Atomic Invest LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed September 18, 2026), Atomic Invest LLC reported 308 stock positions worth $177.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 30.3% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 7.9%) and Vanguard Total Intl Stock (VXUS, 7.2%).
- Most Recent 13F
- Q4 2025
- Location
- NEW YORK, NY
- CIK
- 0002137372
- Portfolio Value
- $177.8M (Q4 2025)
- SEC Filing
- 0002137372-26-000001 ↗ filed Sep 18, 2026
Holdings 308 stocks · $177.8M
| VTI VG Morningstar TS MKT ETF-US | 30.33% | 159,552 | $53.9M | — |
| FBTC Fidelity Wise Origin Bitcoin | 7.86% | 182,606 | $14.0M | — |
| VXUS Vanguard Total Intl Stock | 7.24% | 169,833 | $12.9M | — |
| BND Vanguard Total Bond Market | 6.86% | 164,241 | $12.2M | — |
| IBDR iShares Ibonds Dec 2026 Term | 6.69% | 490,642 | $11.9M | — |
| IBIT iShares Bitcoin Trust ETF | 5.79% | 206,541 | $10.3M | — |
| VOO Vanguard S&P 500 ETF | 3.25% | 9,155 | $5.8M | — |
| IVV iShares Core S&P 500 ETF | 2.91% | 7,490 | $5.2M | — |
| SUSB iShares ESG Aware 1-5 Year U | 2.88% | 202,576 | $5.1M | — |
| VBIL Vanguard 0-3M T-Bill ETF | 2.75% | 64,697 | $4.9M | — |
| EFIV SS SPDR S&P 500 ESG ETF | 2.62% | 69,972 | $4.7M | — |
| BNDX Vanguard Total Intl Bond ETF | 1.78% | 65,528 | $3.2M | — |
| BITB Bitwise Bitcoin ETF | 1.35% | 50,459 | $2.4M | — |
| SCHP Schwab U.S. Tips ETF | 1.30% | 87,005 | $2.3M | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.86% | 22,790 | $1.5M | — |
| SCHO Schwab Short-Term US Treas | 0.81% | 59,417 | $1.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 2,252 | $1.4M | — |
| GBIL Goldman Sachs Access Treasur | 0.71% | 12,507 | $1.3M | — |
| VGT Vanguard Info Tech ETF | 0.70% | 1,633 | $1.2M | — |
| IAU iShares Gold Trust | 0.64% | 13,865 | $1.1M | — |
| VTIP Vanguard Short-Term Tips | 0.55% | 19,689 | $974K | — |
| VUSB Vanguard Ultra Short Bond Et | 0.53% | 18,937 | $944K | — |
| ESGU iShares ESG Aware MSCI USA | 0.50% | 5,938 | $892K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.48% | 19,697 | $845K | — |
| SPUS SP Funds S&P Sharia Indu Exc | 0.41% | 14,244 | $733K | — |
| VT Vanguard Tot World STK ETF | 0.39% | 4,931 | $700K | — |
| VCIT Vanguard Int-Term Corporate | 0.35% | 7,396 | $621K | — |
| ESGD iShares Trust iShares ESG Aw | 0.33% | 6,177 | $590K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.33% | 2,598 | $589K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 1,076 | $529K | — |
| USHY iShares Broad Usd High Yield | 0.27% | 13,026 | $488K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 692 | $475K | — |
| VEA Vanguard Ftse Developed ETF | 0.26% | 7,267 | $456K | — |
| ETHA iShares Ethereum Trust ETF | 0.25% | 20,227 | $452K | — |
| SGOV iShares 0-3 Month Treasury B | 0.24% | 4,165 | $418K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.21% | 842 | $377K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 4,574 | $370K | — |
| GOVT iShares US Treasury Bond ETF | 0.18% | 14,090 | $325K | — |
| VGLT Vanguard Long-Term Treasury | 0.17% | 5,243 | $294K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 1,152 | $294K | — |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 5,928 | $284K | — |
