Altamonte Springs, FLCIK 20537864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 39.2K | $24.58M | 8.7% | −1.5K | Reduced |
| 2 | Vanguard Index Fds | 41.3K | $20.13M | 7.1% | −1.4K | Reduced |
| 3 | Ishares Tr | 25.1K | $17.23M | 6.1% | +3.5K | Added |
| 4 | Blackrock ETF Trust |
| 236.1K |
| $14.36M |
| 5.1% |
| +33.4K |
| Added |
| 5 | Spdr Series Trust | 228.2K | $12.96M | 4.6% | +83.0K | Added |
| 6 | Spdr Series Trust | 116.0K | $12.38M | 4.4% | +10.7K | Added |
| 7 | Ishares Inc | 149.9K | $10.07M | 3.6% | +28.9K | Added |
| 8 | Ishares Tr | 25.5K | $8.76M | 3.1% | +3.6K | Added |
| 9 | Spdr Series Trust | 296.4K | $8.55M | 3.0% | −6.3K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 96.2K | $7.22M | 2.6% | −26.6K | Reduced |
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