Naples, FLCIK 20930553 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
147 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 125.8K | $24.99M | 20.3% | +3.6K | Added |
| 2 | Ishares Tr | 116.6K | $13.28M | 10.8% | +3.7K | Added |
| 3 | Invesco Exchange Traded Fd T | 208.3K | $9.48M | 7.7% | +4.2K | Added |
| 4 | Ishares Tr |
| 91.5K |
| $9.14M |
| 7.4% |
| +3.5K |
| Added |
| 5 | Select Sector Spdr Tr | 49.8K | $7.17M | 5.8% | +25.5K | Added |
| 6 | Vanguard Scottsdale Fds | 114.2K | $6.71M | 5.4% | +6.8K | Added |
| 7 | Select Sector Spdr Tr | 121.1K | $6.63M | 5.4% | +4.6K | Added |
| 8 | Spdr Series Trust | 44.2K | $4.72M | 3.8% | +1.3K | Added |
| 9 | Ishares Tr | 71.7K | $3.79M | 3.1% | +877 | Added |
| 10 | Schwab Strategic Tr | 124.3K | $3.03M | 2.5% | +4.7K | Added |
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