account_balance

Investment manager · 13F filer · SEC CIK 1091860

C M Bidwell & Associates Ltd

Reported value$245Mas of Jun 30, 2026
Positions494 72 new, 61 sold out
Top 10 weight44.5%VOO alone is 12%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard S&P 500 ETF 12.5% Added +4%
BSV Vanguard ST Bond ETF 5.5% Held
IWM iShares Russell 2000 ETF 4.0% Held
VTIP Vanguard ST TIPS ETF 4.0% Added +11%
VTI Vanguard Ttl Mkt ETF 4.0% Held
SCHO Schwab ST Treas ETF 3.6% Held
GVI iShares Int Gov/Cr Bd ETF 3.2% Added +6%
IVV iShares S&P 500 ETF 3.2% Held
VEA Vanguard Dev Mkts ETF 2.3% Added +4%
ACWX iShares MSCI ACWI ex US ETF 2.2% Held
ISTB iShares Core 1-5 Year USD Bond 2.0% Held
BND Vanguard Total Bnd ETF 1.8% Added +3%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VRT −39%
  • HWM −32%
  • VCSH −18%
  • VV −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist