Alpharetta, GACIK 20830871 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF | 667.4K | $29.68M | 17.1% | +667.4K | New Position |
| 2 | Capital Group Dividend Value | 647.1K | $28.24M | 16.3% | +647.1K | New Position |
| 3 | Capital Group Gbl Growth Eqt | 636.4K | $22.05M | 12.7% | +636.4K | New Position |
| 4 |
| Spdr S&P 500 ETF Tr |
| 29.1K |
| $19.83M |
| 11.4% |
| +29.1K |
| New Position |
| 5 | Vanguard Index Fds | 31.9K | $9.27M | 5.3% | +31.9K | New Position |
| 6 | Vanguard Index Fds | 17.3K | $4.45M | 2.6% | +17.3K | New Position |
| 7 | Broadcom Inc | 12.5K | $4.33M | 2.5% | +12.5K | New Position |
| 8 | Nvidia Corporation | 22.3K | $4.17M | 2.4% | +22.3K | New Position |
| 9 | Alphabet Inc | 12.4K | $3.87M | 2.2% | +12.4K | New Position |
| 10 | Equifax Inc | 16.4K | $3.56M | 2.1% | +16.4K | New Position |
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