Manske Wealth Management

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed November 12, 2025), Manske Wealth Management reported 179 stock positions worth $264.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.3% of the portfolio, followed by Apple (AAPL, 8.5%) and SS Global Allocation ETF (GAL, 4.2%). Compared with Q4 2024, it opened 16 new positions, sold out of 5, added to 102 and reduced 51. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +14%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0002095143
Portfolio Value
$264.6M (Q1 2025)
SEC Filing
0002095143-25-000002 ↗ filed Nov 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $251.8M Q4 2024 Q1 2025: $264.6M $264.6M Q1 2025 Q2 2025: $302.2M Q2 2025 Q3 2025: $326.0M Q3 2025 Q4 2025: $338.4M Q4 2025 Q1 2026: $357.0M Q1 2026 Q2 2026: $402.7M Q2 2026

Holdings 179 stocks · $264.6M
VTI VG Morningstar TS MKT ETF-US 14.30% 137,651 $37.8M Add +13.5%
AAPL Apple Inc. 8.50% 101,321 $22.5M Reduce -0.9%
GAL SS Global Allocation ETF 4.21% 248,497 $11.1M Reduce -0.5%
VEA Vanguard Ftse Developed ETF 3.56% 185,173 $9.4M Add +0.2%
AMZN Amazon.com Inc. 3.51% 48,845 $9.3M Add +29.4%
PGX Invesco Preferred ETF 2.34% 551,015 $6.2M Add +2.1%
MSFT Microsoft Corp. 2.17% 15,281 $5.7M Add +9.1%
JPIB JPMorgan Intl BND ETF 2.01% 111,096 $5.3M Add +3.1%
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F 1.86% 48,865 $4.9M Add +1.5%
GOOG Alphabet Inc. Class C 1.81% 30,655 $4.8M Add +0.7%
SCHZ Schwab US Aggregate Bond ETF 1.68% 191,509 $4.4M Add +5.3%
XOM Exxon Mobil Corp. 1.56% 34,724 $4.1M Add +4.2%
T AT&T Inc. 1.46% 137,046 $3.9M Reduce -4.2%
VZ Verizon Communications Inc. 1.41% 82,297 $3.7M Reduce -0.7%
BTI British American Tob-SP ADR 1.27% 81,094 $3.4M Reduce -1.1%
SHYG iShares 0-5 YR HY Corp. Bond 1.27% 78,874 $3.4M Add +2.9%
FNDA Schwab Fndmntl US SM Co. ETF 1.24% 120,282 $3.3M Add +1.0%
YLD Principal Act Hi YLD ETF 1.24% 171,855 $3.3M Add +0.3%
REET iShares Global REIT ETF 1.05% 114,708 $2.8M Add +0.6%
INKM SS Income Allocation ETF 0.95% 79,093 $2.5M Add +7.4%
MMM 3M Co. 0.91% 16,365 $2.4M Reduce -11.4%
C Citigroup Inc. 0.89% 33,358 $2.4M Reduce -17.0%
BNDX Vanguard Total Intl Bond ETF 0.86% 46,802 $2.3M Reduce -4.3%
SPSB SS SPDR P St C Corp. ETF 0.86% 75,492 $2.3M Add +9.2%
SCHC Schwab Intl Small-Cap Equity 0.85% 62,619 $2.2M Add +1.0%
QQQ Invesco QQQ Trust Series 1 0.85% 4,782 $2.2M Add +22.4%
CVS CVS Health Corp. 0.85% 33,090 $2.2M Add +11.6%
XLRE SS Real Estate Select Sector 0.84% 53,406 $2.2M Add +2.2%
MUNI PIMCO Intermediate Municipal 0.81% 41,541 $2.1M Add +24.9%
AOM iShares Core 40/60 Moderate 0.78% 47,169 $2.1M Add +2.5%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.71% 87,122 $1.9M Add +1.0%
