Stuart, FLCIK 20552294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 75.0K | $13.98M | 5.4% | −1.7K | Reduced |
| 2 | Alphabet Inc | 44.3K | $13.85M | 5.4% | −2.3K | Reduced |
| 3 | Apple Inc | 39.4K | $10.72M | 4.2% | −1.5K | Reduced |
| 4 | Vanguard Index Fds |
| 16.2K |
| $10.17M |
| 3.9% |
| +16.2K |
| New |
| 5 | Vanguard Tax-Managed Fds | 146.0K | $9.12M | 3.5% | +146.0K | New |
| 6 | Microsoft Corp | 18.7K | $9.02M | 3.5% | +31 | Added |
| 7 | Amazon Com Inc | 39.0K | $8.99M | 3.5% | +43 | Added |
| 8 | Schwab Strategic Tr | 235.2K | $6.70M | 2.6% | +235.2K | New |
| 9 | Schwab Strategic Tr | 202.8K | $6.10M | 2.4% | +202.8K | New |
| 10 | Invesco Qqq Tr | 9.8K | $6.04M | 2.3% | +9.8K | New |
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