account_balance
Investment manager · 13F filer · SEC CIK 1972835
Consolidated Portfolio Review Corp
Reported value$1.23Bas of Sep 30, 2026
Positions36 2 new, 0 sold out
Top 10 weight83.2%SPY alone is 41%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
41.1%
IVViShares Tr
8.4%
QQQInvesco QQQ Tr
7.7%
IBITiShares Bitcoin Trust ETF
5.6%Trimmed −33%
IJHiShares Tr
5.1%
VEAVanguard Tax-Managed FDS
4.6%
FBTCFidelity Wise Origin Bitcoin Fund
3.5%Trimmed −29%
VOVanguard Index FDS
2.9%
IJRiShares Tr
2.3%
IEFA1.6%
META1.5%SPYSPDR S&P 500 ETF Trust
41.1%
IVViShares Tr
8.4%
QQQInvesco QQQ Tr
7.7%
IBITiShares Bitcoin Trust ETF
5.6%−33%
IJHiShares Tr
5.1%
VEAVanguard Tax-Managed FDS
4.6%
VO2.9%
IJR
GLDIEFA
METABoxes 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
SPY SPDR S&P 500 ETF Trust 41.1% Held
IVV iShares Tr 8.4% Held
QQQ Invesco QQQ Tr 7.7% Held
IBIT iShares Bitcoin Trust ETF 5.6% Trimmed −33%IJH iShares Tr 5.1% Held
VEA Vanguard Tax-Managed FDS 4.6% Held
FBTC Fidelity Wise Origin Bitcoin Fund 3.5% Trimmed −29%VO Vanguard Index FDS 2.9% Held
IJR iShares Tr 2.3% Held
GLD SPDR Gold Trust 2.2% HeldIEFA iShares Tr 1.6% Held
META Meta Platforms, Inc. 1.5% Added +155%What changed
Biggest moves since Jun 30, 2026
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