Lakewood Ranch, FLCIK 20839774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 50.5K | $31.70M | 17.1% | +15.1K | Added |
| 2 | Pimco ETF Tr | 478.6K | $12.77M | 6.9% | +53.8K | Added |
| 3 | Hci Group Inc | 65.3K | $12.52M | 6.7% | 0 | Held |
| 4 | Capital Group Core Balanced |
| 340.5K |
| $12.03M |
| 6.5% |
| +16.4K |
| Added |
| 5 | Vanguard Scottsdale Fds | 89.8K | $10.94M | 5.9% | +4.7K | Added |
| 6 | Franklin Templeton ETF Tr | 341.9K | $9.59M | 5.2% | +38.6K | Added |
| 7 | Invesco Qqq Tr | 15.3K | $9.38M | 5.0% | −1.6K | Reduced |
| 8 | Ishares Tr | 68.8K | $8.36M | 4.5% | +5.8K | Added |
| 9 | Fidelity Covington Trust | 144.1K | $8.17M | 4.4% | +31.0K | Added |
| 10 | J P Morgan Exchange Traded F | 93.1K | $6.97M | 3.8% | +9.1K | Added |
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