West Linn, ORCIK 20524054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rocket Cos Inc | 5.94M | $115.00M | 38.6% | +5.94M | New |
| 2 | Wells Fargo Co New | 137.1K | $12.77M | 4.3% | 0 | Held |
| 3 | Ishares Tr | 191.2K | $8.90M | 3.0% | +6.6K | Added |
| 4 | Ishares Tr |
| 29.9K |
| $8.27M |
| 2.8% |
| −51 |
| Reduced |
| 5 | Vanguard Bd Index Fds | 91.6K | $7.13M | 2.4% | +1.8K | Added |
| 6 | Ishares Tr | 36.3K | $6.19M | 2.1% | +41 | Added |
| 7 | Ishares Tr | 18.0K | $6.18M | 2.1% | −16 | Reduced |
| 8 | Ishares Tr | 66.9K | $6.14M | 2.1% | +470 | Added |
| 9 | Vanguard World Fd | 42.8K | $6.05M | 2.0% | +592 | Added |
| 10 | New York Life Investments Et | 171.2K | $5.55M | 1.9% | +1.9K | Added |
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