| ONEQ Fidelity Nasdaq Comp Indx | 0.16% | 3,087 | $284K | — |
| HLAL Wahed Ftse USA Shariah ETF | 0.16% | 4,511 | $282K | — |
| SMH Vaneck Semiconductor ETF | 0.16% | 769 | $279K | — |
| ETHV Vaneck Ethereum ETF | 0.16% | 6,374 | $276K | — |
| ESGV Vanguard ESG US Stock ETF | 0.13% | 1,942 | $237K | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.13% | 7,669 | $236K | — |
| MBB iShares MBS ETF | 0.13% | 2,430 | $232K | — |
| HYDB iShares High Yield Systemati | 0.13% | 4,697 | $223K | — |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 4,124 | $222K | — |
| FETH Fidelity Ethereum Fund | 0.12% | 7,017 | $207K | — |
| AAAU Goldman Sachs Physical Gold | 0.11% | 4,585 | $196K | — |
| NVDA Nvidia Corp. | 0.11% | 1,033 | $194K | — |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.11% | 818 | $190K | — |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.11% | 3,334 | $189K | — |
| BGRN iShares Usd Green Bond ETF | 0.10% | 3,518 | $169K | — |
| GOOGL Alphabet Inc. Class A | 0.09% | 508 | $160K | — |
| SCHD Schwab US DVD Equity ETF | 0.09% | 5,765 | $159K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 3,589 | $159K | — |
| VIOV Vanguard S&P Small-Cap 600 V | 0.09% | 1,554 | $153K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 2,052 | $152K | — |
| AAPL Apple Inc. | 0.08% | 545 | $149K | — |
| IAUM iShares Gold Trust Micro | 0.08% | 3,112 | $135K | — |
| AOA iShares Core 80/20 Aggressiv | 0.07% | 1,366 | $123K | — |
| IYW iShares Ustechnology ETF | 0.06% | 547 | $110K | — |
| VGIT Vanguard Intermediate-Term T | 0.06% | 1,739 | $104K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.06% | 237 | $99K | — |
| AGG iShares Core U.S. Aggregate | 0.05% | 918 | $92K | — |
| VXF Vanguard Extended Market ETF | 0.05% | 427 | $90K | — |
| SCHG Schwab US Large-Cap Growth | 0.05% | 2,723 | $90K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 536 | $77K | — |
| MSFT Microsoft Corp. | 0.04% | 151 | $73K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.04% | 1,348 | $71K | — |
| AVGO Broadcom Inc. | 0.04% | 189 | $66K | — |
| IVW iShares S&P 500 Growth ETF | 0.04% | 511 | $63K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 1,324 | $63K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.04% | 868 | $62K | — |
| SCHA Schwab US Small-Cap ETF | 0.03% | 1,998 | $57K | — |
| IUSV iShares Core S&P U.S. Value | 0.03% | 550 | $57K | — |
| TSLA Tesla Inc. | 0.03% | 122 | $55K | — |
| IJH iShares Core S&P Midcap ETF | 0.03% | 787 | $53K | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.03% | 443 | $50K | — |
| LLY Eli Lilly & Co. | 0.03% | 46 | $49K | — |
| AXP American Express Co. | 0.03% | 128 | $48K | — |
| COMT iShares Gsci Commodity Dynam | 0.03% | 1,881 | $47K | — |
| AMZN Amazon.com Inc. | 0.03% | 198 | $46K | — |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 208 | $46K | — |
| VOX Vanguard Communication Servi | 0.03% | 235 | $46K | — |
| HODL Vaneck Bitcoin ETF | 0.03% | 1,817 | $45K | — |
| MS Morgan Stanley | 0.03% | 248 | $44K | — |
