Fort Wayne, INCIK 20662325 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 104.7K | $65.67M | 25.6% | +1.4K | Added |
| 2 | Apple Inc | 157.2K | $42.73M | 16.6% | −3.6K | Reduced |
| 3 | Select Sector Spdr Tr | 160.4K | $23.09M | 9.0% | +76.3K | Added |
| 4 | Nvidia Corporation |
| 107.8K |
| $20.10M |
| 7.8% |
| −3.3K |
| Reduced |
| 5 | Schwab Strategic Tr | 12.72M | $12.72M | 5.0% | +12.72M | New |
| 6 | Meta Platforms Inc | 15.5K | $10.23M | 4.0% | +500 | Added |
| 7 | Ishares Tr | 11.8K | $8.09M | 3.1% | −96 | Reduced |
| 8 | First Tr Exchange Traded Fd | 133.5K | $8.06M | 3.1% | +14.4K | Added |
| 9 | Amazon Com Inc | 31.2K | $7.20M | 2.8% | +554 | Added |
| 10 | First Tr Exchange Traded Fd | 176.5K | $6.67M | 2.6% | −15.9K | Reduced |
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