Fds Tr | 129.3K | $4.55M | 3.4% | +23.5K | Added |
| 7 | Victory Portfolios II | 113.5K | $4.47M | 3.4% | +24.4K | Added |
| 8 | Pacer Fds Tr | 39.5K | $2.38M | 1.8% | −6.3K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 3.2K | $1.59M | 1.2% | +57 | Added |
| 10 | Vanguard Index Fds | 4.3K | $1.30M | 1.0% | +76 | Added |
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