North Wales, X1CIK 20610274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.31M | $36.30M | 20.5% | +48.5K | Added |
| 2 | Ssga Active ETF Tr | 702.5K | $28.47M | 16.1% | +42.6K | Added |
| 3 | Select Sector Spdr Tr | 180.4K | $26.08M | 14.7% | +92.6K | Added |
| 4 | Ishares Tr |
| 180.4K |
| $13.84M |
| 7.8% |
| +8.6K |
| Added |
| 5 | Innovator Etfs Trust | 361.5K | $12.13M | 6.8% | +22.6K | Added |
| 6 | Ishares Tr | 127.6K | $10.42M | 5.9% | +4.6K | Added |
| 7 | Pacer Fds Tr | 159.6K | $9.72M | 5.5% | +4.9K | Added |
| 8 | Innovator Etfs Trust | 276.6K | $9.02M | 5.1% | +15.8K | Added |
| 9 | Apple Inc | 11.9K | $3.17M | 1.8% | +331 | Added |
| 10 | Fidelity Wise Origin Bitcoin | 34.3K | $2.82M | 1.6% | +2.1K | Added |
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