IDV iShares International Select 0.71% 60,203 $1.9M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 3,110 $1.7M Add +9.7%
RSP Invesco S&P 500 Equal Weight 0.61% 9,328 $1.6M Add +0.2%
CVX Chevron Corp. 0.60% 9,531 $1.6M Add +4.7%
LYB Lyondellbasell Indu Class A 0.59% 22,325 $1.6M Add +69.9%
TTE Totalenergies SE -Spon ADR 0.58% 23,682 $1.5M Add +2.4%
GSK GSK PLC-Spon ADR 0.57% 39,188 $1.5M Add +2.7%
RIO Rio Tinto PLC-Spon ADR 0.56% 24,830 $1.5M Add +15.7%
PUK Prudential PLC-ADR 0.56% 69,052 $1.5M Reduce -0.9%
ET Energy Transfer LP 0.54% 76,631 $1.4M Add +5.0%
SHEL Shell PLC-ADR 0.52% 18,846 $1.4M Add +3.0%
BMY Bristol-Myers Squibb Co. 0.51% 21,956 $1.3M Add +0.3%
HYMB SS SPDR N Ice HY Muni ETF 0.50% 52,437 $1.3M Add +0.9%
JPM JPMorgan Chase & Co. 0.50% 5,370 $1.3M Add +10.8%
PFE Pfizer Inc. 0.48% 50,361 $1.3M Add +1.8%
CWB SS SPDR BB Conv Sec ETF 0.47% 16,396 $1.3M Reduce -5.4%
HD Home Depot Inc. 0.47% 3,361 $1.2M Add +9.3%
IP International Paper Co. 0.45% 22,239 $1.2M Reduce -17.1%
NVDA Nvidia Corp. 0.44% 10,855 $1.2M Add +16.7%
USB US Bancorp 0.43% 27,211 $1.1M Add +121.0%
GILD Gilead Sciences Inc. 0.41% 9,586 $1.1M Reduce -3.9%
STLA Stellantis NV 0.39% 91,812 $1.0M Add +26.5%
PM Philip Morris International 0.39% 6,472 $1.0M Add +4.3%
BP BP PLC-Spons ADR 0.37% 28,598 $966K Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 3,829 $952K Reduce -2.8%
EPD Enterprise Products Partners 0.36% 27,668 $945K Add +17.7%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.34% 16,056 $904K Reduce -7.8%
INTC Intel Corp. 0.34% 39,671 $901K Reduce -20.9%
VOD Vodafone Group PLC-SP ADR 0.32% 90,477 $848K Add +18.9%
VLO Valero Energy Corp. 0.32% 6,412 $847K Add +2.9%
VEU Vanguard Ftse All-World Ex-U 0.32% 13,849 $840K New
ES Eversource Energy 0.32% 13,521 $840K Add +2.2%
WFC Wells Fargo & Co. 0.31% 11,561 $830K Reduce -13.6%
PAA Plains All Amer Pipeline LP 0.31% 41,132 $823K Reduce -1.8%
NGG National Grid PLC-SP ADR 0.31% 12,380 $812K Add +10.3%
MA Mastercard Inc. Class A 0.30% 1,466 $804K Add +3.0%
KHC The Kraft Heinz Co. 0.30% 25,738 $783K Add +15.1%
F Ford Motor Co. filed as FORD MTR CO 0.29% 77,328 $776K Add +45.4%
BCS Barclays PLC-Spons ADR 0.29% 50,272 $772K Reduce -12.5%
EELV Invesco S&P Emerging Markets 0.28% 31,062 $754K Add +5.9%
VNO Vornado Realty Trust 0.28% 20,314 $751K Reduce -8.4%
MRK Merck & Co. Inc. 0.28% 8,212 $737K Add +2.4%
CMCSA Comcast Corp. Class A 0.27% 19,517 $720K Add +104.7%
MO Altria Group Inc. 0.27% 11,933 $716K Reduce -2.0%
WELL Welltower Inc. 0.27% 4,641 $711K Reduce -24.1%
WBA Walgreens Boots Alliance Inc. 0.25% 60,092 $671K Reduce -19.0%
