account_balance

Investment manager · 13F filer · SEC CIK 1999144

Dorval Corp

Reported value$348Mas of Sep 30, 2026
Positions47 1 new, 3 sold out
Top 10 weight59.8%SPTM alone is 8%
FiledOct 2929 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
SPTM SPDR Series Trust 7.9% Held
ACWV iShares Inc 6.8% Added +3%
LGLV SPDR Series Trust 6.6% Held
VGIT Vanguard Scottsdale FDS 6.4% Added +4%
VWO Vanguard Intl Equity Index F 6.3% Added +4%
IAGG iShares Tr 5.6% Added +3%
VO Vanguard Index FDS 5.3% Held
IGEB iShares Tr 5.2% Added +3%
XMLV Invesco Exch Traded Fd Tr II 4.9% Held
VT Vanguard Intl Equity Index F 4.8% Held
SGOV iShares Tr 4.3% Added +2%
BND Vanguard Bd Index FDS 4.1% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • AOR +28%
  • MEAR +14%
  • MSFT +13%
  • MUB +9%
arrow_downwardTrimmed
  • XMHQ −4%
  • VTIP −2%
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.

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