Southampton, NYCIK 20555121 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 2.35M | $146.65M | 39.0% | +2.35M | New Position |
| 2 | Vanguard Index Fds | 203.8K | $127.80M | 34.0% | +203.8K | New Position |
| 3 | Ishares Inc | 540.1K | $43.61M | 11.6% | +540.1K | New Position |
| 4 |
| Vanguard Intl Equity Index F |
| 676.3K |
| $36.36M |
| 9.7% |
| +676.3K |
| New Position |
| 5 | Vanguard Index Fds | 70.5K | $6.24M | 1.7% | +70.5K | New Position |
| 6 | Evolv Technologies Hldngs In | 639.5K | $4.58M | 1.2% | +639.5K | New Position |
| 7 | Invesco Qqq Tr | 6.1K | $3.75M | 1.0% | +6.1K | New Position |
| 8 | Berkshire Hathaway Inc Del | 4 | $3.02M | 0.8% | +4 | New Position |
| 9 | Alps ETF Tr | 45.5K | $2.14M | 0.6% | +45.5K | New Position |
| 10 | Vanguard Index Fds | 3.6K | $930.4K | 0.2% | +3.6K | New Position |
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