Midvale, UTCIK 20673421 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
157 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 370.7K | $8.76M | 4.9% | +370.7K | New Position |
| 2 | First Tr Exchng Traded Fd Vi | 194.3K | $6.66M | 3.7% | +194.3K | New Position |
| 3 | Schwab Strategic Tr | 220.0K | $6.51M | 3.6% | +220.0K | New Position |
| 4 |
| Ishares Tr |
| 58.6K |
| $5.64M |
| 3.1% |
| +58.6K |
| New Position |
| 5 | First Tr Exchange Traded Fd | 242.6K | $5.05M | 2.8% | +242.6K | New Position |
| 6 | First Tr Exchange-Traded Fd | 229.6K | $4.88M | 2.7% | +229.6K | New Position |
| 7 | Tidal Trust III | 173.4K | $4.43M | 2.5% | +173.4K | New Position |
| 8 | J P Morgan Exchange Traded F | 84.1K | $4.26M | 2.4% | +84.1K | New Position |
| 9 | Tidal Trust I | 144.6K | $3.58M | 2.0% | +144.6K | New Position |
| 10 | Nvidia Corporation | 18.9K | $3.53M | 2.0% | +18.9K | New Position |
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