SLG SL Green Realty Corp. 0.25% 11,573 $668K Reduce -8.6%
UPS United Parcel Service Class B 0.25% 6,037 $664K Add +12.1%
BHP BHP Group Ltd.-Spon ADR 0.25% 13,544 $657K Add +6.4%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.25% 7,154 $657K Add +1.8%
O Realty Income Corp. 0.25% 11,200 $650K Add +0.5%
BUD Anheuser-Busch Inbev-SPN ADR 0.24% 10,426 $642K Add +34.9%
SPG Simon Property Group Inc. 0.24% 3,857 $641K Reduce -13.6%
IVV iShares Core S&P 500 ETF 0.24% 1,135 $638K Add +58.5%
KMB Kimberly-Clark Corp. 0.24% 4,467 $635K Reduce -2.8%
WMT Walmart Inc. 0.24% 7,170 $629K Reduce -5.1%
TSLA Tesla Inc. 0.23% 2,365 $613K Add +1.6%
SNY Sanofi-ADR 0.23% 11,028 $612K Add +3.6%
ARKW ARK Next Generation Technolo 0.23% 6,426 $608K Reduce -5.2%
VOO Vanguard S&P 500 ETF 0.23% 1,160 $596K Add +3.1%
CSCO Cisco Systems Inc. 0.22% 9,551 $589K Add +8.5%
DWX State Street SPDR S&P Intern 0.21% 14,776 $567K Reduce -0.1%
ORLY O'reilly Automotive Inc. 0.21% 395 $566K Add +1.3%
ENB Enbridge Inc. 0.21% 12,734 $564K Add +10.0%
BND Vanguard Total Bond Market 0.21% 7,636 $561K Reduce -4.5%
PRU Prudential Financial Inc. 0.21% 5,004 $559K Add +1.8%
MPC Marathon Petroleum Corp. 0.21% 3,833 $558K Reduce -1.4%
V Visa Inc. Class A 0.21% 1,584 $555K Add +22.5%
K Kellanova 0.21% 6,727 $555K Reduce -1.3%
DNL Wisdmtree GB Ex-US QL GR-Usd 0.20% 15,164 $541K Add +0.0%
ETR Entergy Corp. 0.20% 6,324 $541K Add +1.1%
SHW The Sherwin-Williams Co. 0.20% 1,480 $517K Add +43.7%
CPB The Campbell's Company 0.19% 12,603 $503K New
PG The Procter & Gamble Co. 0.18% 2,870 $489K Add +12.0%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 897 $478K No change
GOOGL Alphabet Inc. Class A 0.18% 3,033 $469K Add +39.1%
UL Unilever PLC 0.18% 7,868 $469K Add +13.7%
SBUX Starbucks Corp. 0.18% 4,776 $468K Add +3.2%
VIG Vanguard Dividend Apprec ETF 0.17% 2,330 $452K No change
META Meta Platforms Inc. Class A 0.17% 776 $447K Add +15.7%
SO The Southern Co. 0.16% 4,720 $434K Reduce -4.7%
VNQ Vanguard Real Estate ETF 0.16% 4,766 $432K Add +2.2%
COP Conocophillips 0.16% 4,103 $431K Add +4.9%
BX Blackstone Inc. 0.16% 2,974 $416K Reduce -20.2%
VTR Ventas Inc. 0.16% 5,970 $411K Reduce -5.1%
ABBV Abbvie Inc. 0.15% 1,890 $396K Add +6.8%
RTX RTX Corp. 0.15% 2,952 $391K Add +39.8%
KIM Kimco Realty Corp. 0.15% 18,320 $389K Add +0.6%
SCHG Schwab US Large-Cap Growth 0.14% 14,800 $371K Reduce -6.3%
ACN Accenture PLC Class A 0.14% 1,186 $370K No change
TXN Texas Instruments Inc. 0.14% 2,042 $367K Add +8.9%
JNJ Johnson & Johnson 0.14% 2,202 $365K Add +7.5%
WSM Williams-Sonoma Inc. 0.14% 2,304 $364K No change
AVGO Broadcom Inc. 0.14% 2,174 $364K Add +41.6%
DG Dollar General Corp. 0.14% 4,064 $357K New
