Miami, FLCIK 20567274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
52 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 226.2K | $24.91M | 25.2% | −5.3K | Reduced |
| 2 | Nvidia Corporation | 34.3K | $6.39M | 6.5% | +678 | Added |
| 3 | Microsoft Corp | 11.2K | $5.43M | 5.5% | +201 | Added |
| 4 | Vanguard Index Fds |
| 8.2K |
| $5.17M |
| 5.2% |
| −120 |
| Reduced |
| 5 | Ishares Tr | 41.8K | $4.20M | 4.2% | +41.8K | New |
| 6 | J P Morgan Exchange Traded F | 71.1K | $4.07M | 4.1% | +16.6K | Added |
| 7 | Alphabet Inc | 12.0K | $3.76M | 3.8% | +1.6K | Added |
| 8 | First Tr Exchange-Traded Fd | 182.4K | $3.67M | 3.7% | +5.3K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 13.9K | $3.52M | 3.6% | +468 | Added |
| 10 | Vanguard Index Fds | 9.3K | $3.12M | 3.1% | −981 | Reduced |
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