Lansdale, PACIK 20560374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 113.2K | $24.88M | 12.5% | +6.0K | Added |
| 2 | Schwab Strategic Tr | 584.1K | $16.02M | 8.1% | −5.1K | Reduced |
| 3 | Fidelity Covington Trust | 374.8K | $15.63M | 7.9% | +6.2K | Added |
| 4 | Wisdomtree Tr |
| 271.4K |
| $13.21M |
| 6.6% |
| +567 |
| Added |
| 5 | Ishares Tr | 240.7K | $11.81M | 5.9% | −3.1K | Reduced |
| 6 | Vanguard Index Fds | 30.1K | $10.08M | 5.1% | +4.0K | Added |
| 7 | Spdr Series Trust | 94.1K | $10.04M | 5.1% | −2.4K | Reduced |
| 8 | Vanguard Bd Index Fds | 117.4K | $8.69M | 4.4% | +3.3K | Added |
| 9 | Vanguard Scottsdale Fds | 100.6K | $8.43M | 4.2% | +10.2K | Added |
| 10 | Vanguard Index Fds | 28.7K | $7.40M | 3.7% | −769 | Reduced |
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