| JPM JPMorgan Chase & Co. | 0.02% | 137 | $44K | — |
| CAT Caterpillar Inc. | 0.02% | 73 | $42K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 137 | $42K | — |
| CSCO Cisco Systems Inc. | 0.02% | 539 | $42K | — |
| DGRO iShares Core Dividend Growth | 0.02% | 580 | $41K | — |
| VYM Vanguard High DVD Yield ETF | 0.02% | 280 | $40K | — |
| XLK SS Technology Select Sector | 0.02% | 278 | $40K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 421 | $40K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 149 | $39K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 698 | $39K | — |
| ISCG iShares Morningstar Small-Ca | 0.02% | 673 | $38K | — |
| ABBV Abbvie Inc. | 0.02% | 163 | $37K | — |
| OUNZ Vaneck Merk Gold ETF | 0.02% | 885 | $37K | — |
| VCEB Vanguard ESG US Corp. Bond | 0.02% | 575 | $37K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 457 | $37K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.02% | 617 | $36K | — |
| SCHM Schwab US Mid Cap ETF | 0.02% | 1,183 | $36K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 852 | $35K | — |
| ARTY iShares Future AI & Tech ETF | 0.02% | 726 | $35K | — |
| C Citigroup Inc. | 0.02% | 299 | $35K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 732 | $35K | — |
| ETHW Bitwise Ethereum ETF | 0.02% | 1,630 | $35K | — |
| LRCX Lam Research Corp. | 0.02% | 198 | $34K | — |
| GE General Electric filed as GE AEROSPACE | 0.02% | 110 | $34K | — |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 58 | $34K | — |
| JNJ Johnson & Johnson | 0.02% | 165 | $34K | — |
| PLD Prologis Inc. | 0.02% | 263 | $34K | — |
| DFSV Dimensional US Small Cap Val | 0.02% | 1,015 | $34K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 66 | $33K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 210 | $33K | — |
| VONG Vanguard Russell 1000 Growth | 0.02% | 264 | $32K | — |
| IEMG iShares Core MSCI Emerging | 0.02% | 449 | $30K | — |
| FDVV Fidelity High Dividend ETF | 0.02% | 525 | $30K | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.02% | 325 | $29K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 100 | $29K | — |
| XLRE SS Real Estate Select Sector | 0.02% | 710 | $29K | — |
| RTX RTX Corp. | 0.02% | 155 | $29K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.02% | 608 | $28K | — |
| GS Goldman Sachs Group Inc. | 0.02% | 32 | $28K | — |
| IHI iShares U.S. Medical Devices | 0.02% | 450 | $28K | — |
| USIG iShares Broad Usd Investment | 0.02% | 540 | $28K | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.02% | 415 | $28K | — |
| VGK Vanguard Ftse Europe ETF | 0.02% | 326 | $27K | — |
| KO The Coca-Cola Co. | 0.01% | 376 | $26K | — |
| MA Mastercard Inc. Class A | 0.01% | 44 | $26K | — |
| UNP Union Pacific Corp. | 0.01% | 108 | $25K | — |
| XLV SS Health Care Select Sector | 0.01% | 161 | $25K | — |
| DHR Danaher Corp. | 0.01% | 103 | $24K | — |
| AMD Advanced Micro Devices | 0.01% | 108 | $23K | — |
| AMAT Applied Materials Inc. | 0.01% | 89 | $23K | — |
| META Meta Platforms Inc. Class A | 0.01% | 34 | $22K | — |
| SPGI S&P Global Inc. | 0.01% | 41 | $21K | — |
