Scottsdale, AZCIK 20196634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
987 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.00M | $182.53M | 4.5% | +12.1K | Added |
| 2 | Apple Inc | 525.2K | $142.77M | 3.5% | −2.0K | Reduced |
| 3 | Chime Finl Inc | 5.13M | $129.09M | 3.2% | +5.13M | New |
| 4 | Select Sector Spdr Tr |
| 721.9K |
| $103.93M |
| 2.5% |
| +375.7K |
| Added |
| 5 | Ishares Tr | 129.3K | $88.60M | 2.2% | +7.3K | Added |
| 6 | Microsoft Corp | 170.3K | $82.34M | 2.0% | +5.1K | Added |
| 7 | Nvidia Corporation | 349.5K | $65.18M | 1.6% | +645 | Added |
| 8 | Strategy Shs | 1.15M | $55.83M | 1.4% | +989 | Added |
| 9 | Amazon Com Inc | 192.0K | $44.33M | 1.1% | −455 | Reduced |
| 10 | Broadcom Inc | 124.3K | $43.02M | 1.1% | +294 | Added |
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