OKE Oneok Inc. 0.13% 3,499 $347K Add +47.4%
TFC Truist Financial Corp. 0.12% 8,009 $330K Reduce -16.6%
DOC Healthpeak Properties Inc. 0.12% 16,110 $326K Reduce -0.9%
BLK BlackRock Inc. 0.12% 335 $317K Add +8.8%
TD Toronto-Dominion Bank 0.12% 5,263 $315K No change
BWA Borgwarner Inc. 0.12% 10,921 $313K Add +5.0%
KO The Coca-Cola Co. 0.12% 4,340 $311K Add +11.3%
PPL PPL Corp. 0.12% 8,605 $311K Reduce -0.2%
EXC Exelon Corp. 0.12% 6,728 $310K Add +0.0%
MAIN Main Street Capital Corp. 0.12% 5,416 $306K No change
LMT Lockheed Martin Corp. 0.11% 679 $303K Reduce -3.7%
PSX Phillips 66 0.11% 2,434 $301K Add +0.6%
SCHF Schwab Intl Equity ETF 0.11% 14,901 $295K No change
TSN Tyson Foods Inc. Class A 0.11% 4,603 $294K Add +0.9%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.11% 5,108 $293K Reduce -19.9%
CAG Conagra Brands Inc. 0.11% 10,961 $292K Add +0.8%
MCK McKesson Corp. 0.11% 433 $292K No change
D Dominion Energy Inc. 0.11% 5,118 $287K Add +0.0%
PNC PNC Financial Services Group 0.11% 1,625 $286K Reduce -5.6%
FDX FedEx Corp. 0.11% 1,149 $280K Add +0.3%
DPZ Domino's Pizza Inc. 0.10% 600 $276K No change
DUK Duke Energy Corp. 0.10% 2,248 $274K Add +4.8%
ED Consolidated Edison Inc. 0.10% 2,460 $272K Reduce -4.9%
ORCL Oracle Corp. 0.10% 1,942 $272K Add +51.7%
CNQ Canadian Natural Resources 0.10% 8,486 $261K Add +10.3%
PEP Pepsico Inc. 0.10% 1,736 $260K Add +6.0%
CAT Caterpillar Inc. 0.10% 784 $259K New
GIS General Mills Inc. 0.10% 4,281 $256K New
SWKS Skyworks Solutions Inc. 0.10% 3,918 $253K Add +1.3%
TAP Molson Coors Beverage Co. Class B 0.09% 3,990 $243K Add +9.3%
LIN Linde PLC 0.09% 520 $242K Reduce -3.9%
TELFY Telefonica SA-Spon ADR 0.09% 51,646 $241K Reduce -2.1%
QYLD Global X Nasd 100 Cov Call 0.09% 14,064 $234K Reduce -15.9%
CAH Cardinal Health Inc. 0.09% 1,665 $229K Reduce -2.9%
IPG Interpublic Group of Cos Inc. 0.08% 8,238 $224K New
WMB Williams Cos Inc. 0.08% 3,736 $223K Reduce -5.6%
HAL Halliburton Co. 0.08% 8,746 $222K New
EMR Emerson Electric Co. 0.08% 2,006 $220K Add +22.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.08% 5,127 $214K New
MS Morgan Stanley 0.08% 1,784 $208K New
CI The Cigna Group 0.08% 625 $206K New
DOW Dow Inc. 0.08% 5,875 $205K New
GE General Electric filed as GE AEROSPACE 0.08% 1,006 $201K New
MCD McDonald's Corp. 0.08% 644 $201K New
BEN Franklin Templeton Inc. 0.08% 10,438 $201K Add +1.0%
PK Park Hotels & Resorts Inc. 0.06% 14,647 $156K Add +5.8%
FT Franklin Universal Trust 0.06% 20,618 $155K Reduce -5.1%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.05% 11,643 $130K No change
USA Liberty All Star Equity Fund 0.05% 18,519 $121K New
GRFS Grifols SA-ADR 0.05% 16,950 $121K Reduce -28.0%