| SLV iShares Silver Trust | 0.01% | 304 | $21K | — |
| XLF SS Financial Select Sector | 0.01% | 379 | $21K | — |
| MCD McDonald's Corp. | 0.01% | 66 | $20K | — |
| CRM Salesforce Inc. | 0.01% | 75 | $20K | — |
| IGM iShares Expanded Tech Sector | 0.01% | 149 | $19K | — |
| ANGL Vaneck Fallen Angel High YLD | 0.01% | 635 | $19K | — |
| CVS CVS Health Corp. | 0.01% | 232 | $19K | — |
| V Visa Inc. Class A | 0.01% | 52 | $19K | — |
| WFC Wells Fargo & Co. | 0.01% | 194 | $18K | — |
| ITOT iShares Core S&P Total U.S. | 0.01% | 121 | $18K | — |
| QCOM Qualcomm Inc. | 0.01% | 103 | $18K | — |
| BLK BlackRock Inc. | 0.01% | 17 | $18K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 83 | $18K | — |
| IFRA iShares US Infrastructure | 0.01% | 334 | $18K | — |
| NEE Nextera Energy Inc. | 0.01% | 218 | $18K | — |
| SPHY SS SPDR P High Yield ETF | 0.01% | 739 | $17K | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.01% | 401 | $17K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 58 | $17K | — |
| FLOT iShares Floating Rate Bond E | 0.01% | 335 | $17K | — |
| APH Amphenol Corp. Class A | 0.01% | 124 | $17K | — |
| INTC Intel Corp. | 0.01% | 451 | $17K | — |
| BMY Bristol-Myers Squibb Co. | 0.01% | 308 | $17K | — |
| REET iShares Global REIT ETF | 0.01% | 660 | $17K | — |
| CB Chubb Ltd. | 0.01% | 52 | $16K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 83 | $16K | — |
| MRK Merck & Co. Inc. | 0.01% | 150 | $16K | — |
| PFE Pfizer Inc. | 0.01% | 632 | $16K | — |
| ACN Accenture PLC Class A | 0.01% | 58 | $16K | — |
| DISV Dimensional International SM | 0.01% | 404 | $15K | — |
| PEP Pepsico Inc. | 0.01% | 106 | $15K | — |
| PG The Procter & Gamble Co. | 0.01% | 103 | $15K | — |
| INTU Intuit Inc. | 0.01% | 22 | $15K | — |
| UPS United Parcel Service Class B | 0.01% | 145 | $14K | — |
| HCA HCA Healthcare Inc. | 0.01% | 30 | $14K | — |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 78 | $14K | — |
| EMGF iShares Emerging Markets Equ | 0.01% | 241 | $14K | — |
| ADP Automatic Data Processing | 0.01% | 53 | $14K | — |
| ISRG Intuitive Surgical Inc. | 0.01% | 24 | $14K | — |
| LOW Lowe's Cos Inc. | 0.01% | 56 | $14K | — |
| UNH Unitedhealth Group Inc. | 0.01% | 41 | $13K | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 365 | $13K | — |
| SYK Stryker Corp. | 0.01% | 37 | $13K | — |
| VGSH Vanguard Short-Term Treasury | 0.01% | 213 | $13K | — |
| KLAC KLA Corp. | 0.01% | 10 | $12K | — |
| COP Conocophillips | 0.01% | 131 | $12K | — |
| VFMO Vanguard US Momentum Factor | 0.01% | 64 | $12K | — |
| IGRO iShares Intl Div Growth ETF | 0.01% | 147 | $12K | — |
| CMCSA Comcast Corp. Class A | 0.01% | 393 | $12K | — |
| SOXX iShares Semiconductor ETF | 0.01% | 38 | $12K | — |
| ANET Arista Networks Inc. | 0.01% | 87 | $12K | — |
| IMTM iShares MSCI Intl Momentum F | 0.01% | 237 | $11K | — |
| DUK Duke Energy Corp. | 0.01% | 95 | $11K | — |
| WMT Walmart Inc. | 0.01% | 100 | $11K | — |
| ADBE Adobe Inc. | 0.01% | 32 | $11K | — |
| RLY SS Multi-Asset Real Ret ETF | 0.01% | 339 | $11K | — |
| NKE Nike Inc. Class B | 0.01% | 175 | $11K | — |
