Fort Worth, TXCIK 21085591 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 119.8K | $60.22M | 23.9% | +119.8K | New Position |
| 2 | Janus Detroit Str Tr | 626.9K | $31.71M | 12.6% | +626.9K | New Position |
| 3 | Invesco Qqq Tr | 46.4K | $28.53M | 11.3% | +46.4K | New Position |
| 4 |
| Vanguard World Fd |
| 367.4K |
| $23.88M |
| 9.5% |
| +367.4K |
| New Position |
| 5 | Vanguard Index Fds | 131.3K | $23.29M | 9.3% | +131.3K | New Position |
| 6 | Ishares Tr | 303.1K | $22.71M | 9.0% | +303.1K | New Position |
| 7 | Invesco Exchange Traded Fd T | 44.2K | $8.46M | 3.4% | +44.2K | New Position |
| 8 | Ishares Tr | 85.4K | $7.45M | 3.0% | +85.4K | New Position |
| 9 | Valued Advisers Tr | 237.7K | $6.10M | 2.4% | +237.7K | New Position |
| 10 | Apple Inc | 15.0K | $4.08M | 1.6% | +15.0K | New Position |
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