Rumson, NJCIK 20440013 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
175 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | 2023 ETF Series Trust | 1.01M | $32.77M | 11.2% | 0 | Held |
| 2 | Microsoft Corp | 25.7K | $12.44M | 4.3% | −552 | Reduced |
| 3 | Jpmorgan Chase & Co. | 36.4K | $11.73M | 4.0% | −2.2K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 23.0K |
| $11.57M |
| 4.0% |
| −834 |
| Reduced |
| 5 | Ishares Tr | 146.7K | $7.76M | 2.7% | −20.9K | Reduced |
| 6 | Apple Inc | 26.7K | $7.26M | 2.5% | −261 | Reduced |
| 7 | Vanguard Index Fds | 11.5K | $7.21M | 2.5% | +2.4K | Added |
| 8 | Alphabet Inc | 21.8K | $6.83M | 2.3% | −400 | Reduced |
| 9 | Ishares Tr | 58.8K | $6.48M | 2.2% | +20.6K | Added |
| 10 | Ishares Tr | 67.4K | $6.03M | 2.1% | −1.3K | Reduced |
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