Madison, WICIK 20231684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
156 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 33.0K | $20.67M | 7.9% | +1.9K | Added |
| 2 | Invesco Qqq Tr | 26.3K | $16.18M | 6.2% | +7.3K | Added |
| 3 | Spdr S&P 500 ETF Tr | 23.2K | $15.84M | 6.1% | +6.5K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 177.0K |
| $11.06M |
| 4.2% |
| +10.1K |
| Added |
| 5 | Ishares Tr | 206.1K | $9.59M | 3.7% | +21.9K | Added |
| 6 | Ishares Tr | 81.5K | $8.73M | 3.3% | +7.4K | Added |
| 7 | Apple Inc | 22.7K | $6.16M | 2.4% | +1.6K | Added |
| 8 | Alphabet Inc | 19.2K | $6.02M | 2.3% | +11.8K | Added |
| 9 | Palantir Technologies Inc | 25.0K | $4.44M | 1.7% | +1.2K | Added |
| 10 | Vanguard Intl Equity Index F | 77.1K | $4.15M | 1.6% | +6.1K | Added |
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