Delafield, WICIK 20548274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions | 318.6K | $13.92M | 10.3% | +26.4K | Added |
| 2 | ETF Ser Solutions | 287.4K | $8.18M | 6.1% | +5.4K | Added |
| 3 | Spdr Series Trust | 72.5K | $5.82M | 4.3% | +9.5K | Added |
| 4 | Capital Group Core Equity Et |
| 124.5K |
| $5.01M |
| 3.7% |
| −16.5K |
| Reduced |
| 5 | Ishares Gold Tr | 51.8K | $4.20M | 3.1% | −3.2K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 64.2K | $4.01M | 3.0% | +5.8K | Added |
| 7 | Ishares Silver Tr | 58.9K | $3.80M | 2.8% | −6.8K | Reduced |
| 8 | Vanguard Star Fds | 45.9K | $3.47M | 2.6% | −3.5K | Reduced |
| 9 | ETF Ser Solutions | 89.0K | $3.29M | 2.4% | +9.2K | Added |
| 10 | First Tr Exchange Traded Fd | 48.8K | $3.07M | 2.3% | −531 | Reduced |
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