| WM Waste Management Inc. | 0.01% | 48 | $11K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 238 | $11K | — |
| SCHW Schwab (charles) Corp. | 0.01% | 105 | $11K | — |
| ETN Eaton Corp. PLC | 0.01% | 32 | $10K | — |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 106 | $10K | — |
| MU Micron Technology Inc. | 0.01% | 35 | $10K | — |
| PM Philip Morris International | 0.01% | 62 | $10K | — |
| FENY Fidelity MSCI Energy Index | 0.01% | 405 | $10K | — |
| MDT Medtronic PLC | 0.01% | 104 | $10K | — |
| IXJ iShares Global Healthcare Et | 0.01% | 102 | $10K | — |
| ORCL Oracle Corp. | 0.01% | 50 | $10K | — |
| EUSA iShares MSCI USA Equal Weigh | 0.01% | 92 | $10K | — |
| ELV Elevance Health Inc. | 0.01% | 28 | $10K | — |
| IMCV iShares Morningstar Mid-Cap | 0.01% | 116 | $10K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 72 | $10K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 83 | $9K | — |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 130 | $9K | — |
| NOW ServiceNow Inc. | 0.01% | 61 | $9K | — |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 297 | $9K | — |
| GEV GE Vernova Inc. | 0.00% | 13 | $9K | — |
| SBUX Starbucks Corp. | 0.00% | 101 | $9K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 18 | $9K | — |
| GILD Gilead Sciences Inc. | 0.00% | 66 | $8K | — |
| IYF iShares US Financials ETF | 0.00% | 62 | $8K | — |
| BKNG Booking Holdings Inc. | 0.00% | 1 | $8K | — |
| IXUS iShares Core Intl Stock ETF | 0.00% | 92 | $8K | — |
| DFEV Dimensional Emrg MRKT Val | 0.00% | 228 | $8K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 83 | $8K | — |
| COST Costco Wholesale Corp. | 0.00% | 9 | $7K | — |
| ADI Analog Devices Inc. | 0.00% | 27 | $7K | — |
| CWI State Street SPDR MSCI Acwi | 0.00% | 207 | $7K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 63 | $7K | — |
| BSX Boston Scientific Corp. | 0.00% | 75 | $7K | — |
| VDC Vanguard Consumer Staple ETF | 0.00% | 33 | $7K | — |
| CVX Chevron Corp. | 0.00% | 46 | $7K | — |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 76 | $7K | — |
| IWM iShares Russell 2000 ETF | 0.00% | 28 | $7K | — |
| VNQ Vanguard Real Estate ETF | 0.00% | 77 | $7K | — |
| CME Cme Group Inc. | 0.00% | 25 | $7K | — |
| VZ Verizon Communications Inc. | 0.00% | 166 | $7K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 15 | $7K | — |
| AMGN Amgen Inc. | 0.00% | 20 | $7K | — |
| NFLX Netflix Inc. | 0.00% | 70 | $7K | — |
| ICE Intercontinental Exchange Inc. | 0.00% | 40 | $6K | — |
| VONV Vanguard Russell 1000 Value | 0.00% | 69 | $6K | — |
| SCHB Schwab US Broad Market ETF | 0.00% | 233 | $6K | — |
| AMT American Tower Corp. | 0.00% | 35 | $6K | — |
| XME SS SPDR S&P Metals Mining | 0.00% | 58 | $6K | — |
| FISV Fiserv Inc. | 0.00% | 87 | $6K | — |
| TIP iShares Tips Bond ETF | 0.00% | 52 | $6K | — |
| COF Capital One Financial Corp. | 0.00% | 24 | $6K | — |
| SHW The Sherwin-Williams Co. | 0.00% | 17 | $6K | — |
| HD Home Depot Inc. | 0.00% | 16 | $6K | — |
| MRSH Marsh & McLennan Cos | 0.00% | 30 | $6K | — |
| ABNB Airbnb Inc. Class A | 0.00% | 40 | $5K | — |
| HON Honeywell International Inc. | 0.00% | 28 | $5K | — |
