Westlake, OHCIK 20954971 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF | 369.5K | $16.43M | 16.4% | +369.5K | New Position |
| 2 | Capital Group Dividend Value | 341.6K | $14.91M | 14.9% | +341.6K | New Position |
| 3 | Capital Group Core Equity Et | 291.0K | $11.71M | 11.7% | +291.0K | New Position |
| 4 |
| Capital Group Gbl Growth Eqt |
| 260.8K |
| $9.04M |
| 9.0% |
| +260.8K |
| New Position |
| 5 | Capital Group Intl Focus Eqt | 265.5K | $7.85M | 7.8% | +265.5K | New Position |
| 6 | Capital Grp Fixed Incm ETF T | 272.8K | $7.47M | 7.5% | +272.8K | New Position |
| 7 | Capital Group Core Balanced | 148.2K | $5.24M | 5.2% | +148.2K | New Position |
| 8 | Apple Inc | 7.8K | $2.13M | 2.1% | +7.8K | New Position |
| 9 | Ishares Tr | 14.1K | $1.70M | 1.7% | +14.1K | New Position |
| 10 | Microsoft Corp | 3.4K | $1.66M | 1.7% | +3.4K | New Position |
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