Houston, TXCIK 20448744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 9.1K | $5.58M | 5.5% | −455 | Reduced |
| 2 | Vanguard Index Fds | 8.7K | $5.44M | 5.3% | +906 | Added |
| 3 | Dimensional ETF Trust | 108.4K | $5.41M | 5.3% | −4.1K | Reduced |
| 4 | Fidelity Covington Trust |
| 87.8K |
| $4.98M |
| 4.9% |
| +317 |
| Added |
| 5 | Sprott Physical Gold Etv | 150.7K | $4.97M | 4.9% | +16.8K | Added |
| 6 | Exxon Mobil Corp | 38.6K | $4.65M | 4.5% | −500 | Reduced |
| 7 | Apple Inc | 14.9K | $4.04M | 4.0% | −124 | Reduced |
| 8 | J P Morgan Exchange Traded F | 59.5K | $3.76M | 3.7% | +8.4K | Added |
| 9 | Ishares Tr | 11.9K | $3.31M | 3.2% | +1.2K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 58.9K | $2.87M | 2.8% | −3.6K | Reduced |
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