Phoenix, AZCIK 20668124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
497 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 261.6K | $48.79M | 5.9% | +17.0K | Added |
| 2 | Vanguard Index Fds | 144.0K | $48.26M | 5.8% | +5.9K | Added |
| 3 | Vanguard Index Fds | 67.0K | $32.68M | 3.9% | +2.2K | Added |
| 4 | Apple Inc |
| 116.4K |
| $31.63M |
| 3.8% |
| +5.9K |
| Added |
| 5 | Broadcom Inc | 61.7K | $21.35M | 2.6% | +10.7K | Added |
| 6 | Microsoft Corp | 42.7K | $20.65M | 2.5% | +9.1K | Added |
| 7 | Amazon Com Inc | 87.2K | $20.13M | 2.4% | +704 | Added |
| 8 | Ishares Tr | 172.6K | $19.01M | 2.3% | +153.5K | Added |
| 9 | Alphabet Inc | 44.1K | $13.81M | 1.7% | −939 | Reduced |
| 10 | Morgan Stanley ETF Trust | 234.3K | $11.89M | 1.4% | +6.2K | Added |
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