Port Charlotte, FLCIK 20522794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
623 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.14M | $91.16M | 13.0% | +41.5K | Added |
| 2 | Vanguard Specialized Funds | 172.2K | $37.84M | 5.4% | +13.0K | Added |
| 3 | Ishares Tr | 736.4K | $37.33M | 5.3% | +52.0K | Added |
| 4 | Vanguard Whitehall Fds |
| 248.1K |
| $35.60M |
| 5.1% |
| +8.1K |
| Added |
| 5 | Vanguard Index Fds | 65.5K | $31.95M | 4.6% | +2.7K | Added |
| 6 | Spdr Series Trust | 733.0K | $24.78M | 3.5% | +70.5K | Added |
| 7 | Spdr Series Trust | 518.6K | $24.30M | 3.5% | −84.6K | Reduced |
| 8 | Apple Inc | 72.8K | $19.79M | 2.8% | −2.7K | Reduced |
| 9 | Spdr Series Trust | 341.1K | $19.76M | 2.8% | −33.0K | Reduced |
| 10 | Vanguard Scottsdale Fds | 229.4K | $19.22M | 2.7% | +11.8K | Added |
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