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Investment manager · 13F filer · SEC CIK 2040013
Bawa N Mallick Trust
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Reported value$309Mas of Jun 30, 2026
Positions78 9 new, 0 sold out
Top 10 weight64.0%SPY alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
25.9%
QQQInvesco QQQ Tr
16.1%
IVViShares Tr
3.5%Added +27%
IWFiShares Tr
3.1%
VOOVanguard Index FDS
3.1%
IUSGiShares Tr
3.1%Added +36%
VTIVanguard Index FDS
2.9%
VUGVanguard Index FDS
2.1%
VVVanguard Index FDS
2.1%
SCHBSchwab Strategic Tr
2.0%
SPYGSPDR Series Trust
2.0%+3%
XLGInvesco Exchange Traded Fd T
1.8%
SPYSPDR S&P 500 ETF Trust
25.9%
QQQInvesco QQQ Tr
16.1%
IVV3.5%
IWF3.1%
VOO3.1%
IUSG3.1%
VTI2.9%
VUG
VV
SCHB
SPYG
XLG
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
SPY SPDR S&P 500 ETF Trust 25.9% Held
QQQ Invesco QQQ Tr 16.1% Held
IVV iShares Tr 3.5% Added +27%
IWF iShares Tr 3.1% Held
VOO Vanguard Index FDS 3.1% Held
IUSG iShares Tr 3.1% Added +36%
VTI Vanguard Index FDS 2.9% Held
VUG Vanguard Index FDS 2.1% Held
VV Vanguard Index FDS 2.1% Held
SCHB Schwab Strategic Tr 2.0% Added +3%
SPYG SPDR Series Trust 2.0% Added +3%
XLG Invesco Exchange Traded Fd T 1.8% Held
What changed
Biggest moves since Mar 31, 2026
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