Scottsdale, AZCIK 20941201 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 57.7K | $18.18M | 18.4% | +57.7K | New Position |
| 2 | Ishares Tr | 22.4K | $15.34M | 15.5% | +22.4K | New Position |
| 3 | Invesco Qqq Tr | 10.6K | $6.49M | 6.6% | +10.6K | New Position |
| 4 | Vanguard Index Fds |
| 19.3K |
| $4.98M |
| 5.0% |
| +19.3K |
| New Position |
| 5 | Ishares Tr | 39.3K | $3.52M | 3.6% | +39.3K | New Position |
| 6 | Ishares Inc | 51.0K | $3.43M | 3.5% | +51.0K | New Position |
| 7 | Tesla Inc | 5.9K | $2.67M | 2.7% | +5.9K | New Position |
| 8 | Apple Inc | 9.6K | $2.61M | 2.6% | +9.6K | New Position |
| 9 | Nvidia Corporation | 13.3K | $2.47M | 2.5% | +13.3K | New Position |
| 10 | Berkshire Hathaway Inc Del | 4.8K | $2.41M | 2.4% | +4.8K | New Position |
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