HBI Hanesbrands Inc. 0.03% 12,925 $75K Reduce -6.5%
SAN Banco Santander SA-Spon ADR 0.03% 10,223 $68K New
CCLD Carecloud Inc. 0.01% 23,595 $33K New

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -0.9% 8.50% −1.66
C Citigroup Inc. Reduce -17.0% 0.89% −0.23
GAL SS Global Allocation ETF Reduce -0.5% 4.21% −0.18
IP International Paper Co. Reduce -17.1% 0.45% −0.13
BX Blackstone Inc. Reduce -20.2% 0.16% −0.10
CM Can Imperial BK of Commerce Reduce -7.8% 0.34% −0.10
TGT Target Corp. Sold out 0.00% −0.09
SLG SL Green Realty Corp. Reduce -8.6% 0.25% −0.09
BNDX Vanguard Total Intl Bond ETF Reduce -4.3% 0.86% −0.09
CUK Carnival PLC-ADR Sold out 0.00% −0.09
VNO Vornado Realty Trust Reduce -8.4% 0.28% −0.09
BNS Bank of Nova Scotia Sold out 0.00% −0.09
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.08
PWR Quanta Services Inc. Sold out 0.00% −0.08
SPG Simon Property Group Inc. Reduce -13.6% 0.24% −0.06
CWB SS SPDR BB Conv Sec ETF Reduce -5.4% 0.47% −0.06
ARKW ARK Next Generation Technolo Reduce -5.2% 0.23% −0.06
WFC Wells Fargo & Co. Reduce -13.6% 0.31% −0.06
INTC Intel Corp. Reduce -20.9% 0.34% −0.06
TFC Truist Financial Corp. Reduce -16.6% 0.12% −0.04
MMM 3M Co. Reduce -11.4% 0.91% −0.04
WELL Welltower Inc. Reduce -24.1% 0.27% −0.04
SCHG Schwab US Large-Cap Growth Reduce -6.3% 0.14% −0.03
WMT Walmart Inc. Reduce -5.1% 0.24% −0.03
QYLD Global X Nasd 100 Cov Call Reduce -15.9% 0.09% −0.03
GRFS Grifols SA-ADR Reduce -28.0% 0.05% −0.02
PNC PNC Financial Services Group Reduce -5.6% 0.11% −0.02
LMT Lockheed Martin Corp. Reduce -3.7% 0.11% −0.02
WBA Walgreens Boots Alliance Inc. Reduce -19.0% 0.25% −0.02
BND Vanguard Total Bond Market Reduce -4.5% 0.21% −0.02
HBI Hanesbrands Inc. Reduce -6.5% 0.03% −0.02
HSBC HSBC Holdings PLC-Spons ADR Reduce -19.9% 0.11% −0.01
BCS Barclays PLC-Spons ADR Reduce -12.5% 0.29% −0.01
K Kellanova Reduce -1.3% 0.21% −0.01
DOC Healthpeak Properties Inc. Reduce -0.9% 0.12% −0.01
FT Franklin Universal Trust Reduce -5.1% 0.06% −0.00
MPC Marathon Petroleum Corp. Reduce -1.4% 0.21% −0.00
WMB Williams Cos Inc. Reduce -5.6% 0.08% −0.00
KMB Kimberly-Clark Corp. Reduce -2.8% 0.24% +0.00
LIN Linde PLC Reduce -3.9% 0.09% +0.00
SO The Southern Co. Reduce -4.7% 0.16% +0.00
CAH Cardinal Health Inc. Reduce -2.9% 0.09% +0.01
PPL PPL Corp. Reduce -0.2% 0.12% +0.01
TELFY Telefonica SA-Spon ADR Reduce -2.1% 0.09% +0.01
VTR Ventas Inc. Reduce -5.1% 0.16% +0.01
DWX State Street SPDR S&P Intern Reduce -0.1% 0.21% +0.01
ED Consolidated Edison Inc. Reduce -4.9% 0.10% +0.01
IBM Intl Business Machines Corp. Reduce -2.8% 0.36% +0.02
MO Altria Group Inc. Reduce -2.0% 0.27% +0.02
PAA Plains All Amer Pipeline LP Reduce -1.8% 0.31% +0.03

