Scottsdale, AZCIK 20503084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 92.4K | $44.67M | 19.0% | +194 | Added |
| 2 | Ishares Tr | 18.4K | $12.61M | 5.4% | −178 | Reduced |
| 3 | Blackrock ETF Trust | 167.8K | $10.20M | 4.3% | +1.4K | Added |
| 4 | Ishares Tr |
| 42.9K |
| $9.10M |
| 3.9% |
| +11.8K |
| Added |
| 5 | Broadcom Inc | 26.2K | $9.07M | 3.9% | +10.1K | Added |
| 6 | Ishares Tr | 175.1K | $8.15M | 3.5% | +1.3K | Added |
| 7 | Ishares Tr | 64.6K | $7.96M | 3.4% | +242 | Added |
| 8 | Ishares Tr | 73.7K | $7.90M | 3.4% | +2.7K | Added |
| 9 | Ishares Inc | 115.5K | $7.76M | 3.3% | +18.6K | Added |
| 10 | Ishares Tr | 91.5K | $6.54M | 2.8% | −9.5K | Reduced |
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