| PGR Progressive Corp. | 0.00% | 23 | $5K | — |
| BX Blackstone Inc. | 0.00% | 34 | $5K | — |
| IJR iShares Core S&P Small-Cap E | 0.00% | 43 | $5K | — |
| LIN Linde PLC | 0.00% | 12 | $5K | — |
| BA The Boeing Co. | 0.00% | 24 | $5K | — |
| PANW Palo Alto Networks Inc. | 0.00% | 27 | $5K | — |
| DVYE iShares Emerging Markets Div | 0.00% | 161 | $5K | — |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 136 | $5K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 187 | $5K | — |
| DE Deere & Co. | 0.00% | 10 | $5K | — |
| MDLZ Mondelez International Inc. Class A | 0.00% | 85 | $5K | — |
| KKR KKR & Co. Inc. | 0.00% | 35 | $4K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 18 | $4K | — |
| SO The Southern Co. | 0.00% | 50 | $4K | — |
| USXF iShares ESG Advance MSCI USA | 0.00% | 73 | $4K | — |
| SCHR Schwab Intermediate-Term US | 0.00% | 169 | $4K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 38 | $4K | — |
| ABT Abbott Laboratories | 0.00% | 33 | $4K | — |
| BIV Vanguard Intermediate-Term B | 0.00% | 49 | $4K | — |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 27 | $4K | — |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.00% | 55 | $4K | — |
| MO Altria Group Inc. | 0.00% | 63 | $4K | — |
| CSX CSX Corp. | 0.00% | 99 | $4K | — |
| UBER Uber Technologies Inc. | 0.00% | 44 | $4K | — |
| LMT Lockheed Martin Corp. | 0.00% | 7 | $4K | — |
| ITW Illinois Tool Works | 0.00% | 14 | $4K | — |
| EWJ iShares MSCI Japan ETF | 0.00% | 43 | $4K | — |
| CI The Cigna Group | 0.00% | 12 | $3K | — |
| TXN Texas Instruments Inc. | 0.00% | 19 | $3K | — |
| T AT&T Inc. | 0.00% | 125 | $3K | — |
| TMUS T-Mobile US Inc. | 0.00% | 15 | $3K | — |
| CHTR Charter Communications Inc. Class A | 0.00% | 14 | $3K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 31 | $3K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 26 | $3K | — |
| DVY iShares Select Dividend ETF | 0.00% | 19 | $3K | — |
| IGF iShares Global Infrastructur | 0.00% | 41 | $3K | — |
| SCHH Schwab US REIT ETF | 0.00% | 115 | $2K | — |
| VOOV Vanguard S&P 500 Value ETF | 0.00% | 12 | $2K | — |
| XLC SS Comm Select Sector SPDR | 0.00% | 19 | $2K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 47 | $2K | — |
| BITW Bitwise 10 Crypto Index ETF | 0.00% | 32 | $2K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 31 | $1K | — |
| SCHF Schwab Intl Equity ETF | 0.00% | 43 | $1K | — |
| SPMB SS SPDR P Mort Back Bond ETF | 0.00% | 25 | $560 | — |
| REGN Regeneron Pharmaceuticals | 0.00% | 1 | $515 | — |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 4 | $397 | — |
| SCHX Schwab US Large-Cap ETF | 0.00% | 10 | $272 | — |
| EOG EOG Resources Inc. | 0.00% | 2 | $207 | — |
| FREL Fidelity MSCI RL Est Indx | 0.00% | 6 | $174 | — |
| IVE iShares S&P 500 Value ETF | 0.00% | 1 | $151 | — |
| ZTS Zoetis Inc. | 0.00% | 1 | $88 | — |
| SMLF iShares US Smallcap Equity F | 0.00% | 1 | $75 | — |
| SOLS Solstice Adv Materials Inc. | 0.00% | 1 | $53 | — |
| EBND State Street SPDR Bloomberg | 0.00% | 1 | $15 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 308 | $177.8M | VTI, FBTC, VXUS, BND, IBDR |