Portfolio Buys Q4 2024 → Q1 2025
VTI VG Morningstar TS MKT ETF-US Add +13.5% 14.30% +0.34
CVS CVS Health Corp. Add +11.6% 0.85% +0.32
VEU Vanguard Ftse All-World Ex-U New 0.32% +0.32
AMZN Amazon.com Inc. Add +29.4% 3.51% +0.22
LYB Lyondellbasell Indu Class A Add +69.9% 0.59% +0.21
USB US Bancorp Add +121.0% 0.43% +0.20
CPB The Campbell's Company New 0.19% +0.19
XOM Exxon Mobil Corp. Add +4.2% 1.56% +0.14
DG Dollar General Corp. New 0.14% +0.14
CMCSA Comcast Corp. Class A Add +104.7% 0.27% +0.13
MUNI PIMCO Intermediate Municipal Add +24.9% 0.81% +0.13
CAT Caterpillar Inc. New 0.10% +0.10
GIS General Mills Inc. New 0.10% +0.10
PM Philip Morris International Add +4.3% 0.39% +0.09
BUD Anheuser-Busch Inbev-SPN ADR Add +34.9% 0.24% +0.09
IPG Interpublic Group of Cos Inc. New 0.08% +0.08
F Ford Motor Co. Add +45.4% 0.29% +0.08
HAL Halliburton Co. New 0.08% +0.08
SLB SLB Ltd. New 0.08% +0.08
CVX Chevron Corp. Add +4.7% 0.60% +0.08
MS Morgan Stanley New 0.08% +0.08
TTE Totalenergies SE -Spon ADR Add +2.4% 0.58% +0.08
CI The Cigna Group New 0.08% +0.08
DOW Dow Inc. New 0.08% +0.08
GE General Electric New 0.08% +0.08
MCD McDonald's Corp. New 0.08% +0.08
IVV iShares Core S&P 500 ETF Add +58.5% 0.24% +0.07
SHEL Shell PLC-ADR Add +3.0% 0.52% +0.07
EPD Enterprise Products Partners Add +17.7% 0.36% +0.06
VOD Vodafone Group PLC-SP ADR Add +18.9% 0.32% +0.06
RIO Rio Tinto PLC-Spon ADR Add +15.7% 0.56% +0.06
GSK GSK PLC-Spon ADR Add +2.7% 0.57% +0.06
SHW The Sherwin-Williams Co. Add +43.7% 0.20% +0.06
QQQ Invesco QQQ Trust Series 1 Add +22.4% 0.85% +0.05
RTX RTX Corp. Add +39.8% 0.15% +0.05
V Visa Inc. Class A Add +22.5% 0.21% +0.05
VEA Vanguard Ftse Developed ETF Add +0.2% 3.56% +0.05
USA Liberty All Star Equity Fund New 0.05% +0.05
NGG National Grid PLC-SP ADR Add +10.3% 0.31% +0.04
SPSB SS SPDR P St C Corp. ETF Add +9.2% 0.86% +0.04
OKE Oneok Inc. Add +47.4% 0.13% +0.04
JPM JPMorgan Chase & Co. Add +10.8% 0.50% +0.04
SCHZ Schwab US Aggregate Bond ETF Add +5.3% 1.68% +0.04
INKM SS Income Allocation ETF Add +7.4% 0.95% +0.04
BP BP PLC-Spons ADR Add +0.4% 0.37% +0.03
ORLY O'reilly Automotive Inc. Add +1.3% 0.21% +0.03
BCI Abrdn Bloomberg All Commodit Add +1.0% 0.71% +0.03
SNY Sanofi-ADR Add +3.6% 0.23% +0.03
SAN Banco Santander SA-Spon ADR New 0.03% +0.03
ABBV Abbvie Inc. Add +6.8% 0.15% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 226$402.7MVTI, AAPL, VEA, GAL, AMZN
Q1 2026 215$357.0MVTI, AAPL, VEA, GAL, AMZN
Q4 2025 214$338.4MVTI, AAPL, VEA, GAL, AMZN
Q3 2025 203$326.0MVTI, AAPL, VEA, GAL, AMZN
Q2 2025 199$302.2MVTI, AAPL, GAL, VEA, AMZN
Q1 2025 179$264.6MVTI, AAPL, GAL, VEA, AMZN
Q4 2024 168$251.8MVTI, AAPL, GAL, VEA, AMZN