Berwyn, PACIK 20513394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 96.6K | $60.56M | 41.5% | +6.8K | Added |
| 2 | Vanguard Index Fds | 119.5K | $58.30M | 40.0% | +1.9K | Added |
| 3 | Vanguard Index Fds | 25.7K | $8.60M | 5.9% | +1.8K | Added |
| 4 | Invesco Exch Traded Fd Tr II |
| 30.1K |
| $7.60M |
| 5.2% |
| +11.1K |
| Added |
| 5 | Vanguard World Fd | 2.8K | $2.09M | 1.4% | −23 | Reduced |
| 6 | Fidelity Covington Trust | 35.4K | $1.48M | 1.0% | +762 | Added |
| 7 | Ishares Tr | 6.8K | $1.01M | 0.7% | −75 | Reduced |
| 8 | Vanguard World Fd | 2.2K | $915.1K | 0.6% | +68 | Added |
| 9 | Microsoft Corp | 1.8K | $889.4K | 0.6% | +202 | Added |
| 10 | Apple Inc | 2.9K | $788.3K | 0.5% | +26 | Added |
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