Sarasota, FLCIK 20235684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
227 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 22.2K | $15.13M | 5.3% | −10 | Reduced |
| 2 | Apple Inc | 50.8K | $13.82M | 4.8% | −156 | Reduced |
| 3 | Vanguard Index Fds | 15.2K | $9.55M | 3.3% | −507 | Reduced |
| 4 | Microsoft Corp |
| 16.3K |
| $7.86M |
| 2.8% |
| +273 |
| Added |
| 5 | Schwab Strategic Tr | 185.0K | $5.07M | 1.8% | −14.5K | Reduced |
| 6 | Vanguard Specialized Funds | 22.6K | $4.96M | 1.7% | −63 | Reduced |
| 7 | Nvidia Corporation | 25.7K | $4.80M | 1.7% | +361 | Added |
| 8 | Vanguard Index Fds | 8.9K | $4.33M | 1.5% | −691 | Reduced |
| 9 | Jpmorgan Chase & Co. | 13.2K | $4.24M | 1.5% | +77 | Added |
| 10 | Ssga Active Tr | 64.1K | $3.99M | 1.4% | +2.0K | Added |
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