account_balance

Investment manager · 13F filer · SEC CIK 1821626

State of Wyoming

Reported value$1.29Bas of Sep 30, 2026
Positions1,691 318 new, 499 sold out
Top 10 weight53.0%SPHY alone is 29%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 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
SPHY SPDR Series Trust 28.8% New
SPY SPDR S&P 500 ETF Trust 15.7% Held
EFA iShares Tr 1.7% Held
NVDA NVIDIA Corp 1.7% Trimmed −7%AAPL Apple Inc. 1.5% Added +18%IESC IES Holdings, Inc. 0.8% New
EMXC iShares Inc 0.8% Held
EWT iShares Inc 0.8% Trimmed −3%
GOOGL Alphabet Inc. 0.6% Trimmed −18%
EEM iShares Tr 0.6% Added +101%
AVGO Broadcom Inc. 0.5% Added +78%GOOG Alphabet Inc. 0.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
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