Wakefield, MACIK 20361175 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
393 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 44.2K | $27.13M | 7.9% | +2.3K | Added |
| 2 | Vanguard Index Fds | 51.4K | $25.06M | 7.3% | +1.3K | Added |
| 3 | Vanguard Whitehall Fds | 122.9K | $17.64M | 5.1% | +7.5K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 23.4K |
| $15.98M |
| 4.6% |
| +370 |
| Added |
| 5 | Wisdomtree Tr | 196.9K | $13.95M | 4.1% | +40.2K | Added |
| 6 | Fidelity Covington Trust | 244.9K | $13.88M | 4.0% | +36.0K | Added |
| 7 | Vanguard Index Fds | 57.2K | $10.92M | 3.2% | +4.1K | Added |
| 8 | Invesco Exchange Traded Fd T | 68.2K | $9.44M | 2.7% | +7.0K | Added |
| 9 | Schwab Strategic Tr | 284.1K | $9.27M | 2.7% | +80.3K | Added |
| 10 | Fidelity Covington Trust | 242.4K | $9.25M | 2.7% | +40.1K | Added |
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